Coming from Mint
Bringing your data over
Mint shut down and took its "just works" bank sync with it. Wicker Money doesn't replace that experience yet — here's exactly what it does today, so you can decide if it's worth the manual step right now.
What's actually built today
Wicker Money imports from CSV. There's no automatic bank sync yet — that's not on the roadmap as a near-term item, so if a live bank connection is a dealbreaker for you right now, this isn't ready for that yet. What the CSV importer does handle:
- A saved column mapping per source, so re-importing from the same bank later doesn't mean re-mapping columns every time.
- An explicit date format with a live parse preview, instead of guessing and hoping.
- Duplicate detection across imports.
- Category rules with a preview before a rule touches anything, plus triage for whatever a rule doesn't catch.
- Batch undo, if an import or a rule does something you didn't want.
The path
- Get your history out. If you still have an old Mint export sitting around, start there. Going forward, each bank and card issuer has its own CSV export — that's what feeds Wicker Money from here on, one account at a time.
- Set up your accounts and categories in Wicker Money first.Decide your category list before the first big import; it's easier to import into categories that already exist than to rename hundreds of transactions after the fact.
- Import one account, map its columns once. The mapping is saved per source, so the next statement from the same account is a straight re-import.
- Write a handful of category rules, then triage what's left.Rules preview before they apply, so you can see what a rule will do before it touches your ledger.
Still deciding?
See what's built versus planned for the honest current state, or go straight to self-hosting if the manual import above is a trade you're fine making for owning your data.