Switching from Mint

Intuit discontinued Mint in 2024, and the migration to Credit Karma didn’t carry over the budgeting and reporting many people relied on. If you want a replacement that categorizes transactions and produces clean reports — but without bank-linking or data monetization — here’s how to make the move.

Step by step

1. Gather your statements
   Decide how far back you want history. Log in to each bank or card account directly and download statements as PDF or CSV for that period.
2. Create your KeepMyLedger account
   Sign up and create a business (this can simply be “Personal”). There’s nothing to connect — you’ll be importing files, not credentials.
3. Import your statements
   Upload each statement. Formats are auto-detected; for CSV you confirm a column mapping once per account, and it’s remembered for next time.
4. Rebuild your categories as rules
   Recreate the categories you used in Mint and add rules so future transactions tag themselves. Optional AI Assist helps with the stragglers.
5. Verify and report
   Check a month you remember well to confirm everything lines up, then generate tax-ready reports and CSV exports whenever you need them.

Common questions