Import Transactions via CSV or XLS
A
Arian
Would be nice to import transactions from other institutions besides Apple Card. My credit union is not on plaid and being able to import a csv of transactions would be a nice workaround.
Neo
Request on behalf of a user: the ability to import balances
Neo
CSV related request on behalf of Pranav, "It would be great if we could get apple shortcuts integration for copilot to export all my transactions to a CSV (which is already available in the menu). I do some local budgeting with the CSV, so it would be great to easily generate that for my workflow"
O
Olivia
Hey all! Thank you so much for your interest in this feature. We're currently working on a Mint importing feature, and plan to have it ready really soon. Because it doesn't address everyone's requests here for importing for financial institutions, we won't mark this as complete until that functionality is also available.
Regarding Mint, ee'll send an in-app message to all users when it's ready, but you can also join the waitlist here: https://copilot.money/mint
O
Olivia
Merged in a post:
Import Mint Data
A
Alana
It would be really great to be able to import Mint data. I have years of history there (even though I barely used it).
O
Olivia
Merged in a post:
Import historical data from Personal Capital
P
Puneet
Ability to import all historic data from Personal Capital
O
Olivia
Merged in a post:
Import historical data from Quicken
J
Jason
Ability to import transaction and historic data from Quicken.
O
Olivia
Merged in a post:
Import historical data from YNAB
M
Momen
Ability to import historical data from YNAB to Copilot.
O
Olivia
Merged in a post:
Importing Trx Data and Budgets from Monarch
M
Matthew
For users who would like to move from Monarch to Copilot.
O
Olivia
Merged in a post:
Import historical data from Mint
O
Olivia
Import historical user data from Mint
O
Olivia
O
Olivia
John Joe: Hey there! This is just a link with a guide from a different product showing how they differentiate between imports from different products as a reference.
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