Migration guide

Switching from Mint to Budgey

Mint is gone, but your budgeting habit doesn't have to be. Here's how to land softly in Budgey.

Part 1 — Get your data out of Mint

  1. 1

    If you saved a Mint transactions CSV before March 2024, locate it — that file is all you need.

  2. 2

    If you did not export in time, your Mint data is gone, but bank sync in Budgey Unlimited rebuilds recent history automatically when you connect your accounts.

Good to know: Mint's categories were auto-generated and often messy. Most switchers use the move as a reset: start with Budgey's suggested categories, then let the Review Inbox's AI suggestions do the categorizing going forward.

Part 2 — Set up Budgey

  1. 3

    Create your free Budgey account

    Sign up at budgeyapp.com or in the iOS/Android app. Onboarding takes about two minutes — BaoBot suggests a starter set of categories, and you can rename them to match the ones you had before.

  2. 4

    Set your pay period

    Tell Budgey how you get paid — weekly, biweekly, or monthly. Your budget periods will follow your actual paychecks, which is probably an upgrade over the calendar months your old app forced.

  3. 5

    Upload your export to BaoBot

    Open BaoBot and upload your CSV, Excel, or PDF file (file uploads are part of Budgey Unlimited). It reads each transaction's description, amount, and date, matches categories by name, and imports the lot — and any import can be undone with one message.

  4. 6

    Connect your banks (optional, recommended)

    With Budgey Unlimited, connect up to 3 banks or cards via Plaid. From then on, new transactions land in your Review Inbox with AI-suggested categories — you approve each one, and your budget stays current without typing.

Switching from Mint: your questions

What happened to Mint?+

Intuit shut Mint down in March 2024 and directed users to Credit Karma. Credit Karma tracks accounts and credit scores but does not offer Mint-style category budgets, which is why most former Mint users switched to a dedicated budgeting app.

Is Budgey a good free replacement for Mint?+

Yes. Budgey has a free-forever plan on iOS, Android, and Web with a full category budget, goals, and cross-device sync. Bank sync, unlimited transactions, and AI insights come with Budgey Unlimited ($10/month or $100/year).

Can I import my old Mint data into Budgey?+

If you exported your Mint transactions as CSV before the shutdown, yes — upload the file to BaoBot in Budgey and it will import your transactions. If you did not export in time, you can start fresh and connect your banks so history builds automatically.

Does Budgey sell my data or show ads like Mint did?+

No. Budgey is funded by the optional Budgey Unlimited subscription, not by ads or by promoting financial products. Your budget is not an ad-targeting surface.

BaoBot

Bring your budget home

Start free and import when you're ready — BaoBot does the heavy lifting.

No credit card required · Free plan forever · One budget on every device

Budgey

Budgeting for all

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