I’ve been using mint.com for managing my finances since 2009. It’s a terrific website for budgeting and visualizing how you spent your money. I recently joined Tableau Software and wanted to employ the power of Tableau against my data. The first step to doing this is to download my data into a file that Tableau can connect to. This turns out to be pretty straight-forward thanks to work done by Mike Rooney. He built a Python module called mintapi to pull data from your mint.com account using screen scraping.
If you’ve never used Python before, there are a few extra steps to get it working. Below are the steps for doing this on a Mac running Mac OS X 10.10 (Yosemite).
1. Install Homebrew.
Homebrew is a package manager for installing commonly-used software modules on Mac OS X.
ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)"
2. Install the Homebrew-version of Python.
brew install python
Follow instructions in brew output. Typically this will include statements like this:
pip install --upgrade pip setuptools brew linkapps python
3. Install mintapi and requirements.
pip install mintapi pip install pandas
4. Download transactions from mint.com.
Now you’re ready to download your data.
mintapi -t -u MINT-EMAIL-ADDRESS -f FILENAME
where MINT-EMAIL-ADDRESS is the email address you use to log in to mint (e.g. firstname.lastname@example.org), and FILENAME is the name of the file to save the data. The filename should end in .csv (e.g. mint.csv) to use with Tableau, although you can also specify a .json extension to get the data in JSON format.
To get help on the
mintapi command, you can type the following command:
That’s it. Super simple.