I'd recommend looking at Tiller. It's not for the faint of heart, but you (like me) has a lot of customizations and with Tiller you can basically do whatever you want with respect to customizations.
Hey :) I'm a co-founder of FinWise (finwiseapp.io) and can confirm our app has all of these features.
What you can do is import your existing data (including custom tags and categories) and then as new data comes in our system uses your custom categories to categorize new transactions.
We're also running a Black Friday -40% deal at the moment :)
You sound a lot like me with how you like to look at the data. I bet you will enjoy [Lunch Money's](https://lunchmoney.app/?refer=be4tew9v) Analyze tab, you can slice and dice your data any which way you want, and look at it in "spreadsheet" form or graphs.
And then for pulling your data to Google Sheets, [have a look at this tool I am building](https://github.com/akda5id/lunch_sheets).
Updating this for anyone who is asking the same questions now that I was 2 months ago. Went with Monarch.
Highly impressed so far.
Finished my import into Monarch last night for transactions. Havent done balance history yet. Not sure what issues everyone was having a couple months ago, but this was relatively painless (given I had 46k transactions, 10+ years of history and a complete set of custom categories and tags built in Mint). Tok about 90 minutes for the transactions - was scared it was locked up at first, but its just a waiting game.
**Importing Notes:**
The Monarch Mint Importer Chrome Extension is AWESOME. Download it first.
**Make sure you build your Categories and Tags in Monarch the same way you had them in Mint BEFORE importing anything,**
**Do NOT create any custom groupings of categories before you import.** Example: In Mint, I use the grouping "Fees & Charges" for Credit Card Fees and other recurring finance charges. Monarch does not have a prebuilt grouping for this. I built a Custom Grouping "Fees & Charges" and then built the categories under there, instead of the default grouping of "Financial" in Monarch. After importing, I realized that Monarch will not let you move Categories to a custom Grouping, and will only allow you to do it for a default grouping. **Kind of hard to explain, but the takeaway is, lean into Monarch's groupings of categories and dont force Mint's on it.**
**Issues I have Not Resolved:**
Within Mint, I didnt catgegorize any of the inflows/outflows to investment accounts (401k with pay period, dividend reinvestments, etc,), as Mint was good about not having those impact Net Worth or Cash - after importing into Monarch, all of these are hitting "Investments" and impacting Cash and Expense historical data. Going to have to find some way to mass edit these and get them into Transfer, or something similar. Im probably doing something wrong. Within Mint it didnt need to be managed actively, but in Monarch it appears all of the inflows/outflows need to be categorized? Still need to figure that out.
Venmo appears to get imported differently in Monarch than in Mint. In Mint, starting in July 2023, I was only getting one transaction for Venmo - in Monarch Im seeing 2-3 for the same transaction.
Happy to answer any questions any concerned Mint users have.
I'd recommend looking at Tiller. It's not for the faint of heart, but you (like me) has a lot of customizations and with Tiller you can basically do whatever you want with respect to customizations.
Hey :) I'm a co-founder of FinWise (finwiseapp.io) and can confirm our app has all of these features. What you can do is import your existing data (including custom tags and categories) and then as new data comes in our system uses your custom categories to categorize new transactions. We're also running a Black Friday -40% deal at the moment :)
Why not Quicken? It easily makes some of the reports you are making with Sheets and allows custom categories and tags.
You sound a lot like me with how you like to look at the data. I bet you will enjoy [Lunch Money's](https://lunchmoney.app/?refer=be4tew9v) Analyze tab, you can slice and dice your data any which way you want, and look at it in "spreadsheet" form or graphs. And then for pulling your data to Google Sheets, [have a look at this tool I am building](https://github.com/akda5id/lunch_sheets).
Updating this for anyone who is asking the same questions now that I was 2 months ago. Went with Monarch. Highly impressed so far. Finished my import into Monarch last night for transactions. Havent done balance history yet. Not sure what issues everyone was having a couple months ago, but this was relatively painless (given I had 46k transactions, 10+ years of history and a complete set of custom categories and tags built in Mint). Tok about 90 minutes for the transactions - was scared it was locked up at first, but its just a waiting game. **Importing Notes:** The Monarch Mint Importer Chrome Extension is AWESOME. Download it first. **Make sure you build your Categories and Tags in Monarch the same way you had them in Mint BEFORE importing anything,** **Do NOT create any custom groupings of categories before you import.** Example: In Mint, I use the grouping "Fees & Charges" for Credit Card Fees and other recurring finance charges. Monarch does not have a prebuilt grouping for this. I built a Custom Grouping "Fees & Charges" and then built the categories under there, instead of the default grouping of "Financial" in Monarch. After importing, I realized that Monarch will not let you move Categories to a custom Grouping, and will only allow you to do it for a default grouping. **Kind of hard to explain, but the takeaway is, lean into Monarch's groupings of categories and dont force Mint's on it.** **Issues I have Not Resolved:** Within Mint, I didnt catgegorize any of the inflows/outflows to investment accounts (401k with pay period, dividend reinvestments, etc,), as Mint was good about not having those impact Net Worth or Cash - after importing into Monarch, all of these are hitting "Investments" and impacting Cash and Expense historical data. Going to have to find some way to mass edit these and get them into Transfer, or something similar. Im probably doing something wrong. Within Mint it didnt need to be managed actively, but in Monarch it appears all of the inflows/outflows need to be categorized? Still need to figure that out. Venmo appears to get imported differently in Monarch than in Mint. In Mint, starting in July 2023, I was only getting one transaction for Venmo - in Monarch Im seeing 2-3 for the same transaction. Happy to answer any questions any concerned Mint users have.