Sortlumo vs Mint

Sortlumo vs Mint (and post-Mint alternatives) — honest comparison.

Mint shut down in 2024, leaving millions of users looking for a replacement. The mainstream replacements (Credit Karma, Rocket Money, Empower) all rely on bank-aggregator connections — same model as Mint, same data-sharing surface area. Sortlumo takes a different approach: you upload statement PDFs, we categorize them locally to your account, and your banking credentials never leave your bank.

TL;DR Mint shut down in March 2024. If you're looking for the closest replacement, Sortlumo is for people who liked Mint's categorization but didn't love handing their bank credentials to a third-party aggregator. We'll lose to Mint-style apps on real-time updates — we win on privacy and on cost.

Side by side

Where Sortlumo and Mint actually differ.

DimensionSortlumoMint
Bank linking requiredNever. Upload PDFs.Yes, via Plaid or similar.
Real-time updatesMonthly, when you upload.Live, within hours of posting.
Categorization22 categories, server-side AI, manual overrides stick.Auto, with manual overrides.
Subscription detectionAutomatic, with annualized cost.Yes (Mint had this).
Excel exportIncluded on every plan.Limited or paywalled.
Data ownershipYour account, encrypted, deletable.Shared with aggregator + bank.
CostFree for 3/mo. $5.75/mo or $11.58/mo paid.Free, ad-supported (data product).
Credit score / FICO trackingNo.Yes.
Multi-account viewYes, free=1, personal=5, pro=unlimited.Yes.

Pick Sortlumo if…

  • You want a categorized view of your spending without giving Plaid or Yodlee your bank password.
  • You're OK doing a 30-second monthly upload in exchange for not being a data product.
  • You want Excel export and ownership of your historical data — not a vendor lock-in.
  • You want to track multiple accounts (checking, savings, 3 credit cards) in one place without bank-linking each one.

Pick Mint if…

  • You need real-time transaction sync the moment a charge posts.
  • You want auto-import without any monthly upload step.
  • You're fine with the privacy tradeoff of a bank aggregator in exchange for convenience.
  • You need credit score monitoring as part of the same product.
FAQ

Common questions on this comparison.

Is Sortlumo really a Mint replacement if I have to upload statements?

It's a replacement for the categorization, subscription tracking, and historical view parts of Mint. It's not a replacement for the real-time alert side. Most former Mint users we've talked to didn't actually use the real-time features and were paying with their data without realizing it.

How does Sortlumo compare to Rocket Money or Empower?

Rocket Money and Empower both use Plaid-style bank linking. They're closer to Mint's model. Sortlumo is for people who specifically don't want that model — the tradeoff is the monthly upload step.

Can I import my old Mint data?

Yes — Mint let you export a CSV before it shut down. We're adding CSV import next quarter. In the meantime, you can upload past PDF statements (banks keep 7 years) to rebuild your history.

What about Monarch Money?

Monarch is excellent if you want the bank-aggregator model done well. We use a different model — no aggregator, no real-time. Different choice for a different person.

Try Sortlumo free. No card, no bank login.