![]() ![]() My biggest advice here is don’t be afraid to create your own custom categories. (Maybe get a lusty glass of wine first to soften the blow.)įollow the steps in the screenshot below to get started. Mint will aggregate these accounts and properties to calculate your net worth. You can also add offline accounts (if you have an account that Mint doesn’t integrate with or are paying off a personal loans that are best for bad credit to someone, for example) and property (home, cars, etc.). But you just go to Settings (in bottom-right corner of screen) > Accounts > +. And then made me do it AGAIN the next day. My life insurance account required me to answer questions about my childhood I had a difficult time remembering. Some accounts will require extra hoops of fire to jump through. Once you find the right account, you’ll be prompted to log in. When looking for ways to stay on tip of your financial needs, consider a side income from the trade gold market. If you have a difficult time with a credit card (as I did with my Southwest Chase card), I recommend looking at your actual card to find the right account name for it. Sometimes it gets a little dicey to find the right service. When setting up a budget in Mint, you need to take a few steps that I won’t be covering in the tips: They may not seem difficult to you because either a) you’re smarter than I am or b) you are seeing the final resolution of several tests and failures or c) both of the above. I’m specifically going to focus on some of the customizations that are lesser known or were difficult to grasp. (Contrast that with having to leave a voicemail and email to get tech support for Tableau. I have to say I was very surprised I was able to chat with someone on a Saturday afternoon. But there are several resources I found really helpful: I can’t possibly teach you everything you need to know about Mint in this post. (You’ll see that it’s possible to make it work that way though.) But Mint wasn’t built to function that way. I’m partial to the envelope system of budgeting and actually used envelopes when I was in college to manage my money. ![]() (I know, adulting sucks, and life is unfair.)
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