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Mint Question

Posted on 6/5/12 at 9:01 am
Posted by Chris4x4gill2
North Alabama
Member since Nov 2008
3092 posts
Posted on 6/5/12 at 9:01 am
I just started using Mint and I am trying to get my catagories setup. How would you handle these trasnsactions?

I have an automatic debit setup fom my checking to transfer an amount to a savings account every two weeks. Both accounts are linked to Mint, so the total balance is correct, but how do I set the debit to not show up as an exspense under "uncatagorized" ?
Posted by Teddy Ruxpin
Member since Oct 2006
39606 posts
Posted on 6/5/12 at 9:07 am to
It should show up under the "Transfer" category, if not, use that.

I guess that isn't entirely accurate, but Mint should automatically categorize it as a transfer from one account to another. That is what it does for me, but I imagine you could use the Transfer category as well.
This post was edited on 6/5/12 at 9:09 am
Posted by Catman88
Baton Rouge, LA
Member since Dec 2004
49125 posts
Posted on 6/5/12 at 9:24 am to
I think after you assign it the first time mint will put it in the correct location on any txns after that made in the same way.
Posted by aaronb023
TeamBunt CEO
Member since Feb 2005
11774 posts
Posted on 6/5/12 at 9:49 am to
It should be a transfer, as well as any payments on principal of a loan (if you have the loan in mint).
Posted by Catman88
Baton Rouge, LA
Member since Dec 2004
49125 posts
Posted on 6/5/12 at 11:43 am to
Only thing I cant figure out is how to get my wife's IRA from her Neigbors CU to be labeled as an investment account instead of a savings account.
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