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Started By
Message
Mint Question
Posted on 6/5/12 at 9:01 am
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" ?
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" ?
4
Posted on 6/5/12 at 9:07 am to Chris4x4gill2
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.
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 on 6/5/12 at 9:24 am to Chris4x4gill2
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 on 6/5/12 at 9:49 am to Chris4x4gill2
It should be a transfer, as well as any payments on principal of a loan (if you have the loan in mint).
Posted on 6/5/12 at 10:04 am to aaronb023
gotcha. Transfer should work. I saw Investment but that didnt really fit.
Posted on 6/5/12 at 10:24 am to Chris4x4gill2
Credit card payments should be transfers as well, if they are in mint
Posted on 6/5/12 at 10:26 am to aaronb023
I just have a ruel that files all of those types of transactions as "exclude from mint".
Posted on 6/5/12 at 11:43 am to Chris4x4gill2
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.
Posted on 6/5/12 at 2:06 pm to Catman88
I'm trying to figure out how I want it to handle savings so that it shows savings as an "exspense" in the monthly budget.
I guess all I need to do is create a "savings" catagory and then tag the transactions as such? any other ideas?
I guess all I need to do is create a "savings" catagory and then tag the transactions as such? any other ideas?
Posted on 6/5/12 at 2:09 pm to Chris4x4gill2
quote:
Chris4x4gill2
I have never really used the "Goal" feature, but this might work.
Posted on 6/5/12 at 2:20 pm to Chris4x4gill2
Thats sorta why I want the IRA separated. I dont want the money in teh IRA showing in how much cash I have onhand instead of money being put aside.
Posted on 6/5/12 at 10:48 pm to Chris4x4gill2
quote:
I'm trying to figure out how I want it to handle savings so that it shows savings as an "exspense" in the monthly budget.
I guess all I need to do is create a "savings" catagory and then tag the transactions as such? any other ideas?
i dont understand why you are trying to show it as an expense
Posted on 6/6/12 at 8:22 am to aaronb023
Because if it lists as a transfer from one account to the other, it still shows as available money.
For monthly budgeting, I want savings to be a fixed cost.
I played with the Goals some last night, it might do what I want but not sure yet. I'll keep playing with it.
For monthly budgeting, I want savings to be a fixed cost.
I played with the Goals some last night, it might do what I want but not sure yet. I'll keep playing with it.
Posted on 6/6/12 at 8:38 am to Chris4x4gill2
quote:
For monthly budgeting, I want savings to be a fixed cost.
I played with the Goals some last night, it might do what I want but not sure yet. I'll keep playing with it.
That's the best way to do it.
Posted on 6/6/12 at 8:42 am to TheHiddenFlask
Yup goals is the way to go. Once you set up how much you want to save as a goal, you'll notice that amount pulled from your budget projection on the budget tab. (Right side margin )
Posted on 6/6/12 at 8:59 am to TheHiddenFlask
Anyone know how to tell it an account is really an IRA account? I would like that account listed under investments.
Posted on 6/6/12 at 9:02 am to Catman88
quote:
Anyone know how to tell it an account is really an IRA account? I would like that account listed under investments.
Well, I'll go ahead and say it.
Why don't you just roll the IRA to a real brokerage?
Posted on 6/6/12 at 9:18 am to Catman88
quote:
Anyone know how to tell it an account is really an IRA account? I would like that account listed under investments.
What is going on with it?
I had an IRA through USAA temporarily and Mint saw it as such without a problem.
Posted on 6/6/12 at 9:30 am to TheHiddenFlask
Its an account my wife had before we got married. She doesnt really understand what I want to do with it.
Just dont care how mint throws it into my cash pool. Im about to just exclude it altogether.
Mint doesnt see it as an investment account and treats it as cash on hand.
Just dont care how mint throws it into my cash pool. Im about to just exclude it altogether.
quote:
What is going on with it?
Mint doesnt see it as an investment account and treats it as cash on hand.
This post was edited on 6/6/12 at 9:32 am
Posted on 6/6/12 at 9:38 am to Catman88
I don't know of any way to change it manually, but the customer service team is pretty solid. They may eb able to fis it for you if you email them.
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