I’ve been using Quicken for maybe 20 years. But I’m curious about whether Mint might be a more modern substitute. It certainly has a prettier interface. I tried a few years ago but it was pretty bare bones at that time. I want to help my son get started tracking his finances and I thought we might both try again with Mint.
Just subscribed! hey, With Mint, can you take a pic of a receipt and it automatically upload the total cost on the receipt into the app? if not, is there a budgeting app that does this?
Moved from YNAB to Mint and it would be much easier if Mint used all the money in our linked bank accounts to create the budget instead of asking for expected income
Thanks for the video Ryan. Can you help with a question about Mint desktop? My free Mint desktop version recently changed and I can no longer figure out how to assign future transactions to a specific budget category. Is this a feature that I now have to pay Mint to receive? Thanks!
Is it possible to enter FUTURE transactions? I want to input a future 12 months worth of transactions (mortgage, utilities, food, etc)??? This will allow me to see what things look like in the future for me financially.
Having issues with this months transactions not showing up. It’s pretty much starting from 0 on the 8th of June but I’ve had transactions in the first 8 days
Hey mante, thank you for the review. Is there a way to simple export to CSV, excel etc a specific category for tax purposes. Lets say I want to export the sum of last financial year Subscription category?
Hey Tiago, I made a personalized video answering your question which can be seen here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-QMXoJ1ZPS5U.html Thanks for watching!
I am nor sure about Mint even though it looks like it has a great interface...However since developed by Intuit, they might be shring my financial information with CRA
Hi Ryan! I just setup my Mint account. I created all my budget categories while working on this month's expenses. I thought my budgets would automatically update for past months, especially January (so that I could have a good view 2022 up to now). However it seems nothing changed in January, so although I see all my expenses, I have no idea if I was able to respect my budget. After a few Google searches it seems like this isn't a feature offered by Mint... Which seems crazy to me. Can you please tell me if you know anything about this? Of course, I would also like my budget to automatically appear for the next months, so that I don't have to do this over and over again (I have 30+ budget categories). Thank you!
Love your video. Do you know if Canada website or app is different than USA? mine looks very different and I tried to look for updates but no updates needed.
You can set rules. Let’s say, anything using in Costco is groceries category, anything walmart is shopping. You can also use 1 credit card for groceries so all trans from that cc is groceries category
Will mint notify you somehow if you go over a budget item? ex: you budget $200 for food a week. But you just spend $220 this week. Will you be notified? Can you set it up that way?
Is it possible to create an annonymized account that could be used to demo Mint to financial literacy students? I don't want to show my own details! Many thanks! SUPER helpful video!
Thanks, Lou! Unfortunately, I don't believe so. :/ That would have been a super helpful feature while reviewing this. The best I could do is only link a few of my accounts that I was okay with showing.
@@ryanmcgregorr that's helpful. Before I do a group demo, I'll delete the accounts I don't want to show and then add them back afterwards. That seems like a reasonable workaround, right?
Am I able to break down spending by account numbers? I have a couple of rentals that I would like to have categories for each Rental Property. Electric, Gas, water, etc. Right now all my utilities come as just a bunch of bills including my house.
Hi, this video seems great, but I do not see the "create a budget" option in my Mint interface. I looked on the app on my iphone, and on my laptop, and I do not see this option on either and I still can't figure out how to use this app.
I was a quicken user for 15 years and 4 years ago switched to Mint. There customer service with a chat option was useless and there doesn't even seem to be a chat on this new version. I only want to track income and expenses but now I can't even add a subcategory or hide all their categories I don't use so can't customize it to what works for me. The reports tab has disappeared too. I wish I had never left Quicken.
I like the app but I find the accounts regularly get duplicated and you have to go through and make duplicate accounts inactive and updates are very inconsistent (take up too a month) sometimes to update so you can’t really see a live weekly spend tracking or account balances. Not sure if I will pay for a premium version after my first year is up.
On android, you cant add new tabs or tag transactions as bills or subsciptions. Like i have things tagged as tv/movies, but they are subscriptions, i want all subscriptions to be listed but none show, and you can only add bills not subscriptions
I see that you can carry leftover money forward by checking the little box; when setting up mint in November how can I account for money left in some categories from October? Also from my previous budget I have money saved to pay my credit cards in full. How do I set this up in Mint?
Am I the only one who has issues with Mint and categorizing things? For example, I track my paycheck and my husbands separately (easier than doing the math to figure out what our combined income is!) and I set a rule so that everything from his company is tagged under Income (his name) and my company under Income (my name). Without fail, every pay period I have to go in and manually categorize it. It's not a huge deal, but it does this for MANY of my rules. I also can't figure out how to Edit or Delete a rule. Am I alone here?
I should've worded it better, but it's read-only as in hackers would only be able to view balance and transaction data. They would not be able to transfer funds. Your username and password, if even stored (depending on your bank's 3rd party linking process), are held in a separate database from Mint using multi-level encryption. When linking many banks, such as Chase for example, Mint doesn't receive your login information and account numbers are substituted with fakes ones. I hope this answered your question. Thank you for watching!
Great review. I noticed the pending transactions in your demo, did you manually add those 1 by 1 or did you have those imported from your bank? If they were imported....how? I dont have any options to show pending.
Maybe dumb question but I havent seen this specifically addressed. I spend everything on a crdit card. When linked, would mint automatically categorize every charge on the card to a specific category?
I had the everydollar app a few years back but it just didn't work for me. The more I look at these apps the more I realize nothing beats pencil and paper. At least for me. I use cash for everything except a "miscellaneous" category and even that isn't a lot. So my monthly statement is pretty bare. Pretty easy to keep track off since all my bills are automatically deducted, I know how much they are and how much I make. So pretty easy to do it manually.
@@ryanmcgregorr Hi Ryan! I just setup my Mint account. I created all my budget categories while working on this month's expenses. I thought my budgets would automatically update for past months, especially January (so that I could have a good view 2022 up to now). However it seems nothing changed in January, so although I see all my expenses, I have no idea if I was able to respect my budget. After a few Google searches it seems like this isn't a feature offered by Mint... Which seems crazy to me. Can you please tell me if you know anything about this? Of course, I would also like my budget to automatically appear for the next months, so that I don't have to do this over and over again (I have 30+ budget categories). last question, which budgeting App do you use yourself? Thank you
@@ryanmcgregorr we do our budget using excel. I see what my expenses will be months ahead and I can see how much money I’ll have left over. I lose all predictability with the app. I wish I could tell the app how much I make and I can see months ahead.
