More of What You Want From Mint

By popular demand, we’ve come out with a new release of Mint.com that provides you with even more insights into how you manage your money. We’ve completely revamped our budgeting features and added additional graph types so that you can see see how your finances are tracking over time and even look into the future to see how your current spending decisions will affect you. No matter what your budgeting style, you’ll be able to use Mint.com to keep yourself on track. We’re constantly adding to the financial institutions we support and we’ve got some major ones in this release.

Budgets that work like you do

Now our budgeting features let you plan for the future like never before.
Look ahead to see how your current spending decisions will affect your ability to save. Move from just creating a budget to taking a comprehensive look at your financial health. You’ll know immediately what you can do today to save even more tomorrow. Now you can:

• Budget on income as well as expenses
• Budget for infrequent expenses (like paying taxes or annual vacation)
• Roll over unspent funds from one month to next
• Budget over different time periods

Improved graphs and trends

We’ve added more options for tracking spending, income, net worth and account balances over time. You’ll make smarter decisions when you start comparing your spending year-to-year or month-to-month. 16 interactive graphs give you the real-time insights you need. Now you can:

• Graph net worth over time and net income over time
• Compare your data across different time periods
• Compare your data to other demographic or geographic groups
• Enter more granular demographic data for future comparison options
• Easily export all reports to a CSV file

Better filters

Mint.com lets you see things your way, whether you are managing your household finances or running a small business. You can now filter trends and budgets by either account type or tag, giving you more ways to manage your finances. Now you can:

• Select which accounts or tags are included in budgets or trends
• Easily separate out spending by household member, or business from personal spending

New ways to save

We’ve added IRA Rollovers to Ways to Save making it easier than ever to save thousands of dollars toward your retirement.

1,001 Comments so far

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Janet
828 days ago

I have a business account, but have not included it with my personal accounts. How do I set up a separate account to track my business accounts?
78 likes
Carol
827 days ago

What is the procedure for getting access to my Credit Union accts? Also, mortage & line of credit accts at Wells Fargo? My checking & savings accts show up but not the others.

Thanks for your help in this matter.
81 likes
jos
827 days ago

I gad a risk free CD that I recently cancelled in order to purchase a house. However Mint keeps on showing the CD with the original amount …???
2 likes
Irwin
827 days ago

Now that Quicken has acquired Mint.com, will Mint acquire some od the features of Quicken online? The free Quicken program is able to access my credit union where Mint appears to be unable to do this. Both programs offer similar features in differing formats.
21 likes

Lee Sherman
821 days ago

The short answer is yes.
11 likes

NewUser1282
826 days ago

I’m having issues with my credit union information. The issue is that Mint is picking up my checking, both savings accounts, car, motorcycle, and one of my mortgages, but it isn’t picking up my one credit card with the credit union. It is all under the same login so I’m a bit confused. If I add the credit union account again it says that it’s a duplicate (understood). If I add it again, it still doesn’t pick up the credit card. Any ideas as to what I could do to get the credit card linked?
19 likes

Preston
821 days ago

You will possibly need to get an additional online id that has your credit card info alone. And use that online id for your credit card on mint.com. Try calling your credit union to see if that’s possible
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Eric
825 days ago

Is anyone else having problems with all the javascript links?…none of them are working for me in any browser. Frustrating since everything worked great when I signed up a few weeks ago. I’m also seeing painfully slow page loads when it used to be fast…
2 likes
tim
824 days ago

will there be an app for the HTC droid?
21 likes
Bill
823 days ago

Any apps planned for the blackberry??
19 likes
Fred
823 days ago

Still having problems with the Countrywide/BankofAmerica entry. I cannot seem to access my home loan account using either.
13 likes
Nhat Tran
823 days ago

Will you add a way to automatically pull in household expenses such as gas, electricity, cable, phone, cellular, etc. from different web sites? Something similar to the automatic pulling financial info from different financial institutions.
10 likes
Patrick Nonez
822 days ago

I think you guys should include rewards points from credit cards.
Also, rewards points from travel organizations – I never know what my points are from the 4 or so Hotel, Airline, or Rental Car companies,
Add those and everyone will LOVE it.
Do it before someone else creates it.
2 likes
Bill
822 days ago

I don’t like the fact that you can’t check out or ‘test drive’ this site without putting BANK info and CREDIT CARD info in just to register! Horse pucky!! This site is PERMANENTLY off my list!
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John
817 days ago

Bill,

The site is entirely free. It works by pulling information from your bank and credit card companies. It will pull a list of transactions and categorize them for you. Without access to those transactions, Mint.com would be generally useless. I’m not even sure if there is a way to add transactions by hand.

So if you could register without entering any account information, you would basically get a generic page with no useful information.

Mint will pull transactions from multiple financial institutions. So in one “register” you would see your deposits, purchases, and transfers across all your accounts. All of this gets categorized mostly automatically (though you may have to adjust a few rules by hand) and it will generate a budge based on your existing spending. At that point, you can adjust your budget to be more inline with your goals.

Once the budget is setup, each time you log into mint, it will update your accounts and show you how you are doing on the budget “Spent $120 of $200 food budget”.

If you want to “test drive the site”, check out their features page:
http://www.mint.com/features/index.html
4 likes

Scott
821 days ago

I have used Quicken and Various other financial tools for two decades. Unfortunately, when I switched to Mac OS I discovered that Quicken is poorly supported/updated for my OS and not as functional. I dropped Quicken and now use Wells fargo to pay my bills and Mint.com to look at the big picture. This is an excellent tool for what I want and I am comfortable with the security. I just fear that at some point Intuit will find some way to mess it up.
11 likes
Thomas Simpson
821 days ago

I use Quicken is there a way to transfer the data straight from quicken to Mint? I have several years of data in my quicken program
20 likes
Heinus
820 days ago

All of my transactions are prefixed by ‘Debit Certegy’ or ‘Dbt Certegy’. I’ve created rules for everything, but it’s getting old. Can this prefix be filtered out globally?
3 likes
Chris
820 days ago

I am very impressed with Mint so far. I am having an issue with Bank of America. I have tried everything to get Mint to pull my home mortgage over, but the accounts page keeps saying “account not found”. Followed directions to BAC website and my account pulls up immediately. Not sure what to do. Is anyone else having this issue?
3 likes

Ramona F
809 days ago

Yes, I have the same situation with my mortgage. When I log into Chase, I see all of my accounts, including mortgage, but Mint doesn’t pick it up when “it” logs into Chase. Chase said it was Mint’s issue.
1 like
Tim
807 days ago

This is for Romona F’s comment below. I also have Chase(credit card, checking and mortgage). I think the way I did it was to add each one separately, not depending on Mint to pickup each one.
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Roger
820 days ago

Does Mint provide online bill payer?
6 likes
shari
820 days ago

I think the budgeting set up is more more complicated than it was before quicken bought it.
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Ramona F
809 days ago

Oh noooooo! Budgeting is why we went with Mint.
1 like

Keith
819 days ago

I saw there is an app for the iPhone, will there be an app for the Verizon Droid? Would be much appreciated.
1 like
William
818 days ago

I would like to be able to upload historical transactions from an excel spreadsheet so that I can build a full year of information on all of my accounts. Then use Mint to continue moving forward.
8 likes
BJB
818 days ago

How about fix some of the bugs with accts appearing numerous times?
2 likes
Mary
817 days ago

I want to be able to add cash transactions into my budget calculations. I would like to be able to add a cash account, and have these transactions included.
10 likes

Eliza
815 days ago

I’m with you! I’m loving what mint.com has so far, but I can’t give up my current financial tracking software until it has the ability to track a cash account with manual transaction.
5 likes
Eliza
811 days ago

As well as being able to enter checks into checking accounts before they clear. That becomes really important when you write checks to places that take a while to cash them!
6 likes
Nikhil M
806 days ago

I want to be able to manage a cash account with manual transactions as well. I wonder why they are taking so long to incorporate this.
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Diane
816 days ago

My mortgage was with WaMu, which is now Chase and I have many Chase accounts. I can’t get Mint to add the mortgage account by using the old username and password from WaMu, nor the username and password to my Chase accounts, but when I log into Chase.com, my mortgage shows. Any ideas?
3 likes
Peter
815 days ago

I have a credit union account. Where 95% of my funds are. Will it be available here soon, It doesn’t show.
3 likes
Antonio
815 days ago

I do not like how MINT is now showing exactly what is on the statement from the bank account on transactions and is completely screwing up how things are categorized!!!!!!!!. Now everything is UNCATEGORIZED!! I am really thinking about going another direction.
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Allan Leedy
815 days ago

I have assets and loans I want to track that are not at a bank or financial institution. An example is an employer 401k. How can I do this? I could pretend the retirement account is real estate, I guess, but it’s not. And what about a loan owed to a private party?
6 likes
Steve
814 days ago

It would be nice if investments could be categorized by type or purpose. For example, the IRAs and 401K accounts would be “Retirement” and Education IRAs and 529 accounts would be “Education”.
1 like
Tina
813 days ago

My account has not been updated in weeks and my expenses are not accurately reflected. Is this a bug in the system.
It would be nice to be able to add cash spent into the different budget categories so if I spend cash on groceries it will be more accurate.
1 like

Meret
807 days ago

I agree and that is why I rarely if ever look at Mint. It is always behind. I can look right in my bank and stock profiles set up on AOL faster than I can wait for week old data that I already know about. They say they update constantly, and if that is so then the report should reflect how the market affected my accounts TODAY not several days ago. Old news is not useful.
1 like

Tim
812 days ago

I would love to get started using Mint.com, however the site does not recognize my primary (community) bank. Is there a way to handle this problem?
3 likes
George
812 days ago

Does anyone know if there is a version of Mint for Blackberry yet?
2 likes
Stephanie
812 days ago

I’m on Mac OS-X snow leopard, and I’m having trouble getting new categories to “stick”…it looks like I have to create the new category I want with every transaction, they don’t stay on the drop-down list from one transaction to the next. ???
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Andy Mahoney
811 days ago

Hi…I’m sure these has been suggested before:

1. The ability to “sub-profile” the financial accounts into “General Funds” versus “Retirement” versus “College Savings”

2. The ability to “check off” that you have validated a transation and be able to filter on those that need to be looked at.

Many Thanks!!
1 like
Victor
811 days ago

It is nice that you can make a budget roll over. It would be really great if you could define initial balance when you set up a budget.

This is the only thing that makes me continue using Excel.
2 likes
Bill Johnson
811 days ago

How can I minimize double entries (usually credit card charges).
4 likes
Paul Clark
811 days ago

I work in software so I get where you’re coming from with the term “new release” but as a consumer that’s not how I think of mint.com. For me you have “improved the website” (or the experience). It’s not a “release.”
1 like
Katie Vaughan
811 days ago

I would really love to see a system where I can enter in and keep track of my receipts for budgeting and tax time! Pretty please!
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Ally
810 days ago

We just recently tried out Mint. We are Mac users who tried the Quicken version for Mac, but were sorely disappointed so we decided to switch to using Money on our Parallels instance. However with the impending end of Money support we’re trying to figure out what our next move will be – using Mint, going with the Quicken version we could run on Parallels, etc. So far I like all the features of Mint and I love the interface, however there are a couple features that I currently use in Money that would seal the deal for me:
1) the ability to split transactions into different categories – I do the majority of our shopping at my favorite discount store with the red bulls eye logo, and I will have for example, groceries, personal care, gifts, toys and clothing in the same purchase transaction
2) the ability to enter pending transactions (i.e., I write a check and want to account for it in the register until it clears or I want to forecast out how paying different amts to creditors would affect my cash flow for a certain month)
3) an upcoming Bills list/calendar (so I can see what needs to be paid when and check it off)

Thanks!
5 likes

Cacti3
809 days ago

I am a MS Money user recently cast adrift. So far I like what I see in Mint, but I would really like it if it incorporated:
1) the ability to enter cash accounts (manually);
2) the ability to enter pending transactions (i.e., I write a check and want to account for it in the register until it clears or I want to forecast out how paying different amts to creditors would affect my cash flow for a certain month)
3) an upcoming Bills list/calendar (so I can see what needs to be paid when and check it off)
3 likes

Jennifer
810 days ago

Can the developers focus on getting more institutions connecting up? My main account is not available to connect to from Mint and it is darned inconvenient. Site enhancements are nice, but the core functionality still needs some work.
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Darryl
810 days ago

Hi,
for some reason my chase bank account hasn’t updated since Oct 8. The system says its a temporary error that should resolve itself. is anyone else having issues with chase accounts? Any suggestions?

thanks

Darryl
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Bob
808 days ago

Read that Quicken has acquired Mint. Intuit has a horrendous reputation for how it treats customers (locking software, forcing change of transfer protocol, charges for tax submission that are free elsewhere, customer support-see customer reviews at Amazon- etc.). Mint is great and I hope that it will not be ‘Intuitized’.
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James L. Moore
807 days ago

I love the functionality of Mint for my personal finances and I would like to see it extended to my business finances.

Any chance that is in the works?

James
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Andy
807 days ago

Why does mint have to store my usernames and passwords in order to use mint? I have been a money user for many years and while it would be easy to store passwords – I have never done so. It would be nice to be able to just enter in the passwords for all of your accounts when you want to update your accounts. I think this would give some users like myself an added sense of security in using mint.
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Jerry
807 days ago

Sun Trust bank is not listed.
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Jerry
807 days ago

Will Sun Trust be added soon?
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Brian
807 days ago

Will there ever be any debt management functionality? I have used Microsoft Money for years, and now that it’s been discontinued from having further releases, I’m looking for something new that will help establish a month-by-month payment plan to help reduce debt from several credit cards and loans, and that will add those payments into my list of recurring bills, to see a full picture of what recurring bills I have (like cell, utilities, etc) plus debt reduction payments. MS Money was so awesome for having this and integrating the debt management payments with all the other regular payments.
3 likes
Michele G
806 days ago

I agree with Cacti3: I would LOVE to have the ability to:

1. Enter Cash transactions manually to get the FULL picture of my budgeting and spending habits. I receive cash payments I cannot enter here because they are CHECKS and I usually cash them and make telephone payments, utility payments, etc. in cash WITHOUT going through the banking system.

2. I like the idea of a pending transaction system so I can see and overallpicture of what has cleared from what has not at any given time… and

3. A ‘tickler’ list that alerts me a few days ahead of time when a) a payment is due to be made in a few days’ time, and also reminds me to make sure such payment is covered with funds – especially automatic payments, and payments where I have made prior arrangements to pay on a different schedule than normal or an altered amount.

Other than the above, this is exactly what I need to get my spending budget on track. Thank you for giving me the opportunity to voice my concerns… alos is ther ANY way to record cash transactions I can use in the meantime? Thank you so much…

Michele G.
2 likes
carol
806 days ago

My Wells Fargo Mastercharge account has been paid off since June but I continue to see a balance on your site. My Wells Fargo Visa gets updated as it should. Help!
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Kiran
806 days ago

My JP Morgan 401K account (retireonline.com) is not available since Feb 2009. I thought it would be added sooner or later, but it’s been a long time now.

Can you comment on when it will be available and also if there is an official way of requesting such enhancements.

Thanks,
Kiran.
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Mary
805 days ago

I’m having an issue showing my credit union. How do i get it to connect?
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Apple Lover
804 days ago

Buy an Ipod Touch or Iphone. Mac users have been dealing with this for years. Finally developers are noticing Mac instead of Winblows. Its time to make the switch. This will become more common as Apple get their fair share of the market. A wise man once said, “Once you Mac, you never go back…..” o.O
1 like