Personal Budget Software Features for Valentine’s Day
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We’ve heard loud and clear from our users from Day One (heck, even during our pre-launch beta) that you want to track your investments via Mint. We’re flattered that you want to do more with Mint.com’s personal budget software and we’re eager to deliver. It’s a big project and you’ll see us rolling this out in phases. The first phase is now live.
You can now add investment, brokerage, retirement and 529 accounts from 1,500 financial institutions. When you do, the value of those accounts (closing value from the prior day) will be displayed on the left side of your Overview page along with your bank and credit card balances.
We’re not stopping there. Look out for very Mint-like approach to better understanding and maximizing your investments before the tax man comes.
We also released an improvement to our Labels tool. Now you can just point and click to apply frequently-used labels (like “Valentine’s Gifts”) to your transactions. We’re all about point and click here… we hate typing and wanted to save you keystrokes, too.
As always, we welcome feedbacks and comments. Feel free to use the contact form or leave a comment here.
Thanks for using Mint.com,
- The Mint Team
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24 Comments so far
leave a commentThis is great; I’ve been using this feature for the past week or so (maybe I got it early by accident or as a phased rollout–I don’t know). All that’s left for me is my mortgage and I’ll be able to track my entire financial portfolio through Mint!
The only problem I’m seeing is that my investment accounts are currently counted as part of my “cash vs. debt” summary at the bottom of the left column on the summary page. I would like the option to *not* include my investment accounts (or mortgage) in that calculation as I really consider those items separate from my general cash vs. debt.
For example, if I have $10,000 in investments, $1,000 in cash, and $500 in debt, I want to see that I have $500 in cash/debt–that $10,000 in investments, while an asset, isn’t cash and would not be used in my daily financial life. This would especially be true of IRA, 401k, or other retirement accounts. I feel like having my investment accounts calculated in there makes it seem like I have less debt than I do.
For me, that cash vs. debt is a great snapshot view of things–and I’d like to be able to choose which accounts are part of that ratio.
Overall great job on all the improvements you’ve been making since the tool has launched–Mint continues to be a critical tool in my financial life!
kudos to the mint team for doing this. i second everything that first poster said about adding in mortgage info and breaking out investments from the cash classification. looking forward to those updates.
I’m sorry to say that my Credit Union still doesn’t support Mint.com, I hope soon it will be included. I tried to contact Mint thur email but I only receive an automated response, overall I’m satisfied with my other accounts.
This is an excellent news. I stopped using Mint because most of my transactions occur in my brokerage account. It’s time for me to take a look again.
Love the new ability to add investment accounts as well as retirement 401K/IRA’s! I’d like to see in the future the ability to click on your investment accounts and see the individual investments included in these accounts. Also, being able to see some sort of classification between money market, individual securities, mutual funds, etc so that I can balance my asset allocation between different accounts. BofA has a similar ability now in their “MyPortfolio” tool, which shows the individual investments, but nothing beyond that. I think you guys can do much better. Thanks for the new features! Keep ‘em coming!!
This is great. As a mac user there aren’t many options in terms of personal finance software. Quicken for mac connects to my Fidelity 401k account but doesn’t display the balance and doesn’t always update properly. I’ve still been using Quicken for investments, but now I don’t need to. Thanks Mint!
While I haven’t looked through all of the forums to see if this suggestion has already been addressed but I always tend to want to put in transactions as they happen rather than as they clear in the bank. Is there any way that Mint can incorporate a method of users inputting transactions and then to update and clear them as they are received from the bank/institution? Other than that, it’s amazing.
Thanks for the feedback. Brian and Inna, we are going to improve the financial health widget on the overview page soon and as part of that update we will remove investment balance from the cash calculation.
We are excited to provide a more complete experience around investment accounts. Matt, some of your suggestions are great and I think you will like what we have planned.
Looking forward to hearing more of your feedback soon!
Have international accounts (ie. Australia) now been included?
Typing is not necessarily bad. I can type the first three letters of a tag faster than I can scroll up, click, scroll, and click. I think you’ve got things a little backwards when it comes to inefficiencies…
Including student loans would be great. My student loans are currently Government Stafford loans. Having this information pull into Mint would be the last piece of the puzzle for me.
I’ve been waiting for this since I first saw mint on techcrunch!! All that is left, as Chad pointed out, is student loans (Sallie Mae please!).
I’m a software engineer, usability nut myself and I must say kudos!
I am currently comparing mint vs wesabe. Can you point out some differences between your money-tracking program and theirs?
LOVE MINT and LOVE the new features. You guys amaze me.
My number 1 request:
PLEASE create an iPhone friendly version of your site (iPhone app prefered). Even if it only shows you account balances and nothing else. This would be a major bennifit to all iPhone users out there.
I’ve created an iPhone friendly version of my company’s website and it wasnt too difficult. Obviously your site is a million times more complex. But there is great support at apples development site.
THANKS!
-Mark
How about Zecco.com?
I would like to see the ability to categorize accounts and see them summarized together.
For example, I would like the ability to further categorize Assets into Retirement, College, and Non-Retirement categories.
For Debt, I would like to see Car and Home Loans added to the mix, and be able to categorize those that I want included in my financial health.
Support International(Netherlands)
please add international support!!
AUSTRALIA!
Thank you for your help!
Australia… Please !!!!!
my God, i thought you were going to chip in with some decisive insght at the end there, not leave it with ‘we leave it to you to decide’.
Wow! what an idea ! What a concept ! Beautiful .. Amazing ˙ffff85
You are a very smart person!
I’m going to agreee with a few others and say please add international accounts (Australia). I have accounts in both the US and Australia and it would be handy to track them all in one place!