How to Manage Transactions in Mint.com?



Transactions have set up in mint so it'll pull those transactions from your bank and credit card from accounts. All of your accounts manually adjust them for cash transaction tab again when you set up your mint.com account. You would link all of your bank accounts to you mint.com accounts. Account holder have my checking and savings account. If you give your access login and password to your online banking account then it's going to do is every time you log in to mint. It's going to log in to all your bank accounts. Account holder included that one of your accounts and it's going to download all the transactions so what's listed here are going to be the same transactions that are listed on your online banking accounts except happen. Transactions here is all of your bank account transactions will load in there it's your checking account. It's going to send that transaction over to transactions as well so this is different than most online banking zinc that it pulls from all of your accounts, credit card and debit card accounts even your loan accounts. Let's click transactions you're going to get an aggregated list of all transactions across all of your accounts and it lists them by date the newest ones first and the differences here you have to see you have your date of your description. Your online banking list right well the difference here is you have category most online banking systems don't have this so you categorize your expenses for instance Safeway that's a grocery store. It'll go and attempt to categorize everything so 75.8% of the time. They're right and probably the rest of the time they're not right so you have to go in and kind of look over these the reason you have to log in that mint. I would say at least twice a week because you look over your transactions . It was you have to go back in and switch all those that are wrong and by the way this description you can go in there and type and it'll just save it in there so what I would do is describe all these out if it's not if it's not  self explanatory.I split it up so eventually this ATM cash transaction here will be at 0 that's our goal we probably won't be able to track all amounts of it sometimes we lose track of some of our cash but it's good to just write down every time you spend money then go back and mint and split this transaction. So the initial goal again is to get is to basically get rid of this cash transaction because eventually you're going to spend all that cash on other things other than just cash you don't spend money on cash you spend money. It’ll get split into all the different things that you spend money on so that's how you handle cash transactions as you go into edit details split it keep on splitting this transaction until ends up at 0 again. The abbreviation for the month so you can change dates by doing that again login to mint about twice a week.



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