![]() ![]() Mint recognizes certain recurring payments as monthly bills and will automatically add them to your Upcoming Bills section. Rather than hoping our memories get better with time (unlikely), why not leverage technology when you can? That’s where automatic bill reminders come in, eliminating the need to remember what’s due and when. No matter how responsible we try to be, everyone forgets to pay bills from time to time. Here are a few ways to save money and time with Mint that you’re probably missing: 1. Most use two or three basic features and ignore the treasure trove available to those who dig a little deeper. (And no, I don’t work for Mint! Completely objective user here.)īut what is surprising is how many people miss out on the best parts of Mint. With its beautiful Web interface and killer mobile/tablet apps, it’s no surprise that Mint recently crossed the 10-million-user mark. Luckily, there are free tools like to help us stop wasting money and get a hold of our personal finances. As so many lottery winners and former NFL players can attest, any amount of money can vanish overnight if not managed responsibly. Yet while a bigger paycheck means more freedom, it also means more responsibility. I'm quite new to accounting and Mint.One of the joys of becoming a young professional is (eventually) making more money. Thanks for any help and alleviating my confusion, and I'm happy to clarify. If #2 counts as an investment, do I categorize #2 as a transfer since its just moving accounts? I'm confused how to treat this.However, now I don't have an accurate view of my cash flow. So I changed it to a "transfer" so that it doesn't increase my perceived spending for the month. #5 adds $300 to my expenses, even though its not an expense.I can see my balance for all my asset accounts at a given time, but i can't, for example - see how much stock I gained from my employer in my Morgan Stanley account for a month. How do I track my total compensation (paycheck AND stock) for the month if it doesn't show up in transactions? I find when I just look at my Net Worth trend for one month, I don't get the granularity that I'm looking for. ![]() While my Morgan Stanley account reflects my stock balance, I don't see any transactions for my incoming stock compensation in Transactions > Investments.Should #2 be categorized as "Income" or "Investments" ? It's not yet invested, but in an intermediate vanguard account.So Mint classified it as Income, but still knows its an Investment somehow. Is this correct, or should I change it to "Investment" ? However, when I got to Transactions > Investments, #1 is listed there still. Why does #1 get classified as "Income" automatically by Mint.I buy mutual funds in vanguard with the $300 in the vanguard money market brokerage account from #2.I buy $300 worth of mutual funds in Vanguard using money from my checking account.$50 worth of company stock units released to my Morgan Stanley account as part of my compensation package.The rest of my paycheck ($1000) deposited to my checking account.$300 of my paycheck auto-deposited to the Vanguard brokerage account.Employer contributes $800 of my pre-tax income to my 401K.These are transactions that will happen for a typical month for me (numbers made up for simplicity). Vanguard Money Market Brokerage (Seemingly just a high-interest savings account that is easy to buy Vanguard investments from).Vanguard Personal Investments (Mutual funds).I'm confused how to treat investment and retirement account transactions in Mint. ![]()
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