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syncs with nearly every financial institution available, so if you don’t see yours listed simply do a quick search. Under the “Accounts” section simply add your bank account from the list. To save some time though, I suggest you have all banking login information handy. This next step will likely be the most time-consuming part of setting up your account, depending on how many accounts you have. Don’t worry this is a read-only feature so you won’t be able to access your bank accounts to make transfers or move money around. Within a few seconds you can access your account and start adding your banking info.īefore you can start using effectively you have to connect and sync your financial accounts. All you need to create a new account is an email address, password, country, and zip code. Head over to Mint’s homepage and click the “Sign Up” button. So it also syncs well with these products for year-end tax reports and accounting needs.Ĭreating a Mint budget is a simple process but one of the most popular features of this budget planning software. The online program, which is also available as a mobile app, was created by the makers of TurboTax and QuickBooks. Mint’s budgeting software and accompanying Mint Bills app aggregates all of your finances, bills, and budgets in one place. It works great for creating a monthly budget of income and expenses, as well as creating long-term goals for investing and saving.Īs an small business owner I like using to separate my personal finances from my business accounts while still being able to see all of my bank accounts, loans, and credit cards at a glance.
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The only problem though is that I never quite figured out what all the little tabs and shortcuts were. This free budget planning software is something that I’ve used to manage my personal finances for several years.
#Mint personal finance software how to
Are you interested in learning how to create a Mint budget using ?