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How to start a mint.com account by bermudamohawk

"On my way to being financially savvy!"

How I did it: Setting up a mint.com account was MUCH easier than I thought it would be.  All you need to get started is knowledge of where you hold all your accounts (bank account, credit cards, loans, etc.) and any online login information. It was a bit scary sharing that information with a third party, but this site came highly recommended and I have faith that it's safe and secure.  I then spent some time getting to know the site.  

Even though I check my bank statements regularly, I was in shock at the sheer number of transactions I make each month.  It's INSANE.  I'd love to cut back on that so it's simpler to keep track of everything, but we'll see... that's for another goal :P

Lessons & tips: Go through the tour - it REALLY helped me make sense of what the site had to offer.  Also take some time to categorize your past spending - it was pretty good with assuming what purchases were used for what (i.e. it could identify most of my coffee shop purchases without any further clarification) but made some errors (my $2 gas station purchases were for pop, not gas, and none of my CVS purchases were for "pharmacy" goods).  


 

Mar 24, 2012, 07:35AM PDT | 0 comments | 4 cheers


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bermudamohawk has gotten 4 cheers on this entry.

 

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