When adding a budget category, you can choose the frequency, set the budget amount, and choose to start a new month with the leftover amount from the previous month – effectively rolling over any overages or savings. And to be blunt, the first interface we were dropped into looked dated with its small, hard-to-read text and inconsistent visual design. The overview screen is the focal point of Mint’s data presentation. If you have multiple accounts, all boxes are checked by default, but you can uncheck boxes if you’d like to import specific accounts only.

For example, to connect a Citibank credit card, Mint first sends you to a pop-up to sign into your Citibank account and choose the accounts to connect, and then it will return you to Mint to import transactions. The interface for connecting accounts lacks clarity and finesse (even in the beta version discussed later). The linking process depends upon the institution - some will have you enter the account information within the Mint interface, and others will require you to authorize account access at the financial institution first.

Connecting accounts is a key part of how to use the service, but we ran into stumbles and interface oddities from the start.

Mint gets straight to business by prompting you to connect your financial accounts. Intuit Mint review: Ease of useĪfter setting up an Intuit account (if you already have one from using one of Intuit’s other services, including TurboTax and QuickBooks - you’ll use that log-in). The first 15-minute session is free after that, the service has a two-session coaching package (each session up to one hour), and additional sessions may be added as needed. Intuit offers Mint Financial Coaching for speaking with an accredited financial expert about your financial health, spending habits, and more. The mobile app has links to Mint life, and a how-to-use tile that links out to Mint life, but that’s about it. The Mint life blog online has lots of articles and information, but you need to seek that out separately, outside of the service itself. Intuit Mint review: Available helpįrom within Mint, you’ll get very little in the way of guidance or financial education. Mint also supports tracking cryptocurrency investments. And it provides handy visuals for viewing and parsing trends for spending, income, assets, debts, and net worth. It can also track your subscriptions and bulk edit transactions. The service parses the data you’ve supplied into actionable and useful categories, providing a picture of your bills, transactions, credit score, budgets, goals, trends, and investments all under one-roof.

Old glory mint reviews