To setup a Mint account, go to the website and follow the instructions to connect your various bank accounts.įor a simpler process you may find that a product like Quicken or QuickBooks can do much of what is described on this page, but those are paid products and they lack some of the customization described below. These steps assume you already have a Mint account and have been using it for a while. Over time, Mint learns your normal spending trends and can alert you when spending exceeds expected limits. The magic of Mint is that many of your transactions can be automatically assigned to expense categories. Credit card purchases, loan payments, bank transactions, interest earnings, and more can be viewed in a single stream of transactions or separately by account.
With Mint, your financial transactions are automatically gathered into a unified system. Mint is a free online financial service from Intuit, the providers of QuickBooks. At the bottom of this document are some suggestions for DIY small business accounting systems. For those wanting to keep a budget for personal expenses, the process can be helpful. For a small business owner, this is necessary for tax purposes. This document describes how to use the Mint financial service to create a spreadsheet for determining total income and expenses for the year.
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