Other financial discussions

I sold my home in February 2023.  The home was owned jointly by my husband and I and left to me in his will.  Can I use the appraised value from his estate return completed in 2010 at his death as the basis for the property sold? Thank you!

My chase credit card is appearing twice in my list of credit cards on mint.  One is current with expenditures and the balance and the other has transactions ending in Aug (2 months ago).  The problem it is is throwing off my total amount of debt that is appearing.  What should I do to clean this up

Mint is aware and working to fix the issue.

Overtime I've noticed that subcategories I've created may not actually work best in the category they are under in Mint.  Is there a way to move a subcategory from one category to another?  I am NOT asking how to create subcategories or if I can create new categories.  I'm just asking about moving one subcategory to another category. (example: Move my Netflix subcategory that is under Entertainment to the Bills & Utilities category.

Rules are no working for certain transactions.  I think it is happening because of extra spaces. For some transactions, when I am in the "Edit Transaction" mode, the descriptions of the transaction has some extra spaces, for example: "PAYBRIGHT         TORONTO        ON". When I create a rule, the rule is created for "PAYBRIGHT TORONTO ON", and new transactions never gets grabbed by the rule.   Any ideas on how to resolve this?

I've been using Mint since 2010.  I regularly enter notes on my transactions.  At one time I was able to search my notes by typing either "Notes:12 Pack of Coors Light", or  "Notes: 12 Pack of Coors Light" Basically some variation of that.  Invariably all transactions that had a note "12 Pack of Coors Light" would populate in my search results.  Now, no matter how I phrase my search for notes containing the requested text, the transaction with the requested note doesn't show up.  I'm just wondering if Mint removed the ability to search notes?  I've asked this question of Mint, but I'm yet to receive a reply.  It's pretty frustrating when you're searching for a particular transaction, that you're not able to locate it.  If there is a way to retrieve the notes, please share the process with me.   Thanks!

I try to manually force the refresh but no transactions are coming through.

My UNFCU account needs to be manually updated. But now the credit card has stopped updating (other accounts at the same bank do update). Is there anything I can do to 'force' the transactions to update... it seems to have stopped on 3/Dec.  TIA -james 

I've tried refreshing through the gear icon, removing and readding my account, deleting and redownloading the app. All my info is still over 3 months old. 

In the Mint blog article “ How to Track Cash Expenses and Check Transactions” by Chelsea Dehner, it states: With a check number, Mint.com will auto-reconcile your check entries with your bank account, once the bank has processed the check. This feature isn’t working for me. I contacted support and they said check reconciliation wasn’t available on Mint. Support also said Mint could not download check numbers. Is the feature available or not? Also, is there any way to reconcile the transactions with my checkbook without manually hunting and matching each one?

Many of the merchants I have used one or twice. The most common merchants should be moved to top when changing the description. Or let us favorite certain merchants.  I like how the rules work but letting us add filters would be even better. Such as letting us also use regex based rules since certain transactions are almost all the same but with slight variations which rules don't work at all on.

Royal Bank of Canada transactions often don’t update automatically in Mint until you’ve verified your account manually. This process is impossible to do in the Mint app, but only on via the desktop website. It is quite finicky as there is a very specific way you need to verify your account with RBC to allow the account to be updated with transactions. If not done in the correct order of steps, a user will be in a constant “loop” of requesting verification, attempting to verify on the RBC app and then going back to Mint to only need to request again and the loop goes on. This need to manually verify is likely due to 2 factor authentication that RBC has in place, therefore the integration with Royal Bank accounts don’t update unless you manually do this every so often. This defeats the purpose of having an app to update you on your spending if you have to go to your laptop in order to update the transactions. Is there a work around in place or update coming soon? Last post I found i

Is there anyway you can make Splitwise interface with mint.com? I understand this might be a weird idea because Splitwise is not a bank 🙂 But mint is a great app to keep track of monthly expenses. It tracks the expenses from the bank account. I keep thinking how great it would be if somehow my Splitwise account could be registered in mint.com. That would make the data in mint so much more usable for me. All the proper transactions from Splitwise can be available there.I say this because mint fails now because of situations like when I pay for my friends eating out or when a friend of mine pays rent. He later collects the money from us. But only in splitwise it comes properly. In mint it shows up like I spent so much money eating out. When in reality I spent only a part of it. Rest of it was me paying for my friends.

Citi sent me a new credit card recently because my card had been compromised or the due date had expired. The card had the same number with a new due date. Mint continues to show the card as inactive and if I try to change it, the program reverts back to inactive and doesn't  bring in any transactions. I have also tried to go to Citi through Mint and it doesn't impact the result. As such, I am flying blind on my budgets and transactions.

Lately I notice that Mint is counting the $100,000 limit on my home equity line as "debt" when I look at my net worth. But the balance on this loan is zero, so this isn't a genuine liability. It's doing the same with my automatic overdraft protection. How do I get this to stop? Many thanks for any help.

If you have any issues with financial services, you can easily communicate with TurboTax customer support by dialing the phone number 1-800-446-8848 and speaking with a live agent. They provide 360-degree protection for all of your data from external threats.

We would like the data from our financial institution be accessible to mint.com users.  Today, mint.com screen scrapes our data.  How can we expose an API that follows the OAuth specification that mint.com can use to make OAuth based requests to our APIs?  Is there a data format mint expects?  Is that listed somewhere so we can make our APIs compliant to what mint expects?  Thanks,Rajat. 

Hi all-Trying to set up my budgeting through Mint. We use MAPS Credit Union. When I attempt to verify, Mint comes back with an error of "Something unexpected occurred, please try again in a few hours (101)." Is there any way to remedy this on my end or do I need to contact the phone customer care?

I would really like to see a feature that allows for a rule to be created for automatically splitting certain transactions or all transactions linked to an account. As it stands, I’ve been using Mint for years and any transactions on a shared account I have to go split manually, and pick “Hide from Budgets and Trends” for the portion I don’t want counted in my budget. I know many people are asking for a link up between Mint and Splitwise, but it would maybe be more useful to just make the rule building feature a bit more broad so that it can be applied to splitting and hiding transactions? Or maybe there’s a simpler way I’m overlooking?

I bought my son a new violin for his  Performance Major in College. How can I claim this expense - what form?

My credit card balance has been updating continuously but the last credit card transaction that shows is from 6/5/23. I'm wondering if someone can help me get the transactions to start updating automatically like they were. 

I’ve paid off one of my credit before due date.  but it still shows that I haven’t paid it and now my credit has gone lower. It hasn’t updated here in mint that it’s paid. This really is tragic, keeps lowering my credit every time it’s being updated for payments

My First National Bank Of Omaha has not updated for the past 5 days. 

No text available

I'm wondering if I'm using this feature wrong (Every Few Months budget). I set up a budget to spend $131 every 12 months. That's $11 per month set aside. Every month for 11 months, it has subtracted $11 from my "Left Over" amount (right side of the Budget page). That's as expected. However, on the 12th month, it went ahead and removed $120 from my Left Over amount. Shouldn't it have not removed anything from my left over amount on the 12th month? I already set aside $121 for the past 11 months.