The Ways to Save section shows deals from financial companies—credit card offers, introductions to brokerages, checking accounts, mortgages, and insurance policies—so you can visit this section to find offers specific to your financial needs.The Bills feature allows you to track all of your bills in the Mint app instead of logging in to multiple sites.
If you choose monthly budgets, you can check a box to have any unspent or overspent funds for the month rolled to the next month, a feature that can be useful when working with variable expenses.
The Goals page is for setting up short-term or long-term savings goals, such as establishing an emergency fund or reducing debt.
Each goal must be tied to one of your accounts, and you can only set one goal per account.
If you're trying to save for multiple goals within one savings account, this feature will not be useful to you.
Also, make sure to create an “Everything Else” budget item to catch the inevitable expenses that fall outside of your other categories.
Mint is working with many providers to make sure all the information syncs, but any time one company changes its authentication, associated accounts can temporarily break.
Mint's navigation is broken down by overview, transactions, bills, budgets, goals, trends (reports), investments, and ways to save.
From the overview page, you can view balances and the most recent transactions for all accounts, upcoming bills, activity alerts, financial reminders, budget spending details, financial goals, and more.
Rather than creating sub-budgets for things like “Coffee Shops,” “Fast Food” and “Restaurants,” why not just use the meta category “Food and Dining” and call it a day?
Most of these categories are where your discretionary spending falls anyway, so overly segmenting the categories does not provide much more useful information.
Splitting a transaction among categories is easy as well.