how to use mint to manage your budget and spending online
TRANSCRIPT
How To Use Mint To Manage Your Budget and Spending Online
For most of us,
budgeting is one of the most difficult tasks.
This is why…
many of us would hire accountants,
money managers, fund managers
or whatever you call it
for your account management.
Do you know this?
You can manage your account personally!
Anywhere!
Anytime!
There is a personal finance program.
This is web-based.
Every time you log in,…
Your financial data is updated automatically.
With Mint.com, ...
it is very easy to set things up:
Budgeting
aggregating goals in your finances
Creating financial goals
Getting started with budget is easy with Mint.
You first, click this link:
http://mint.com
Once, you are navigated to the
homepage, …
you can see this
At the bottom of the page:
“SIGN UP FREE”
Just click this button.
Then, you are on a page…
that asks you to create an account.
The process is very simple.
Fill up this form:
Just feel free to read the terms and
conditions.
This can help you
to better understand the
service.
Then, click sign up.
Once you are done with your signing
up,…
you can see this these words:
"See all your accounts in one
place”
You can do this:
Start with your bank or credit or
investments.
Or you can have this choice:
You can choose from popular Mint
accounts.
Just type the first few letters of you
bank name.
Then, click search.
Then, you can see this:
A list of banks that matches your
search.
Just click your bank name.
Then, you are asked to log in to
your account.
Just remember this
Do not worry!
Mint is using the same level of
security
which is already used by your bank.
Enter your name and password…
which you use when you log in…
regularly to your online bank.
Technical handshake may
occur.
This is for a few moments.
You can use this
to add another bank.
You can add credit cards
and also mortgage accounts
Why are these necessary?
You can produce an accurate
budget.
If you are done making
connections,…
Click “Close” to move on.
After doing this,…
you are navigated to another screen.
This provides your financial situation.
If you scroll down a little bit, …
You can see “See All Savings”.
These are recommendations on how to save.
This is based 0n your current
expenses and income.
Scroll back to the top.
Click on the “Budgets” menu
item.
On your screen, you see this:
If you scroll down a bit,
you can see a suggested budget.
Wait! There is more.
You can edit your budget.
Then, you can see this:
You can edit some categories.
On the left side, you can see some
entries.
Edit them by clicking the plus
sign.
You can increase or decrease some
amounts.
After adjusting, save your work.
Just click “save”.
You can sort out your budget.
Just click the arrow down of “sorting
by”.
Then, choose how it is to be sorted.
The good thing about this is this:
you can create your budget.
Click the “create budget” menu.
Then, you are navigated to this:
Select a category.
Enter the amount.
Mint will give you a reminder
if you go over your budget.
Once you are finished, click
“save”.
Budgeting is really a great way
to stay on top of your personal
finances.
This is the convenience.
This is what Mint offers.
Thank for watching!