Accounts and Transactions

I'm being told my provider login credentials are not correct but I am sure they are.

If you're sure you're using the correct username and password but it doesn't seem to work on Mint, here are some suggestions: Change your Read more...

How can I exclude an account?

Don’t want to see one of your accounts in Mint? We’ve got you covered with two options: Hide an account: This means we’re still linked Read more...

Why is my account not refreshing?

That's frustrating! See if these steps help: Check that you're using the correct username and password. If you're sure that your credentials Read more...

How do I add a manual account in Mint?

If you'd like to add an account to mint that can't be linked, use the "other property" feature! This feature allows you to track both Read more...

What do I do if I can't find my bank, credit card or financial institution in Mint?

If you're unable to find your account in Mint, please see below for some tips that may help: Try searching for the URL instead of the name. For Read more...

How do I add a new account in Mint?

To add a new bank account or other financial account in Mint (such as a credit card or loan), please follow the instructions below: Click on the +Add Read more...

Why am I not seeing transactions in Mint?

If you are missing specific transactions, here are a few tips that may help: Refresh the account by clicking the refresh icon next to the account. Is Read more...

Known Issue: Navient(Formerly Sallie Mae Loan)

Navient(Formerly Sallie Mae Loan) is throttling our aggregation requests everyday between 2PM and 7PM. Please try to refresh your accounts at different Read more...

Why can't Mint connect to my Bank of America account?

If you're getting a message that Mint can't connect to your Bank of America account because there is a security method that prevents us from Read more...

What is my Capital One 360 Access Code?

What is my Access Code? Your Access Code is a special code that you use to link your Capital One 360 account with Mint. Capital One assigns you this code Read more...

Why am I seeing duplicate accounts?

If you are seeing duplicate accounts, it is possible you may have added the same account (or property) twice. To view a list of all your accounts, sub- Read more...

How can I delete an account that I've added to my Mint account?

If you have an account that you would like to remove from your Accounts page on Mint, you can follow the steps below: Click the Settings link at Read more...

Why am I seeing duplicate transactions?

Duplicate transactions can happen for a few reasons: 1. The transactions are duplicated on the bank's website. If this is the case, there’s no Read more...

How do you add a transaction sub-category?

To add a new sub-category for your transactions, follow the steps below: Click on the Transactions Tab in the top menu bar.Find the transaction you want Read more...

How do I edit a category?

It is not currently possible to create new main categories in Mint.  However, it is possible to change the category that was chosen for the Read more...

How do I add manual transactions?

You can manually add cash, pending checks, and other transactions by following the steps below: Click on the Transactions Tab in the top menu bar.Click Read more...

How do I delete transactions?

We don't currently have a way to physically delete transactions that appear in your account but you can exclude transactions so they don’t get Read more...

How do I split and un-split transactions?

You can split a transaction by following the steps below:  Click the transaction you want to split and click Edit Details.Click the Split icon, Read more...

Why am I having problems adding an account in Mint?

Here are some things that might help you fix the issue: Make sure you're using the same login credentials you use when accessing your account on your Read more...

I'm having problems with the security challenge when adding my account

Here are a few tips that may help resolve this issue: Be sure to answer the same number of questions on Mint as you answered on your provider's Read more...

How do I mark an account as closed?

If you wish to close an account, but don't want to delete it and lose the historical transaction data, you can follow the steps below: Click the Read more...

How do I create and manage transaction rules?

To create a new rule for your transaction(s), log into your account on the Mint web app and follow the steps below: Check the checkbox for the transaction( Read more...

What do I do if my account balance is incorrect?

If your balance is showing incorrectly on any one of your accounts, please try to manually refresh the account by going to the Settings tab, Read more...

How do you export transaction data?

To export transactions, please follow the steps below: Click on the Transactions tab in the top menu bar.Scroll to the bottom of the page and click the Read more...

Why can't I filter transactions by date?

While transactions are automatically sorted by date, it is not currently possible to filter for a specific date range. However, you can filter according Read more...

How do I edit my transactions?

​When you edit a transaction, you can make changes to the transaction date, name, and category. You can also split the transaction, add a tag, add notes, Read more...

How do I import transactions?

Unfortunately there is no way to import transactions at this time. The amount of transaction data that is brought in when you create your account is Read more...

How do I add my mortgage account?

To add a mortgage account to your Mint account, you will need to link the provider that holds your mortgage.  For example, if Citibank is the owner Read more...

How do I hide transactions?

Although you can't hide only the transactions of an account, you do have the option of hiding the account itself, which means all the transactions Read more...

How can I rename an account?

To rename an account, please follow the steps below: Click on the Settings tab.Click on the account that you would like to rename.Under the name Read more...

How does Mint categorize my transactions?

We use an automatic categorization engine so we can make downloaded transactions easier and more uniform for all of our customers. The Mint Categorization Read more...

Why am I getting a "We're having trouble connecting" error?

You're getting this error because the provider's web site is unavailable for a temporary period of time. This may be due to website Read more...

How can I change the account type if it is showing incorrectly?

It is possible to change an account type to a similar account type. For example, you can change a checking account to a savings account or a credit card Read more...

Can I upload my transaction history from another personal finance program, such as Quicken?

No, unfortunately this cannot be done at this time. Read more...

Do you support international banks?

Currently, we only support banks in the U.S. and Canada. We hope to support more countries in the future.   Read more...

How can I get transactions older than 90 days?

Unfortunately, it is not possible to import transactions older than 90 days. However, you can add older transactions manually. For more information about Read more...

How do I manually refresh my account?

To manually refresh your account, please follow the steps below: Click on the Settings tab in the top black menu bar.Click on the Gear Icon  Read more...

How can I hide an account so it doesn't appear in Mint?

Please follow the steps below if you no longer want an account to show up within in your Mint account: Log in to your account on mint.com.Click Settings Read more...

Wells Fargo: Temporary Connectivity Error

Starting Aug 11, 2016, Wells Fargo will begin to migrate some of their customers to their new site.  This process will affect a small number or Mint Read more...

I'm experiencing a problem with my Key Bank account

It's possible that you're experiencing a problem with KeyBank because you need to enable third party access so we can collect your transaction Read more...

How often does my data get updated on Mint?

We collect data for most accounts every day and update it when you log in to your account.   Read more...

Known Issue - Citibank Accounts Not Updating in Mint Due to Scheduled Updates at Citibank

Updates to Citibank accounts in Mint will be limited due to scheduled Citibank system maintenance. Beginning June 20, 2016, your Citibank accounts will be Read more...

Why am I getting a "did you already link this account" error message?

We're showing that the account is a duplicate and already exists within your Mint account. Please try logging in again with a different set of login Read more...

How do I add land value to my Mint account?

If you have land or a property that you'd like to manage manually, follow the steps below to add it to your account: Click +Add Accounts.Scroll down Read more...

How do I change a budget category?

Although you can't change the category of a budget you already created, we've got you covered with a workaround that will also do the trick! To Read more...

How do I search for a specific transaction type?

To find transactions that are all of a specific transaction type or that all have the same description (for example, if you'd like to see only your Read more...

How do I add a new account for a bank I already added to Mint?

If you've recently opened a new bank account and it's not yet appearing in Mint, it should appear the next time your account refreshes, or you can Read more...

Why is an account I added not visible in Mint?

If you're sure you've added a specific provider to your Mint account but it's now gone missing, most likely you've either hidden or closed Read more...

How do I filter transactions by amount?

While you can sort transactions by the transaction amount and see the list of all the transactions that have that specific amount, it is not currently Read more...

How do I show a hidden account?

To show a hidden account, please follow the steps below: Click on the Settings tab in the top menu bar. Click on Hide in the side menu bar. Read more...

How do I delete a credit card I no longer own?

Is the credit card your only account for this bank? If so and you no longer wish to keep any transaction history for the account, simply delete the Read more...

How do I edit the credentials for my provider's account?

To change the credentials for your provider's account, follow the steps below: Click the Settings link in the top menu bar to go to your accounts list. Read more...

How do I add a transaction tag?

Please follow the instructions below to add a tag for your transaction(s): Click on the Transactions Tab in the top menu bar.Select the transaction you Read more...

Why am I getting a "We can't find your account" error?

You're most likely getting this error due to one of the reasons below: Your account is not showing in the provider's websiteYour account has a Read more...

Can I use Mint without adding a bank?

No. At this time you can only use Mint if you have access to your bank accounts online. Read more...

What happens when I delete an account or property in Mint?

Deleting an account removes every sub-account and all associated transactions from Mint. You can always re-add the account, but it will only include Read more...

How do I show hidden transactions?

If you would like to show transactions you have previously hidden, please follow the steps below: Click on the Settings link at the top of the page. Read more...

Can I un-delete an account that I've deleted from my Mint account?

Unfortunately, it is not possible to un-delete an account once you've deleted it from Mint. If you choose to re-add the account, you will be able to Read more...

How can I track taxable transactions?

You can track taxable transactions by checking off the tax related tag in the transaction.   Please follow the instructions below to check off Read more...

Why am I having a problem linking my USAA account?

If you're experiencing issues linking your USAA account successfully, it could possibly be because you're using CyberCode Token as a logon method. Read more...

How do I see my account transaction history?

To view the transaction history for a specific account, follow the steps below: Click on the Transactions Tab in the top menu barFrom the side menu Read more...

Why am I getting a "We can't find one of your accounts" error?

You could get this message for one of the following reasons: You received a replacement credit cardYour account shows as closed at the bank's website. Read more...

Why am I getting a "Your bank needs you" error for Huntington Bank?

Please follow the steps below if you are receiving a "Your bank needs you" error for Huntington bank: Login in to your account at the Huntington Read more...

How do I delete a pending transaction?

To delete a pending transaction, please follow the steps below: Click the Transactions tab in the top menu bar.Click the pending transaction Read more...

My bank changed its website and now it won't connect. How do I fix it?

If you noticed that your bank changed their website and now Mint is having a problem connecting, email or chat us and let us know the account you're Read more...

Why should I link my accounts and bills?

When you link your banks, credit cards and bills to Mint, we can analyze where you're spending, offer suggestions for budgeting and saving, and alert Read more...

How do I re-add an account that I previously deleted?

Once you delete a specific account within Mint, all the transaction and customization data is permanently erased from our system.  This means that if Read more...

What do I do if I’m selling or I sold my property/car?

If you sold your added property in Mint, you have the option of changing its value to zero. To do this, follow the steps below in the web app: Click the Read more...

Why am I getting an "additional security question needed" error?

You are receiving this message because the provider's website requires you to answer another security question in order for your account to be Read more...

Why am I getting a your bank needs you error message?

We're showing that your bank or financial institution needs you to take some action on their website before Mint can access your account. Some Read more...

Can I add more than one account for a single provider?

When you add an account in Mint, every sub-account that is displayed in the provider's website under the set of login credentials you use will be Read more...

How do I fix transactions that are categorized incorrectly or uncategorized?

To fix incorrectly categorized or un-categorized transactions, first edit the transaction so it is categorized correctly, and then create a rule so that Read more...

Why am I getting a "we’re being blocked" error message?

It appears that your financial institution isn’t allowing us to connect right now, or it may be blocking all sites similar to ours. We'll keep Read more...

Why am I getting a "we can’t connect right now" error?

Probably because we are! Sometimes our partners' websites get bogged down with traffic or maintenance issues, but don't worry. They should be up Read more...

Why am I getting a "Your login isn’t working" error for my provider?

You can get this because of one of the following: You changed your login information on the provider's web site The provider's web site had some Read more...

What do I do if my loan was sold to another company?

Loans and mortgages are commonly sold to other companies. When this happens, simply add the new company that now owns your loan or mortgage to your Mint Read more...

Why am I getting a "something’s not right" error message?

You're receiving this message because the security answer you entered appears to be incorrect. It's possible that you may have mis-typed the Read more...

Why am I getting a "your password has expired" error message?

Our system is receiving a message from your provider that your current password has expired and needs to be updated.  Please log into your provider Read more...

Why are some transactions in gray italics?

Any transactions that appear in gray italics are transactions that are showing as pending on your bank's website and should go away once they clear. Read more...

How many transactions will Mint pull in when I add a provider?

Mint will pull in 30-90 days worth of transactions, depending on the financial institution or bank.   Read more...

How can I view all my split expenses?

To view all your split expenses, go to the Transactions tab and click on the Split column (the column between Category and Amount). This Read more...

Why am I receiving a "we are working to update the connection" error message?

Our partner seems to have changed their website and it broke our connection to them. We're working to fix the issue.  We apologize for the Read more...

What's new about my bank connections?

What’s new about Mint’s connection to my bank? The short answer is, it’s faster and more reliable, which means fewer sync errors for you. Read more...

How do I know when my account was last updated?

When an account is updated, the last update time is displayed in the Overview tab under the balance amount of each account. The phrasing will state Read more...

Why am I getting a "your account has moved" error message?

You're receiving this error message because it looks like your account has moved to another institution. Please check your account's direct Read more...