Budgets

How do I set up my income on Mint?

To set up your income, you can simply create a budget with an income category: Click on the Budgets tab.Click the Create a budget button or Read more...

What is a Budget?

A budget is a projected sum of spending within a certain category and time range (in Mint, the calendar month). Mint displays your spending in each Read more...

How do I view a previous month's budget?

To view a previous month's budget, click on the Budget tab and then click on the month you would like to view.     Read more...

How do I budget for expenses that don't recur monthly?

You can set budgets to recur on a monthly basis, once (not recurring), and on a non-monthly basis (recurring between 2 and 12 months apart). Here's Read more...

How do I delete a budget?

If you no longer need to keep a certain budget, you can delete it from your budget list.  See below for the steps to delete a budget: Click on 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 read my budget in Mint?

When you create a budget in Mint, you will see the budget in the Budgets tab.  The name of the budget will be the Category you selected.  The Read more...

How do you change whether your budget will be rolled over?

To select whether to roll over your budget from the previous month or not, please follow the instructions below: Log into your account on the Mint web app. Read more...

How do I edit a budget?

To edit a budget, please follow the steps below: Hover the mouse over the budget you would like to edit.Click Edit Details.Edit the information that Read more...

What's the connection between budgets and goals?

If you want to better understand the connection between your budgets and goals, here are a few tips: When you create a goal, you'll see a new budget Read more...

What are the available budget views?

The default budget view is the current month.  However, you can also view the budget for a previous month by clicking on the month name in the Read more...

Can I set a budget for a future month?

No, not at this time. Read more...

How do I create a budget?

You can create a budget for any category you choose. Once it's created, any transaction that matches the budget category will be included in the Read more...

What is an Everything Else budget?

The Everything Else budget includes all spending not associated with a budget category that you have set up.   Read more...

How do I view my annual budget?

While there isn't a current annual budget option that would also show forecasts for future months, you can view the budgets you created for either Read more...

Can I set up rules or budgets for investments?

No, not at this time. There is no option to set up rules or budgets for investments because investment transactions work in a different way than your Read more...

Why does a budget show I'm over budget, but when I click the link for that category, it shows this month's transactions are less?

This can happen when the budget for a particular category is set to roll over. If this is the case, then the balance that you over-spent from a previous Read more...

How do I edit a previous month's budget?

It is not currently possible to edit a previous month's budget. We apologize for the inconvenience.  Read more...

Known Issue: Clicking a budget category displays a previous budget's transactions

There is currently an issue in which, when you click on a category to display the transactions, you'll see the transactions for the previous budget Read more...

How do I view my budgets?

To view all the budgets you have created, please click on the Budgets Tab. You also have the ability to edit budgets and review past budgets from Read more...