Click “+Create a Budget” to begin creating your preferred categories.Ĭhoose the “Income” category in the drop-down menu “Choose a Category”. Now some of these categories will be correct and some you'll want to change to fit your preferences. In the budgets area, you will see that Mint has already begun placing your items into specific categories for you.

Once all of your accounts are loaded in, click on “Budgets” in the menu at the top of the page. Anywhere you are using, spending, saving or investing your money. Once you've linked up one account, be sure to link all of your other accounts by clicking on the “+Add Accounts” tab at the top of the page.Īgain, this can be your investment accounts, bank accounts, and credit accounts.

To start tracking your money and create a Mint budget, you'll need to link to your checking, savings, credit card, and investment accounts.Īs an example pictured below, I'm going to link up to an American Express credit card account. You'll then be asked to enter your preferred email, insert your phone number (for extra security and 2-step verification), and create a secure password.Īfter that, you can confirm your location to better customize the experience. If you are interested in starting your first Mint budget, here are 10 simple steps to get it done: 1. Mint gives you the information you need to take control of your financial future.

Tracks your net worth so you can see your progress over time.

A convenient smartphone app lets you see your budget activity in real-time.

Automatically syncs up with your accounts (bank, credit card, investments, etc).

Here are some stand out Mint features to mention right off the bat: We've been using Mint for over 10 years and I'd highly recommend it. You can choose online tools like Mint, YNAB, Zeta, Tiller, or even an excel template.Įven writing down your first budget on a piece of paper is a great way to start! There are many helpful tools and options when it comes to creating your first budget.

Intuit mint