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In this video, I'm going to show you how to download your transactions from mint.com and in one click, get them into Excel, remove the transactions you've already posted with another click and reconcile to your credit cards in the most efficient, accurate way possible.
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downloading from mint.com video transcript:
When you go into mint.com, right now, I'm on the overview. You can see the balances of your different credit cards down here on the left. So once we're done posting our balance and xlyourfinances needs to tie out to this. I click on transactions and I can see all of my credit cards and banks and whatever else you have tied into mint.com is all combined and showing up here.
Different things might happen that xlyourfinances can easily handle. For instance right here, you can see the dates go from October to April. So I had a chase credit card that had fraudulent activity on it. They issued me a new one in mint.com. You can close out a credit card, you just edit the account so you can close it out.
I had not done that. And so those transactions are still showing here even though it's closed. So it still is acting like it's an active credit. So I'm just going to leave that there so I can show you how xlyourfinances handles past transactions.
So if you slide to the bottom there's just one option here to export all transactions. So I'm going to click on that and it brings it up here in a CSV file on the bottom left, and it depends what browser you're in.
When that opens, you can see the transactions that we downloaded and if you're downloading transactions regularly, then you're just going to want to grab, since the last time you downloaded, like I said, xlyourfinances easily separates what's been posted versus not so don't be afraid to go a little farther down and grab extra lines.
I'm actually going to grab 279 rows, copy and when I come into xlyourfinances to the import tab, I'm on the top row and I'm just going to hit paste and then see this "1, 2, 3" for paste special values. Now you see those transactions and then there's one button here that says "mint format". When you click that, it's going to take all of those different columns and put them into the xlyourfinances alignment. So you have the account, the date etc. Now, when I copied it from the CSV file, I accidentally grabbed the headers. So we'll take those out, once the system is done processing.
Now you can immediately see here, it's identified what's already been posted. So. If you use mint.com categories, you might actually be going in there and updating the mint.com categories to be what you want. I personally have my own categories and have done labeling. So the transactions that are at businesses I have visited in the past are in here and xlyourfinances knows my categories.
So when I click autofill categories, it's going to go through and it's going to put my categories onto these transactions. Her you can see how they say "already posted". I'm going to click this button "Remove already posted" and every transaction that was already posted is now removed. So in one download from mint, I got all my different financial accounts in one click, I have it organized into the xlyourfinances format and another click auto-fill categories. I got my categories labeling all these transactions.
You can see things such as here's the last credit card payment that was made. And it just knows that when it says automatic, it brings in the category "credit card payment", and you can slide down through here and review these and make sure they're what you want them to be.
Remember, I said, I downloaded the header. I don't want that. I can just delete that. Just to show you, I'm going to leave that in there to show how xlyourfinances will not post anything that does not have the word "ok".
What this note over here is saying, is this amount was recently posted, are you sure this isn't a duplicate? And if you wanted to check on the fly, you could pull up top here, chase freedom. You can hit show, and then you can see the last transactions that were posted. You can look and see, Nope, there's no September transactions and the August transactions were not that amount. And then you can hide that. So if you did say, Hey, this was posted, you could just clear it out. So what you do is you put an X and that overrides that message.
So if you look at. W these balances over here to the right Amazon reward. chase freedom, I come on to mint.com. Slide up to the top, go to overview. And right there, I can see those same balances. Now I can just hit post.
99% of the time when I download transactions, I hit "remove all ready posted", and I am balanced. It's just makes it so much easier. In the past, before I had this built, I was constantly trying to figure out what transactions already downloaded and which ones I didn't. This just makes it so quick and xlyourfinances only posts legitimate transactions.
Here it figured out this didn't have the right date. Didn't have a dollar in here etc., so it didn't post this line and only post those items that say "ok". That's how you download from mint. And that's how you put your categories in, remove the ones that were already posted and make sure that you tie out.
And now you can go into your summary, your cash forecast, your budget and you can see how you're doing very quickly. You have all your transactions and you're good to go. So I hope you utilize mint.com because it really helps to get things organized, especially if you have a lot of accounts you're dealing with, so you don't have to download a log in and out of each one. Xlyourfinances brings it all together so you can get control of your finances and really know what's going on with them.
Thank you.
Click here to watch more videos : https://www.xlyourfinances.com/videos.html
Notice:
All of XLYourFinances' spreadsheets are protected by copyright laws. Breaking into the spreadsheet’s macros or breaching its password protection not only makes guarantees of the spreadsheet’s usability and support for the spreadsheet null, but is also considered a copyright infringement, as the methodologies and techniques utilized are proprietary and owned by XLYourFinances, LLC. Please refer to the terms agreement for more details on the terms of use.
Different things might happen that xlyourfinances can easily handle. For instance right here, you can see the dates go from October to April. So I had a chase credit card that had fraudulent activity on it. They issued me a new one in mint.com. You can close out a credit card, you just edit the account so you can close it out.
I had not done that. And so those transactions are still showing here even though it's closed. So it still is acting like it's an active credit. So I'm just going to leave that there so I can show you how xlyourfinances handles past transactions.
So if you slide to the bottom there's just one option here to export all transactions. So I'm going to click on that and it brings it up here in a CSV file on the bottom left, and it depends what browser you're in.
When that opens, you can see the transactions that we downloaded and if you're downloading transactions regularly, then you're just going to want to grab, since the last time you downloaded, like I said, xlyourfinances easily separates what's been posted versus not so don't be afraid to go a little farther down and grab extra lines.
I'm actually going to grab 279 rows, copy and when I come into xlyourfinances to the import tab, I'm on the top row and I'm just going to hit paste and then see this "1, 2, 3" for paste special values. Now you see those transactions and then there's one button here that says "mint format". When you click that, it's going to take all of those different columns and put them into the xlyourfinances alignment. So you have the account, the date etc. Now, when I copied it from the CSV file, I accidentally grabbed the headers. So we'll take those out, once the system is done processing.
Now you can immediately see here, it's identified what's already been posted. So. If you use mint.com categories, you might actually be going in there and updating the mint.com categories to be what you want. I personally have my own categories and have done labeling. So the transactions that are at businesses I have visited in the past are in here and xlyourfinances knows my categories.
So when I click autofill categories, it's going to go through and it's going to put my categories onto these transactions. Her you can see how they say "already posted". I'm going to click this button "Remove already posted" and every transaction that was already posted is now removed. So in one download from mint, I got all my different financial accounts in one click, I have it organized into the xlyourfinances format and another click auto-fill categories. I got my categories labeling all these transactions.
You can see things such as here's the last credit card payment that was made. And it just knows that when it says automatic, it brings in the category "credit card payment", and you can slide down through here and review these and make sure they're what you want them to be.
Remember, I said, I downloaded the header. I don't want that. I can just delete that. Just to show you, I'm going to leave that in there to show how xlyourfinances will not post anything that does not have the word "ok".
What this note over here is saying, is this amount was recently posted, are you sure this isn't a duplicate? And if you wanted to check on the fly, you could pull up top here, chase freedom. You can hit show, and then you can see the last transactions that were posted. You can look and see, Nope, there's no September transactions and the August transactions were not that amount. And then you can hide that. So if you did say, Hey, this was posted, you could just clear it out. So what you do is you put an X and that overrides that message.
So if you look at. W these balances over here to the right Amazon reward. chase freedom, I come on to mint.com. Slide up to the top, go to overview. And right there, I can see those same balances. Now I can just hit post.
99% of the time when I download transactions, I hit "remove all ready posted", and I am balanced. It's just makes it so much easier. In the past, before I had this built, I was constantly trying to figure out what transactions already downloaded and which ones I didn't. This just makes it so quick and xlyourfinances only posts legitimate transactions.
Here it figured out this didn't have the right date. Didn't have a dollar in here etc., so it didn't post this line and only post those items that say "ok". That's how you download from mint. And that's how you put your categories in, remove the ones that were already posted and make sure that you tie out.
And now you can go into your summary, your cash forecast, your budget and you can see how you're doing very quickly. You have all your transactions and you're good to go. So I hope you utilize mint.com because it really helps to get things organized, especially if you have a lot of accounts you're dealing with, so you don't have to download a log in and out of each one. Xlyourfinances brings it all together so you can get control of your finances and really know what's going on with them.
Thank you.
Click here to watch more videos : https://www.xlyourfinances.com/videos.html
Notice:
All of XLYourFinances' spreadsheets are protected by copyright laws. Breaking into the spreadsheet’s macros or breaching its password protection not only makes guarantees of the spreadsheet’s usability and support for the spreadsheet null, but is also considered a copyright infringement, as the methodologies and techniques utilized are proprietary and owned by XLYourFinances, LLC. Please refer to the terms agreement for more details on the terms of use.
| terms_agreement.pdf |
XLYourFinances.com is owned and operated by XLYourFinances, LLC.
All XLYourFinances.com spreadsheets are copyright protected, © 2010-2023.
All XLYourFinances.com spreadsheets are copyright protected, © 2010-2023.