Sat 31 Mar 2007
My few but loyal readers may have across the new Mint button under about this blog. What is it you might ask. Actually I have the exact same question. I added the link to increase the liklihood that I would be selected for the beta program. Apparently it’s some type of online personal financial management that can serve as replacement for Quicken. I came across it at a post at LazyManAndMoney. He peaked my curiousity, and ended up filling out Mint’s survey. I’m curious to see what it is.
At the moment, I’m actually generally pretty pleased with my current system. I only track cash as a broad category (CASH), but I try to keep my cash transactions to minimal. Almost all my cash expenditures are related to either lunch or beer. What I do do is track every credit card purchase on Yodlee. I log into yodlee every couple days and categorize my transactions (or recategorize if need be). Yodlee is actually pretty good at tracking merchants once you’ve already categorized them, and as a result I have very few categorizations to manually assign. In general I’m a big fan of their service. Then at the end of the month I import everything manually via copy and paste to Excel, and run a macro. I’m a bit of Excel Wonk (or at least used to be as my skills have gotten rusty), and find that this system gives me alot more flexibility than Quicken ever did, and it’s less work. If Mint has something better to offer than I’m willing to give it a shot. Now if Microsoft would only release a half decent version of Excel for the Mac…
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April 1st, 2007 at 11:25 am
Dong,
Thanks for posting the link. Give us a few more weeks and we will give you earlier access to Mint. Email me if you have any questions or things you would love in a personal finance site.
Cheers,
Noah
April 2nd, 2007 at 8:33 pm
Copy-Paste might be old school for Yodlee. If you’re using one of the newest deployments of MoneyCenter, Yodlee now has transaction export. Go to the transaction page and there is button on the bottom “Export Completed Transactions” that will dump it into CSV. You can probably work your Excel magic easier on that file.
If you have questions or comments, you can point them out on the Yodlee forum. http://forum.yodlee.com
..Jordan | Yodlee
April 3rd, 2007 at 8:43 am
I’ll have to check it out. I’m usually in the dashborad view and haven’t noticed, but I will keep my eyes out for the download option. The download certainly will make my life easier. Thanks for the tip, and Kudos to the product.