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mint for macIf you’re a Mint.com user (if not, you should be), then you will be pleased to know that the personal finance budget and reporting service has produced Mint QuickView, a companion Mac application to the online and mobile apps. Mint QuickView rests in your menu bar and provides you with an up-to-date view of your designated banking, credit and debit card accounts, plus an overview of your spending and recent transactions.

As a Mint member, you nor anyone else can deposit or withdraw money through your Mint account, but you can securely view your online financial transactions and balances which you allow Mint.com to access and download.

With Mint, you don’t have to manually add or download financial transactions to your account. Mint does all the work for you. When you set up a Mint account, you provide it with access to your online financial accounts. Ever since the company was bought by Quicken, nearly all leading and small financial institutions (U.S. and Canada only) connect with Mint.

mint for mac

One of the most useful features of Mint.com is the ability to set up personal budgets for your monthly spending. This way you can monitor how much you’re spending, for example, on fast food, gas, groceries, coffee, or entertainment. You can set Mint to email notifications when you exceed your budget limits.

mint for mac reviews

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Mint mobile apps are a great way to monitor personal cash flow and budgets, and now the Mac client version puts this information in the menu bar of your Mac.

Mint QuickView Features

Mint QuickView consist of two windows – a single panel accessed from the menu bar, and a larger web-size window which allows you to edit transaction information and your budgets. You can also add cash transactions that don’t of course get recorded digitally.

mint for mac reviews

Mint QuickView is aptly named because no login is required to access your account after the initial sign-in. The menu bar window provides a view of your financial account balances, all your transactions, as well as a graphic breakdown of your spending and cash flow comparison. Oddly, however, it doesn’t show your budgets. You have to access that information in the larger main window.

mint for mac reviews

In the menu bar window, you also can’t edit transactions, but you can do so in the larger main window. Sometimes individual transactions are missing detailed information like the name of the merchant or the proper spending category. You can also split a transaction in this window, as you can in the web application. If you leave the main window opened on your computer, it will be automatically closed after a certain period of time.

Alerts, Bill Reminders, Goals

Another advantage with using Mint is that you can set up your account to post and send alerts and bill reminders for both your mobile device(s) and Mint QuickView. Mint can also send you weekly or monthly summaries of your account balances, budgets, and stock data.

mint for mac

If you’re on a tight budget, you can have Mint alert you when your accounts drop below a certain amount, when it notices unusual spending in any category, as well as when you exceed one of your budgets, get charged a bank fee, or when an interest rate changes, among other helpful items. You can also use Mint and Mint QuickView to monitor your loans, savings, financial goals, investments, and your overall trends in spending.

Over the years since I started using Mint, it has helped me become more conscious of my spending habits, and has probably saved me discretionary money that I might have spent if I weren’t checking my budgets on a weekly basis. Though I have found Mint.com does not always accurately report my account balances (it sometimes may take a day to update to the actual amount), it is still better than managing my accounts using a checkbook or even Quicken software.

For other articles about Mint apps, check out these:

Let us know what you think of Mint QuickView. If you’re a Mint member, what has your experience been like with the service? Has it been helpful?

  1. jon
    August 20, 2012 at 9:44 pm

    I have a problem with mint.com and apple products. I have an iMac & Laptop & Ipad2 and am unable to reconcile with mint to check if all postings from my bank are accurate. Common reconciliation process. When you download transactions say for the month on mint.com, it should download into an excel file. Seems there is a problem whereby a bunch of information is shown on a page free form without any order and rendering it useless to try and reconcile. Further does anyone know how to mark those reconciled items so you know where you stand with your transactions (i.e. what is and is not still outstanding to further ensure correct charges/payments have been made)

  2. jon
    August 20, 2012 at 9:44 pm

    I have a problem with mint.com and apple products. I have an iMac & Laptop & Ipad2 and am unable to reconcile with mint to check if all postings from my bank are accurate. Common reconciliation process. When you download transactions say for the month on mint.com, it should download into an excel file.

    Seems there is a problem whereby a bunch of information is shown on a page free form without any order and rendering it useless to try and reconcile.

    Further does anyone know how to mark those reconciled items so you know where you stand with your transactions (i.e. what is and is not still outstanding to further ensure correct charges/payments have been made)

    • Bakari Chavanu
      August 22, 2012 at 12:00 am

      Jon, I didn't know you could download Mint transactions to excel. As for transactions being in sync with your bank account, it's might now always be a 100% match. Sometimes it takes a few hours to sync up right. Sometimes the name of the merchant and the category of the product or service may not be accurate. All you can do I think with Mint downloads is wait for the transactions to update.

      • jon
        August 22, 2012 at 12:09 am

        i don't have a problem syncing.

        and yes with pc's you can download to excel so you have a way of reconciling all the entries

  3. Victor Cesto
    August 2, 2012 at 9:48 am

    :( mint does not work for my country.

    • Bakari Chavanu
      August 4, 2012 at 5:16 am

      Sorry to hear that, Victor. I wonder if has something to do with banking laws?

  4. Ramón García
    July 24, 2012 at 6:45 am

    Interesting applications

  5. Anna Hayes
    July 24, 2012 at 12:31 am

    Totally recommend mint.com have it and use it on a regular basis keeps me on top of all my finances

    • Bakari Chavanu
      July 25, 2012 at 8:39 pm

      I finally got my sister to start using it after recommending it to her over two years ago. Her finances are out of control.

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