Mint Case Study

Mint

Your financial life, all in one place

4.54/5 (39 reviews)

Mint use case: Rajesh Shenoy

Rajesh Shenoy

Verified Reviewer  
28th of November, 2016
One of my favorite and best cloud application

This is one of my favorite and best cloud application that I have been using since 2012, it has all the features that you can expect from an online cloud based accounts management. As a developer and project manager myself I could not have expected anything more from the team. Support this team by applying for the offers that they present as an options to save.

What do you like best?

Very easy to understand nothing to download or install just setup your accounts online: credit cards accounts, bank accounts, investment accounts... Major US Institutions are integrated and also you have an option to enter manually any account or institution that are not supported. It pulls all the individual transactions from your institution in a secured transaction, simply categorized your transactions, add tags, notes and voila you have all the reports in real time. Drill down your report with pie or bar chart add specific filters: month, year or custom filter for specific category, account, merchant or tag. Export transactions to a CSV for further analysis or reporting with the power of spreadsheet. Setup your budget, goals for tracking and alerts. Best part it is Absolutely free!

What do you dislike?

Currently it does not support multi-currency due to which if you have an overseas account and you would like to see your net worth you will have to convert those transaction manually and enter them. It only supports US institutions no support for overseas bank, institutions. No integration with Turbo Tax or any tax software for filing taxes online

Why did you end up selecting Mint over other applications?

As it is Cloud based, easy integration, best reporting and tracking solution

If so, why did you switch?

Easy integration, powerful reporting system.

Likelihood to recommend

10/10

Recommendations to others considering Mint

This application is from a reputed company that also developed the most popular tax software: Turbo Tax. I have never seen any loss of data or down time in my experience from 2012 till date. I will highly recommend this to anyone that needs to keep track of all their accounts in one place and also to see the trends of income, expense, budget and net worth.

Time used

2+ years

Frequency of use

Daily

Rating breakdown

Value for money
Ease of use
Features
Customer support