Chalk Talk – The Hidden Tools of Mint.com
on Sep 6, 2022
“MainStreet Chalk Talk”
The MainStreet Financial Planning Discussion Club
When: Tuesday 9-20-22 at 730pm Eastern; 430pm Pacific
~30-45 minutes
Recorded and able to retrieve for one week
How: Zoom Meeting, Free to ongoing clients; $10 for guests
The Hidden Tools of Mint.com
Hosted by:
Anna Sergunina, CFP®
&
Desiree Kaul, CHFC®, AFC®
If you’ve been with MainStreet awhile, I am sure at one time or another you have heard us recommend Mint.com for budgeting. The app is highly rated on both Google Play and the App Store, with by far the most reviews of almost any other budgeting app out there. There is even a desktop version if you want a more robust experience. What you may not know is there are several other things you can do with Mint. You can use it for goal tracking, paying down debt, viewing your credit score, net worth assessments and running annual reports. And best of all, it’s free!
In our upcoming Chalk Talk, we will show you the basics of getting started, how to personalize categories and sync accounts so you can make managing your spending quick and get back to the fun things in life.\
Some of the topics we’ll discuss:
- Budget category set up- personalization
- Syncing your accounts
- Tracking goals
- Net Worth
- Historical Reports
Disclaimer: This is a broad group session and certain strategies may or may not be appropriate for specific situations. MainStreet makes no claim that all member-posted information is accurate or should be acted upon without professional and individual financial planning, tax and/or legal advice.
