I would like my name to print out on an Overview Report

I use Mint to track all my funds, debts, etc.  Annually I have to send in a copy of all my funds to my bank for continued loans for our business.  The bank complains that my name is not on the report and this could be someone else's finances.  

Can you please allow us to create an Overview report that has our name at the top.  Should be simple to do and would save me from going online and downloading statements from 36 accounts, each having my name when Mint already has all my info.

Answer

3 people found this helpful

wegenmaier 

You might want to check out the third party program MintToReport available for download here:

http://minttoreport.com/

The program uses the exported CSV format file from Mint to create very customized reports.  There are a number of sort, filter, and subtotal options .... plus the ability to save custom report formats, including customized report titles.

All MintToReport features, except printing, are available prior to program registration. The program is Windows compatible.




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