Why doesn't a budget account carry-over properly?

I have setup a number of budget accounts on mint that I carry-over each month. The problem is if I write a check or some other expense near the end of the month, but don't login right away to set the correct category. Later, after the new month has begun, I will login and select the proper expense category for that transaction, but the problem is the accounts have already rolled over and it carries over a big surplus, which isn't correct. You can see that the expense has been categorized under the right account now, but it doesn't change what was carried over, so the account doesn't show the right information.

For example: $100 budget/month for insurance which is set to carry over. Pay $90 on 1/20/15 by check. It initially is set as CHECK. Login on 2/2/15 and see that the insurance budget account has carried over an unspent amount of $80. When you fix the $90 transaction to be for insurance, it works, but it does not affect the carryover, so it still says that $80 was carried over as unspent, instead of saying it actually carried over an over-spending of $10.



I apologize for any inconvenience caused by the way that budgets are behaving in Mint.  It does seem that changes should be effecting the roll-over even if adjusted later.  Sometimes adjustments don't update in Budgets or Trends right away, but if you're still not seeing any change after a few days, please use the Contact Mint form to report the issue to our support team for further investigation:  https://www.mint.com/help/#more-help


Was this answer helpful? Yes No
Default user avatars original
Mint Jesse , Community Manager

No answers have been posted

More Actions

People come to Mint for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: