I have a bank account with a mortgage sub account. The mortgage shows as loan on account list but not in goals. How can I get this fixed so I can create a goal?

I have a WellsFargo bank account with many sub accounts (checking, savings, mortgage, ploc, etc). The mortgage shows as a loan account on my main page account listing, however when I go to create a goal I can not associate it as it doesn't find any loan account. I would like this fixed as well as adding the ability to group credit cards in with loans as a general Debt Payoff goal.

Answer

Hello assassinjn,

I'm sorry that you're not able to use your mortgage for a goal in Mint, I understand how disappointing it is when things aren't working as you expect.  Unfortunately the Goals feature does not have an option for paying of Mortgages, and that's why you're also not seeing it as an option.  The main reason behind this is that the Goals feature is intended more for short-term goals, while mortgages are usually longer-term.  I apologize for any inconvenience this may cause, but I will tag this as feedback so the developers can see it for future consideration.

Regards,
Jesse :man:

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: