How to add an Investment Transaction (Not Cash/Check/Pending) and use one of the Invesments sub-categories?

When I click "+Transaction" to start adding old investment transactions from before I began using Mint, it looks like I can't.

It only allows three Types: Cash, Check, and Pending, as Income or Expense. None of these are correct.

I want to specify the date, the description, the Investment category, and the amount. Whether it's a debit or credit can be determined based on it being a negative or positive amount, or, I could specify it myself. I want to choose the investment account as well.

So, I want to confirm this is something Mint doesn't support doing, or, I'm just not seeing how to do it.


FYI, this is a public community board, and I'm only a community member like you.

You can chat with support during the business day ( or you can file a ticket here:

You're correct - you can't do what you want.  You can really only add cash transactions.  Check and pending are really pending transactions that need to be reconciled into a final transaction that has to come directly from the institution. The investment tracking tools aren't great in Mint, so if that's a primary use case for you, you may want to check out alternatives.

FYI, this is a public community board, and I'm only a community member like you.

You can chat with support during the business day ( or you can file a ticket here:

The "Investments" page has significant issues that have been acknowledged but is low priority. I personally find it a complete waste of time and never look at it anymore.  If you want better, more accurate investment tracking, you'll probably have to find it elsewhere.  I lightly use Personal Capital as well, and it appears their investment tracking is much better - you might want to take a look and perhaps just load your investment accounts into that.

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