Filtered Transaction list from clicking through on budget is wrong

In a few of my budget categories that are over budget, when I set the budget for the last 6 months, then I when I click through on the amount shown in the budget (e.g. $4,500 of $2000) the amount that shows on the filtered transaction list is 10-20% (of the total spent) less for some reason. In general the expenses showing up in my budget are much higher then they should be, so I I used to have the "budget roll-over" set on these budget categories but have not turned it over and reset the overage to $0. How can I fix this? Thanks!

Answer

See my answer and the comments on the mint staff's answer on this page for a workaround until they fix their transaction details page:

https://mint.lc.intuit.com/questions/1449404-known-issue-budgets-is-showing-incorrect-spending-amoun... 

It has to do with incorrectly categorized transactions in loans or other accounts (like stocks) besides cash and credit.


Was this answer helpful? Yes No
1 additional answer

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: