Adding Husband to my Mint Account

I've been using Mint for years, and just got married. I want to start combing our expenses... but should I:

- Add his/our joint accounts to my existing Mint login?

- Create a new mint account, so we're starting fresh with no history?

Are there pros/cons to either of those?

Are there any other strategies to consider when using a mint account for 2 people? For example, if our restaurant category goes over budget and we want to see who's been eating out too much.... is there an easy way to see that? I know you can filter transactions by bank account, for our joint account that won't really work, will it? Unless there's some way to tag each transaction with a label for who spent it?


Just trying to get off to a good start now that my Husband will be using Mint too.


Thanks!

Answer

1 person found this helpful

Hi katie.marie.rowe,

Since Mint does not have a joint account, a couple must share login credentials and use tags if they're interested in tracking transactions separately.

Whether you create a new account, or simply add your husband's bank accounts to your Mint account is entirely up to you and depends on how you use your Mint account today. If you start a new account, you won't have any historical data to reference, but that may be what you want.

And you can add a tag to each transaction, should you choose to create one for this purpose to determine who's causing you to go over budget. If you click "edit details" for a transaction, you'll see a button to "edit tags" to create a new tag. Once the tag is created, it'll appear in the edit details box and can be selected when you want to tag a specific transaction. Once you do this, you'll still need to click into each transaction if you go over budget to confirm who's transaction it was -- but this is a viable workaround for what you're looking to do.

The way tags are actually meant to be used, you can add a tag to a transaction, then click on a specific tag in the lower left hand side of the transactions tab if you wish to see only transactions related to that tab.

Hope this helps!

Best,
Jami

 

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