Expenses, Reimbursements and Transfers

Hello! Pretty new to Mint and loving it so far :-) Just a few things I am running into with my current setup:

1: For the company I work for we do a lot of Expenses out of our own pocket and then the company reimburses us via a deposit some days later. What is the best way to mark these expenses that'll get covered by the company and how do I handle the reimbursement deposits to keep things nice and tidy? 

2: Recently I did a lot of money moving to get setup with a new bank which involved transferring money from savings to checking, withdrawing that cash, and then depositing the cash into a new bank account. Both are connected in Mint, but it's showing these withdraws as expenses and there's a lot of red :-) How could I link all this money correctly so it looks like I never spent any? 

Thanks for the help in advance!

Answer

Hello danielfeeney,

Welcome to Mint, and thank you for your questions! Regarding reimbursments, the way many users handle this is by using the 'reimbursement' tag and hide option. Here is a Mint FAQ from these boards on how to do this: https://mint.lc.intuit.com/questions/962122-mint-faq-what-can-i-do-so-reimbursed-transactions-aren-t...

For the withdrawl transactions that you do not want impacting your budget, find the transaction in your Transactions page, and hover over and click Edit Details. Then click the categories box and drill down to the bottom and click 'hide from budgets and trends'.

Thank you!
Mint Maggie

 

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