Example of Balance Updating
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

Comment only
 
 
ABCDEFGHIJKLMNOPQRSTUVW
1
CheckNotes:
2
$0.00Capital One 3603$0.000.00ne 360ne 360Good
Copy all the account info from Mint's "Overview" page
3
13 minutes agoChecking/Savings Account0.00ccountccountGood
Paste into cell A2
4
$7,109.79Magna Bank7$7,109.797,109.79a Banka BankGood
Column B finds the decimal point in the dollar figure, and returns where it is in the text.
5
13 minutes agoDan's Magna0.00 Magna MagnaGood
Column C takes only the dollar amount from the account text
6
$0.00Magna Bank3$0.000.00a Banka BankGood
Column D converts the text of Column C to a usable value in number format
7
13 minutes agoMaddie's Magna0.00 Magna MagnaGood
You use Column D to link to the main "Balances" tab...
8
$0.00PayPal3$0.000.00PayPalPayPalGood
for instance Checking 1 could be linked to the Magna Bank Account (A4)
9
13 minutes agoPayPal0.00PayPalPayPalGood
with ='Balance Update Example'!$D$4
10
$-554.24Credit Cards6$-554.24(554.24) Cards CardsGood
Columns F - H check the most recent account order with the previous one
11
$-146.15American Express Credit Card6$-146.15(146.15)t Cardt CardGood
If you link a new credit card or investment account in Mint, it will change the order of accounts and thus the links
12
13 minutes agoAMEX0.00goAMEXgoAMEXGood
13
$0.00Capital One Credit Card3$0.000.00t Cardt CardGood
If you have any questions, please email me (Dan Goodwin) at djgoodwin89@gmail.com
14
13 minutes agoDan's Capital One0.00al Oneal OneGoodEnjoy!
15
$-408.09Citibank Credit Card6$-408.09(408.09)t Cardt CardGood
16
12 minutes ago52820.00go5282go5282Good
17
$0.00Discover Card3$0.000.00r Cardr CardGood
18
13 minutes agoDan's Discover0.00scoverscoverGood
19
$0.00First National Bank of Omaha CC3$0.000.00aha CCaha CCGood
20
13 minutes ago1st National AMEX0.00l AMEXl AMEXGood
21
$0.00Wells Fargo3$0.000.00 Fargo FargoGood
22
13 minutes agoMATTRESS FIRM0.00S FIRMS FIRMGood
23
$-3,856.76Loans8$-3,856.76(3,856.76)6Loans6LoansGood
24
$-2,267.28FedLoan Servicing8$-2,267.28(2,267.28)vicingvicingGood
25
13 minutes agoDirect Sub Stafford Loan0.00d Loand LoanGood
26
$-1,589.48FedLoan Servicing8$-1,589.48(1,589.48)vicingvicingGood
27
13 minutes agoDirect Sub Stafford Loan0.00d Loand LoanGood
28
$0.00FedLoan Servicing3$0.000.00vicingvicingGood
29
13 minutes agoDirect Unsub Stafford Loan0.00d Loand LoanGood
30
$7,391.45Investments7$7,391.457,391.45tmentstmentsGood
31
Find a New Way to Invest >0.00vest >vest >Good
32
$49.93Betterment4$49.9349.93ermentermentGood
33
13 minutes agoWine @ 300.00e @ 30e @ 30Good
34
$5,076.26Betterment7$5,076.265,076.26ermentermentGood
35
13 minutes agoTraditional IRA0.00al IRAal IRAGood
36
$657.44Betterment5$657.44657.44ermentermentGood
37
13 minutes agoRoth IRA0.00th IRAth IRAGood
38
$0.00Betterment3$0.000.00ermentermentGood
39
13 minutes agoHouse Fund0.00e Funde FundGood
40
$223.66Betterment5$223.66223.66ermentermentGood
41
13 minutes agoRoth IRA0.00th IRAth IRAGood
42
$175.22Betterment5$175.22175.22ermentermentGood
43
13 minutes agoFun Fund0.00n Fundn FundGood
44
$711.22Betterment5$711.22711.22ermentermentGood
45
13 minutes agoTraditional IRA0.00al IRAal IRAGood
46
$0.00Betterment3$0.000.00ermentermentGood
47
13 minutes agoTravel0.00TravelTravelGood
48
$490.51Charles Schwab IRA5$490.51490.51ab IRAab IRAGood
49
13 minutes agoTraditional IRA0.00al IRAal IRAGood
50
$0.00Charles Schwab IRA3$0.000.00ab IRAab IRAGood
51
13 minutes agoIndividual0.00vidualvidualGood
52
$7.20E*TRADE3$7.207.20*TRADE*TRADEGood
53
13 minutes agoDan's Roth IRA0.00th IRAth IRAGood
54
$0.01E*TRADE3$0.010.01*TRADE*TRADEGood
55
13 minutes agoBrokerage0.00keragekerageGood
56
$0.00E*TRADE3$0.000.00*TRADE*TRADEGood
57
13 minutes agoIRA0.00agoIRAagoIRAGood
58
$7,654.00Property7$7,654.007,654.00opertyopertyGood
59
$5,312.00Chester7$5,312.005,312.00hesterhesterGood
60
12 minutes agoCar0.00agoCaragoCarGood
61
$2,342.00Gladiator II7$2,342.002,342.00tor IItor IIGood
62
12 minutes agoCar0.00agoCaragoCarGood
63
0.00Good
64
0.00Good
65
0.00Good
66
0.00Good
67
0.00Good
68
0.00Good
69
0.00Good
70
0.00Good
71
0.00Good
72
0.00Good
73
0.00Good
74
0.00Good
75
0.00Good
76
0.00Good
77
0.00Good
78
0.00Good
79
0.00Good
80
0.00Good
81
0.00Good
82
0.00Good
83
0.00Good
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...