Manual Investment adding

[sam43209]

Just a thought, but since there has been so much call for manual everything else on this site, I thought I would suggest that you allow people to manually add their investments once that portion of mint comes online.

I am not currently involved in the investment beta but I know that one of the common weaknesses I have found in other sites and this one, is the inability to add things that aren't on the web already. For instance, I am heavily invested in a mutual fund directly, and there is no internet access to the account since it is not through a brokerage.

I would like, once I can follow my investments to be able to add that fund so that I can track the account just like all my other investments and transactions. Also, I invest in it monthly and currently mint just shows it as an expenditure because it doesn't recognize the account it is being transfered into as existing.

Both issues would be solved if you just allow manual investment adding.

[YoungInvestor]

I second this, as I have all of my investments currently uploaded, except for the biggest chunk, which is held directly through a mutual fund company which does not have online access. Please add!

[tico]

I agree. I have a Mairs and Power fund that is not online, but I really want to track its performance. Thank you for allowing suggestions. I really like what I have seen thus far.:)

[compuguy1088]

Just a thought, but since there has been so much call for manual everything else on this site, I thought I would suggest that you allow people to manually add their investments once that portion of mint comes online.

I am not currently involved in the investment beta but I know that one of the common weaknesses I have found in other sites and this one, is the inability to add things that aren't on the web already. For instance, I am heavily invested in a mutual fund directly, and there is no internet access to the account since it is not through a brokerage.

I would like, once I can follow my investments to be able to add that fund so that I can track the account just like all my other investments and transactions. Also, I invest in it monthly and currently mint just shows it as an expenditure because it doesn't recognize the account it is being transfered into as existing.

Both issues would be solved if you just allow manual investment adding.

Agreed, I would love to be able to add My American Century fund as well....though they dropped support of it months back. Manual Adding would help.

[eric1985]

For investments that work already there is manual editing of purchase date and price.

[bosco]

This is the one glaring short-coming of Mint - the inability to manually add what cannot be added automatically.

[compuguy1088]

For investments that work already there is manual editing of purchase date and price.

Thats great for the accounts that work for mint...but for say American Century, which stopped supporting mint a few months ago, there is no way to add that data in....Hence the asking for a manual adding of accounts.

[Paul St. Paul]

Thats great for the accounts that work for mint...but for say American Century, which stopped supporting mint a few months ago, there is no way to add that data in....Hence the asking for a manual adding of accounts.

Just curious - how do you know about American Century not supporting Mint? I've asked Mint.com for American Century, have never received a reply and it still cannot be found anywhere.

[mburdsall]

I went to the American century website and asked them directly. I was told that they do not support aggregators like Yodlee and mint.

They support Quicken and Money.

[compuguy1088]

Just curious - how do you know about American Century not supporting Mint? I've asked Mint.com for American Century, have never received a reply and it still cannot be found anywhere.

If you had searched the fourms, you would of found this:

http://forums.mint.com/showthread.php?t=2438
http://forums.mint.com/showthread.php?t=3267

[nedw]

this is a huge shortcoming of mint, if i can't get my money in mint, it can't be useful.

Should be a top priority.

[freagul]

This would also be useful for those of us whose brokerages aren't yet supported but will be. Google portfolios allows manual adding but doesn't track the S&P against your portfolio, mint tracks against your portfolio but doesn't allow manual adding. And yet Gfinance has a button to suggest that feature and mint has a growing thread in the forums asking for it. Hopefully someone will get on the ball soon.

[XK120]

Bumping this question. My positions are not easily accessible online and I'd love to simply be able to add them in the investments section. All you really need to do is enter in symbol, quantity, avg. price or price bought at. Is this really that hard to setup? IMO this is the one thing missing from an otherwise fantastically comprehensive site.
-Alex

[mburdsall]

The manual posting of transaction into Mint both into automatic accounts and manual accounts is one of the top 5 features requested by users on the forum. With the current limitation of transaction that Mint imports when new accounts are created this would greatly enhance the history that a user can have in Mint and therefore the usefulness of the product. Also as you stated it would allow Mint to become the new repository of all our financial information. It would also greatly enhance the investment area were there is limited usefulness today without the history being added.

One often requested freature by customers on the forums is the ability to add pending transactions. This would also be partly addressed by adding manual transactions

[XK120]

Bumping this again in hopes of making this feature a prioity. I just recently opened a CitiBank student checking account and noticed that they have this very feature (manually adding stocks). I'm thinking of closing my other bank accounts and switching to Citi JUST for this! Please please PLEASE add this as a feature Mint!

[tmeyer1969]

I just signed up tonight and cannot believe that Mint doesn't support individual transaction entry/editing. For the few transactions it did download from etrade it didn't even download the price & number of shares ? I mean COME ON ?? How hard can this be ?? There are posts going back years on this.

[integrale]

Me too on this. I have employee stock that is held by my company, which will NEVER be supported by Mint. I would love to be able to show these investments as part of my net worth here.

This seems like an incredibly easy feature to add. Why hasn't it been addressed? :confused:

[billm950]

my broker is currently not supported, please support manual investments

[mburdsall]

Yodlee.com has provided this feature. While it has some limitation it has made my management of account considerable easier and the accounts reflect my true balance. The one are Yodlee has not done yet is to upload a file rather then having to enter each transaction individually.

[Momo]

I just joined Mint today after dealing with quicken for a month.

I find Mint much more friendly to use.

However,

I have got everything working but two main problems.
Mint does not import my main credit card (mastercard) account from Chase.
Mint does not import my chase managed investment account.

So only 50 % of my Mint account is really accurate.

What do I do?

[jy2k]

Bumping this question. My positions are not easily accessible online and I'd love to simply be able to add them in the investments section. All you really need to do is enter in symbol, quantity, avg. price or price bought at. Is this really that hard to setup? IMO this is the one thing missing from an otherwise fantastically comprehensive site.
-Alex

Absolutely! NEED this feature if I'm going to continue using mint.

[bocaboy]

I'm with the others in this post. I have a direct investment at CMG and can't enter it in my profile. Ditto for BMW Financial Services. I'm really enjoying Mint, but this is a major shortcoming if a user is to get a complete picture of their financial profile.

[bocaboy]

The manual posting of transaction into Mint both into automatic accounts and manual accounts is one of the top 5 features requested by users on the forum.

Based on the posts that I've read in the forum, I've got to believe that this is the number one request from users. Is this going to be one of those features that not's going to happen because development is just being stubborn and they want the site to work their or users can take the highway? Come on Mint, it can't be that hard since other financial sites already have this feature.

Thanks for the consideration.