Check box to verify transactions / replace balancing check book

[79V1]

Hi Mint Team,

Great job, great product, and great service. Keep up the good work!

There is something that I would love to see, and everyone I have talked to that uses Mint and other online financial sites agrees with me. We would like to have some sort of way to mark individual transactions as verified. I have something simple in mind such as a check-box at the far right of each transaction that keeps a persistent check and possibly changes the shading of the transaction line or the text itself.

If this simple static feature were added, I and everyone I have talked about this with, would consider Mint more of a useful site. You could make a significant difference by changing the habits in people's lives rather than just being a simple supplement to established habits rooted in past method, i.e., still using the check book register to balance and verify transactions.

[ItalianMint]

I was just telling my wife the same thing, that Mint would be so much more useful if they could add a check box to help me keep track of verified transactions. Any chance of this happening?

[mburdsall]

The reconcile checkbox for transactions is a frequent request of Mint users. Another feature that would be nice is when looking at transactions within an account, the ability to see a running balance. This would help verify that all transactions are accounted for and speed up the reconciliation processes. Today the totals on the accounts are derived from the bank and not from summing the transactions in the account. It would be nice to have this cross footing feature to make sure that all transactions match your institutions statements.

This would mean providing a starting balance for each account. MS Money and Quicken provide this ability.

[Aren Cambre]

I am a former MS Money user, and I also feel uncomfortable about this feature gap.

[the_watcher]

Seems like a lot of people are asking for this. If there is resistance to it (some people don't want to log on after 4 months and see hundreds of transactions waiting for them to click) then maybe you can make it optional.

OR maybe just a subset of this feature: The ability to "accept" transactions as they arrive. I keep a stack of receipts by my computer and as I see transactions come in on Mint I just check them off "reconciled" and then paperclip my receipts into the "done" pile. Not as handy as reconciling against a manual entry, but I'd start using Mint daily if it could do this one thing.

[Yuvert.mint]

HI Guys!

Thanks for all of your suggestions. We will forward this to our product team for them to review all of your request and see if they can add this feature to Mint.


Thanks! Have a good day! :)

[mikey]

Mint developers, thank you for all your hardwork, I cannot tell you how much I love this service!!! I have recommended to several people, and will continue to do so because its fantastic!

I just wanted to add another request for this feature. What I would really like is a 2 part reconciliation like I had in GnuCash (http://www.gnucash.org/).

You could mark a transaction as cleared (via a check box). I would do this as i went through receipts. Then when you monthly statement came you could reconcile which would automatically include all transactions that you have cleared since the last reconcile, and allow you to look for any transactions that you did not clear that should have, etc etc.

Even just the ability to clear transactions would be extremely helpful.

For those who want this, and are waiting for Mint to add it :): My wife and I decided on this (hopefully temporary) work around. We put a "+" in front of transactions names to clear them. So we go through our receipts, and when they hit mint pre-pend the "+". It makes it pretty easy to recognize not cleared transactions, although a check box that makes it a different color/bold/italics would definitely be a hug improvement.