![]() ![]() In short, there’s a lot of information on the overview tab, and it’s a great way to get a quick look at your financial situation. Finally, you’ll have a few other sections including upcoming bills, goals (if you’ve set them up), ways to save and investments. You’ll see if you’ve overspent, or if you are still on budget. You’ll also see a section for your budget, and how you’re doing for the month in major categories. On your overview page you’ll also have a prominent “alerts” section that gives notifications as to large or unusual purchases, low balances, or uncategorized transactions. You’ll see if you’re spending too much, or if you need to be increasing your income. It’s a useful way to get a broad overview of how you’re doing in your financial life over time. Or how much income you had in a given month versus how much you spent. You can see, for example, how much cash you have in your accounts versus how much credit card debt you have. You’ll also get a look at some overarching trends in your account through the trends charts at the bottom of your overview page. It will also give you a quick little “net worth” number based on how much you have in your savings and retirement accounts, as well as counting your debts and credit cards against the number. You’ll see balances, worth of your assets, as well as notifications if there were problems downloading information from any of your accounts. The overview tab will give you a complete look at all of your accounts. The first place you’ll go whenever you login is the “Overview” tab. ![]() Once all your accounts are setup in Mint, you’re ready to use the software. Sign Up For Your Free Account Overview Screen Here’s a video review of, showing how to sign up, add accounts and more: Then it’ll connect to your bank and download your account information. You’ll need to enter a username and password, and answer any security questions that external banks need you to confirm. I added 12 accounts to the software, so it took a while for me to enter each one. Once you complete that you’ll be setup with an account, and ready to add all your financial accounts.ĭepending on how many checking, savings, credit and investment accounts you’re adding to the software you could be setup in just a couple of minutes, or it could be a half hour or longer. You’ll just need to enter your email address, country, zip code and a preferred password. Signing up for an account with is a pretty simple process. ![]()
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