Monday Productivity Pointers
Illustration by Neil Webb

Migrating your accounts to


Monday Productivity Pointers

with Jess Stratton

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Video: Migrating your accounts to

Hi I am Jess Stratton, welcome to Monday productivity pointers, this week we are talking about Mint is a cloud service that pulls in all you accounts from all your financial institutions such as checking accounts, student loans, auto loans, investment accounts, and home equity lines and mortgages It pools in all that information, and then spits it back at you in an easy to read way. It computes the big picture of your financial status. Now, I personally use for all my financial statuses, and that's why today I'm going to be talking about some of the strategies that I used so that you can use them and make transitioning to Mint services as easy as possible.
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  1. 10h 57m
    1. Welcome to the series
      1m 13s
    2. Running a group meeting with coworkers
      7m 19s
    3. Recording and marketing chat on air
      8m 30s
    4. Creating a quick presentation
      5m 37s
    5. Presenting from an iPad or computer
      3m 36s
    6. Migrating your accounts to
      9m 55s
    7. Setting budgets and goals
      7m 4s
    8. Collaborating on team documents
      5m 53s
    9. Creating an online photo gallery
      4m 58s
    10. Kickstarter: Setting up your project
      10m 41s
    11. Driving traffic to your project
      5m 48s
    12. Conducting a voice call with a virtual team
      6m 40s
    13. Adding video and chat notifications
      4m 7s
    14. Accepting a payment with Square
      4m 35s
    15. Using the Square Wallet
      2m 32s
    16. Setting up shop on Etsy
      6m 31s
    17. Tracking your Etsy sales with Shop Stats
      4m 9s
    18. Raising your Klout score
      7m 3s
    19. Earning Klout perks
      4m 55s
    20. Skydrive: Collaborating on team documents
      4m 56s
    21. Skydrive: Accessing files on the go
      2m 57s
    22. Setting up Google alerts to track your data
      5m 5s
    23. Removing a page from the Google search index
      4m 42s
    24. Browsing privately in public
      4m 38s
    25. Cleaning up your session before logging out
      5m 8s
    26. Troubleshooting a remote computer with TeamViewer
      3m 42s
    27. Taking screenshots from a PC
      4m 12s
    28. Taking screenshots from a Mac
      3m 36s
    29. Setting up Find My iPhone
      3m 36s
    30. Using iCloud to find an iPhone
      3m 49s
    31. Sampling color from the screen
      5m 27s
    32. Using for inspiration
      3m 22s
    33. Get an audio clip onto YouTube using iPhoto
      5m 49s
    34. Creating playlists and customizing your YouTube channel
      5m 41s
    35. Record your screen using QuickTime
      3m 14s
    36. Record your screen using CamStudio
      2m 34s
    37. Using Tempo Smart Calendar when you are going to be late
      3m 9s
    38. Using Twist to let your customers know where you are
      3m 38s
    39. Using Wunderlist to track multiple projects
      9m 0s
    40. Use the Wunderlist browser extension to create tasks on the web
      5m 46s
    41. Using Smart Mailboxes with Mac Mail
      6m 52s
    42. Customizing the Mac Mail View
      7m 13s
    43. What's a firewall?
      7m 36s
    44. What is the Cloud?
      4m 42s
    45. Creating your own recipe with IFTTT
      7m 19s
    46. Browsing existing recipes with IFTTT
      5m 7s
    47. Installing the Feedly browser extension
      6m 34s
    48. Customizing Feedly
      6m 53s
    49. Understanding the basics of Twitter
      9m 9s
    50. Using Tweetdeck to handle multiple accounts
      9m 14s
    51. Working with URL Shorteners
      5m 45s
    52. Using
      8m 31s
    53. Creating Quick Parts to re-use text
      6m 19s
    54. Moving your Autotext to a new computer
      6m 7s
    55. Shutting off access to social networks
      6m 18s
    56. Hiding taskbars
      2m 36s
    57. Exploring the iOS 7 Update
      10m 7s
    58. Running a productive online meeting
      3m 44s
    59. Getting meeting minutes faster
      6m 47s
    60. TextExpander for Mac
      7m 6s
    61. Breevy for Windows
      3m 44s
    62. Using Smart Folders on a Mac
      5m 52s
    63. Using Windows Libraries
      4m 25s
    64. Finding large attachments in your email apps
      5m 13s
    65. Use Ninite to install all your PC apps at once
      3m 30s
    66. Use Get Mac Apps to install your Mac apps at once
      2m 56s
    67. Creating a disposable email address with Guerrilla mail
      4m 7s
    68. Creating an email address that lasts only 10 minutes
      3m 16s
    69. Finding and adding local vendors to enhance your iOS reminders
      3m 45s
    70. Adding geofencing to Find My Friends
      3m 20s
    71. Turning a Word document contract into a PDF
      4m 1s
    72. Turning a PowerPoint presentation into a PDF
      4m 10s
    73. Resetting browser site passwords
      7m 11s
    74. Disabling toolbars, resizing screens, and accidentally closed tabs
      7m 42s
    75. Identifying your wifi's weakest link
      7m 59s
    76. Setting up dual band speed on your router
      7m 36s
    77. Add your social media activity to your website
      8m 54s
    78. Using WordPress mobile to update on the go
      4m 48s
    79. Matching the header row on your spreadsheet files
      8m 20s
    80. Using a formula to merge first and last name columns
      5m 58s
    81. Using JoliDrive to browse cloud app data
      5m 11s
    82. Using JoliDrive on an iPad
      4m 31s
    83. Finding deals on eBay using misspelled listings
      4m 18s
    84. Searching for promotional and coupon codes online
      5m 52s
    85. Sending real postcards from your computer with Postagram
      4m 25s
    86. Using Postagram to send a real postcard from your smartphone
      3m 55s
    87. Getting to Inbox Zero
      11m 4s
    88. Using existing GMail labels with Mailbox
      3m 19s
    89. Adding 2-step authentication
      3m 39s
    90. Enabling in-app PIN codes
      3m 31s
    91. Accessing your digital movies
      5m 20s
    92. Copying movies onto a device
      3m 25s
    93. Using Genius Scan to scan your documents
      3m 34s
    94. Sending your scans
      2m 41s
    95. Using Acrobat to ink sign a PDF
      4m 49s
    96. Writing a letter of recommendation
      7m 49s
    97. Constructing a successful press release
      4m 48s
    98. Troubleshooting wireless security
      4m 48s
    99. Writing a claim letter
      5m 22s
    100. The best reasons to try online chat customer service
      5m 9s
    101. How to do a firmware update
      6m 34s
    102. Siri, your iPhone assistant
      4m 48s
    103. Writing an email that gets read
      4m 51s
    104. Writing an email that requires action
      2m 54s
    105. Your Blu-ray questions answered
      3m 50s
    106. Using LittleBit to photograph your goal progress
      3m 9s
    107. Exporting WordPress blog entries
      3m 28s
    108. Understanding how Office 365 works
      5m 9s
    109. Using Waze for crowdsourced GPS
      2m 58s
    110. Downloading your Facebook timeline
      3m 10s
    111. Scheduling email with Boomerang
      4m 24s
    112. Google Labs for Calendar
      2m 58s
    113. Finding missing songs in iTunes on your iPhone
      2m 10s
    114. Requesting your Twitter archive
      2m 59s
    115. Using Doodle for easy group scheduling
      4m 59s
    116. Easily remote to another computer with
      3m 47s
    117. Keyboard shortcuts for YouTube
      2m 58s
    118. Easily annotate images with Skitch
      6m 4s
    119. Get your Google Calendar schedule by email every morning
      3m 3s
    120. Migrating to Google Apps
      9m 31s
    121. Blurring photos for posting on social networks
      6m 41s
    122. Using supplemental To Do apps
      3m 43s
    123. Getting alerts for Amazon price drops
      2m 36s
    124. Four tips to teach kids about websites
      8m 19s
    125. Caring for family members from afar
      4m 39s
    126. Using Google Sheets to make templates
      4m 35s

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Watch the Online Video Course Monday Productivity Pointers
10h 57m Appropriate for all Mar 25, 2013 Updated Oct 20, 2014

Viewers: in countries Watching now:

In this series on productivity, author Jess Stratton takes you through the latest tools that will help you run your business and life more efficiently. Each installment covers a particular feature or technique in a different online tool, such as Google Apps, Skype, YouTube,, Etsy, and more. Learn about topics ranging from recording and publishing video chats to managing your finances online.

Note: Monday Productivity Pointers is currently on a break, but stay tuned for new tutorials!

Business Education + Elearning
Jess Stratton

Migrating your accounts to

Hi I am Jess Stratton, welcome to Monday productivity pointers, this week we are talking about Mint is a cloud service that pulls in all you accounts from all your financial institutions such as checking accounts, student loans, auto loans, investment accounts, and home equity lines and mortgages It pools in all that information, and then spits it back at you in an easy to read way. It computes the big picture of your financial status. Now, I personally use for all my financial statuses, and that's why today I'm going to be talking about some of the strategies that I used so that you can use them and make transitioning to Mint services as easy as possible.

Now it's really important to note here, that is a read only service, that means that it can pool in all your information and spit it back to you, and tell you how you stand, but it can't make any transactions on your behalf, and it won't make any transactions. In fact, if you want to try it out, has a demo account that you can use before you sign up for their services. In fact, to protect my accounts, we're going to be using that demo account today. Alright. Enough talking. Let's get started. The first thing I'm going to do is show you how to get to that demo account.

In the Google search bar here, just so you can see it, because it changes once you type it into the URL bar, I've typed it in for you. This is the URL to access the demo account, there's no log in needed. Now once you punch that in, this is where you're going to end up. This is the home screen of to which you can see all your accounts here on the left hand side. Now remember, we're using mint's dummy account here. And any alerts, such as high spending. So the first thing that you need to do, when you're sign up to mint and you've got nothing here on the left hand side is to import all your account information.

Now, the easiest way I've found to do it is get out a piece of paper and a pencil, and actually write down all the accounts that you want to add. For example if you have a car, a student loan, or a bank account. I personally found that the more accounts I got into Mint, the better it was easy for me to see my big financial picture. So, I wrote down all those accounts. And, then I could either do a Google search, or look at my statements for those accounts to find out what the URL is to get to their online service provider.

I've got some samples up here. For example, here's Well's Fargo dealer services, which is a popular auto loan. Their service for online banking is called eServices. So I can see down here at the bottom, there's this link, it says, to get started, register for eServices. Because I've got my car loan and before I can import a username and a password for that account into Mint, I actually have to make sure I got a username and a password for this online service, so I'll register for that one, cross up my car loan or write down the username and the password that I've setup for that and then move on to my next account.

So up here I've got a student loan, which is under the service American Education Services. And I can see on their homepage, I can either sign in over here on the left, if I don't already have an online account through them I can click this Create Account button. So that'll walk you through setting up their accounts. Now don't forget, you'll need to do things like, verify your information, such as, put in your social security. Every online financial institution, is going to have a different signup process, but all of them will walk you through it easily.

Finally, I'll do my bank. So here's the Bank of America site, and right here on their homepage they have a huge Enroll Now button to sign up. So that'll get you enrolled in their online banking site. So that was step one. We wrote down all our financial institutions, all our loans. And we made sure we had online accounts with them. Now that we have our list of username and passwords. We can go back to Mint, and start putting them in. So I'm going to click this Account button here in the top right. And it's going to bring me to the Add Account screen.

Now, here's the accounts that that mint financial dummy data already had put in. Once all your accounts are listed, they'll look something like this. It will tell you what the financial instruction is, it will tell you what it's for. It will tell you what your username is. It's not going to tell you what your password is, but it will tell you what your current balance is with that account. And from there you can delete it if you don't want to see it anymore. But I want to add an account so I'm going to come up here and click this big orange button. So, the first thing I need to do is put in my financial institution's name or URL.

Now remember, this is where you're going to put the name, one at a time, of all those accounts that you just signed up for. For example, the bank holder of your car loan, such as, Wells Fargo dealer services, or your student loan. So, we had Bank of America, so I can click on Bank of America, and in all the results, I'm going to find the actual bank that I'm looking for, and click on it. Now I get a simple screen in which I can just put in the online ID and passcode that I just created for that particular financial institution.

So all these IDs and passwords are going to be different for each site. For example, I might have a completely different user ID and password for my car loan online than I did for my bank. So once I put those in and click Add it. I'm going to hit the back button in this case because this is the sample one and I'm not actually adding anything new, I can click close to come out of this screen. And here is where I will see the big picture of all my accounts. For example, here's all my cash accounts and credit accounts and loans. So, once we've got all our accounts in there, it's time to start editing transactions.

This is the last step in my grading, and it's one of those things that you'll have to do once and then it's done. I'm going to click on the transactions button and it's going to bring me to all my line items statements for all these accounts. now this may look familiar to you, it's going to look just like, a statement account. All my line item transactions. So what we are going to do is start smoothing these things out Now, actually does a really good job of guessing what category all these items are going to be in.

But sometimes it gets them wrong or sometimes you want to fine tune them to make it easier. You don't have to go through and change these categories every month. We can set rules on them. For example, here's all my line item statements of where I went. And over here is the categories that put them under. So if I want to see how much I spent on fast food for the month, I can click on the Fast Food category. Or how much I spent on movies and DVDs. So let's take one, and change it.

Here's an entry, the statement name is TCBY, which is a popular frozen yogurt shop. It categorized it under restaurants but I want to fine tune that, so I'm going to click on this item and come down here to Edit Details, I could simply change the category right from here, but there's more that I want to to do it. So I will see how it actually looks on the statement but I can also set a rule to it, so I am going to change the category, I am going to go to the Food & Dining category and instead of restaurants I am going to fine tune it and mark it as Fast Food, but here is what gets really neat, I can set a rule, for example I can always rename TCBY and categorize it as fast food.

I'm going to place a check mark and it's going to tell me that there's eight other TCBY line items in there that's also going to be categorized. And now any incoming transactions for that will also be categorized. Now you can do this for incoming transactions. But we can also do it for outgoing transactions. This is what makes it really useful. I'm going to click Manage Rules. We can do this for checks, as well. Now checks are hard to set rules to, because the check number changes every time. For example, in your statement, it may show up as check number 333 or check number 754.

So it's hard for you to know what those are for. But mint knows that if you write a check every month, and there's an outgoing check for $750. You can add a payee to that and call it rent. And actually set a category to it. I'm going to click Edit. So this is where you could change them to how you wanted them to be. When I'm all done managing my rules, I can click OK. In this case, I can just close out of it and hit Cancel. But in any line items, wherever you see checks that are outgoing, you can set rules on those.

For example, any check for $23 can be renamed to trash and changed to a category of utility. So then you'll know that, that's an outgoing check every month for $23. So, now you know that you don't have to rename these items every statement month. If you spend about one hour upfront and go through one month's worth of transactions to set your names and categories for reoccurring items, all your future experiences will be helpful, like it was meant to be used.

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