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Migrating your accounts to


Monday Productivity Pointers

with Jess Stratton and Garrick Chow and Nick Brazzi

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

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Watch the Online Video Course Monday Productivity Pointers
12h 16m Appropriate for all Mar 25, 2013 Updated Aug 24, 2015

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.

Business Education + Elearning
Jess Stratton Garrick Chow Nick Brazzi

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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