LESSON 7. Categories

In this lesson, you learn how to use the Category feature that Mint.com relies on for the proper functioning of its Budget and Goals tools. You learn how to view, change, and create categories that are assigned to transactions.

Creating a Budget or Setting Goals

After Mint.com is up and running, with all your accounts configured properly, you’ll want to learn about two of Mint.com’s most useful features—Budgets and Goals.

Budgets is much more than setting upper limits on different spending categories (food, gas, entertainment, and the like). It’s a tool that allows users to identify spending habits, test out “what if” scenarios with potential purchases, and find ways to reduce their expenses by identifying where the money ...

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