General Archives - MintToReport 4 Help

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Version 4.2 Released

Note: This update must be downloaded from our website. If you have 3.x installed, it will install 4.0 in a separate folder, using your 3.x data. You may uninstall 3.x once 4.0 has been installed. Click here to download the software from your account page.

Version 4.2

Added Support for macOS Big Sur.
Increased the top margin on Transaction Report, page 2 and beyond.

Version 3.4.5 is now available

*** IMPORTANT! macOS Users Must Download this update from our website. Your current version might not update properly.

Added a NEW Report Outline to the Preview! The new Outline acts as a Table of Contents for your larger reports.

Added new PDF Export which optionally will include your Outline for navigation within

New Find Transactions on Mint search options when you click on the Detail Button (). Each option will open your default browser, open a new tab and search Mint. You will need to be logged into Mint in your Default Browser to use any of these new Search Options otherwise you will be prompted to do so.

Added new Backup and Restore (off the File Menu). Not only will this protect your settings and transactions, but it should also make it easier to share your data between different installations.
NEW double click Header. Personally, I found myself clicking on the Header by accident. Now, to edit the Report Header requires that you double-click instead of a single click on the header. I am happy.
NEW Field Selections added to the Preview Popup Menu (right mouse click ). Now, quickly change the 4th column.

NEW Mint tools. Export from Mint will use your Default Browser to download your transactions. Set Mint Date Range will open Mint in your Default Browser and limit Mint to the Date Range you have selected in the software. Similar to some Chrome extensions, but works in all Browsers.

Dramatically increased importing speed.
Improved report speed.
Now chart animation is optional.
Fixed: The Totals Only button was not being recalled when displaying a saved User Report or when using the Back Button.
Fixed: The Account Report totals are getting cut off. This only affected the totals only report.
Fixed: The Back Button wasn’t going back to the Charts correctly.
Fixed: Problems when users have a Category that included a parenthesis.
Fixed: Page numbers were not being updated in the Spinner above the report
Misc bug fixes.

MintToRepport Version 3.4.0.0 Released

Version 3.4.0 changes

If you are running version 3.2.0.0 or later, start MintToReport on your computer and the software will prompt you to download and install the update. Otherwise, visit the Download/Update section of your Account Page.

New MintToReport Web Browser. This version implements a new web browser within MintToReport making Mint.com just one click away. With the browser comes a simple login and export buttons. MintToReport uses your operating systems built-in browser giving it the security you demand whenever you browse the web. The browser can also be used with our next new feature.
Added a new ‘Find on Mint’ button to the Details Form and a new popup menu. Now, when clicking on the Details button (the small teal button on the transaction report), brings up a popup menu letting you choose between showing the transaction details and the new Find on Mint command. This will open up your default browser or the new MintToReport built-in browser to open Mint.com and find the selected transaction. This should simplify making changes to transactions on Mint.
Added new ‘Right Click’ popup menu to the Report Preview.
Changed the top charts to rectangle bars
Sped up importing a bit.
Updated the Demo Database.
Fixed: MacOS. Some forms were showing up full screen.
Fixed: When the software is started in date descending order, the period reports lock up the software.
Fixed: Mac OS. In certain situations, the software would come unregistered.
Misc bug fixes.

Version 3.3.0 Released

Version 3.3.0

Added animation to the charts to make it easier to visually see the relationship between the bar and pie charts as you click through the bar chart.
Added new floating hints to the Charts showing amounts and percentages of items in the pie chart.
Added CSV Exporting for users who want to export filtered reports to import into a spreadsheet for further manipulation.
Added a new cash register sound when MintToReport detects a new Mint export file.
Added a Glow effect to the Update button whenever a user makes a filter change that requires an update.
Prepared both the Windows and Mac versions for upcoming OS Updates.
Pie Chart now defaults to 3% for the Other Slice.
In certain conditions, MintToReport would hide the Auto Import Confirmation message behind the program, thus locking it up. Fixed.
Windows: MintToReport no longer looks for the Downloads folder in the registry. It would cause a Windows permission error on startup.
Mac: Adjusted some of the forms where buttons were overlapping.
Some report column headers were being cut off. Fixed.
Other bug fixes

To check your version you have installed, in MintToReport:

Go to the Help Menu > About MintToReport, for Windows users
Go to the MintToReport Menu > About MintToReport, for macOS users.

If you are currently running version 3.2 or greater, just start MintToReport to download the update. Otherwise, go to the Account/Support page to download the latest release.

Version 3.2.0.0 Released

3.2.0.0 changes for all OS Versions

NEW Auto Import! MintToReport will now optionally monitor either your Downloads Folder (or the last folder you imported from) for a file named transactions.csv or any form of that name. When found it will prompt you or automatically import your file. This makes it easier when you are making changes on Mint and want to see them in MintToReport.
NEW Auto-Update! MintToReport has always checked for updates. But now you’ll be given the option to download and install the new version.
Registering the software is much easier for new users or when reinstalling.
Fixed: Database was not refreshing after import. Fixed.
Fixed: Changing from a Category to Description chart not changing the title of the Pie chart.
Fixed: some bad website links.

To check your version you have installed, in MintToReport:

Go to the Help Menu > About MintToReport, for Windows users
Go to the MintToReport Menu > About MintToReport, for macOS users.

Go to the Account/Support page to download the latest release.

Version 3.1.1.0 Released

To check your version you have installed, in MintToReport:

Go to the Help Menu > About MintToReport, for Windows users
Go to the MintToReport > About MintToReport, for macOS users.

Version 3.1.0.0 Released

To check your version you have installed, in MintToReport:

Go to the Help Menu > About MintToReport, for Windows users
Go to the MintToReport > About MintToReport, for macOS users.

3.1.0.0 changes for all OS Version

Licensed Users: Just log in to the site, or click on the Support link at the top right-hand side of this page to download the latest release.

NEW! Interactive Charts!
As promised, MintToReport now has interactive charts. As you create reports, you are creating charts at the same time, and vice versa!
NEW UI changes! A few minor user interface changes to help organize the buttons more logically.
NEW OPTIONS let you personalize MintToReport:
– When RESETTING the report or chart you can now set the default date range rather than MintToReport displaying all of your inquiries which in some cases takes a few seconds to load.
– Now you can view negative numbers in RED (now default)
– Choice of displaying the report in ascending or descending dates on startup.
– Choice of which report you would like to have displayed on start including opening the last report when MintToReport was closed last.
– Optional default startup date range
– The Account, Category and Description reports move the ‘Notes’ column in place of its own column. Now you have the choice of leaving that column in place or choosing the column to replace it.
New “Period Report”! This report replaces the “4 Period Comparison Report”. It now gives you a choice of comparing 1,2 or 3-period comparisons (more to come). Also, when comparing just two periods, a Difference column is displayed rather than a Grand Total.
New! The Total Button can now be used for the Description, Category, and Tag reports.
New! Added hints for all buttons and controls. Hints are an option. Long hints (detailed hints) are displayed for new users or new installations. Short hints start displaying after a user has imported more than 3 times or hints can be disabled in the options.
New! The Totals Button now available in the Descriptions, Categories, Tag and Account report.
Added smarter AND / OR logic to the ‘Text Filter’.
New!: Now you can Hide/Show Unused Categories. This makes it easier to see only the categories that matter to you. The only exception to this is if on import, if a new category that is ‘Unknown to MintToReport’, all categories will be shown until the unknown category is moved to another parent category.
Hopefully, sped up the loading of the Help File.
Fixed: MacOS 10.13 mix: Menu’s now work correctly again on Sierra 10.13
Fixed: Some earlier versions, the ‘User Report’ was not being saved and recalled accurately.
Fixed (Win64): Removed all INDY components from the software as they weren’t being used and were causing false positive results in some virus checking programs.

Click here for all software changes

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Managing Your Rental Properties with MintToReport

When I was managing 80 rentals for my Dad’s Property Managment business, we bought a $2000 program specialized in property management. Since the State of California has strict laws for handling money for property owners, it made sense. But when you are managing a few of your own, it is overkill. The biggest mistake property owners make when it comes to renting their properties is proper reporting.

That is one of the main reasons I created MintToReport was to help me keep a handle on my rentals. Here is how I do it. Hopefully those that have rentals might find this setup more convienent then the way they are doing it now.

I create a TAG for every rental property I own. I keep it simple and use the Address Number of the property as a TAG. For instance, 123 Main Street, I create a tag called 123. If it is a multi unit property, I create multiple TAGS (123-A, 123-B and so on).
When ever I receive a rental check and make a deposit, I tag that depost as 123 and categorize it as ‘Rental Income’. If I deposit more then one check, I use Mint’s Spit feature to split the deposit by each check. This lets me tag each property correctly.
Now, instead of step #2, my bank lets me use my phone to deposit checks. So I take 1 picture of each rental check and deposit it that way individually. Then I don’t have to split the deposit. I just have to tag and categorize each one. And it also shows up on my Bank Statement as one deposit. Great if I go to court on an eviction.
When I recieve a Deposit for a rental, I tag it with 123 and categorize it as Rental Deposit under the Equity Category Type. I do this because deposits are always the tenants until I use them for unpaid rent or repairs when they move out. I also don’t want deposits to show as income.
When ever there is a repair done on a property, I tag that transaction as 123 and also tag it as ‘Tenant_Responsible’ or ‘Owner_Responsible. Always use underscores or hyphens when you create tag on Mint, or they get seperated when imported into MintToReport. See this post on why you should do it that way: https://minttoreport.com/mint-com-exported-tags/.
I also create a Category for ‘Unpaid Rent’ and manually add a transaction in Mint for these. I only do this when a tenant moves out. After the Tenant has received there moveout accounting, I remove the fake transaction from Mint. I guess I could create a fack cash account for these, but I don’t currently. Again, I only put it in Mint so I can show it create a move out accounting report for the tenant.

Now following these steps, I can easily, at any time, create individule profit and loss statements for each property. I can create a Tag report and select the property tags for the month or year which is nice for having one report showing all income/expenses per property on one report. In fact,

When a tenant moves out:

I run a Income Expense Report
I Check their rental tag, and Tenant_Responsible tag and check the ‘OR‘ option in the Tags section.
I check all income and expense categories (that will also show my fake entry for past due rent)
And last but not least, I check the Rental Deposit category under my Equities Category Type.

This gives me a nice accounting for both my tenant and myself that I can printout as a PDF or print to put in my rental folder in my file cabinet.

I save three reports as User reports.

A monthly tag report selecting the Date Range as Month. This way, each month I can run the report and file it away. And since I used the Date Range there really is nothing to change on the report.
A Profit and loss report selecting all Property Tags and saving it as also as a month report. It is easy enough to uncheck and check the tags to drill down on individual properties.
A move out Accounting report. All I need to do to alter this report when a tenant moves out is set the date range to the date the tenant moved out to the date I printed the report. That’s when all repairs are typically done and when I add a fake transaction for past due rent, if any, in Mint. Since the report is a Date Ascending report, it shows the Tenants Deposit first with repairs and past due rent afterward. It Makes an excellent report for you, the tenant and (hopefully not) the court.

I am sure there are other ways to use MintToReport to keep tract of rentals. I am leaving the comments section open for this topic if someone wants to way in.

Version 3.02 released

To check your version you have installed, in MintToReport:

Go to the Help Menu > About MintToReport, for Windows users
Go to the MintToReport > About MintToReport, for macOS users.

3.0.2 changes for all OS Version

Licensed Users: Just log in to the site, or click on the Support link at the top right-hand side of this page to download the latest release.

Warning! I had to change the way I save and recall user reports with this version. Sorry, but you might have to re-save your reports again. I had no choice on this one. Sorry for the inconvenience it may cause.

Notes were not being imported correctly. This build updates the database on the fly when installing this as an update. A new installation doesn’t need the update the database. This fixes the error when importing notes.,
When clicking the report to see details of a transaction, the Notes field was not enabled so you couldn’t scroll when viewing long notes. Fixed.
Mac version now only displays build numbers in the about box.
A new message will pop up whenever there is a new version of the software available. Right now it will take you to the website showing you the changes so you can decide if you want to update. In my opinion, always update.
Version 3.0.1 broke the DATE Column toggle between ascending dates and descending dates. Fixed.
Removed the Transaction Descending Report. Just didn’t make sense because all you have to do to toggle between ascending and descending dates is to click on the DATE column header. I thought it would be more ‘NEW’ user-friendly, but I think it was just confusing. That’s right, I made a personal choice.
Windows 64-bit: Created and Access Violation when editing the Header. Fixed.
If an Account, Tag or Category had either a single quote or double quote and you tried to filter by it, the software would return an SQL Error. Fixed.
If Filtering by Text, if your filter included a single or double quote the software would return an SQL Error.
When filtering by Tags, if you checked ‘And’ or ‘Or’ it was not enabling the ‘Update Button’.
macOS version: User reports were crashing pretty consistently. It might have affected the Windows versions too, though I have never had a report and I have never been able to duplicate the error on Windows 32-bit or 64-bit. Fixed now for all version anyhow.
Other minor bug fixes

Thanks for the users who have reported problems with MintToReport. It only makes the program better for everyone.

Version 3.0.1 Now Available for Win 32-bit, Win 64-bit and macOS versions!

Finally, Windows 64-bit and macOS versions are now available. Since MintToReport has been on the market for more than two years now, to keep it simple, both Windows 64-bit and the macOS version are going to have the same version number as the Windows 32-bit version. Since all of the three OS versions of MintToReport 3 were created from the same source code, it just made sense.

For those that currently have a current license of MintToReport for Windows, you will be able to upgrade to a different OS version at no cost. Your support will need to be current, though. This FREE upgrade might not last for long as there could be an upgrade charge to move to a different OS version down the road, so take advantage of it now!