MintToReport Blog

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 4.1 Released!

Now Serving Version 4.1

Version 4.1

Now supports macOS 10.15.
Fixed the bug where MintToReport would close after a successful import.
Removed calculated account balances
Refined the Account Ledger report (now Reconcile Report)
Fixed a couple of bugs when using NOT with tags.

How to handle duplicate transactions

I have had this question asks now a few times so I guess it is a more common problem then I thought.

There are a number of scenarios why you would have duplicate transactions. Mint knows this and thus they created a way to mark duplicate transactions so they don’t show up on their site. But unfortunately, duplicate transactions still get exported to CSV. And when they are exported to CSV, Mint does not mark them as duplicates. Because of this, there is no way for MintToReport to distinguish them as duplicates. Follow these steps to hide duplicate transactions from MintToReport.

Create a new Category on Mint’s site called ‘Duplicate’.
Change the Category on all of your duplicate transactions to the new ‘Duplicate’ category.
Export as usual.
When importing into MintToReport, MintToReport will ask you what Parent Category you would like the ‘Duplicate’ category to be placed. When asked, choose ‘Other Categories’.

Normally, when running reports in MintToReport, you only choose Income and Expense categories, all the transactions in your new Duplicate Category will not be displayed. This will keep them hidden and keep your reports accurate.

The other option is to use TAGS. But this could cause problems remembering to always exclude the special tag. Thus, my suggestion for using a ‘Duplicate’ category makes sense. If you know of another way, please leave a comment below.

4.0 Bugs

As some of you know, I had shoulder surgery last month. As those that know, it is a very painful recovery. I was in the middle of testing version 4.0 when I tripped at home injuring myself. 4.0 was an important release since it was my first MacOS 64-bit release and Mac users who had upgraded to the Catalina release, including myself, could no longer run MintToReport.

I knew there might be bugs in the part of the balances of the new release since I didn’t have a chance to test it. But since my Mac users could not run the last version, I had to make an early release without knowing (due to pain killers) where I left off in the 4.0 release.

Please bear with me as I try to get back to work on the Balance portion of the software. I know that the balance calculation is not working properly, thus I labeled it as a beta. I will resume work as soon as I can.

Account Balances and Pending Transactions

Each Financial Institution handles how they display or give their account balances to Mint differently when it comes to pending transactions. Some will include all transactions, pending or not, it the Account Balance that is displayed on the Overview page on Mint’s site. Some will not add the pending transactions to the balance.

MintToReport keeps its own balance after you enter the original balance. It does not get any balance information from the site but rather recalculates it each time you do a fresh import. Because of that, if you have a Financial Institution that doesn’t include pending transactions in their balance, run the Account Ledger Report and you should be able to match Mint’s balance with the running balance prior to the pending transactions.

So, if you enter your account balances and let MintToReport do the math, you will always know all your transactions are correct. Otherwise, you really would have to go through your whole statement, transaction by transaction, just like your parents.

Now Serving Version 4.0

4.0 is a new era in MintToReport. Now with MintToReport being able to keep track of your account balances, a world of reports and charts opens up. As always, I take requests for new reports. Along with that, MintToReport is no longer a 32-bit program, but a true macOS 64-bit program. Sorry, mac users, for the delay as I had promised the software would be ready by the final release of Catalina. Begin in the middle of a new release, and the added security hoops Apple has provided, it has taken me a bit longer.

NOW Serving macOS 64-bit. MintToReport has finally gone 64-bit, just in time for Catalina. This is a must update for all macOS users moving to Catalina.
New Welcome Tab. There is now a new Welcome Tab. It includes:
– Account Balances for upcoming reports. In most cases, you will enter your current balances right after you complete a new import. Once entered, MintToReport will keep track of your balances separate from Mint. This will give you a good idea if you ever have duplicate or missing transactions.
* Recent News from the MintToReport blogs.
* Keeps track of the number of transactions you last imported and the date.
* Import directly from the Welcome Tab.
New Account Ledger. This report takes full advantage of the account balances. This report will give you a Beginning and Ending balance for any date range you choose. It also includes a running balance. With this report, you can easily set the dates in MintToReport to your monthly Bank Statement dates and compare the opening and ending balance against your statement. Thus reconciling your account with one simple report. This report is for one account only and only dates can be changed. No filtering allowed.
New Windows 64-bit Hints. Since version 3.0, user popup hints have not worked in the Windows 64-bit version. It has been working fine in the Windows 32-bit and macOS versions, just not the Windows 64-bit version. Now, they are available and turned on automatically in this version.
Fixed Period Comparison Report: Broken in the last version, when first displaying the report it would not display the report properly. Once you changed the Date Range, all columns displayed properly. Now the report displays correctly the first time it is loaded.
Fixed Double Refreshing: some reports were loading twice thus refreshing the Report Preview. This should now be fixed.
Other bug fixes

Version 3.7.2 Released (9/24/2019)

Version 3.7.2

New Description Monthly Totals Report: Very similar to the Monthly Category Report, this will display your Payees or Description monthly totals by Category.
Fixed Demo Database: While the Demo database would open fine, if you exited the software and started it back up, you would get an unrecoverable error causing you force close the program. This now works as expected.
Removed $’s: Removed the dollar signs from the Monthly Category and Description reports. This will leave a little more room for larger amounts within the cells.
Print Red Fixed: There is an option to print negative numbers in red. In version 3.7.1 broke that option, only the last 4 reports honored it. Fixed.
Income and Expense Detail Report: Was receiving an error when generating the report. The report is accurate but was not printing negative numbers red. Both the error message and the red option fixed.
Fixed Sorting: No both new 12-month reports sort both the Descriptions and Categories correctly within their parent category.

How to update your software

If you have been keeping up with the updates, or you are running version 3.2.0.0 or later, just start MintToReport on your computer to and automatically update your software. Otherwise, visit the Downloads section of your Account Page.

Version 3.7.0: Now AvaIlable (New 12-month Category Report)

Version 3.7.0 (9/14/2019)

- NEW Monthly Category Report. It has been designed to display 12 months on a single landscape page but will include as many months as you wish to view, though splitting the report between pages.
- New Report Zoom: When previewing the report in the Default View Setting, you can now zoom from 100% to 200%. This feature may come in handy on reports where I have to use a smaller font, like then new 12-month Category Report.
- Report Outline Changes: Earlier versions, if you were displaying the Report Outline, it would be blank on the Cross Table reports (last three reports). Outlines are there to make it easier to navigate both the Preview and an exported PDF file. Now when selecting any of the cross reports, the Outline won’t be displayed.
- Report Tips Fixed: The optional Report Descriptions, displayed in yellow above the report when turned on in from the Tools Menu, was not displaying the correct descriptions when changing reports.
- Red Fonts Fixed: Now all report support red when displaying negative amounts. Both the Period to Date and the Period Comparison did not honor the setting.
- Cross Table Report: Added some shades of gray on the total lines to make them easier to read.
- Period Report: Fixed the alignment of the totals

How to update your software

Version 3.6.3 Released

Version 3.6.3 (released 2/25/2019)

Fixed Text/Number filter
Wasn’t opening properly. Bug introduced in 3.6.1
Misc bug fixes

Version 3.6.2 (pre-release)

Removed Import option
While limited the import works to save time on importing, it wasn’t worth the possibility of user error causing inaccurate reporting. Removed.

Version 3.6.1 – Released

Increased the number of personal installations
Starting with version 3.6.1, I have decided that I want to make MintToReport as convenient as possible. I would guess, 50% or more of my customers have 2 or more computers. So, the following licensing changes have been implemented:
1) The Standard Windows License has been increased from 1 to 3 concurrent installations
2) The Standard MacOS License has been increased from 1 to 3 concurrent installations
3) The Bronze License has been increased from 3 to 5 concurrent installations
4) The Silver License has been increased from 5 to 10 concurrent installations

Version 3.5 is now available

Version 3.5 changes

If you are running version 3.2.0.0 or later, just start MintToReport on your computer to update the software. Otherwise, visit the Downloads section of your Account Page.

Changed text alignment in PDF export
Fixed: Depending on a user’s latest transactions, you could receive an error importing.
Minor Windows and macOS tweaks.