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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!

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Version 3.0 for Windows 32 now avaialble

2017-01-13_0741

MintToReport 3.0 has finally arrived. This version is the Windows 32 bit version (2.0 was a Win32 bit also). For those that are looking for a Windows 64 or macOS version, expect those releases this month also.

What is new in MintToReport 3.0? Here are some other new features:

  • Version 3.0 isn’t an upgrade to MintToReport 2.0. 3.0 has been rewritten from the ground up so I can support multiple OS’s. I’ve learned a lot over the last three years from support email. I think I created a user interface that makes creating simple to complex reports a breeze. No more digging through buried menus to find what you are looking for to create a report. Everything is now right in front of you.
  • MintToReport now actually understands your categories and subcategories allowing me to add four new reports to the software, with more, including charts for each report available right down the road.
  • MintToReport understands what your categories are now, Income, Expense, and Equity making it perfect for creating Income / Expense Reports or Profit and Loss Statements without you having to manipulate all of your current categories on Mint.com or creating multiple reports to achieve what now can be completed with a few clicks.
  • MintToReport has all the Built in Mint.com categories and subcategories and matches them every time you import.
  • If you have created new subcategories on Mint.com, they will show up in our ‘Other’ categories where you can drag and drop them to the correct parent category. Heck, you can even make them a Parent category itself giving you the control how your reports are displayed.
  • With this new format, and using Mint.com’s Tags you can easily create Profit and loss statements for rental properties you own. Keep track of their deposits in your Equity Type categories. Keep them out of your profit and loss statements Even create tenant move out reports showing what repairs came out of their deposit, all by tagging rents and repairs with their address tag on Mint.com’s site.
  • We now use a brand new database that is compatible with Windows and Mac. Down the road, if you want to move your software between the two operating systems, no problem. Take your data with you. And there is no additional charge to change to a Mac or Windows.
  • New import routine that no longer has problems with importing files that have long notes from Mint.com’s export file.
  • New Cross Tab reports giving you the ability to compare your Categories, Payees, Income & Expenses by periods (Quarterly and Annually) over time.
  • More user-friendly features are making it easier to print the reports you are looking for without having to refer to the website for additional help.
  • A built-in online help file that has been designed to view in the software, online or even on your phone. And because it is a live website, there even is a contact page right in the software if you run into questions. Of course, support is always just an email away too, as always, (helpdesk@realsol.com).
  • New DEMO database is now included in 3.0. For new users to Mint.com or trial customers, some of the built in comparison reports will make no sense to them. Loading the Demo database, which has almost five years of transactions, you will be able to see what your reports might look like in the future if you stick with Mint.com.
  • Added a tip pop up showing you exactly how the report was generated so you can easily learn the filtering system.
  • The Filter by Text has been upgraded to allow filtering by Descriptions, Notes or even the Original Notes (the data given to Mint.com from your financial agencies). Our help file explains how these can be very useful.
  • Added a new Amount Filter that makes it easy to filter and find transactions within a certain amount.
  • And a whole lot more…

Also, coming in an upcoming release, I am adding printable charts for just about every report you can conceive of in the software. But that is where I can use some help. Let me know the things that you still would like to see and the charts that would make sense to you. I am even considering creating Category budgets and charts in a future version but also need you feedback for that.

So, log into the site and see if your support is still current. If so, this is a free update to you. If your support expired within the lats 90 days, renew it today to get the latest release. You can do it right online by clicking on the Support / Renewal tab after you log in. If your support has passed the 90 day grace period, you will have to purchase the software again, but if you log into your account first, You will see we will even give you a discount on that.

After the next few days, I will be starting the Mac beta testing. If you are interested in being a beta tester, send me an email to my personal email account: griffin@realsol.com.

Enjoy MintToReport 3.0 and help spread the word. Without customers, there would be no MintToReport. Thank you for your support!

 

MintToReport 3.0 (now available) Win64 and macOS 1st week of February

minttoreport3-2MintToReport (Win 32 version) is now available!
Windows 64 and macOS (supporting the newest version, Sierra!) are right around the corner!

The features are going to be the same in all OS versions. See the new features on the MintToReport Win32 blog post.

All current MintToReport customers with ongoing support will be able to upgrade to MintToReport 3 (win64 or macOS) when available! That also means if you wish to move your Windows version to your Mac, no problem.

Bookmark this post as I will be updating it throughout the development process.

2.0 Coming Soon!

Version 2.0 is almost ready to go. Here is a just a little teaser.

 

  • New Advanced Filter Panel
    Easily select just the categories and tags and type of transactions you want included in your report!
  • New Report Header options
  • Easier Account selection
  • Many minor improvements

Version 2.0 is currently in beta testing. Should be available to everyone around February 15th, 2016! Just in time for Tax Season.

About Mint.com exported TAGS

It is important to understand how MintToReport handles Mint.com tags. When you export from Mint, Mint does export all of your attached TAGS. But unfortunately, they do not include any delimiters between each tag but instead, separates each tag with a single space.

Let’s say you have a transaction from Chevron where you got gas and tagged that transaction on Mint with three tags: Auto Fuel, Auto Expense, and Business’. When you export your transactions the Chevron transaction will look something like this:

"Date","Description","Original Description","Amount","Transaction Type","Category","Account Name","Labels","Notes"
"1/19/2016","Chevron","CHEVRON ...","10.31","debit","Groceries","BofA Checking","Auto Fuel Auto Expense Business",""

You’ll notice that your three tags now actually looks like 5 tags and that is exactly how MintToReport will see it. MintToReport has no idea that ‘Auto Fuel’ and ‘Auto Expense’ are just two tags. It thinks it sees four tags. It is not that big of a deal, but it needs to be pointed out. Version 2.0 makes creating tag reports a breeze, but it will look confusing if you have tags that contain more than one word.

You have two options to make sure MintToReport creates a Tag Report correctly:

  • RECOMMEND METHOD: Edit your Mint Tags on Mint.com making them just 1-word tags. IE: Auto_Fuel, Auto_Expenses
  • If you want to keep your 2-word tags just make sure when you are filtering in MintToReport, you filter by every word the tag contains.