Resetting Roll Over Categories in Mint

Starting with a clean slate...

It's a new year and with that comes the great annual financial retrospective. My wife and I keep our budget in Mint and are generally satisfied with how it integrates with our lives. As part of the financial retrospective, I like to set all the categories back to zero. If we budgeted $4000 for the year for Groceries and only used $3500, so be it. Set it back to zero. If we budgeted $700 a year for Sporting Goods and spent $800, so be it. Set it back to zero.

If you have your individual budgets set to roll over the balance at the end of each month, though, getting everything to reset to zero isn't obvious. There is no "Reset" or "Clear History" button. Enter...the hack.

As an example, I'll show you how I reset our Pets category back to zero. Below you can see we went a tad over. New puppy.

To fix this, follow the steps below:

  • On the "Budgets" screen, click the "Edit Details" link on the budget of interest. It's located under the progress bar if you hover over the budget.
  • Deselect that check box that says "Roll over budget at the end of each month."
  • Click "Save."
  • The budget should now show only data for the current month.
  • Repeat the steps, checking the check box and saving.

Mint will now roll over the balance going forward but will not include history.

Below you can see the screen with the checkbox... well as the final product after un-checking and re-checking the box.


EDIT: I don't know why I didn't see it before or if it just wasn't working, but this year I made use of the "Reset rollover to $0" button seen in the screenshot above and it worked like a charm.

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About Scott

I am a software engineer from Bozeman, MT enjoying the slightly warmer climate of Colorado. I think code can change lives. I think lives are worth changing. I write code.

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