Created
May 24, 2012 22:08
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Excel Formulas for Mint
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Export your Mint data to CSV. | |
Import to Excel or equivalent. | |
Trim the data down to just the date range you need (Mint doesn’t allow this out of the box). | |
Add a few columns to contain your totals and drop in these formulas: | |
=SUMIF(E:E,”debit”,D:D) | |
// Auto & Transport | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Auto & Transport”,D:D),SUMIF(F:F,”Auto Insurance”,D:D),SUMIF(F:F,”Auto Payment”,D:D),SUMIF(F:F,”Gas & Fuel”,D:D),SUMIF(F:F,”Parking”,D:D),SUMIF(F:F,”Service & Parts”,D:D),SUMIF(F:F,”Public Transportation”,D:D)),0) | |
// Bills & Utilities | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Bills & Utilities”,D:D),SUMIF(F:F,”Home Phone”,D:D),SUMIF(F:F,”Internet”,D:D),SUMIF(F:F,”Mobile Phone”,D:D),SUMIF(F:F,”Television”,D:D),SUMIF(F:F,”Utilities”,D:D)),0) | |
// Business Services | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Business Services”,D:D),SUMIF(F:F,”Advertising”,D:D),SUMIF(F:F,”Legal”,D:D),SUMIF(F:F,”Office Supplies”,D:D),SUMIF(F:F,”Printing”,D:D),SUMIF(F:F,”Shipping”,D:D)),0) | |
// Education | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Education”,D:D),SUMIF(F:F,”Books & Supplies”,D:D),SUMIF(F:F,”Student Loan”,D:D),SUMIF(F:F,”Tuition”,D:D)),0) | |
// Entertainment | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Entertainment”,D:D),SUMIF(F:F,”Amusement”,D:D),SUMIF(F:F,”Arts”,D:D) | |
,SUMIF(F:F,”Music”,D:D),SUMIF(F:F,”Newspapers & Magazines”,D:D),SUMIF(F:F,”Movies & DVDs”,D:D)),0) | |
// Fees & Charges | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Fees & Charges”,D:D),SUMIF(F:F,”ATM Fee”,D:D),SUMIF(F:F,”Bank Fee”,D:D),SUMIF(F:F,”Finance Charge”,D:D),SUMIF(F:F,”Late Fee”,D:D),SUMIF(F:F,”Trade Comissions”,D:D),SUMIF(F:F,”Service Fee”,D:D)),0) | |
// Financial | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Financial”,D:D),SUMIF(F:F,”Financial Advisor”,D:D),SUMIF(F:F,”Life Insurance”,D:D)),0) | |
// Food & Dining | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Food & Dining”,D:D),SUMIF(F:F,”Alcohol & Bars”,D:D),SUMIF(F:F,”Groceries”,D:D),SUMIF(F:F,”Coffee Shops”,D:D),SUMIF(F:F,”Fast Food”,D:D),SUMIF(F:F,”Restaurants”,D:D)),0) | |
// Gifts & Donations | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Gifts & Donations”,D:D),SUMIF(F:F,”Charity”,D:D),SUMIF(F:F,”Gift”,D:D)),0) | |
// Health & Fitness | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Health & Fitness”,D:D),SUMIF(F:F,”Dentist”,D:D),SUMIF(F:F,”Doctor”,D:D),SUMIF(F:F,”Eyecare”,D:D),SUMIF(F:F,”Gym”,D:D),SUMIF(F:F,”Health Insurance”,D:D),SUMIF(F:F,”Pharmacy”,D:D),SUMIF(F:F,”Sports”,D:D)),0) | |
// Home | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Home”,D:D),SUMIF(F:F,”Furnishings”,D:D),SUMIF(F:F,”Home Improvement”,D:D),SUMIF(F:F,”Home Insurance”,D:D),SUMIF(F:F,”Home Services”,D:D),SUMIF(F:F,”Home Supplies”,D:D),SUMIF(F:F,”Lawn & Garden”,D:D),SUMIF(F:F,”Mortgage & Rent”,D:D)),0) | |
// Investments | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Investments”,D:D),SUMIF(F:F,”Withdrawal”,D:D),SUMIF(F:F,”Sell”,D:D)),0) | |
// Personal Care | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Personal Care”,D:D),SUMIF(F:F,”Hair”,D:D),SUMIF(F:F,”Laundry”,D:D),SUMIF(F:F,”Spa & Massage”,D:D)),0) | |
// Shopping | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Shopping”,D:D),SUMIF(F:F,”Books”,D:D),SUMIF(F:F,”Clothing”,D:D),SUMIF(F:F,”Electronics & Software”,D:D),SUMIF(F:F,”Hobbies”,D:D),SUMIF(F:F,”Sporting Goods”,D:D)),0) | |
// Taxes | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Taxes”,D:D),SUMIF(F:F,”Federal Tax”,D:D),SUMIF(F:F,”Local Tax”,D:D),SUMIF(F:F,”Property Tax”,D:D),SUMIF(F:F,”Sales Tax”,D:D),SUMIF(F:F,”State Tax”,D:D)),0) | |
// Travel | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Travel”,D:D),SUMIF(F:F,”Air Travel”,D:D),SUMIF(F:F,”Hotel”,D:D),SUMIF(F:F,”Rental Car & Taxi”,D:D),SUMIF(F:F,”Vacation”,D:D)),0) | |
// Uncategorized | |
=IF(E:E=”debit”,SUM(SUMIF(F:F,”Uncategorized”,D:D),SUMIF(F:F,”Cash & ATM”,D:D),SUMIF(F:F,”Check”,D:D)),0) |
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