Excel Formulas for Mint

gistfile1.txt

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)