Mint’s interface is simple and easy to use on either a computer or a mobile device. Mint is a budgeting app owned by Intuit that works to help you save money through creating budgets, setting savings goals, and keeping track of your spending in real time. If Rocket Money doesn’t negotiate a lower bill, it doesn’t take anything from you. You can pay that portion with either a credit or debit card. This can help you locate any subscriptions you want to get rid of and you can also have Rocket Money negotiate any applicable bills that seem too high.īe aware, Rocket Money will take 30% to 60% of any savings it gets you when negotiating lower bills during the first 12 months of your membership. However, a lot of the true value of Rocket Money may come from its other services, including locating your recurring bills and offering negotiating services to help lower your bills.įor example, the Rocket Money dashboard in your online account shows all the subscriptions and bills that Rocket Money finds in your connected financial accounts. If you want to create a budget to help reach your financial goals, this could be a good place to get started.
How to use intuit mint free#
Rocket Money (previously known as Truebill) is a free financial services app that could potentially help you save money through budgeting, lowering bills, and getting rid of unwanted subscriptions. Use the table below to see Rocket Money and Mint’s similarities and differences to see which app might align more with your financial goals.ĭesktop web browsers and mobile apps (Android and iOS devices)īudgeting, financial tracking, savings goals, checking credit score, bill negotiationīudgeting, financial tracking, savings goals, checking credit score, money-saving opportunitiesīudgeting, savings goals, and checking your credit score However, each app achieves this goal in different ways, so depending on what you need, you might prefer one app over the other. Both apps are designed to help you keep track of your finances and spending with the overall goal of helping you save money. Rocket Money and Mint are both considered free budgeting apps because they offer complimentary financial services to help with your budgeting needs, though Rocket Money offers optional paid features. They might also help you create and stick to a budget if you’re trying to save up money or pay down debt. The best budgeting apps can make it easy to quickly check your finances whenever you need to, whether from a phone or computer. 4 important differences between Rocket Money and Mint.A lightning bolt will appear next to the document in the data import panel, indicating that the import is complete.Input fields completed by data import will be highlighted in green so you can identify them.If you've already entered information for this document type in the return, you'll be asked whether you wish to replace the existing input or create a new record.A document viewer will appear where you can review the source document and the information to be imported.ProConnect Tax will process the uploads and determine which documents can be imported.The upload list will show documents added by your firm, and the Intuit Link list will display documents your client uploaded.If your client has already accepted a Link invitation this year, you’ll be able to switch between Upload and Intuit Link.If the documents you wish to import aren't already listed, click Browse to choose files from your computer.Click the Lightning bolt icon on the right side of your screen to open the data import panel.For example, if your client uploaded a 1098-T, the icon will bounce when you open the Education/Tuition Credits (1098-T, 8863, 8917) screen.When you go to an input that has documents available, the lightning bolt icon will bounce to draw your attention. Or, click on the document's name to view it in a new tab. This lightning bolt icon will open the data import panel, where you can import, upload, download, delete, or ignore any importable documents. When you’re working in Input Return, you can view and import documents by clicking the lightning bolt on the right-hand side of your screen.ProConnect automatically identifies the document type and whether it can be imported.You upload documents to your client’s return, or your client sends documents through Intuit Link.How Intuit Link automatically imports documents You can view and import all supported documents in one place, even for taxpayers who don’t use Intuit Link.This article will help you import W-2s, 1099s, and other source documents into your client’s tax return using Intuit Link.