I am being asked about helping clients that use MINT. My practice uses Quicken and really don’t want to have to manage both … but would love feedback. Anyone out there using it? Seems to be more a high-net worth client question.
Hi Kay.
I have a client that uses mint. Do you have any specific questions? It works but not as user friendly for reports.
Laura @lauraprovostbrown.com">Laura@lauraprovostbrown.com
It seems to be popular among younger clients. I don’t find it to be a high net worth product. My high net worth clients want me to do it for them using Quicken. I did look at it once and decided not to invest the time in learning it. If you’re trying to add clients, it might be worth trying it with your own accounts and then making a decision.