More Q and A 0.9.x

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This is not the latest version of Mojito


More Questions and Answers about how to use Mojito


Feel free to post a comment below and ask any question you have about how to use Mojito. I will try to answer it.



Q: On the Budget tab, what is the monthly budget column for in addition to the Budgeted Amount column? It doesn't seem like I need to use it... is that correct?

A: The "Monthly Budget" column is where you specify the budget you are aiming for. The "Budgeted Amount" column is automatically calculated based on your start/end dates.


So if you have a Monthly Budget for Food set at $100, and you select "Last 3 months" as the date range, then the Budgeted Amount will be calculated to be $300.

FYI, don't edit cells with a light gray background. These cells are calculated based on formulas or scripts behind the scenes. (Except the "Everything else" row.  You can edit the Monthly Budget for that, but leave the other cells on that row alone).



Q:  I would like to separate out business travel expenses from the rest of our travel expenses. I have a "business" tag. I want one budget item (row on the Budget sheet) to be business ( travel + hotel + airlines + taxi,parking+ restaurants). Is there a way to use parentheses or do I have to make a business and a non business tags to separate the two groups?

A: Mojito can do exactly what you want. Just tag your business expenses with the "Business" tag, as you are already doing, then on the Budget sheet, add a Budget item row for "Business Expenses", set the desired Monthly Budget amount, and enter your "Business" tag in the Include Category + Tags column. Now, the trick to preventing those business expenses from showing up in the other budget items is to exclude the "Business" tag from your budgets (under the Budget Options section). I know this sounds counter intuitive. How can we exclude the Business tag and still have a budget item track business expenses!? Here's why it works: the Category + Tags column overrides the excluded categories / tags list. So, when you explicitly list an excluded category or tag for one of your budget items, the budget item will "win". Since your other budget items do not explicitly list the excluded "Business" tag, none of your transactions tags with "Business" will be included in those calculations. I hope that made sense. If not, here is a picture to help you set it up.


9 comments:

  1. Getting an error when trying to import transactions. Worked great yesterday.. not sure if this is a Mint 'issue', a Google Docs 'issue' or a User 'issue' ;-)

    Error: SyntaxError: Unexpected token: <

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    Replies
    1. Hmmm, interesting. Nothing obvious comes to mind. It could be something in your transaction data that is causing a problem for Mojito. Let's try turning on debug logging to see if that tells us anything.

      - In the menu, select Tools > Script editor.
      - Open the SheetTriggers.gs file (it may be opened for you automatically).
      - Near the top of that file, find this line:
      Debug.DEBUG_LOG_ENABLED = false;
      - Change it the value to true:
      Debug.DEBUG_LOG_ENABLED = true;
      - Close the script window and the Mojito window, then re-open Mojito and try to import again.
      - Assuming the error happens again, open the log window via the menu:
      Mojito > Display log window
      - If you don't like debugging code :-) just paste the debug log output into an email and send it to me. b3devs@gmail.com
      - If you DO like debugging code, feel free to look through the debug log. Your error should appear at the end. Hopefully, the debug log will tell us exactly where (line number and script file) where the error occurred. Also, the log entries that precede the error may give us a clue what is happening.

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    2. Oh, and don't forget to turn debug logging off when you are done:
      Debug.DEBUG_LOG_ENABLED = false;

      The debug log has a max size, and if you use Mojito for a while with debug logging enabled, you will exceed that max size and start getting errors.

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    3. Thanks! I may need to come back to this, but for now it seems to be working again. I know there is 'a reason' but not sure what it was. If it happens again I will turn on debugging.

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  2. Thanks for developing what looks like an interesting project and pretty much exactly what I was looking for.

    I was looking through the code briefly and noticed that all the heavy lifting seems to be done by another project that google lets you import as a "library" - I haven't done anything with Google Apps Script before so I'm wading my way through, but I can't see how to access the source to that library, which I'd naturally need to see to make sure nothing naughty's being done with my data. How do I get to that?

    Thanks again.

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  3. Hi Tim,

    Sorry for the slow reply. I am apparently not getting email notifications when new comments are added to this page. I'll fix that.

    You are wise to to be skeptical. I share your skepticism. Rest assured, I am not receiving nor selling anyone's Mint data (like Mint obviously is). Hopefully I can allay your concerns...

    The MojitoLib library you are seeing references to is a separate Google Apps Script library I created so that I could make bug fixes without everyone having to download a new copy of the Mojito spreadsheet or manually fix the code themselves (which they had to do back in October ...). Now that Mojito uses the library, users can get the latest bug fixes by opening the spreadsheet script, selecting the Manage libraries menu item, then selecting the latest version of MojitoLib from the drop down list. I haven't needed to take advantage of this "feature" yet (thank goodness), but I will post a message to the blog if new bug fixes are available.

    The only code that handles your Mint login credentials is in MintLogin.gs, in the loginUser() function. This function sends your credentials to the Mint login page and receives a session cookie if the login is successful. The session cookie does not contain your password. It is a unique sequence of characters generated by Mint that allows you to access your account data for a short period of time. The session cookie is only valid for about 10 minutes; at which point, you have to log in again.

    If you would like to see the specific code in MojitoLib that uses the session cookie to download your data from Mint, just send me an email and I will reply with the source code attached.

    Cheers,
    -b3

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  4. I love, love, love this mojito!!! i would like to separate out business travel expenses from the rest of our travel expenses. I have a business tag. I want one budget item name (row) to be business ( travel + hotel + airlines + taxi,parking+ restaurants). Is there a way to use parentheses or do I have to make a business and a non business tags to separate the 2 groups??

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  5. Hi Diane, great question. I have added a new Q&A entry above to answer your question, and attached a photo. Hope this helps!

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