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Wednesday, January 31, 2024

Mint Categorization Updates Are Right here

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Time is cash and we wish to prevent each with these new categorization options! These embody Venmo & Zelle transactions, superior recategorization guidelines, and bulk edit for Android with an elevated give attention to customization that will help you higher handle your cash!

Right here’s how one can higher personalize your Mint app, right this moment:

Venmo & Zelle Categorization

Do you know that the Mint categorization mannequin can learn the transaction description and categorize Venmo and Zelle transactions for you when doable? (Assume: espresso, lease, and many others) So if you Venmo your family and friends for these on a regular basis requirements, Mint will catch it, and categorize it appropriately! 

Recategorization

get began: 

  1. Click on on any transaction
  2. Choose “class”
  3. Choose appropriate class
  4. Choose “Apply to all transactions” to create a rule for this service provider going ahead and for the present transactions that match this rule
  5. Replace description if wanted (add the service provider identify)
  6. Choose “Apply to all transactions” to create a rule for this service provider going ahead and for the present transactions that match this rule
  7. It’s also possible to straight apply a rule the place it says “rule utilized” within the transaction element
  8. It’s also possible to edit the principles by going to the transaction view extra part and clicking on guidelines

And final however not the least, we’ve… 

Bulk Edit

get began: 

  1. Open transactions
  2. Choose “edit” within the prime proper nook
  3. Choose a number of transactions
  4. Choose “recategorize,” “edit particulars,” or “edit tags”

To expertise all the newest updates, obtain the most recent model of Mint! Go to Mint.com to be taught extra and get began. 

Annemarie Belda
Annemarie Belda

Annemarie Belda is the communications supervisor for Intuit Mint. She is keen about serving to readers obtain their monetary targets from beginning a financial savings account to monetary freedom. Extra from Annemarie Belda

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Time is cash and we wish to prevent each with these new categorization options! Listed here are 3 new options to assist personalize your Mint app.

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