11/25/2023 0 Comments Renaming catagory in mint budget![]() ![]() To experience all the latest updates, download the newest version of Mint! Visit to learn more and get started. Select “recategorize,” “edit details,” or “edit tags”.You can also edit the rules by going to the transaction view more section and clicking on rules.You can also directly apply a rule where it says “rule applied” in the transaction detail.Update description if needed (add the merchant name).Select “Apply to all transactions” to create a rule for this merchant going forward and for the existing transactions that match this rule.Here’s how you can better personalize your Mint app, today:ĭid you know that the Mint categorization model can read the transaction description and categorize Venmo and Zelle transactions for you when possible? (Think: coffee, rent, etc) So when you Venmo your friends and family for those everyday necessities, Mint will catch it, and categorize it correctly! get paced in the "Everything Else" category, instead of towards the goal.Time is money and we want to save you both with these new categorization features! These include Venmo & Zelle transactions, advanced recategorization rules, and bulk edit with an increased focus on customization to help you better manage your money! If I remove the regular budget items and just leave the goal, transactions that are categorized as "Credit Card Payment", "Auto Payment", etc.Mint lets you create categories by going to Transactions > Categories. By using categories, you can easily view your transactions and expenses in a meaningful way. This can be useful for tracking your spending and budgeting. Since the goals are already considered part of the budget as well as the category-based budget items, Mint thinks I've budgeted $2000 towards those items, when in fact the real number is $1000. By: Olin Wade (Remodel or Move Stuff) Yes, you can create categories in Mint.I also have regular category budget items set up for the above items, totaling $1000.The monthly payments towards those goals total $1000. I have Goals set up in Mint for credit cards, auto loan and student loans.Here's an example with round numbers, if my explanation wasn't clear: How can I properly budget those items while still using the "Goals" feature in Mint? And I don't want to turn off the goals feature because it's really helpful staying on track of our debt reduction, and it makes complete sense for our goals to be a part of our budget. What would be the proper way to fix this? I know that I can make certain transactions hidden from budgets and trends, but I'm not sure if that's the best solution, because now I won't get a complete picture of my spending in those places if those transactions are hidden. when I make a credit card or loan payment), it counts it against the budget as "Everything Else" instead of toward the goals. If I remove the regular budget items (and leave the goals in place), I see that I now have un-budgeted money, but when the payment transactions for those items get imported (ie. This skews my budget, saying I have less funds available to work with than I actually do. However, I realized that in my budget within Mint, I already have money regularly budgeted towards the actual "Student Loan", "Auto Payment" and "Credit Card Payment" categories, effectively budgeting that money twice (the Goals and the regular budget line items). I like the Goals feature as it helps me keep track of how I'm doing on those things, and it considers those goals as part of the budget. And finally, I have a savings goal as well. I also have a "pay off my credit cards" goal. I have student loans and an auto loan that is set up as as a "pay off my debt" goal in Mint. ![]()
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