Thursday, July 7, 2022
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Mint Categorization Updates Are Here


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!

Here’s how you can better personalize your Mint app, today:

Venmo & Zelle Categorization

Did 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! 

Recategorization

How to get started: 

  1. Click on any transaction
  2. Select “category”
  3. Select correct category
  4. Select “Apply to all transactions” to create a rule for this merchant going forward and for the existing transactions that match this rule
  5. Update description if needed (add the merchant name)
  6. Select “Apply to all transactions” to create a rule for this merchant going forward and for the existing transactions that match this rule
  7. You can also directly apply a rule where it says “rule applied” in the transaction detail
  8. You can also edit the rules by going to the transaction view more section and clicking on rules

And last but not the least, we have… 

Bulk Edit

How to get started: 

  1. Open transactions
  2. Select “edit” in the top right corner
  3. Select multiple transactions
  4. Select “recategorize,” “edit details,” or “edit tags”

To experience all the latest updates, download the newest version of Mint! Visit Mint.com to learn more and get started. 

Annemarie Belda
Annemarie Belda

Annemarie Belda is the communications manager for Intuit Mint. She is passionate about helping readers achieve their financial goals from starting a savings account to financial freedom. More from Annemarie Belda

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Time is money and we want to save you both with these new categorization features! Here are 3 new features to help personalize your Mint app.

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