Mint HelpMint HelpIntuit

How do I create, view, and delete transaction rules?

SOLVEDBy Mint310Updated May 27, 2022

You can create naming and category rules so you don't have to edit the same types of transactions over and over again. Once you create a rule, Mint will automatically recategorize and/or rename all future and past transactions according to your rule.

Follow the instructions to create a transaction rule.

  1. Open the app and select a transaction you'd like to make a rule for
  2. Rename or recategorize the transaction
  3. We'll ask you if this transaction should always use that name or category. Select Apply to all transactions
  4. Your rule has been applied to all relevant transactions

You can view, edit, and delete all your transaction rules by selecting more options (the three vertical dots in the top right corner) on the Transactions screen. Then select Manage rules.

  1. On the Overview screen, scroll down to Recent transactions and select See all
  2. Select the transaction you’d like to make a rule for
  3. Tap on the description or category to rename or recategorize the transaction
  4. We'll ask you if this transaction should always use that name or category. Select Apply to all transactions
  5. Your rule has been applied to all relevant transactions

You can view, edit, and delete all your transaction rules by selecting more options (the three vertical dots in the top right corner) on the Transactions screen. Then select Manage transaction rules.

  1. Sign in to Mint.com and select Transactions from the side menu
  2. Select Edit next to a transaction you'd like to create a rule for
  3. Edit the description or category and Rules will appear under your transaction
  4. Select the box next to Always rename [payee name] and categorize as [selected category]
  5. Select Save

You can view, edit, and delete all your transaction rules by selecting the gear icon at the top of the Transactions page, then selecting Manage transaction rules. Select the trash can icon next to a rule to delete it.

Was this helpful?

You must sign in to vote, reply, or post
Mint Intuit Mint