Comments on: Better Categorization, Rules Management, and Exporting. Oh My! http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/ The blog of the free, simple personal finance solution. Track all your spending automatically, find the best deals, save more money. And save the world. Sat, 11 Feb 2012 21:46:28 +0000 hourly 1 http://wordpress.org/?v=3.1.3 By: Vickie Redmond http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-48641 Vickie Redmond Fri, 14 May 2010 22:26:13 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-48641 great that we can export transactions for offline use and permenaant records. can you suggest software that has easy interface and simple import for comma seperated values. i need mainly to group and print lists of catagoreies to match to invoices. plus i share money with brother and have to import to software that will allow me to seperate income and expenses. we tried to maintain two seperate bank accounts but have been borrowing or using eachothers money. no big deal to us but goverment agncies need my income /expences seperate? any suggestions would be welcome. it seems like quicken and money would be overkill and i have already quickbooks products again overkill. don't need more than to seperate the income/expenses then reconcile with bank statements great that we can export transactions for offline use and permenaant records. can you suggest software that has easy interface and simple import for comma seperated values. i need mainly to group and print lists of catagoreies to match to invoices. plus i share money with brother and have to import to software that will allow me to seperate income and expenses.

we tried to maintain two seperate bank accounts but have been borrowing or using eachothers money. no big deal to us but goverment agncies need my income /expences seperate? any suggestions would be welcome. it seems like quicken and money would be overkill and i have already quickbooks products again overkill. don’t need more than to seperate the income/expenses then reconcile with bank statements

]]> By: Irshad http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-43129 Irshad Tue, 15 Dec 2009 04:06:28 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-43129 Lets say I use Bank Of America and I change the Transaction Description to something cleaner that what my bank places there by default. Will Mint automatically update this Transaction Description when it imports? Is there an easy way to make the Mint Description match exactly with my Bank's Description? Lets say I use Bank Of America and I change the Transaction Description to something cleaner that what my bank places there by default.

Will Mint automatically update this Transaction Description when it imports? Is there an easy way to make the Mint Description match exactly with my Bank’s Description?

]]> By: Prabhu http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-36767 Prabhu Fri, 11 Sep 2009 12:14:16 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-36767 How do you categorize an investment or saving transaction so that it does not show in budget and is not shown as an expense? For example, How do I categorize a transaction where I transfer certain dollars from checking account to savings account How do you categorize an investment or saving transaction so that it does not show in budget and is not shown as an expense?
For example, How do I categorize a transaction where I transfer certain dollars from checking account to savings account ]]> By: Sean Ham http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-27620 Sean Ham Mon, 17 Nov 2008 12:37:30 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-27620 Quickbooks data as well. I just bough Quicken 2009, but the user interface is clumsy, and I have to pay extra for connectivity through BofA. I'd be much more satisfied staying with Mint. Quickbooks data as well. I just bough Quicken 2009, but the user interface is clumsy, and I have to pay extra for connectivity through BofA. I’d be much more satisfied staying with Mint. ]]> By: Steve http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-27589 Steve Sun, 16 Nov 2008 16:49:15 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-27589 I am ready to leave quicken. I think Mint is the way to go. Only thing stopping me is, not being able to import my current data. What is the plan for that feature. I am ready to leave quicken. I think Mint is the way to go.

Only thing stopping me is, not being able to import my current data. What is the plan for that feature.

]]> By: ClareBare http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-24616 ClareBare Mon, 23 Jun 2008 22:18:05 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-24616 It would be nice to have free range of categories. I am the anal retentive type that prefers some of my own categories to the default ones on mint.com's. It would be nice to have free range of categories. I am the anal retentive type that prefers some of my own categories to the default ones on mint.com’s. ]]> By: ron http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-24577 ron Sat, 21 Jun 2008 23:25:47 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-24577 Mint's autocategorizations are getting more and more ridiculous... How does 'Atame Tapas Bar' get its name changed to an 'Auction' house and categorized based on that. What part of 'Bar' doesn't give the right clue? I'm at the point where I'd rather just have NO attempts to rename ANYTHING. I'm convinced it would be better. Please allow us this option. Mint’s autocategorizations are getting more and more ridiculous…

How does ‘Atame Tapas Bar’ get its name changed to an ‘Auction’ house and categorized based on that. What part of ‘Bar’ doesn’t give the right clue?

I’m at the point where I’d rather just have NO attempts to rename ANYTHING. I’m convinced it would be better. Please allow us this option.

]]> By: Bill http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-24437 Bill Mon, 16 Jun 2008 04:58:40 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-24437 Love the site. Will you be adding capability to trend Assets, Liabilities and Net Assets? It would be great to see a graph or graphs that show how these trend over time. Thanks, Bill Love the site. Will you be adding capability to trend Assets, Liabilities and Net Assets? It would be great to see a graph or graphs that show how these trend over time.

Thanks, Bill

]]> By: Brian http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-24410 Brian Sat, 14 Jun 2008 23:01:54 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-24410 CSV? how about xml export or xls(x)? CSV? how about xml export or xls(x)? ]]> By: Mortgage Accelerator http://www.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/comment-page-1/#comment-24406 Mortgage Accelerator Sat, 14 Jun 2008 20:00:00 +0000 http://blog.mint.com/blog/updates/better-categorization-rules-management-and-exporting-oh-my/#comment-24406 I just found Mint and absolutely love it. I've always been terrible at budgeting, but Mint has definitely made keeping track of my finances more fun and interesting. Thanks Mint!!! I just found Mint and absolutely love it. I’ve always been terrible at budgeting, but Mint has definitely made keeping track of my finances more fun and interesting.

Thanks Mint!!!

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