How do I create and manage transaction rules?

To create a new rule for your transaction(s), log into your account on the Mint web app and follow the steps below:

  1. Check the checkbox for the transaction(s) for which you want to create the rule.
  2. Rename or re-categorize the transactions according to how you wish for them to appear. This will bring up the "Rules" option.
  3. Check the Rules checkbox.
  4. Click I'm done.

To manage existing rules, follow the steps below:

  1. Click the "manage your transaction rules" link at the bottom of the Transactions tab. 
  2. A popup box will appear showing all of your existing rules.
  3. Click Edit next to the rules you would like to change or the button to delete the rule. 
  4. Click Okay