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How do I create a new transaction subcategory?

SOLVED•by TurboTax•858•Updated almost 2 years ago

You can create your own subcategories in Mint to customize how your spending and budgets are organized.

Select your Mint experience and follow the instructions.

  1. Open the Mint app and scroll down to Recent Transactions
  2. Select See all
  3. Find the transaction you’d like to recategorize and select it
  4. Select Category
  5. Select Add a subcategory under the main category that fits best
  6. Name your new subcategory and select Add subcategory or Save
  7. Tap on your new subcategory to use it for the current transaction
  8. You’ll see a Saving category message and be taken back to your transaction
  1. Sign in to Mint.com
  2. Select Transactions from the side menu
  3. Select the gear icon above your list of transactions, then select Manage categories
  4. Select the category you'd like to add a subcategory to, and select Add a subcategory
  5. Name your new subcategory and select Save

Any subcategories you add must belong to one of the main categories listed in Mint. 

If you want Mint to use this subcategory for all future transactions from a merchant, you can create a rule.

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