How do I create a transaction category?

You can create your own subcategories to better classify your transactions. They must belong to one of the main categories listed in Mint. You can’t create your own main category.

Follow these steps to create your own subcategory.

From the Mint app:

  1. Open the Mint app and scroll down to Recent Transactions. Tap on see all.
  2. Find the transaction you’d like to recategorize and tap on it.
  3. Select Category.
  4. Select Add a subcategory under the main category that fits best.
  5. Name your new subcategory and select Add subcategory.
  6. Tap on your new subcategory to use it for the current transaction.
  7. You’ll see a Saving category message and be taken back to your transaction.

From Mint.com:

  1. Sign in to Mint.com.
  2. Select Transactions near the top of the page.
  3. Choose the transaction you’d like to update and select its existing category.
  4. Select the arrows that appear next to the category name.
  5. Select Add/Edit Categories… under the appropriate main category.
  6. Select ADD A CATEGORY.
  7. Name your new subcategory and select SAVE.
  8. Select I’M DONE.

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