How do I make all transactions from Seamless apply the Restaurant category?
I frequently use Seamless, and would like to create a rule that says anytime a transaction contains "Seamless" to add the Restaurant category. Similarly I would like to do something similar with Uber. These are common charges, yet Mint cannot recognize them.
Any update on this? I use Uber a lot and they always have the transaction details a little different each ride. Since I use a specific Uber category it is really annoying to have to go and and change all of them. Is there a concept of a wildcard in rules that I can set? Please help
Under your Seamless or Uber transactions, you can click "Edit Details" to change the description and change the category. Once you've made a change for that particular transaction, the "Rules" section appears in the Edit Details box. You can click the checkbox to create a rule such that you "rename (whatever Mint calls it by default) to Uber and categorize it as Transportation." You can apply this rule to all similar historical transactions, as well, with a simple click.
At the bottom of the Transactions tab, you can click "Manage your transaction rules" to see all the rules you have set up and make changes to those rules.
This didn't work. Both Uber and Seamless usually have additional information in the title of the transaction. Uber adds the base, and Seamless adds the restaurant, so a rule for just "Uber" or "Seamless" rarely gets attached to a transaction. Any other thoughts?
Plus one. Here's the problem. Uber transactions all show up with different names. For example, "Uber xyk" and "Uber ggi." No two are ever the same. So, making a rule is pointless, because the rule will never recognize new iterations of "Uber (xyz)." Mint people, do you understand?
Mint desperately needs the ability to recognize a single word in the transaction name. Like, "if name contains "Uber," then rename to Uber and categorize. Mint, if you did this, it would kick major butt, bigtime.
People come to Mint for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.
Why do you want to report this?
How do I make all transactions from Seamless apply the Restaurant category?
I frequently use Seamless, and would like to create a rule that says anytime a transaction contains "Seamless" to add the Restaurant category. Similarly I would like to do something similar with Uber. These are common charges, yet Mint cannot recognize them.
Why do you want to report this?
Any update on this? I use Uber a lot and they always have the transaction details a little different each ride. Since I use a specific Uber category it is really annoying to have to go and and change all of them. Is there a concept of a wildcard in rules that I can set? Please help
- Asked by hstein
-
Options Edit Ask for details ArchiveWhy do you want to report this?
Answer
1 person found this helpful
At the bottom of the Transactions tab, you can click "Manage your transaction rules" to see all the rules you have set up and make changes to those rules.
Why do you want to report this?
This didn't work. Both Uber and Seamless usually have additional information in the title of the transaction. Uber adds the base, and Seamless adds the restaurant, so a rule for just "Uber" or "Seamless" rarely gets attached to a transaction. Any other thoughts?
Why do you want to report this?
Plus one. Here's the problem. Uber transactions all show up with different names. For example, "Uber xyk" and "Uber ggi." No two are ever the same. So, making a rule is pointless, because the rule will never recognize new iterations of "Uber (xyz)." Mint people, do you understand?
Mint desperately needs the ability to recognize a single word in the transaction name. Like, "if name contains "Uber," then rename to Uber and categorize. Mint, if you did this, it would kick major butt, bigtime.
Please and thank you...
Why do you want to report this?
Agree with the previous comment, this is an extremely annoying issue that should be resolved by mint ASAP
Why do you want to report this?
Another vote for this. Mint would be so much cleaner if this feature exists.
No answers have been posted
More Actions
People come to Mint for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
Can't find your answer?
Post your question or contact us.