Please add support for transaction rules for investment accounts!!!

This has been asked in various ways dozens of times over the past 4 years and always gets the same answer: "Oh, you can't create rules to categorize transactions in Investment Accounts." Why not?!?!? For me at least, it's a show-stopper: I use the cash management features of my Fidelity Investments account (bill pay, debit card) and none of those transactions can be automatically categorized. Because I love the concept of Mint, I sometimes go through the laborious effort of manually categorizing everything so I can get some insights, but I usually get behind, and it always leaves me with a bad, un-minty flavor in my mouth. 

I keep hoping in vain that one of these days (years!) you will finally get around to extending the wonderful rules functionality to the place I really need it. So I'm adding this feature request in the hopes of consolidating the "why can't I create a rule here?" questions into a feature request that gets some attention. There was a clamor for it when Mint first came out, but then I guess people in my situation just gave up and stopped using Mint. I kept coming back because I'm an Intuit fan-girl and still have hopes that this fairly low-hanging fruit could be harvested.  Pretty please!


Hi Julie,

I understand how you feel here; I wish I had a better answer to offer you other than passing your feedback along. If I do hear some more specific information on why this isn't a feature, I'll be sure to post it here. In the meantime though we do appreciate your feedback, and I see you've already tagged your post so our development team will see it. Thanks!

Mint Mike

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Mint Mike , Community Manager

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