Can I make auto naming transactions more intelligent? I have a bunch of scheduled monthly transfers for savings goals, but mint marks them all "credit card payment"

I use to banks, an every day one and a savings exclusive one. I don't track the savings one on mint because it's a lot easier to not spend money when I don't see it sitting in front of me.

I have scheduled monthly transactions for my savings bank to pull money from my every day bank. Most of them are for things I know I'll spend money on eventually. I put away a monthly amount for car repairs, new phone, new laptop, etc... 

My problem is, Mint marks all of these savings transfers as "Credit Card Payment". Is there any way I can tell the auto naming that "transfer from X bank of Y amount is Z category"? I thought it would learn, I've been manually setting them for over a year, but I assume the reason it hasn't learned is because all these transactions are coming from the same source, and it doesn't know how to differentiate them by amount.

Answer

Hello corbyagain,

I'm sorry that you're having trouble with the descriptions that Mint is giving your transactions, I understand how confusing it can be to sort through those sometimes.  Unfortunately there isn't any way to force the changes you're making to happen automatically; however the rules for naming transactions are based partially on user changes, so you'll want to keep making edits.  There is a Rule option for auto-renaming recurring transactions, but those can only be based on the mint description, so if that's the same for multiple transactions then it wouldn't be very helpful here.  I wish I could help more, but I'm happy to tag this post as a feature request so the engineers can see it for future consideration.

Regards,
Jesse :man: 

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