Mint Mint

Enhancement Request: Add top level category to CSV Export

Currently the CSV export feature only exports the bottom level category - please also export the top level category as a separate field.  This is important when one is doing their business taxes and needing to see top level categories for detailed transactions.

Answer

4 people found this helpful

Hi! I was looking for the same thing and just typed out all the sub and top categories for myself. See attached. This should be most of them. Any weird subcategory you see was added by me and I forgot to delete before posting.

Happy pivoting :)

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HOW TO GET YOUR TRANSACTIONS TO LOOK AWESOME:

  1. Download all transactions from Mint
  2. Download the Top Categories attachment (in this reply) and include any subcategories you have added manually; move it into the Mint Transx file as tab "Top Categories"
  3. In the transactions tab, add three columns (Month, Year, Top Category) and drag the formula down for all your transactions
  • Month: =MONTH(D2)
  • Year: =YEAR(D2)
  • Category: =VLOOKUP(I2,'Top Categories'!A:B,2,FALSE)
  • Highlight data and insert pivot table
  • To get your transaction data to look like the Mint "Trends" page, pivot as follows:
    • I want to see ALL my 2015 transactions and the way "Trends" shows my pie by top category
    • Report Filter: Year = 2015
    • Column Label: Transaction Type
    • Row Labels: Top Category, Category
      • NOTE: I noticed that with all the top categories, my total spend did not equal the "Trends" total; you will need to UNSELECT "Income", "Investments", and "Transfer"
    • Values: (Sum of) Amounts
    Mint_Categories_Top_and_Sub.xlsx
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