Enhancement Request: Add top level category to CSV Export

Question

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.

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3 comments

Extemely useful. I used the vlookup and it worked like a charm.

Is there way to output list of categories along with top categories? Although it is not a big problem, we can copy and past into excel spreadsheet, exporting a list would be better

Thanks for the pointer on how to do this.

naras.tx

Mint says they are working on the export categories feature. Since that is not available yet, I wanted to share the default list and how I am using it! Glad you found it useful :)

winnie

Thank you! This is why the internet is awesome, just saved me the effort of typing them up myself :)

wuptain

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Answer 1

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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:

Download all transactions from Mint
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"
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

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winnie

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Enhancement Request: Add top level category to CSV Export

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