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.

hide info

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

1 additional answer

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:

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.

Answer guidelines

Answer 1

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 :)

---

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

Mint_Categories_Top_and_Sub.xlsx

Was this answer helpful? Yes No

winnie

Answer 2

Enhancement Request: Add top level category to CSV Export

Answer

No answers have been posted

More Actions