Can a transaction rule automatically add a tag?

I have a regular appointment with a physical therapist.  This is tax deductible in my situation.  I'm trying to figure out how to add a "Tax Related" tag to each transaction as it is pulled in from my bank.  The transaction rules do a great job of categorizing the expense but I can't figure out how to have it also add the "Tax Related" tag. I have this expense twice a week and I often forget to add the tag.

Answer

I have this same issue you describe.  One solution I found within the Help forums was found at the following link  https://mint.lc.intuit.com/questions/1210999.   To summarize, you need to:

  1. Search for the PT vendor name
  2. Select the checkmark next to appropriate Tax-Related transactions
  3. Use the "Edit Multiple" button to add the Tax-Related Tag to each of those selected transactions.  

While not ideal in your specific situation, it is an easy alternative.

One alternative solution I have implemented in my own Mint account is to add a custom Category for "Work Reimbursables".  At the end of the month, this should net a zero balance after receiving payment from work.  In your case, you could set up a custom Category for "Tax-Related Items", including the PT visits.  You could also set up a category for only the PT visits.  This may help in solving your issue of 'tagging' the PT visits in order to be able to quickly see the needed Tax-Related amounts.

I hope this helps!


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