I am having trouble getting mint to use the right categories for certain merchants.

I have three merchants who all seem to be linked and I do not understand why.  I have been trying to make a few more categories (specifically one for Transfers to Savings, Robin Hood Investments, and ATM Cash Withdrawals, but when I tell it to change all of a single merchant to one of those three, it changes all three merchants (e.g. when I change Hello Digit Savings to "Transfer to Savings", it automatically changes all of my ATM withdrawals & my investment payments to Savings as well, despite those each having their own rule.


Please help.

Answer

There may not be enough information for it to distinguish between your three types, so you may have to handle them manually.  You can also file a ticket if you see enough different in the descriptions and think you can help them distinguish.

FYI, this is a public community board, and I'm only a community member like you.

You can chat with support during the business day (https://mint.lc.intuit.com/questions/1295428) or you can file a ticket here: https://www.mint.com/contact-mint

On the Mint website, if you go to "Transactions", then hover over and activate the "Edit Details" for that specific transaction, you should be able to see a "Details" section which should show you exactly what your institution had for the transaction description.  Most of the time, Mint is pretty good at automatically renaming the transaction in an appropriate way, but sometimes it will make a mistake, sometimes in a comically bad way.  You can manually correct it this time, or if it's a frequent misname, then you might try to create a "Transaction Rule": https://mint.lc.intuit.com/replies/2755860

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