Can you change the way an account is classified? I have a Charles Schwab brokerage account that I use for checking.

I have a Charles Schwab brokerage account that I use as a checking account. My paychecks are direct deposited there, I use the atm card for cash and pay my credit card from the account. Having this classified as investment on mint, makes my personal accounting all off when it's classified as investment. Is there I way I can reclassify the account? 

Answer

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

I don't think there's any way to change the broad category.  Are none of the transactions categorized properly?  How are the credit card payments being categorized?

Was this answer helpful? Yes No
Default user avatars original
SuperUser

No answers have been posted

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

Select a file to attach: