Automatic Transaction Categorization

Automatic transaction categorization

Uncategorized transactions make spending reports meaningless. Manual tagging every row does not scale. ClearMint Essentials is a expense tracker built into a privacy-first personal finance dashboard.

What problem it solves

Uncategorized transactions make spending reports meaningless. Manual tagging every row does not scale.

Who it is for

Households and professionals who import hundreds of transactions monthly.

Why it is different

Categories learn from your edits and vendor merges. Renaming a vendor for display never breaks deduplication or historical reports.

Automatic Transaction Categorization in ClearMint Essentials
Automatic Transaction Categorization — ClearMint Essentials personal finance dashboard
How it works

Step by step

  1. Import or sync transactions.
  2. ClearMint auto-suggests categories based on vendor patterns and rules.
  3. Edit categories inline in spreadsheet-style tables; changes apply instantly to reports.
  4. Create vendor rules so future imports categorize automatically.

Examples

Groceries at multiple store name variants merge under one vendor. A rule maps 'AMZN MKTP' to Shopping automatically.

Related: import bank statements, personal finance dashboard, pricing.

FAQ

Frequently asked questions

Can I create custom categories?
Yes. Edit any cell inline and build rules in the Categories and Vendors tabs.
Does AI categorize transactions?
Auto-categorization uses vendor rules and patterns; the AI assistant answers questions about categorized spending.

Try ClearMint Essentials free for 30 days

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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