How to Categorize Transactions
- Import or sync transactions.
- ClearMint auto-suggests categories based on vendor patterns and rules.
- Edit categories inline in spreadsheet-style tables; changes apply instantly to reports.
- Create vendor rules so future imports categorize automatically.
Feature detail: Automatic Transaction Categorization · Help article
FAQ
Frequently asked questions
How to Categorize Transactions?
Import or sync transactions. ClearMint auto-suggests categories based on vendor patterns and rules. Edit categories inline in spreadsheet-style tables; changes apply instantly to reports. Create vendor rules so future imports categorize automatically.
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