How-to guide

How to Categorize Transactions

  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.

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.

Your finances, as a smart spreadsheet.

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