11/28/2023 0 Comments Renaming catagory in mint budgetHi all, thanks for interest in the tool! I've subscribed to this thread for real this time, so I should be more responsive than 2+ years (I only ask because I used Quicken in the past, Mint recently, and have thought about giving YNAB another try if I want to get back into detailed cash-flow tracking). Thanks for the reply - I'm still missing what you meant though in this being one of the reasons you switched to YNAB - how is the manual split in YNAB easier, faster, or better than it is in Quicken or Mint? Zerp-based budgeting "virtual envelope" works like a charm.and makes much sense. It is not just this reason that made me switch, rather the whole concept. neither of them auto categorize Amazon purchases of course, but you can still fully control how to split it manually. I find it is way better than the new YNAB that is auto pull. To enter a transaction manually it takes me around 1-5 seconds literally. Years ago (just a few years ago) YNAB didn't even auto-pull - every thing was manual. That was one of too many reasons that made me switch years ago to YNAB!ĭoes YNAB auto-split Amazon into appropriate categories? If not - can you let us know what you mean by this? but wouldn't you rather be outside walking or doing something you like? bad time value.Īs others have mentioned you can maually split a transaction. It has de minimis value for me to try and categorize all that stuff. I have heard that the amazon store credit card integrates with mint, ,so if there was detail about what was in each order that could do the trick. Does anyone know of any workarounds for this? I wouldn't mind having to split the transactions manually if it was easy, but looking up each transaction on to find out what is inside is just too cumbersome. Sometimes there are multiple items from different categories so this really gets tough. Unfortunately, each shipment from Amazom comes through as a single transaction on my credit card and is usually auto-categorized regardless of what's inside. I do a lot of shopping on, and I'm starting to use again to track spending. Where the dollars amounts don't match, view "Invoice" to see where Amazon grouped items, then you can Mint categorize and/or split them.Ĥ) Sometimes I'll work Mint on my laptop and Amazon Orders on my IPad for some reason I find it simpler. Voila: all your Amazon purchases awaiting your attention are listed.ģ) Start from the top, and match Amazon orders to Mint transactions. Then select the "Show all applesauce" link. Now, automatically, all various new Amazon events are called Amazon, and they're all categorized as applesauce.ġ) From Mint Transactions, highlight any applesauce listing. Hit box to confirm your rule: always rename Amazon Mktplace as Amazon and categorize as applesauce. Hit box to confirm your rule: always rename Amazon Mktplace Pmts as Amazon and categorize as applesauce.Ĥ) Next time you have an Amazon Mktplace expense, go into that expense. Hit box to confirm your rule: always rename as Amazon and categorize as applesauce.ģ) Next time you have an Amazon Mktplace Pmts expense, go into that expense. Example: applesauce.Ģ) Next time you have an expense, go into that expense. Choose a name that has zero to do with your expenses, that you won't use for any other purpose. Here's my strategy it's actually much simpler to execute than it reads:ġ) Create new expense account. I too am both a Mint user and an Amazon frequent flyer with thousands of orders.
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