Just Starting - A Question Around Overall Product Strategy

[heather]

, @jorgeelizondom! Glad to see you here!

We don’t have AutoCat for Excel on our roadmap just yet, but you can vote for that feature!

https://community.tillerhq.com/t/autocat-for-excel/55

There is also an experimental workflow for this that @KLineberry has worked out and shared:

Excel Users Discussion Group

Greetings fellow Excel fanatics! I am working on an AutoCat for Excel that will also rename the bank/merchant descriptions. I don’t know about you, but I have recurring transactions that every time I see them I have to go back to previous months to see what I called it to figure out what it was. That’s one place where Mint really shines. Technically, I have already done this, but it is slow and clunky. I created a sample workbook that you can download and try to come up with a solution for …

Heather