1. Log into Mynt
Access your Mynt webb interface or Mynt-App and go to "My Transactions".
2. Select the transaction you want to edit
When adding the category of your choice, you will be able to set up a rule connected to this specific merchant.
For example - This rule confirms that transactions at Uber automatically will match with the category "Transports".
3. Enjoy!
Now, every time you make a purchase at Uber, "Transports" will be pre-added.
Good to Know!
You can only set up rules for yourself and not for others.
Contact us if you want to set rules at the admin level, and we can probably arrange it for you.
You can change the rule by simply selecting a new category and checking the rule box.
The rules you set will only apply to new transactions that occur after the rule is created.
You can change the category of an auto-categorized transaction at any time.
P.S! When used together with the "Auto receipt"- matching you only have to "send" the expense for it to be booked 👀