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kevinschaich / mintable

🍃 Automate your personal finances – for free, with no ads, and no data collection.
https://kevinschaich.io/mintable/
MIT License
1.52k stars 200 forks source link

Category list #32

Closed michel-reyes closed 5 years ago

michel-reyes commented 5 years ago

Where do you create or get the list of Categories and Subcategories (category.1), based on what? How to add my own categories?

kevinschaich commented 5 years ago

Hey @neomicho85 – those categories are assigned automatically from Plaid’s servers before they are even retrieved by Mintable – but sometimes they’re not always 100% correct. In my case, every month my Chase credit card payment was getting categorized as a “restaurant,” which is obviously wrong and threw off some of my spreadsheet formulas.

Mintable allows you to override/change the category assigned to a transaction based on a pattern, it’s detailed in the config docs. Can you give that a try and let me know if you’re having trouble or if the docs are unclear?

michel-reyes commented 5 years ago

Thx @kevinschaich. I can see, Plaid assign the categories, I use "Build your own mint" to check that info

But what about the: Monthly Summary? Category Breakdown: category, budget columns (where they come from?) Where is the code that build all that info?

How to customize the template spreadsheet?

michel-reyes commented 5 years ago

I was trying to use the "template" in my own spreadsheet but the next pages doesn't (the generates with mintable) doesn't get the template format... There is any way to work with that?

Ready: I just create a sheet called Template and in the mintable.config.json update TEMPLATE_SHEET.SHEET_ID

kevinschaich commented 5 years ago

Hey @neomicho85 – it sounds like you're pretty close. Check out the Template Spreadsheet section of the config docs – I think if you update that section to match what you've added in your own spreadsheet you should be in business.

kevinschaich commented 5 years ago

Hey @neomicho85 – friendly check-in? Let me know if you've figured it out, if you need any additional help, or if we're OK to close out this out 🙂

michel-reyes commented 5 years ago

@kevinschaich thanks for your attention. Mintable is excellent, but since Plaid is not well formatting the categories and subcategories it is difficult to work in my own business logic.