It's not currently possible to add additional transaction categories. We don't have plans to add this ability in the near future but we understand that creating custom categories is a popularly requested feature and are keeping this in mind for later updates.
Adding Transaction Categories
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If this is a popularly requested feature, what is to stop you from doing this? I'd love the ability to add more categories that fit my personal spending. To me, this is a no brainer to have this feature.
I want to add that I love this app as it's near perfect with it's user friendly interface and ease of use, unlike other financial apps I've used it the past.
PLEASE consider adding this feature. It will be appreciated by so many.
Thank you.
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Please implement this feature! It is so essential for expense tracking! How am I supposed to know how much I spend on gas vs. tolls vs. parking for example, having 1 category of transportation just doesn't cut it! Every tracking program already has this feature. I love NerdWallet but hard to commit to this app without this feature.
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I came to Nerdwallet after Mint changed, but I need something that is customizable. That's one thing I liked best about Mint. For instance, I don't see a category for gift giving. At this time of year, it seems like that category would be especially useful. Customizability is a top priority for me in a service like this.
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Not desiring to pile on here, but I do completely agree with the need to ADD categories. If the programming is too difficult for me to be able to add my own categories, then perhaps you could consider adding a dozen more of the more common ones. Personally I would prefer to add my own as needed. Thanks, and I do like the APP, add this feature and I will love it and use it.
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I want to comment again. I commented 3 years ago, and I have since stopped using this app entirely because for whatever reason these guys STILL cannot figure out how to redevelop their app so that users can add their own transaction categories. I hardly think they even read these comments...
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Would also like to see the ability to manage categories. If not, how do you recommend we should handle common events like returns? I didn’t consider the category “internal transfer” because the return event involves an external entity. Also, if we have an event like a wedding, or a party, or vacation, we are planning or budgeting for, applying Other to the transaction doesn’t allow me to segregate those costs specific to the event, which is useful. Also, how would you guide us to use existing categories to categorize business expenses, and their reimbursement. Something else for your consideration - Create the ability to identify transaction patterns within an existing category for assignment to a new or existing category.
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I think you could increase user engagement and even your total number of users by adding this. With the closure of Mint, and Intuit not providing a reasonable replacement, they left a gap that you could easily fill. I miss Mint, and NerdWallet is the closest I've found to a replacement.
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Haha yeah, I discovered within an hour of working with this app that it can't support custom categories. It's an absolute deal-killer that kills a bunch of other essential capabilities: budgeting, cash flow analysis, etc.
Zero chance of getting my business until this is fixed. I would rather do this by hand than let nerdwallet dumb down my financial analytics so completely. Buh-bye.
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