How to Use Category Filters - MintToReport 4 Help

When you first import your transaction into MintToReport, you will be presented with some Categories Types (explained here) filled in with your import. If you have a category that doesn’t have any transactions associated with it, those categories will be black in color. Categories that have transaction will be painted the same color as its parent category.

If you leave all of the categories unchecked, all categories will be included in your report. If you check one of the Category Types, it will include only categories that belong to that Category Type with one exception. If you also check the checkbox at the bottom of the Category Treeview, ‘Non-Matching Categories,’ your report will include all categories except the ones you have checked.

You don’t have just to check only category types. Let’s say you wanted to include only certain categories within the Expense Category Type. Expand the category type to see all of its parent categories. Check all the parent categories subcategories you want to be included in your report.

And these options are not just for the everyday Transaction Report, but the Category Filters are available on all Reports within MintToReport, even the Cross-Tab reports, ‘Period to date Comparison’ and ‘Last 4 Period Comparison’.

See Report Types for a list of all the reports currently available in MintToReport 3.