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Description of Reoccurring Expenses

Stephanie Bruno May 16, 2013 05:39PM EDT

Is it possible to change the title/description permanently of a reoccurring transaction?
For example, my rent description comes in looking like this:

xx9 S. Lamar, LP DES:WEB PMTS ID:P7MV9 INDN:StephanieBruno CO ID:xxxxxx8409 WEB

I would love to be able to change that description to "rent" once instead of going back to do it each time. Is that possible?

Up 1 rated Down
Jonathan Altman Jan 17, 2014 06:58PM EST
This is a good question. Did anyone ever answer it? Or is there another forum thread that addresses this? I can't find it if so.
Up 4 rated Down
Erika Jan 21, 2014 09:20AM EST LearnVest Agent

HI there,

Thanks for getting in touch! While our Money Center does have some rules built in to it, they are focused on foldering of transactions, rather than names. LearnVest displays the names of transactions as they are communicated to us on the back end from your institution. This is the reason why your payments may come in with those odd names.

I’m happy to pass this suggestion along to the head of our User Experience so we can consider this for future versions of the Money Center!

Best,
Erika

Up 0 rated Down
Amanda Mar 29, 2014 02:16PM EDT
I second this! For some reason, your system changes my husbands paychecks as coming from Oklahoma State University instead of OHIO State University. Pretty annoying.
Up -1 rated Down
Suzanne Jul 08, 2015 09:13AM EDT
I third this! I have many reoccurring transactions that are mis-categorized. My car payment goes to "transportation" (which is like gas and maintenance and other forms of travel) instead of "car payment." Reoccurring bill pays for things like day care and lawn care are always "unknown." Some restaurant charges get put into weird folders. I know Mint allows users to set folders for reoccurring charges. It would be nice if we could get that here.
Up 1 rated Down
Andrea Oct 13, 2015 02:56PM EDT
Can a support person update us on this? I am a Mint user and just joined Learn Vest and am considering upgrading to a paid account. However, I am frustrated by the labeling of many transactions and the fact that I can't permanently change the label of something. For example - I am a private practitioner and get paid by Blue Cross. This ends up in my insurance folder instead of my professional income folder. I get many payments from them per month and I would like to permanently categorize Blue Cross as professional income. This is something I've been easily able to do in Mint.
Thanks,
Andrea
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Pharme438 Apr 29, 2016 01:21AM EDT
Very nice site!

This question has received the maximum number of answers.

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