topic Re: Personal Finance (Mint Transactions) - How can I script in pre-deducted amounts and categorize (Tax,HSA,Flex, etc.)? in QlikView https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437479#M431701 <HTML><HEAD></HEAD><BODY><P>If there's a way to categorize them (as to some field being the description or a code) you could automate it in Qlik.</P><P></P><P>Example: Code Axxxx gives transaction amount, Bxxxx gives taxes or something like that.</P><P></P><P>If you do it manually, there's a rule your applying for the classification as tax and so forth and you could translate it in Qlik.</P></BODY></HTML> Mon, 02 Oct 2017 12:53:09 GMT felipedl 2017-10-02T12:53:09Z Personal Finance (Mint Transactions) - How can I script in pre-deducted amounts and categorize (Tax,HSA,Flex, etc.)? https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437476#M431698 <HTML><HEAD></HEAD><BODY><P>I am struggling thinking through where to start on this one.</P></BODY></HTML> Thu, 28 Sep 2017 20:32:36 GMT https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437476#M431698 kwarren1 2017-09-28T20:32:36Z Re: Personal Finance (Mint Transactions) - How can I script in pre-deducted amounts and categorize (Tax,HSA,Flex, etc.)? https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437477#M431699 <HTML><HEAD></HEAD><BODY><P>Hi Kevin,</P><P></P><P>For the extraction of the data, it would need at least a REST API from Mint Finance to extract the data, or some sort of export of data to a text file or other format that Qlik (View or Sense) can read.</P><P></P><P>The categorization process would have to be done by yourself, or in the Mint software.</P><P></P><P>The question wasn't so clear so its kind of hard to help.</P><P></P><P>Felipe.</P></BODY></HTML> Fri, 29 Sep 2017 13:20:54 GMT https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437477#M431699 felipedl 2017-09-29T13:20:54Z Re: Personal Finance (Mint Transactions) - How can I script in pre-deducted amounts and categorize (Tax,HSA,Flex, etc.)? https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437478#M431700 <HTML><HEAD></HEAD><BODY><P>Ok that is helpful. I am currently pulling an excel exportable list of transactions but I will need to manually add or create a macro ito semi-automate additional records that do not naturally come through like taxes.</P><P></P><P>Thank you!</P></BODY></HTML> Mon, 02 Oct 2017 12:47:24 GMT https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437478#M431700 kwarren1 2017-10-02T12:47:24Z Re: Personal Finance (Mint Transactions) - How can I script in pre-deducted amounts and categorize (Tax,HSA,Flex, etc.)? https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437479#M431701 <HTML><HEAD></HEAD><BODY><P>If there's a way to categorize them (as to some field being the description or a code) you could automate it in Qlik.</P><P></P><P>Example: Code Axxxx gives transaction amount, Bxxxx gives taxes or something like that.</P><P></P><P>If you do it manually, there's a rule your applying for the classification as tax and so forth and you could translate it in Qlik.</P></BODY></HTML> Mon, 02 Oct 2017 12:53:09 GMT https://community.qlik.com/t5/QlikView/Personal-Finance-Mint-Transactions-How-can-I-script-in-pre/m-p/1437479#M431701 felipedl 2017-10-02T12:53:09Z