Qlik Community

QlikView App Dev

Discussion Board for collaboration related to QlikView App Development.

Announcements
QlikWorld 2022, LIVE in Denver CO., May 16-19, 2022. REGISTER NOW TO RECEIVE EARLY BIRD PRICING
cancel
Showing results for 
Search instead for 
Did you mean: 
kwarren1
Partner
Partner

Personal Finance (Mint Transactions) - How can I script in pre-deducted amounts and categorize (Tax,HSA,Flex, etc.)?

I am struggling thinking through where to start on this one.

3 Replies
felipedl
Partner
Partner

Hi Kevin,

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.

The categorization process would have to be done by yourself, or in the Mint software.

The question wasn't so clear so its kind of hard to help.

Felipe.

kwarren1
Partner
Partner
Author

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.

Thank you!

felipedl
Partner
Partner

If there's a way to categorize them (as to some field being the description or a code) you could automate it in Qlik.

Example: Code Axxxx gives transaction amount, Bxxxx gives taxes or something like that.

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.