Money: New Category Is Moved to Subcategory Field in Money (76424)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q76424

SUMMARY

If you enter a value into the Category field that matches an existing subcategory in Microsoft Money, that value will be moved into the Subcategory field and the corresponding Category value will be placed in the Category field.

MORE INFORMATION

Money allows you to create new category values at any time by entering the new value in the Category field. You are then asked to confirm that the value is an expense or income item and if it is taxable.

If you enter a category value that is already in the Money file as a subcategory value, Money will then move the value from the Category field to the Subcategory field and fill in the Category field with the subcategory's "parent" category.

To enter a category value that is already in the Money file as a subcategory or shortcut, use the appropriate method for your version of Money.

Money 2002 or Later

  1. Click Categories & Payees on the Accounts & Bills menu.
  2. In the left pane, click Categories, and then click New.
  3. In the New Category dialog box, click Create a new category, and then click Next.
  4. In the Name box, type the name of the category you want.
  5. Under Category type, click the category type you want, and then click Next.
  6. When you are prompted with the following message, click Yes: That name is already being used for an existing sub-category or abbreviation. Do you really want to create a new category with that name?
  7. Under What group does this category fall under?, click the group that best applies to the new category.
  8. Click Finish.

Money 99 and Money 98

  1. Click Categories on the navigation bar.
  2. Click New at the bottom of the screen.
  3. In the New Category dialog box, click Create A New Category, and then click Next.
  4. Type the name of the new Category and select the type. Click Next.
  5. Click the group that best goes with the new Category.
  6. Click Finish

Money 97

  1. In the Contents window, click Payees and Categories.
  2. Click Categories, and then click New.
  3. Under Add, select Category or Subcategory for the current selection.

    Type the new category name, and then click Next.
  4. Click the Income or the Expense category, and then click Next.
  5. Decide if you want the information included on tax reports, and then click Finish.
Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbhowto KB76424
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