How to create classifications to track transactions in Microsoft Money (916912)


The information in this article applies to:

  • Microsoft Money Premium 2006
  • Microsoft Money Small Business 2006
  • Microsoft Money Standard 2006
  • Microsoft Money 2005 Deluxe
  • Microsoft Money 2005 Premium
  • Microsoft Money 2005 Small Business
  • Microsoft Money 2005 Standard
  • Microsoft Money 2004 (all editions)

INTRODUCTION

You cannot create new category groups in Microsoft Money. However, you can create a new classification that contains sub-classifications to track transactions in reports. This article describes how to create classifications to track transactions.

MORE INFORMATION

To create classifications to track transactions, follow these steps:
  1. On the Accounts & Bills menu, click Categories & Payees.
  2. In the left pane, click Classification 1 or click Classification 2.
  3. Select or enter a classification type, and then click OK.
You can also add a subclass to a class. To do this, select New Subclass.

If you add a classification, the classification is listed under Category in the account register when you add a new transaction.
Modification Type:MajorLast Reviewed:5/2/2006
Keywords:kbhowto KB916912
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