Choose categories and subcategories from separate lists
When you enter a new transaction in the account register or review transactions downloaded from your bank, it's a good idea to assign a category , and sometimes a subcategory , to each transaction, if Money hasn't done so already. Once a transaction has a category, Money can use this information to automatically create a budget and reports to track your income and spending patterns.

When you categorize transactions using the default settings, you see categories and subcategories combined in one list (for example, you could categorize a transaction as Bills : Telephone, or Bills : Rent). Some users prefer to choose a category and then choose a subcategory from a separate list (for example, choose Bills from one list, and Telephone or Rent from a second list). Both methods let you see the same list of categories and subcategories, and add new ones; which method you use is simply a matter of personal preference.

Note: To perform this advanced task, you must be using the Advanced Account Register. To find out which register you're using, look for the Essential Register or Advanced Register label in the upper-right corner of the account register.

To change the way you set categories and subcategories:

  1. On the Tools menu, click Settings.
  2. Click Category settings.
  3. Under Using Categories, do one of the following:
    • To choose categories and subcategories from separate lists, select the Use the dual category dropdown control check box.
    • To choose categories and subcategories from a single list, clear this check box.
  4. Click OK.