Create a category or subcategory
Money includes
a default set of categories and subcategories that covers most
spending areas. You can also create your own categories and
subcategories.
Note: The steps you follow for this task depend
on whether you're using the Essential Account
Register (In Money, a streamlined version of the account register
that lets you track the accounts that you update online without
tracking transactions in detail or balancing. ) or the
Advanced Account
Register (A version of the account register in Money that enables
you to track individual expenditures in detail. It can be updated
online or manually.) . 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 add a category or
subcategory:
- Click Banking, and then click Account
List.
- Click the account that contains a transaction you want to
assign to a new category.
- Click the transaction.
- Click the box below the payee name, and then do one of the
following:
- Click Save.
- Follow the instructions on the screen.
To add a category:
- Click Banking, and then click Account
List.
- Click the account that contains a transaction you want to
assign to a new category.
- Double-click the transaction.
- In the Category box, click the arrow.
- At the top of the list, click Add New
Category.
- Follow the instructions on the screen.
To add a subcategory:
- Click Banking, and then click Account
List.
- Click the account that contains a transaction you want to
assign to a new subcategory.
- Double-click the transaction, and then do one of the
following.
-
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If you don't see a Subcategory box
- Type or select the category name, followed by a colon
(:) and the new subcategory name. For example,
type Dining Out: Client Lunches or
Clothing: Gym.
- Click Enter.
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If you do see a Subcategory box
- In the Category box, type or select
the name of the category where you want to create the new
subcategory.
- In the Subcategory box, type the name of the
new subcategory.
- Click Enter.
- Follow the instructions on the screen.
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Note
To use an expanded list of categories, on the
Tools menu, click Settings, and
then click Categories. Under Modify
Categories, click Use All Categories.
