Assign a category to a transaction
By assigning a category to each transaction, you can track the reason for the expense (for example, Gasoline or Groceries) or income item (for example, Wages & Salary or Dividends). Categorizing helps you track specific income and spending patterns in your Money reports and your budget.

To categorize your transactions, you can use the standard categories that come with Money, or create your own categories. You can remove, modify, or delete categories at any time.

Note: The steps you follow for this task depend on whether you're using the Essential Account Register or 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.

Please click one:
Assign a category to a transaction in the Essential Register
Assign a category to a transaction in the Advanced Register