Create a classification and assign it to a transaction
You can use classifications and subclassifications to organize your finances in more detail. In Money, you can designate two types of classifications. For example, if you set up a classification for your properties, within that classification you can assign transactions to Property 1, Property 2, and so on. You can then set up a second classification for your family members in order to assign transactions to yourself, your spouse, and your child.

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.

  1. Create classifications and subclassifications.
    2. In the left pane, click either Classification 1 or Classification 2.
    3. Select a classification type or enter a new one, and then click OK.
    4. At the bottom of the page, click New.
    5. Select the class or subclass you want to add, enter a name, and then click OK.
    6. Repeat steps d and e until you have added all the classes and subclasses you need.
  2. Click Banking, and then click Account List.
  3. If you're using the Essential Register, you must switch to the Advanced Register.
    2. In the left pane under Other tasks, click Change account settings.
    3. Under Register Detail, click switch to the Advanced Account Register.
    4. Click Use Advanced Register.
  4. Click an account .
  5. Double-click the transaction that you want to assign a classification to.
  6. In the box next to the classification type (for example, Properties), click a classification or subclassification in the drop-down list.
  7. Click Enter.

Note

You can add a new classification by typing the name in the box next to the classification type.