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  #3  
Old 05-15-2006, 02:40 PM
Cal Learner-- MVP
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Default Re: Category Management

In microsoft.public.money, JimB wrote:

- quote -

> Is there a location in the Money 2006 Premium program where I can review all
> categories?


Banking-> AccountTools-> Categories&Payees-> Categories

  #2  
Old 05-15-2006, 02:36 PM
Glyn Simpson, MVP
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Default Re: Category Management

If you try to delete a category which has transactions, then Money should
present you with a dialog asking how the transactions should be
recategorized. I believe it's possible to set no category if you desire.

--
Glyn Simpson, Microsoft MVP - Money
http://money.mvps.org/

Check http://money.mvps.org/faq/ for tips and fixes for MS Money.
I do not respond to any unsolicited email regarding Money
"JimB" <JimB[at]discussions.microsoft.com> wrote in message
news:51516EE9-3237-4CC3-A57D-19A51B34F055[at]microsoft.com...
- quote -

> I would like to review all categories and subcategories in my Money file,
> deleting those who I do not use or no longer wish to use. Accomplishing
> this, what happens to categories deleted that have transactions associated
> with them. Do they revert to a transaction without category?
> Any help is greatly appreciated.
> Thanks
> Jim B



  #1  
Old 05-15-2006, 02:36 PM
JimB
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Default Re: Category Management

Thanks Cal.

Is there a location in the Money 2006 Premium program where I can review all
categories?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, JimB wrote:
> > I would like to review all categories and subcategories in my Money file,
> > deleting those who I do not use or no longer wish to use. Accomplishing
> > this, what happens to categories deleted that have transactions associated
> > with them. Do they revert to a transaction without category?

> Money will ask what category transactions that hold that category
> should be changed to. If you blank the category when asked, those
> transactions will have no category.
> Tools-> FindAndReplace Advanced can enable you to change the category
> of transactions based on particular criteria. You may want to
> increase the number of backups that Money 2006 keeps for you;
> backups are your undo mechanism.

 
Old 05-15-2006, 02:26 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Category Management

In microsoft.public.money, JimB wrote:

- quote -

> I would like to review all categories and subcategories in my Money file,
> deleting those who I do not use or no longer wish to use. Accomplishing
> this, what happens to categories deleted that have transactions associated
> with them. Do they revert to a transaction without category?


Money will ask what category transactions that hold that category
should be changed to. If you blank the category when asked, those
transactions will have no category.

Tools-> FindAndReplace Advanced can enable you to change the category
of transactions based on particular criteria. You may want to
increase the number of backups that Money 2006 keeps for you;
backups are your undo mechanism.


  #-1  
Old 05-15-2006, 12:54 PM
JimB
Guest
 
Posts: n/a
Default Category Management

I would like to review all categories and subcategories in my Money file,
deleting those who I do not use or no longer wish to use. Accomplishing
this, what happens to categories deleted that have transactions associated
with them. Do they revert to a transaction without category?

Any help is greatly appreciated.

Thanks
Jim B
 

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category, management
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