1. To assign categories, I click on the item to be reconciled, which
opens up the categories selection drop box and I make my selection
there.
2. Advanced
3. Yes, in the register
4. When I look at the chart there is a large section labeled
"Unassigned." I click on the slice and it brings up all the
transactions that have lately gone into my accounts, downloaded online,
that I just went through the process of assigning categories to in the
actual registers.
5. Reports also reflect a large amount of unassigned transactions,
similar to how the home page pie chart does.

Thanks for any suggestions you may have!

~Heather


Dick Watson wrote:
- quote -

Some questions:

1) When you say "reconcile downloaded transactions" do you mean Modify /
Accept?
2) Are you using Advanced Register (Good!) or Essential Register (Bad...)?
3) If you examine the transactions in the Registers after you have
modified/accepted them, do they have the categories you expect?
4) When you say you look at the "spending by category" chart and most of
your transactions will have no category, are you saying that you do not see
spending you expect in the chart and then separately go to the registers and
examine transactions and find categories you think were there now missing?
5) Have you looked at any reports directly (many of the home page charts
reflect what stuff from the pre-defined reports) to cross-check what you are
seeing on the home page? If so, do you use Advanced Register?

I'm hoping we can divide your problem down to locate it: Are you doing the
right things to get the categories assigned to the transactions? Are they
getting assigned? Are they staying assigned? Is the report generating
correctly and/or do you understand what it's trying to tell you?

"Heather" <heather.barker[at]gmail.com> wrote in message
news:1150855997.793934.59500[at]c74g2000cwc.googlegroups.com...
- quote -

I am using Money 2006. For the past few months, I have been having to
re-enter categories. When I reconcile downloaded transactions, I will
assign categories within my different accounts. However, when I look at
the home page "spending by category" chart, most of the transactions
will have no category there and I have to re-enter it. I have tried
repairing the file. Any ideas?