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#2
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| Yep, and now every single one of those transactions doens't have a category assigned to it. So I have to go back two years and do them manually. Even though I created new categories and deleted the old ones. Gonzo. "CK" wrote: - quote - > I'm not sure I understand. One of my phantom categories is "Insurance". Just > plain insurance. Even though I use many subcategories under "Insurance. > (dental, health, life, etc.)" If I rename "Insurance", or delete it and then > rename it, how will I ever know which transaction goes with which category? > I'm going to end up having to upgrade my Money beacuse of all of this. This > is such a pain. > Thanks for your help. > "Michael Gordon" wrote: > > Do a rename -- it changes the category for all relevant transactions. > > > -- > > Michael Gordon > > > > "CK" <CK[at]discussions.microsoft.com> wrote in message > > news:1E649103-0632-466B-9BF0-D1D1AC2F0893[at]microsoft.com... > > > I'm aware of the problem that happens when you want to switch from > > > Essential > > > Budget to Advanced Budget. And I am following the steps found in this > > > article > > > (and also in these discussion archives) > > > http://support.microsoft.com/kb/899628 > > > > > I am confused about deleting phantom categories. For instance, one of my > > > phantom categories is "Charitable Donations: United Way". So I go to the > > > "Categories and Payees" screen under account tools. Apparently I need to > > > temporarily reassign this particular category to another top level > > > category. > > > Ok fine. But then that means I have to go back through 3 years of > > > transactions and manually change the category back to what it was. A - > > > that'll make my reports virtually unuseable, and B- if I go back and > > > change > > > them all to the correct category, it will take forever. > > > > > Unless I am missing something obvious here. What kind of category am I > > > supposed to 'temporarily assign' the phantom category to? > > > > > Any help would be appreciated. > > > |
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#1
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| I'm not sure I understand. One of my phantom categories is "Insurance". Just plain insurance. Even though I use many subcategories under "Insurance. (dental, health, life, etc.)" If I rename "Insurance", or delete it and then rename it, how will I ever know which transaction goes with which category? I'm going to end up having to upgrade my Money beacuse of all of this. This is such a pain. Thanks for your help. "Michael Gordon" wrote: - quote - > Do a rename -- it changes the category for all relevant transactions. > -- > Michael Gordon > "CK" <CK[at]discussions.microsoft.com> wrote in message > news:1E649103-0632-466B-9BF0-D1D1AC2F0893[at]microsoft.com... > > I'm aware of the problem that happens when you want to switch from > > Essential > > Budget to Advanced Budget. And I am following the steps found in this > > article > > (and also in these discussion archives) > > http://support.microsoft.com/kb/899628 > > > I am confused about deleting phantom categories. For instance, one of my > > phantom categories is "Charitable Donations: United Way". So I go to the > > "Categories and Payees" screen under account tools. Apparently I need to > > temporarily reassign this particular category to another top level > > category. > > Ok fine. But then that means I have to go back through 3 years of > > transactions and manually change the category back to what it was. A - > > that'll make my reports virtually unuseable, and B- if I go back and > > change > > them all to the correct category, it will take forever. > > > Unless I am missing something obvious here. What kind of category am I > > supposed to 'temporarily assign' the phantom category to? > > > Any help would be appreciated. |
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| Do a rename -- it changes the category for all relevant transactions. -- Michael Gordon "CK" <CK[at]discussions.microsoft.com> wrote in message news:1E649103-0632-466B-9BF0-D1D1AC2F0893[at]microsoft.com... - quote - > I'm aware of the problem that happens when you want to switch from > Essential > Budget to Advanced Budget. And I am following the steps found in this > article > (and also in these discussion archives) > http://support.microsoft.com/kb/899628 > I am confused about deleting phantom categories. For instance, one of my > phantom categories is "Charitable Donations: United Way". So I go to the > "Categories and Payees" screen under account tools. Apparently I need to > temporarily reassign this particular category to another top level > category. > Ok fine. But then that means I have to go back through 3 years of > transactions and manually change the category back to what it was. A - > that'll make my reports virtually unuseable, and B- if I go back and > change > them all to the correct category, it will take forever. > Unless I am missing something obvious here. What kind of category am I > supposed to 'temporarily assign' the phantom category to? > Any help would be appreciated. |
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#-1
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| I'm aware of the problem that happens when you want to switch from Essential Budget to Advanced Budget. And I am following the steps found in this article (and also in these discussion archives) http://support.microsoft.com/kb/899628 I am confused about deleting phantom categories. For instance, one of my phantom categories is "Charitable Donations: United Way". So I go to the "Categories and Payees" screen under account tools. Apparently I need to temporarily reassign this particular category to another top level category. Ok fine. But then that means I have to go back through 3 years of transactions and manually change the category back to what it was. A - that'll make my reports virtually unuseable, and B- if I go back and change them all to the correct category, it will take forever. Unless I am missing something obvious here. What kind of category am I supposed to 'temporarily assign' the phantom category to? Any help would be appreciated. |
| Tags |
| advanced, budget, essential, switching |
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