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Old 03-11-2007, 10:16 PM
CK
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Posts: n/a
Default Re: switching essential to advanced budget

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.
> > >
  #1  
Old 03-11-2007, 09:31 PM
CK
Guest
 
Posts: n/a
Default Re: switching essential to advanced budget

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.

 
Old 03-08-2007, 12:28 AM
Michael Gordon
Guest
 
Posts: n/a
Default Re: switching essential to advanced budget

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.



  #-1  
Old 03-07-2007, 10:21 PM
CK
Guest
 
Posts: n/a
Default switching essential to advanced budget

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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