How to add new categories

#1 06-15-2007, 10:58 AM

Thanks for the help. I figured I might need to upgrade but I was not sure. I
don't need all the fancy bells and whistles but I do want more than to just
look at my bank statement. I can go to my FI for that info. I guess I will
have to return Essentials and get the upgrade.

"Dick Watson" wrote:

- quote -

> Essentials (MEss) is probably too essential to allow you to add categories.
> See http://umpmfaq.info/faqdb.php?q=188.
> "terrymill" <terrymill[at]discussions.microsoft.com> wrote in message
> news:0D8C348B-634F-4B50-BB88-FE353A3B4E0F[at]microsoft.com...
> > I just purchased Money Essentials. I just downloaded my recent
> > transactions
> > from my checking account. I am putting all transactions into the proper
> > category but I am finding that I want to create my own specific
> > categories. I
> > cannot figure out how to do it. It doesn't seem like Money is letting me
> > do
> > this. Also when I click in the transaction it doesn't give me the split
> > transaction option like I was using in the trial version. How do I do the
> > basic creating of categories? That is my main frustration.

06-15-2007, 05:46 AM

Essentials (MEss) is probably too essential to allow you to add categories.
See http://umpmfaq.info/faqdb.php?q=188.

"terrymill" <terrymill[at]discussions.microsoft.com> wrote in message
news:0D8C348B-634F-4B50-BB88-FE353A3B4E0F[at]microsoft.com...
- quote -

> I just purchased Money Essentials. I just downloaded my recent
> transactions
> from my checking account. I am putting all transactions into the proper
> category but I am finding that I want to create my own specific
> categories. I
> cannot figure out how to do it. It doesn't seem like Money is letting me
> do
> this. Also when I click in the transaction it doesn't give me the split
> transaction option like I was using in the trial version. How do I do the
> basic creating of categories? That is my main frustration.

#-1 06-15-2007, 03:01 AM

I just purchased Money Essentials. I just downloaded my recent transactions
from my checking account. I am putting all transactions into the proper
category but I am finding that I want to create my own specific categories. I
cannot figure out how to do it. It doesn't seem like Money is letting me do
this. Also when I click in the transaction it doesn't give me the split
transaction option like I was using in the trial version. How do I do the
basic creating of categories? That is my main frustration.

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