Thanks for the tips.

I have not yet realize the full potential of the product. I tried one of the
reports and it answers my needs. (I hadn't even realize the
drill down capability.) And the shortcuts that you mentioned
makes it convenient.

Thanks again for the ideas and Happy New Year.
--
Reggie


"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Reggie wrote:

- quote -

If you click Shortcuts at the top, you can add in some useful
shortcut icons including Payees, Categories, AccountList, Portfolio,
and more. That will shorten the path to the items.


- quote -

In microsoft.public.money, Dick Watson wrote:

- quote -

Also, resist the urge to Archive. I feel you might find that action
of interest, but you should avoid it. Customize the reports, as Dick
said.

Thanks for your prompt response.

I had found it convenient to use the Banking -> Account Tools -Categories/Payees path to see what my ytd was for a category.
(2007 was my first year using Money.)

Looks like I will have to switch to using the reports to get current year
info as you suggest.

Thanks, again.
Happy New Year.

--
Reggie


"Dick Watson" wrote:

- quote -

At least in the non * Business * editions, there is zero need to do this as
every report, etc., can be tailored to look at data for a specific year and
start at zero.

"Reggie" <Reggie[at]discussions.microsoft.com> wrote in message
news:AFDBCDBA-A628-460B-95C4-79283EB1070E[at]microsoft.com...
- quote -

Hello,

Is there a way in MS Money 2005 (Small Business) to clear income/expense
categories to zero in preparation for the new year. All my categories are
personal (rather than business).

Thanks.
--
Reggie