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#2
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| Also, as Cal points out, lots of things behave differently depending on whether you have the option for dual drop-downs set. I believe you can get there either way, but I think the Education:xxx will be necessary in the single drop down mode. Again, I can't test from here so could be wrong. "Dick Watson" wrote: - quote - > I suspect your first issue is the confusion between Categories and Category > Groups (some of which share, unhelpfully, the same names.) I would suggest > (without the ability to test it just now) the new category be called > Education : Textbooks and it be added to Category Group Education. |
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#1
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| I suspect your first issue is the confusion between Categories and Category Groups (some of which share, unhelpfully, the same names.) I would suggest (without the ability to test it just now) the new category be called Education : Textbooks and it be added to Category Group Education. To manage these more directly, Account List | Categories and Payees | Categories... "Stonie J" wrote: - quote - > Is there some way to "embed" categories (i.e. for expenses and income) > in Money Plus Deluxe? For example, under expenses, there is the pre- > added category "Education." I want to add 2 subcategories under > Education, namely "Equipment" and "Textbooks." While viewing my > transactions in the Advanced Register, I click a transaction, select > the Category drop-down box, then select "Add a new category" at the > top. I enter "Equipment" for the name and select "Education" when it > asks me "What category does this group fall under?" However, when I'm > done, "Equipment" does not appear embedded under Education. It has its > own line. That is: > Dining Out > Education > Entertainment > Equipment > I want it to appear embedded underneath Education, like this: > Dining Out > Education > : Equipment > : Textbooks > Entertainment > Is there some way to do this? > Also, how do you delete categories and/or subcategories. |
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| In microsoft.public.money, Stonie J wrote: - quote - > I want it to appear embedded underneath Education, like this:
I suggest ticking> Dining Out > Education > : Equipment > : Textbooks > Entertainment Tools-> Settings-> Categories-> UseTheDualCategoryDropdownControl to make the setting up and accessing of these categories such as Education:Equipment clearer. - quote - > Is there some way to do this?
Banking-> AccountTools-> Categories&Payees-> Categories will get> Also, how do you delete categories and/or subcategories. you to Categories. Even better, you can click Shortcuts at the top, and configure in Categories (and other favorite places) for single-click access. Then Select a category that you want to be rid of and click Delete or Move at the bottom. If you are using the category for existing transactions, Money will ask what category you want those transactions reassigned to. |
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| Is there some way to "embed" categories (i.e. for expenses and income) in Money Plus Deluxe? For example, under expenses, there is the pre- added category "Education." I want to add 2 subcategories under Education, namely "Equipment" and "Textbooks." While viewing my transactions in the Advanced Register, I click a transaction, select the Category drop-down box, then select "Add a new category" at the top. I enter "Equipment" for the name and select "Education" when it asks me "What category does this group fall under?" However, when I'm done, "Equipment" does not appear embedded under Education. It has its own line. That is: Dining Out Education Entertainment Equipment I want it to appear embedded underneath Education, like this: Dining Out Education : Equipment : Textbooks Entertainment Is there some way to do this? Also, how do you delete categories and/or subcategories. |
| Tags |
| categories, embedding |
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