assigning categories in money plus

#4 10-10-2008, 12:15 PM

You might also want to be sure to use Advanced Reports and Advanced
Register. There is also a setting to force the Category/Subcategory to be in
separate pull-downs.

"RobRam3" <RobRam3[at]discussions.microsoft.com> wrote in message
news:49094EF3-4A25-4770-A06D-59F8F00DC10A[at]microsoft.com...
- quote -

> Good evening, I am using Money Plus Deluxe. I am wondering if there is a
> way
> to assign more than one category to my purchases. example: I want to track
> my
> automobile expenses but want a more specific break down. I want the cost
> values attributed to automobile but would like to break it down further in
> categories such as gas, maintenance, etc. I tried splitting it but then
> the
> full cost values do not get attributed to both categories ie (automobile
> and
> gas). I realize this maybe impossible but does anyone have any
> suggestions.
> thanks I appreciate it.
> Robert

#3 10-10-2008, 06:34 AM

In microsoft.public.money, RobRam3 wrote:

- quote -

> Thanks for the suggestions Cal and Steve, I appreciate the help. I ended up
> having to select the specific category, from there I was able to add the
> sub-categories that I wanted. However, they still show up as seperate
> categories and not all under the same umbrella when I do my reports. I
> appreciate the help I will keep working on it.

Customize the reports. For example, on the "Transactions by
category" report (as on several other reports too), on the
Rows&Columns tab, see the SubtotalBy drop-down list.

#2 10-10-2008, 06:24 AM

Thanks for the suggestions Cal and Steve, I appreciate the help. I ended up
having to select the specific category, from there I was able to add the
sub-categories that I wanted. However, they still show up as seperate
categories and not all under the same umbrella when I do my reports. I
appreciate the help I will keep working on it.
Thanks Robert

#1 10-10-2008, 04:11 AM

RobRam3 wrote:

- quote -

> Good evening, I am using Money Plus Deluxe. I am wondering if there
> is a way to assign more than one category to my purchases. example: I
> want to track my automobile expenses but want a more specific break
> down. I want the cost values attributed to automobile but would like
> to break it down further in categories such as gas, maintenance, etc.
> I tried splitting it but then the full cost values do not get
> attributed to both categories ie (automobile and gas). I realize this
> maybe impossible but does anyone have any suggestions. thanks I
> appreciate it. Robert

That's what subcategories are for. Category "Automobile", subcategory
"Gas". When you run a report, you can specify whether you want to show
subcategories or not. If you don't show the subcategories, the amounts
are totalled to the category level. Most reports will show you both the
total and the subtotal.

--
Steve Bell
New Life Home Improvement
Arlington, TX

10-10-2008, 04:08 AM

In microsoft.public.money, RobRam3 wrote:

- quote -

> Good evening, I am using Money Plus Deluxe. I am wondering if there is a way
> to assign more than one category to my purchases. example: I want to track my
> automobile expenses but want a more specific break down. I want the cost
> values attributed to automobile but would like to break it down further in
> categories such as gas, maintenance, etc. I tried splitting it but then the
> full cost values do not get attributed to both categories ie (automobile and
> gas). I realize this maybe impossible but does anyone have any suggestions.
> thanks I appreciate it.

You can have a category of Auto, and subcategories such as Fuel,
Maintenance, Insurance, etc. You would refer to the fuel as
Auto:Fuel.

You can make the sub-category more prominent, with it's own
drop-down list area, if you set
Tools-> Settings-> Categories-> UseTheDualCategoryDropdownControl.

You can always change it back if you prefer it the other way.

#-1 10-10-2008, 03:56 AM

Good evening, I am using Money Plus Deluxe. I am wondering if there is a way
to assign more than one category to my purchases. example: I want to track my
automobile expenses but want a more specific break down. I want the cost
values attributed to automobile but would like to break it down further in
categories such as gas, maintenance, etc. I tried splitting it but then the
full cost values do not get attributed to both categories ie (automobile and
gas). I realize this maybe impossible but does anyone have any suggestions.
thanks I appreciate it.
Robert

Similar Threads
Thread	Forum	Replies	Last Post
Assigning categories in Money Essentials Richard Ong: I'm just getting started with Money Essentials after years of using an earlier version of Money. I see from Help that I can't assign a category to...	Microsoft Money	6	10-02-2008 06:39 PM
stop Money from assigning payees or categories namsilat: I am dire help on this one. I need to figure out a way to stop Money from automatically and randomly assigning payees or categories to downloaded...	Microsoft Money	1	03-14-2008 07:57 PM
Assigning Categories GreggC: The other day I wanted to to view the report "Spending by category". When money switched to this report, at the top of the screen was the...	Microsoft Money	1	10-30-2007 05:10 PM
Automatically assigning categories HP: How do I get Money to automatically assign a category? This feature works for some payees and not others. I can’t find where I can set a category...	Microsoft Money	7	11-07-2006 07:10 PM
Assigning categories... JamMoser: I have downloaded all of last years (2004) transactions from my bank to Microsoft Money 2004. Is there a way to assign all the transactions with...	Microsoft Money	3	01-13-2005 05:26 PM

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode