Hello - I just downloaded the trial version of Money Plus Deluxe yesterday.
The reason was, that I had a lot of problems with quicken. Money - so far -
works fine for me. I am cautiously feeling my way forward into the
application one day at a time.
My question: I know that I cannot change the category groups(adding or
deleting), because they are needed the way they are for the internal
mechanics of Money. The categories BELOW the category groups and the
subcategories do not work for me. I need them organized in different ways (I
am on the advanced account register).
Is there any negative result, if I wipe clean the categories and start my
own? With negative results I mean when Money wants to categorize downloaded
transaction automatically, but goes on strike b/c it can only find the
categories I set up and not the ones the application came with.
So can I wipe clean the categories, without impeding any functions in MOney?

Thanks

Niki

Re: Categories - can I wipe them clean? by Cal

Cal
Fri Oct 05 15:44:12 PDT 2007

In microsoft.public.money, Nickro wrote:

>Hello - I just downloaded the trial version of Money Plus Deluxe yesterday.
>The reason was, that I had a lot of problems with quicken. Money - so far -
>works fine for me. I am cautiously feeling my way forward into the
>application one day at a time.
>My question: I know that I cannot change the category groups(adding or
>deleting), because they are needed the way they are for the internal
>mechanics of Money. The categories BELOW the category groups and the
>subcategories do not work for me. I need them organized in different ways (I
>am on the advanced account register).
>Is there any negative result, if I wipe clean the categories and start my
>own? With negative results I mean when Money wants to categorize downloaded
>transaction automatically, but goes on strike b/c it can only find the
>categories I set up and not the ones the application came with.

That sentence seems to contradict your other statements.

In Tools->Settings->CategorySettings there are two big buttons under
the Standard Category settings. One of them may be of interest to
you. The other would be the opposite of what you want. I don't know
which you might want.


>So can I wipe clean the categories, without impeding any functions in MOney?

Yes.

At
Banking->AccountTools->Accounts&Bills->Categories&Payees->Categories
you can use Delete to get rid of categories. If there are
transactions using that category, it asks what to do with those.
Move is also similar.

Instead of
Banking->AccountTools->Accounts&Bills->Categories&Payees->Categories
for navigation, I suggest you add a Categories button by clicking
Shortcuts at the top.

You might also like the effects of
Tools->Settings->Categories->UseTheDualCategoryDropdownControl