Reports By Category Groups rather than Category

I have many categories such as "Gas" that are under category "groups" such as
"Automobile".
I want to view expenses by these groups rather than the too granular
categories.

Know how I can do this?
Do I have to instead create sub categories under the main Automobile category?

thanks

Cal
Wed Feb 15 15:09:11 CST 2006

In microsoft.public.money, ryan wrote:

>I have many categories such as "Gas" that are under category "groups" such as
>"Automobile".

Call those higher level things Categories, and the subset things
"subcategories".


>I want to view expenses by these groups rather than the too granular
>categories.
>
>Know how I can do this?
>Do I have to instead create sub categories under the main Automobile category?

Yes. In a report such as Transactions by Categories, you would click
Customize, and under the Rows&Columns tab, select
SubtotalBy:Categories. Other reports have similar Customize options,
but the method varies.

ryan
Wed Feb 15 16:35:02 CST 2006

> >Do I have to instead create sub categories under the main Automobile
category?
>
> Yes. In a report such as Transactions by Categories, you would click
> Customize, and under the Rows&Columns tab, select
> SubtotalBy:Categories. Other reports have similar Customize options,
> but the method varies.

The thing is, when I create a custom category from the individual
transaction editor it allows me to select which "Group" it belongs to.
And by "Group" I am using MSMoney's vernacular.
I have created a "gas" category and assigned it to the Automobile group but
nowhere do I see any use of Groups.

Cal
Wed Feb 15 17:00:49 CST 2006

In microsoft.public.money, ryan wrote:

>> >Do I have to instead create sub categories under the main Automobile
>category?
>>
>> Yes. In a report such as Transactions by Categories, you would click
>> Customize, and under the Rows&Columns tab, select
>> SubtotalBy:Categories. Other reports have similar Customize options,
>> but the method varies.
>
>The thing is, when I create a custom category from the individual
>transaction editor it allows me to select which "Group" it belongs to.
>And by "Group" I am using MSMoney's vernacular.
>I have created a "gas" category and assigned it to the Automobile group but
>nowhere do I see any use of Groups.


Ignore those. See http://umpmfaq.info/faqdb.php?cat=17#Q20

Instead, create a gas sub-category of the Automobile (or whatever
you call it) category.

Also note that you can move and rename categories. You did not say
what version of Money you are using, but you can have "dual"
category lists where there is a 2-level hierarchy.

ryan
Thu Feb 16 11:42:27 CST 2006

Money 2005 Premium
Thanks for the explanation.
It's pretty frustrating and dumb IMO that money asks you to assign your
custom category to one of these 'groups' but they are never used for anything.

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, ryan wrote:
>
> >> >Do I have to instead create sub categories under the main Automobile
> >category?
> >>
> >> Yes. In a report such as Transactions by Categories, you would click
> >> Customize, and under the Rows&Columns tab, select
> >> SubtotalBy:Categories. Other reports have similar Customize options,
> >> but the method varies.
> >
> >The thing is, when I create a custom category from the individual
> >transaction editor it allows me to select which "Group" it belongs to.
> >And by "Group" I am using MSMoney's vernacular.
> >I have created a "gas" category and assigned it to the Automobile group but
> >nowhere do I see any use of Groups.
>
>
> Ignore those. See http://umpmfaq.info/faqdb.php?cat=17#Q20
>
> Instead, create a gas sub-category of the Automobile (or whatever
> you call it) category.
>
> Also note that you can move and rename categories. You did not say
> what version of Money you are using, but you can have "dual"
> category lists where there is a 2-level hierarchy.
>
>
>
>
>

Cal
Thu Feb 16 11:51:41 CST 2006

In microsoft.public.money, ryan wrote:

>Money 2005 Premium

See http://support.microsoft.com/kb/889931/en-us if you want
separate Category and Sub Category items.

ryan
Thu Feb 16 12:07:30 CST 2006

Thanks.
OMG who's bright idea was it to remove that feature?
And no hotfix/sp to fix this? - Nice customer support ;)

Good thing I found this board else I'd be po'd enuff to go to quicken.

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, ryan wrote:
>
> >Money 2005 Premium
>
> See http://support.microsoft.com/kb/889931/en-us if you want
> separate Category and Sub Category items.
>

Chris
Thu Feb 16 19:23:55 CST 2006

"ryan" <ryan@discussions.microsoft.com> wrote in message
news:ED687552-A5B3-47B9-87A7-6943A9673EF1@microsoft.com...
> Thanks.
> OMG who's bright idea was it to remove that feature?
> And no hotfix/sp to fix this? - Nice customer support ;)

They're back in 2006.

sewsoon
Tue Feb 21 12:35:29 CST 2006

I have used Money since 01, and have had Categories (ie: House) Subcategories
(ie: electric, water, insurance etc.), and have no problem assigning or
getting prints of either. I'm using 2005 now. This prior post puzzles me,
are we talking about the same thing, or does this grandma need to get some
oxygen. <grin>
sewsoon

"Chris Cowles" wrote:

> "ryan" <ryan@discussions.microsoft.com> wrote in message
> news:ED687552-A5B3-47B9-87A7-6943A9673EF1@microsoft.com...
> > Thanks.
> > OMG who's bright idea was it to remove that feature?
> > And no hotfix/sp to fix this? - Nice customer support ;)
>
> They're back in 2006.
>
>
>

ryan
Tue Feb 21 13:36:18 CST 2006

Thanks, that did the trick (regedit), sub cat drop downs are now appearing
for each trx.
I still don't understand what the "Group" is for.
Group being what classification Money asks you to assign a custom category to.


"Chris Cowles" wrote:

> "ryan" <ryan@discussions.microsoft.com> wrote in message
> news:ED687552-A5B3-47B9-87A7-6943A9673EF1@microsoft.com...
> > Thanks.
> > OMG who's bright idea was it to remove that feature?
> > And no hotfix/sp to fix this? - Nice customer support ;)
>
> They're back in 2006.
>
>
>