Subcategories RRS feed

  • Question

  • I have just reinstalled Money, and have lost the ability to set categories and subcategories for payments - I only get offered categories.  I found out before how to show the subcategory before, but I am blowed if I can find how to do it now.


    Can anyone help, please

    Monday, February 6, 2012 9:13 PM

All replies

  •  Change the setting for


    or Tools->Settings->Categories->UseTheDualCategoryDropdownControl

    or other version-dependent variation.

    Monday, February 6, 2012 9:25 PM
  • Hmm....I imported my Quicken data: all sub categories were there.   But when I wanted to add another sub-category, it wouldn't let me.

    Sadly this option doesn't seem obvious - I have the "ChooseCategoriesAndSubcategoriesFromSeparateLists" box checked, but still if I create a new category, it will only offer it as a subcategory to a top level category.

    If anyone has any other ideas, please let me know !

    Saturday, September 7, 2013 2:08 PM
  • One way to create a new category is to make an entry in the register. I would go a register. Turn off ShowTransactionForms. Then click to the non-single line mode with Ctrl+T.

    Then enter a category and maybe a subcategory into a transaction. Don't worry about the category groups which Money will ask about. Those are not important to you.

    Another way to make a new category is click Banking->AccountTools->Categories&Payees->Categories to get
    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 click New at the bottom. Money will ask if you want a new category, or if you want a subcategory for an existing category.

    Sunday, September 8, 2013 4:14 AM