Money: category groups

mnocap -  
Jean_Jacques Posted messages 1045 Registration date   Status Member Last intervention   -
Hello,
I want to modify and customize the category groups in Money 2004
I’m looking but I can’t find it?
Who can enlighten me?
Thank you.
Configuration: W xp

12 answers

  1. Jean-Jacques
     
    Hello,
    It is true that Money is quite dense...

    1 / Display the list of accounts
    2 / Activate the tools tab
    In the dropdown list, choose: Third parties and categories
    Then, it's pretty intuitive...

    Best regards
    Science only discovers what has existed forever.
    Hubert REEVES
    4
  2. mnocap
     
    Indeed, I found the answer on the Microsoft forum, see below
    it is negative... in a way it reassures me....
    but thanks again
    Best regards

    Good evening,

    Unfortunately, this is not possible in Money.
    In any case, this notion is not utilized in the application.
    If you need an additional sort order, you can use
    classifications which will be completely independent of the
    selected categories.

    Best regards.

    Michel

    "ShadowFil" wrote:

    > Hello,
    >
    > With Money, how can I manage category groups?
    > I would like to rename some and create new ones.
    >
    > Thank you.
    1
    1. Jean-Jacques
       
      Hello,

      Thank you for the information. I had a doubt, now it's a certainty.
      At least I've learned something.

      Have a good day.

      Science only discovers what has always existed.
      Hubert REEVES.
      0
  3. Jean
     
    Sorry, I ultimately realize that only the categories and sub-sets are modifiable, not the groups.
    1
  4. thv
     
    The response for creating a category group in Microsoft support

    https://support.microsoft.com/en-us/help/916912
    is

    INTRODUCTION
    It is not possible to create new category groups in Microsoft Money. However, you can create a new classification that contains sub-classifications to track operations in states. This article explains how to create classifications to track operations.
    More information
    To create classifications to track operations, follow these steps:
    1. In the Accounts and Schedules menu, click on Parties and Categories.
    2. In the left pane, click on Classification 1 or click on Classification 2.
    3. Select, enter a classification type, and click OK.
    You can also add a subclass to a class. To do this, select New Subclass.

    If you add a classification, the classification is listed in the Ledger under Category when you add a new transaction.
    1
  5. mnocap
     
    Good evening, and thank you for the response.
    However, I may have expressed myself poorly, as I have no trouble going to "third parties and categories."
    It is precisely in this intuitive part that I cannot modify and customize the "category group" field.

    Modifying the categories is not a problem... but the groups...
    If you can help me
    Thank you again.
    0
  6. Jean
     
    I found out how to do it. It's true that it's hidden! But to say that it's impossible... It seems like they're simplifying things at Microsoft support.

    So with Money 2004
    You click on the customization tab at the top right
    you add "categories"
    You click on the new tab and then it's actually quite intuitive ;)
    You can edit pretty much everything.
    Good luck.
    0
  7. jean
     
    One can create them but not delete them... surprising... to be continued.
    0
  8. bdgn
     
    Hello,
    Hello,
    After a major hard drive issue, I had to reinstall everything.
    After numerous attempts to recover my last Money backup, I gave up and started with a backup from over a year ago. But there’s a problem: I no longer have the drop-down list of third parties when I enter transactions, even though my list of third parties is fine and auto-completion works. Only 2 third parties appear in the drop-down list, and they are third parties with zero amounts assigned. For example, if I create a new third party, it will appear during the first entry (zero amount), but then it disappears again for the next entry. If anyone can help me, that would be great. Because as it stands, entering more than 600 transactions is really a hassle.

    Thanks
    Bdgn
    0
    1. bdgn
       
      Hello, I think I found the solution
      So actually, Money no longer displays the accounts that haven't been used for more than a year in the transaction entry dropdown menu. And since my backup was from October 2006, I had to struggle like an idiot, sweat, despair, etc. before my brother figured it out.
      So either you create recent dummy transactions - or better: You need to close Money, change the computer date to go back in time, then reopen Money and it works. Once Money is open with the fake date, you can switch back to the correct date.

      There you go, if this can help someone, great, it’ll be a little compensatory satisfaction for the time I wasted with this mess.

      thanks
      Bdgn
      0
      1. claude > bdgn
         
        Thanks to you, I was able to display the third parties on Money again. Today is 29/02/08, and I had no third parties. By changing the date on the computer, everything is back in order. Thank you again for your advice.
        0
      2. JLUC > claude
         
        Hello,

        Just a quick note, February 29 is an issue for Money, tomorrow the list will display normally again.
        The solution is very practical.

        Talk soon!
        0
      3. DomDom67 > JLUC
         
        Hello,
        Thank you for this information, I've been struggling for several hours (I thought it was a programming issue... damaged file).

        See you soon.

        May the Force be with you!
        0
    2. smaidan
       
      Thank you for this wonderful explanation. I had been sitting in front of my screen for quite a while not understanding why the (very long) list of third parties had disappeared. Thank you because I wouldn't have thought of the idea of changing the date on my own.
      0
  9. Jacques
     
    Hello bdgn,
    Thank you for the explanation. I'll set it aside for when needed...

    Best regards
    Science only discovers what has existed since always.
    REEVES Hubert.
    0
  10. Jean_Jacques Posted messages 1045 Registration date   Status Member Last intervention   112
     
    Hello Didou,

    To find the list of third parties/categories in standard:

    Go to the account display page, then activate Tools/Third parties and categories.

    Best regards

    --
    Science only discovers what has always existed.
    REEVES Hubert.
    0
  11. didou
     
    I can't find the third-party and category list anymore. Can someone help me?
    -1
    1. didou
       
      Call 01 34 14 81 67 Thank you
      0