Assign a category to a transaction
By assigning a category to each transaction, you can track the reason for the expense (for example, Gasoline or Groceries) or income item (for example, Wages & Salary or Dividends). Categorizing helps you track specific income and spending patterns in your Money reports and your budget.

To categorize your transactions, you can use the standard categories that come with Money, or create your own categories. You can remove, modify, or delete categories at any time.

Note: The steps you follow for this task depend on whether you’re using the Essential Account Register (In Money, a streamlined version of the account register that lets you track the accounts that you update online without tracking transactions in detail or balancing. ) or the Advanced Account Register (A version of the account register in Money that enables you to track individual expenditures in detail. It can be updated online or manually.) . To find out which register you’re using, look for the Essential Register or Advanced Register label in the upper-right corner of the account register.

  1. Click Banking, and then click Account List.
  2. Click an account.
  3. Click the transaction you want to assign a category to.
  4. In the box below the payee name, select a category and, if necessary, a subcategory (A subset of an income or expense category. For example, Gasoline and Maintenance could be subcategories of Automobile expenses. ) .
  5. Click Save.
  1. Click Banking, and then click Account List.
  2. Click an account.
  3. Double-click the transaction you want to assign a category to.
  4. In the Category box, select a category and, if necessary, a subcategory (A subset of an income or expense category. For example, Gasoline and Maintenance could be subcategories of Automobile expenses. ) .
  5. Click Enter.

Note

To learn more, see the Manage your accounts video. To watch the Money videos, on the Help menu, point to Instructional Videos, and then click a title.

Notes

  • To add a new category, type the new category name in the Category box.
  • To divide a transaction between two or more categories, click Split when you are editing the transaction. For example, if you purchase two items on one receipt, you can assign the cost of one item to one category and the cost of the second item to a different category.
Related topics

Create a category or subcategory

Choose categories and subcategories from separate lists

Create a classification and assign it to a transaction

Record a scheduled bill, deposit, or transfer in the account register

Microsoft Money arrowbluedown Assign a category to a transaction

Assign a category to a transaction