Assign a classification to a transaction

Assign a classification to a transaction

1 Enter the transaction you want to assign a class to.

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Accounts.

2 At the top of the left pane, click the down-arrow

, and then click the account you want.

3 In the middle of the screen, click the transaction tab you want, and then click New.

4 To edit an existing transaction, find it in the Account Register and double-click it.

2 In the transaction form, enter the name of a class next to the classification.

This field appears below the Category field, and is labeled with the name of the classification you created.

To see your classes, click the down-arrow to the right of the classification field and scroll through the list.

To create your own class, type it in the classification field, and then fill in the Create New dialog box.

To display transaction forms, click the down-arrow on the view bar, and then click Use Forms to Enter Transactions.