Assign a category to a transaction

Assign a category to a transaction

1 Enter the transaction you want to assign a category 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 form 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 a category in the Category field.

To see Money's categories, click the down-arrow to the right of the Category field and scroll through the list.

To create your own category, type it in the Category field, press TAB, and then follow the instructions.

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