Change the category assigned to an investment activity

Change the category assigned to an investment activity

Tip: For easier reading, click (above).

Money automatically assigns your investment activities to specific categories and subcategories, and uses these categories in charts and reports. You can change the categories Money uses.

1 On the Tools menu, click Options.

2 In the Options dialog box, click Investments.

3 Click Investment Categories.

4 For each type of investment activity, select a category from the left and a subcategory on the right. Money will categorize future investment transactions using the selections you make here. (If you're using single-category mode, you'll only see one list to choose from.)

By default, Money specifies Categories as investment income and then categorizes investment activities as follows:

Investment activity	Subcategory
Realized capital gain or loss	Capital Gains
Interest income, taxable	Interest
Interest income, tax-exempt	Tax-Exempt Interest
Dividend income	Dividends
Capital gains distribution	Short-Term Capital Gains
Employee Stock Option (categorized as "Other Income")	Employee Stock Option Gain