Money: How to Use Classifications to Track Expenses (121560)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q121560

SUMMARY

This article describes how to use classifications to track expenses in Microsoft Money.

MORE INFORMATION

Classifications give you another way to assign income and expenses.

If you own rental property, run a charity, or have separate projects, you might want to organize your records by more than just income and expense categories. Classifications let you do this.

You can create up to two classifications. Each classification can contain both items and subitems, a structure similar to categories and subcategories.

For example, if you own rental property, you might set up a Property classification with:
  • Rental Property 1 as an item, and Apartments A, B, and C as subitems.
  • Rental Property 2 as another item, and Apartments 1, 2, 3, and 4 as subitems.
You can also use classifications as keywords to help organize your records based on particular events, or for specialized reports.

For example, you could create a classification called "Vacations" for tracking all your vacation-related expenses.

NOTE: When you create a new classification, an extra line for entering classification items and subitems is added to every transaction.

Classification information can be printed out by customizing the Transaction, Summary, or Tax Reports.

REFERENCES

Money 99, Money 2000, and Money 2001

In the Help file for Money 99, Money 2000, or Money 2001, click New Search, and then type the following line:

classification

Double-click the Learn about classifications topic.

Money 4.0

In Money 4.0 for Windows 95 Help, see Contents, Payees and Categories, Managing Classifications

Money 3.0

"Microsoft Money User's Guide," version 3.0, pages 130-139

Money 2.0

"Microsoft Money User's Guide," version 2.0, pages 112-122
Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kbhowto KB121560
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