![]() ![]() If the account contains transactions, you'll have to confirm the deletion by typing 'yes' into the delete window. Bank Accounts Moneydance bank accounts are used to represent. If you do not specify a Default Category, the first expense category (in alphabetical order) will be selected. You can edit this category later by going to the Edit Account screen. Delete Categories -įrom the Categories window, to delete a category highlight it and click “Delete”.ĭeleting a category will also delete all transactions associated with the category. About Default Categories Most accounts in Moneydance will ask you to assign a Default Category. In the Edit window, check the “Inactive” box. Inactive categories are still accessible from reports, and can be unmarked as Inactive (i.e., returned to active use) at any time.įrom the Categories window, highlight the category and click “Edit”. This will prevent the categories from being shown in drop down lists in account registers. If you have categories that you no longer need or use - you can mark them as “Inactive”. Type the name of the new category into the Category field and you’ll be offered the ability to create that category.Ĭlicking on the “Create Category…” item will ask you to choose if the new category will be an income or expense category, and then you'll see the category creation window as above.įrom the Categories window, to edit an existing category highlight it and click “Edit” You can also easily create categories when entering a transaction. If the parent category is assigned as the 'Base' account (the first option in the drop down list) then you will be creating a new parent category, to which subcategories can be created or assigned. The parent category must always be the same category 'type' - for example, an Expense category cannot be the parent of an Income category. If a category was highlighted when you selected "New", this category will be assigned as the 'parent' of your new category. In the next window, you can input the category details including name, currency and the parent category. You can then choose the category type, either Income or Expense. ![]() To access your categories, you can navigate to Tools→Categories within the menu bar.įrom the Categories window, to create a new category click “New”. Income Categories track where your money is coming from.Įxpense Categories track where your money is going. ![]()
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