Category type change

psilversmith's Avatar

psilversmith

05 Apr, 2020 11:53 AM

Just came over from Quicken. One category came over as 'Expense' with negative entries (because it was really income). In MD I created a new Income category for this item. How do I bring all the years of the old negative "expense" transactions as a batch into the more accurate Income Category? Thanks.

  1. 1 Posted by -Kevin N. on 05 Apr, 2020 02:30 PM

    -Kevin N.'s Avatar

    Hi psliversmith,

    You'll need to create a new Category [of the proper type] and then use 'Batch Change' to move the transactions (txns) from the old Category's Account to the new Category's Account.

    Always make sure that you have a recent, working backup or copy of your data file before using 'Batch Change'.
    'Batch Change' is a powerful tool. If a mistake is made using 'Batch Change' with multiple txns selected, things can get ugly in a hurry.

    1) Create the new Category [of the proper type].
    Menu bar > Tools > Categories > New > Select the desired type > Fill in / Select the particulars for the new Category. Click OK.

    2) Again, Menu bar > Tools > Categories. Locate the old Category that you want to move the txns out of and right click it (CTRL-click for Mac). Choose 'Open in a New Window'. Doing so will open the Category Account register for that Category in a new window.

    (This is one of the rare instances of when a user should view txns from a Category Account standpoint. Moneydance support recommends that users generally steer clear of Category Accounts due to the somewhat backward nature of the beasts.)

    3) Make sure that the 'ALL' filter is applied. Filters reside along the top of the register.

    4) Select (highlight) any txn, then use key-combo CTRL-A. All of the txns in the register should now be selected (highlighted).

    5) Right click (CTRL-click for Macs) any one of the highlighted txns. From the resulting context menu, choose 'Batch Change', then 'Account'. (That is not a typo. You are changing the Account of the Category). From the resulting drop-down list, select the name of the new Category Account that you created in Step 1.

    (This process will remove all txns from the account register of the old Category and move them to the account register of the new Category.)

    6) You can now close the New Window.

    7) You can then delete the old Category. (if you wish)

    I realize that when written out like this, the instructions seem complex and convoluted but in actuality, they are quite simple to put into motion.

    Again make sure that you have a backup of your data file before attempting this procedure.

    HTH -Kevin N. (not a member of MD support)

  2. 2 Posted by psilversmith on 06 Apr, 2020 12:32 AM

    psilversmith's Avatar

    Worked like a charm. Great, simple to follow instructions.
    Many, Many thanks.
    Peter

  3. 3 Posted by -Kevin N. on 06 Apr, 2020 01:10 AM

    -Kevin N.'s Avatar

    HI Peter,

    You're welcome. I'm glad to hear that it worked.

    Thank you for reporting back with your results.

    -Kevin N. (not a member of MD support)

  4. Maddy closed this discussion on 06 Apr, 2020 11:10 AM.

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