Incorrect Category Type

Martin Ward's Avatar

Martin Ward

01 Jan, 2022 02:46 PM

I have imported my Categories into MoneyDance. However, some of the Categories have been flagged as Income, even though they have an Expense Parent. I cannot remove and re-create the erroneous Categories as the program will delete related transactions.
How do I rectify these please.

  1. 1 Posted by Stuart Beesley ... on 01 Jan, 2022 03:13 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Toolbox extension can force change category I/E types (advanced mode). Just make sure you have expense under expense and income under income etc.

    The other option is find replace tool to move txns.

  2. 2 Posted by Martin Ward on 01 Jan, 2022 11:14 PM

    Martin Ward's Avatar

    Stuart,

    Many thanks for the prompt reply. I have a rummage in the toolbox but can’t
    see a function to change Category types. However there are plenty of other
    useful tools in there.

    To solve this, I will change the transactions with the offending Categories
    to a dummy category. Delete the incorrect Category and then re-create with
    the right ‘type’, then reassign the transactions.

  3. 3 Posted by Stuart Beesley ... on 01 Jan, 2022 11:15 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Your approach will work fine.

    FYI. The toolbox function will be in advanced mode, account tools menu, force change account type (I think).

  4. 4 Posted by dwg on 02 Jan, 2022 12:57 AM

    dwg's Avatar

    Stuart is correct on the toolbox function.

    Moneydance is based on accounting and categories are really just a specific type of account. As a Savings account is a type of bank account a category is a type of Income or Expense Account.

  5. 5 Posted by Martin Ward on 02 Jan, 2022 06:27 PM

    Martin Ward's Avatar

    Thank you very much to Stuart and dog. I now fully understand.

  6. System closed this discussion on 03 Apr, 2022 06:30 PM.

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