Add categories-How to ?

Francis's Avatar


13 Aug, 2019 07:08 PM

How can edit or add categories to an account in the software?

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  1. Create, edit or delete Categories

    Income Categories track where your money is coming from.

    Expense Categories track where your money is going.

    To access your categories, you can navigate to Tools→Categories within the menu bar.


    Create Categories -

    From the Categories window, to create a new category click “New”.

    You can then choose the category type, either Income or Expense.


    In the next window, you can input the category detail...

    See more..
  1. 1 Posted by -Kevin N. on 13 Aug, 2019 07:16 PM

    -Kevin N.'s Avatar

    Hi Francis,

    From the Moneydance menu bar, go to Tools > Categories.
    In the resulting window you can add, remove and / or edit categories.

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

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