Changing expense category to an income category

Ann Green's Avatar

Ann Green

22 Mar, 2019 11:49 PM

Hello, I have a category called Subcontractor: Reimbursed expenses which was originally entered under expenses. I need to swithc it to the Income category and don't know how to go about it. when I click on Tools and Categories and go into Subcontractor:Reimburses xpenses it only gives me the option in the drop down to switch to other expense categories but there is no listing of Income category. How do I go about switching from expense to income category. Thanks. Ann

  1. 1 Posted by Ann Green on 22 Mar, 2019 11:51 PM

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    Please respond ot my original question. thank you

  2. 2 Posted by Ann Green on 22 Mar, 2019 11:51 PM

    Ann Green's Avatar

    Please respond to my question.
    Hello, I have a category called Subcontractor: Reimbursed expenses which was originally entered under expenses. I need to swithc it to the Income category and don't know how to go about it. when I click on Tools and Categories and go into Subcontractor:Reimburses xpenses it only gives me the option in the drop down to switch to other expense categories but there is no listing of Income category. How do I go about switching from expense to income category. Thanks. Ann

  3. 3 Posted by -Kevin N. on 22 Mar, 2019 11:59 PM

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    Hi Ann,

    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)

  4. 4 Posted by Ann Green on 23 Mar, 2019 12:06 AM

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    Sounds complicated… I thought I could just go to accounts and categories and there were would be a drop down that had expenses and income. Where do I look for my backup of Money tax on my mac?

  5. 5 Posted by Ann Green on 23 Mar, 2019 01:25 AM

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    Thank you for the instructions what does ’txn’ stand for?

  6. 6 Posted by Ann Green on 23 Mar, 2019 01:35 AM

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    I’ve gone through the steps but when I hit central A it doesn’t highlight all the in the register and I selected ALL (I’m on a mac)

  7. 7 Posted by Ann Green on 23 Mar, 2019 01:41 AM

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    I was not able to highlight all but I can go out and go back in each time to change the batch but it wouldn’t let me highlight everything. by pressing control A

  8. 8 Posted by -Kevin N. on 23 Mar, 2019 01:44 AM

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    Hi Ann,

    what does ’txn’ stand for?

    The first sentence of my instructions indicates that 'txn' stands for transaction.

    ...when I hit central A it doesn’t highlight all...

    The instructions state to "Select (highlight) any txn, then use key-combo CTRL-A."

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

  9. 9 Posted by Ann Green on 23 Mar, 2019 01:53 AM

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    Oh you’re right….don’t know how I missed that.

     I did

  10. 10 Posted by Ann Green on 23 Mar, 2019 02:06 AM

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    Hi I just figured it out it should be Command A on the mac that select ALL Thanks again.

  11. 11 Posted by Ann Green on 23 Mar, 2019 02:33 AM

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    Hi Kevin, one last thing I only want to select from Jan 1 2018 till present and If I click ALL it selects 2017 as well, please send me instructions how to do this. Thank you. Ann

  12. 12 Posted by dwg on 23 Mar, 2019 03:22 AM

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    I'm a fellow user.

    On Windows at least you do this by selecting the starting transaction you want to include scroll to the last then while holding down the shift key select that transaction. The group of transactions should be selected.

    Moneydance is using standard Operating systems methods to achieve this.

  13. 13 Posted by Ann Green on 23 Mar, 2019 03:29 AM

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    I’m using a Mac is it a different process?

  14. 14 Posted by Ann Green on 23 Mar, 2019 07:45 PM

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    The challenge is when you go to command A it’s Selects all. If i don’t do command A it highlights only one and I don’t know how to select the rest. Hope you can help thanks

  15. 15 Posted by derekkent23 on 23 Mar, 2019 08:11 PM

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    I am not support staff just a user.

    Also a windows user but google suggests just hold down the shift key and click on the first and last items.

    Hope this helps

  16. 16 Posted by Icloud on 23 Mar, 2019 08:21 PM

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    I will try that when I’m back on it.. Thanks for the suggestion. I appreciate it and hope it works on my Mac.

  17. 17 Posted by Ann Green on 30 Mar, 2019 01:16 AM

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    Hoping I can get some help I created a report for income & expenses and the orientation is in portrait and I want landscape and can’t find where that is when I press on print. Can you help me I’m in the midst of taxes and need this report printed asap. Thanks

  18. 18 Posted by Ann Green on 30 Mar, 2019 01:30 AM

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    From: Ann Green

    Hoping I can get some help I created a report for income & expenses and the orientation is in portrait and I want landscape and can’t find where that is when I press on print. Can you help me I’m in the midst of taxes and need this report printed asap. Thanks

  19. 19 Posted by -Kevin N. on 30 Mar, 2019 01:41 AM

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    Hi Ann,

    Look to the lower left-hand corner of the report parameters window for the 'Print in Landscape' setting.

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

  20. 20 Posted by Ann Green on 30 Mar, 2019 02:14 AM

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    Many thanks!

  21. 21 Posted by Ann Green on 30 Mar, 2019 02:15 AM

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    I Must say you’ve been very helpful in answering all my inquiries so thank you again for all your support This always quick and easy to understand.

  22. 22 Posted by -Kevin N. on 30 Mar, 2019 02:41 PM

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    Hi Ann,

    You're welcome. I appreciate the kind words. I'm glad to be of help.

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

  23. 23 Posted by ann green on 30 Mar, 2019 04:14 PM

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    Annie's IPhone

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