tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/52779-changing-expense-category-to-an-income-categoryInfinite Kind: Discussion 2019-10-14T15:20:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-22T23:51:00Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>Please respond ot my original question. thank you</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-22T23:51:48Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>Please respond to my question.<br>
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</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-22T23:59:51Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>Hi Ann,</p>
<p>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.</p>
<p><strong>Always make sure that you have a recent, working backup or copy of your data file before using 'Batch Change'.</strong><br>
<strong>'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.</strong></p>
<p>1) Create the new Category [of the proper type].<br>
Menu bar > Tools > Categories > New > Select the desired type > Fill in / Select the particulars for the new Category. Click OK.</p>
<p>2) Again, Menu bar > Tools > Categories. Locate the <em>old</em> 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.</p>
<p>(This is one of the rare instances of when a user <em>should</em> 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.)</p>
<p>3) Make sure that the 'ALL' filter is applied. Filters reside along the top of the register.</p>
<p>4) Select (highlight) any txn, then use key-combo CTRL-A. All of the txns in the register should now be selected (highlighted).</p>
<p>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.</p>
<p>(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.)</p>
<p>6) You can now close the New Window.</p>
<p>7) You can then delete the old Category. (if you wish)</p>
<p>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.</p>
<p>Again make sure that you have a backup of your data file before attempting this procedure.</p>
<p>HTH -Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T00:06:38Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>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?</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T01:25:35Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>Thank you for the instructions what does ’txn’ stand for?</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T01:35:31Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>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)</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T01:41:14Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>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</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T01:44:42Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>Hi Ann,</p>
<blockquote>
<p>what does ’txn’ stand for?</p>
</blockquote>
<p>The first sentence of my instructions indicates that 'txn' stands for transaction.</p>
<blockquote>
<p>...when I hit central A it doesn’t highlight all...</p>
</blockquote>
<p>The instructions state to "<strong>Select (highlight) any txn</strong>, then use key-combo CTRL-A."</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T01:53:43Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>Oh you’re right….don’t know how I missed that.</p>
<p>I did</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T02:06:44Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>Hi I just figured it out it should be Command A on the mac that select ALL Thanks again.</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T02:33:44Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>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</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T03:22:06Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>I'm a fellow user.</p>
<p>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.</p>
<p>Moneydance is using standard Operating systems methods to achieve this.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T03:29:13Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>I’m using a Mac is it a different process?</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T19:45:06Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>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</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T20:11:33Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>I am not support staff just a user.</p>
<p>Also a windows user but google suggests just hold down the shift key and click on the first and last items.</p>
<p>Hope this helps</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-23T20:21:17Z2019-03-24T17:38:57ZChanging expense category to an income category<div><p>I will try that when I’m back on it.. Thanks for the suggestion. I appreciate it and hope it works on my Mac.</p></div>Icloudtag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-30T01:16:27Z2019-03-30T01:16:27ZChanging expense category to an income category<div><p>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</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-30T01:30:03Z2019-03-30T01:30:04ZChanging expense category to an income category<div><p>From: Ann Green</p>
<p>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</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-30T01:41:39Z2019-03-30T14:39:01ZChanging expense category to an income category<div><p>Hi Ann,</p>
<p>Look to the lower left-hand corner of the report parameters window for the 'Print in Landscape' setting.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-30T02:14:24Z2019-03-30T02:14:25ZChanging expense category to an income category<div><p>Many thanks!</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-30T02:15:55Z2019-03-30T02:15:55ZChanging expense category to an income category<div><p>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.</p></div>Ann Greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-30T14:41:18Z2019-03-30T14:41:18ZChanging expense category to an income category<div><p>Hi Ann,</p>
<p>You're welcome. I appreciate the kind words. I'm glad to be of help.</p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-03-30T16:14:14Z2019-03-30T16:14:15ZChanging expense category to an income category<div><p></p>
<p>Annie's IPhone</p></div>ann greentag:infinitekind.tenderapp.com,2009-01-14:Comment/471047542019-07-15T15:11:43Z2019-07-15T17:09:35ZChanging expense category to an income category<div><p>Hi I just got an iMac air and I have been sing moneydance on my main computer can I use this program on another computer an Dif so how do I add it and sync it Thanks<br>
Ann</p></div>Ann Green