Issue assigning parent category

Yvon's Avatar


11 Dec, 2019 08:52 PM

I upgraded to 2019.3 on Windows 10 today, this did not happen in 2019.1. I will preface this with I have a lot of categories. I wanted to move the brokerage fee category under Savings, but when I go into edit category , select the category info for Brokerage fee, then select parent category, I never see the Savings category which is towards the bottom of the list. Nothing shows up after Pets. I have attached two pictures to show you what I am seeing. Can you tell me if there is a different way to enter the parent category (e.g. manually typing it in, manipulating a text file, etc.)? Is there a limit to how many categories I am allowed to have?

Thanks in advance for your assistance!

  1. 1 Posted by dwg on 11 Dec, 2019 09:23 PM

    dwg's Avatar

    Your pictures did not some through.

  2. 2 Posted by Yvon on 12 Dec, 2019 11:16 PM

    Yvon's Avatar

    Trying again with pictures. they were png, converting to jpg and attached.

  3. 3 Posted by Yvon on 12 Dec, 2019 11:22 PM

    Yvon's Avatar

    Ok, the 2nd picture with Brokerage fees highlighted shows where the current category is, but i wanted it under savings, not TO investments. The 1st picture shows the menu of choices when I try to change the parent category. Savings is not shown, only TO investments which is under savings. There are several other categories under savings not shown as well. How do I fix this to show all categories?

  4. 4 Posted by Yvon on 12 Dec, 2019 11:46 PM

    Yvon's Avatar

    In studying this further, there are no income categories to choose from in the drop down, so am I even allowed to have a parent category other than expense for Brokerage fees? How did I get the TO investments expense category under the savings income category? Hmmm...

    The data, including categories were imported from another program about 6 months ago. I am now just cleaning things up...maybe that was caused by the import? I don't have 2019.1 loaded anymore to go back and look to see if the multi-choice box gives the same result, I apologize for stating it was. Could you let me know for my own sanity the answer to the question about the parent and sub categories needing to both be the same type: expense or income?

  5. 5 Posted by dwg on 13 Dec, 2019 12:12 AM

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    I'm a fellow user.

    It sounds like you have worked out most of it.

    Programs like Quicken allow you to put expense categories under Income Categories and vice versa. Moneydance honours this in the import - not much else it could do it has no idea where else to put it.There can also be confusion if an identically named category exists as both an Income and an expense item.

    However when creating and editing categories the Moneydance software forces the position that an Income category can only be a sub category of an Income category and likewise with Expense categories.

    I saw some of this when I migrated myself. I ended up correcting it in Moneydance and doing some restructuring to suit my requirements at the same time.

  6. 6 Posted by Yvon on 14 Dec, 2019 01:14 AM

    Yvon's Avatar

    Thank you!

  7. System closed this discussion on 14 Mar, 2020 01:20 AM.

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