forum.mthbuilt.com

I'm a new mac user that is trying to switch over from MS Money to My Money. I was able to import all the transactions for my checking account. I then needed to run a report for my health care expense for the previous year. MS Money has the category "Health Care" with subcategories of "Prescriptions," "Dental," and "Physicians." Some of my transactions are put in the main category while others are more specific in those subcategories.

When I ran the report in My Money, I selected the category "Health Care." It generated a report that had all the transactions listed under health care, prescriptions, dental, and physicians listed under the "Health Care" as well as the subcategories broken out. Everything was totaled at the bottom of the page. This created a problem since the total amount included double entries for the prescription, dental, and physician subcategories. I had to back out the double charges. Very irritating.

Am I doing something wrong? Is there a trick to this?

What happens if you select only subcategories, skipping the main "Health Care", will you miss too many transactions ?

Perhaps it makes sense to move transactions without subcategories into their buckets, if you don't know what it was or don't care to break it down further just create a new subcategory under Health Care, call it General and rerun your reports

My Money has a function to search and find transactions with missing subcategories, it is under View menu, you can easily locate and fix transactions with missing subcategories