Microsoft KB Archive/114645

= Money Err Msg: Maximum Number of Categories Exceeded =

Article ID: 114645

Article Last Modified on 1/18/2007

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APPLIES TO


 * Microsoft Money 3.0 Standard Edition
 * Microsoft Money 95
 * Microsoft Money 97 Standard Edition

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This article was previously published under Q114645



SUMMARY
When you working with a file that includes 253 categories, you may receive the following error message:

You have reached the category limit, so a new one cannot be created. In order to create a new category, you must first delete an existing one.

Microsoft Money 4.0 and 5.0 gives the following message:

Money can store 253 categories, or 255 classification items. To delete some categories or classification items, you will first want to determine which ones you don't use.



MORE INFORMATION
This error appears in the following cases:

Example 1
You attempted to add another category or sub-category. Money allows a maximum of 253 categories and/or sub-categorize.

Unused categories or sub-categorize can be deleted to allow new ones.

To remove unused categories in Money 4.0 or 5.0, do the following:
 * 1) On the Tools menu, click Options.
 * 2) On the Categories tab, click Remove.
 * 3) Click Yes for each Category or Subcategory to be removed.

To remove unused categories in Money 1.0, 2.0 or 3.0:
 * 1) From the List menu, choose Category List.
 * 2) Select an unused Category or Sub-category and click the Delete button.
 * 3) Repeat the above step for each additional Category or Sub- Category to be removed.

Example 2
The maximum number of categories were reached in a file created in Money 1.0 or 2.0, and the file is opened into Money 3.0, 4.0 or 5.0.

When you open a Money 1.0 or 2.0 file into Money 3.0, 4.0 or 5.0, Money attempts to add some categories for investment activities if they do not already exist in your data file. The error dialog box appears because of the inability to add these additional investment categories.

Choose OK and the file should proceed to open and operate normally within Money 3.0, 4.0 or 5.0.

If Money could not add the necessary categories, assign the categories manually from the Category list.

To use the standard investment categories, delete unused categories and create the investment categories Money 3.0, 4.0 or 5.0 tried to add. The categories are:

Investment Income

Dividends

Interest

Long-Term Capital Gains

Short-Term Capital Gains

Tax-Exempt Interest

Money 4.0 or 5.0
To manually assign the categories, do the following:
 * 1) From the Tools menu, choose Options.
 * 2) In the Investments tab click the Investment Categories button.
 * 3) In the Investment Categories dialog box, assign a category or sub-category to record each type of investment activity.

Money 3.x
To manually assign the categories, do the following:  From the Lists menu, choose Category List. Choose the Investments button.  In the Investment Categories dialog box, assign a category or sub-category to record each type of investment activity.

The Investment Categories dialog box by default looks like the following:   Realized Capital Gain or Loss, Short Term: Investment Income   Short-Term Capital Gains

Realized Capital Gain or Loss, Long Term: Investment Income    Long-Term Capital Gains

Interest Income, Taxable: Investment Income    Interest

Interest Income, Tax-Exempt: Investment Income    Tax-Exempt Interest

Dividend Income: Investment Income    Dividends

Capital Gains Distribution, Short Term: Investment Income    Short-Term Capital Gains

Capital Gains Distribution, Long Term: Investment Income    Long-Term Capital Gains 

