Microsoft KB Archive/129728

Pre-Installed Money File May Not Include Categories

PSS ID Number: Q129728 Article last modified on 12-11-1997

3.00 3.00a

WINDOWS

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3.00 3.00a WINDOWS kbsetup

= SUMMARY =

If Money came pre-installed on your computer, you will not see Step 3: Choosing a Set of Income and Expense Categories as described on page 7 of the “Microsoft Money User’s Guide.” This step only occurs on a new installation of Money or upon the creation of a new data file. If the standard categories were not selected during the pre-installation by your computer manufacturer, none of the default categories will be available.

= MORE INFORMATION =

If your Money file does not include categories, you will need to create a new file to access the standard categories. Use the following steps:


 * 1) From the File menu, choose New.
 * 2) Enter a filename and choose OK.
 * 3) Choose No in the dialog box that asks if you want to save a backup file.
 * 4) Select Standard Categories and choose OK.
 * 5) Choose OK in the Create First Account dialog box.
 * 6) Type the name of the first account, choose the account type, and then choose the OK button.
 * 7) Type the opening balance for the account, (or leave it blank to start with a zero balance), and choose the OK button.

Now the standard categories are available for this file.

NOTE: If you need to add the transactions from the original file to this new file, you will need to export the accounts from the original file and then import them into the new file. Refer to the blue shaded text box on page 328 of the “Microsoft Money User’s Guide” for information on exporting and importing accounts.

For additional information, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q79920 TITLE : How to Change a Set of Categories for a File in Money

This issue should not occur in Money for Windows 95 since Categories are always created.

KBCategory: kbsetup KBSubcategory:

Additional query words: kbhowto w_money install Packard Bell 3.00 ====================================================================== Keywords : kbsetup Version : 3.00 3.00a Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.