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 Post subject: Creating Categories?
PostPosted: Tue Sep 08, 2020 2:04 pm 
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Joined: Tue Sep 08, 2020 1:05 pm
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I don't see how to create a Category and have sub categories below that category?


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 Post subject: Re: Creating Categories?
PostPosted: Wed Sep 09, 2020 12:22 pm 
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You can create Categories and subcategories on-the-fly, as you're creating or changing an Entry, or when viewing the Categories list.

To create a Category on-the-fly, when you reach an Entry's Category field, if whatever you type doesn't match an existing Category a new Category with that name will be created for you. Insert a colon (:) and that'll tell CheckBook to create a subcategory. Something like Auto:Fuel:Tax will create an Auto Category with a Fuel subcategory in Auto and a Tax subcategory in Fuel.

To view a document's Categories and modify the list as needed depends on whether you're in CheckBook or CheckBook Pro. In CheckBook, go to the CheckBook menu at the top left corner of your screen, click the Preferences... menu item, then click the Categories button at the top of the Preferences window. In CheckBook Pro, click the Accounts button at the top right corner of the window to be sure the list of Accounts is visible on the side of the window, then double-click the All Accounts item at the top of the list of Accounts. You'll see controls for adding and removing Categories at the bottom of the list. Double-click a Category to change its name. Drag a Category into or out of another Category to change its parent Category. If you remove a Category that's in use anywhere in the document, you'll be asked whether you want to use another Category in its place.

Check out the built-in help for more stuff like this by going to the Help menu and clicking either CheckBook Help or CheckBook Pro Help. If you need a hand with anything let us know here or at support@splasm.com (which tends to be faster because Allan constantly checks email during business hours) and we'll be happy to help!

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