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Posted by Jim Jensen on January 12, 2007, 6:23 pm
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Russ wrote:
> I am restructuring all of my categories by using class designations
> for some items. I own two homes and before had Housing as a main
> Category and home 1 and Home 2 as a sub-category and then utilities
> as a sub-category of home 1 and home 2 along with mortgage,insurance,
> etc. I am currently re-categorizing and making Utilities the main
> category i.e. UTILITIES:Electric/Home 1, therefore having a much
> cleaner and shorter category list. My main question is: I am just
> working with the last two years of of data. What happens if i go
> back 5 years and need to look at that data ,say for an audit. Will
> the items beyond the two years be uncategorized or will they retain
> their original category, even though I have deleted the old category
> in my current category list. If they do so, that means that I would
> have to retain all of the original categories or a lot of the
> transactions would be uncategorized. Is this true or can I safely
> clean up my category list? Thank you.
Here's how I'd do it:
Create the new categories and classes.
Don't delete the old ones yet.
Use the find/replace function to locate all transactions charged to -
housing:home
1:utilities.
Replace these transactions with the category/classes - utilities:electric/home 1.
When through, run a report to see if anything is left in housing category.
When you are satisfied you've reassigned everything in housing, delete the
category.
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