Arranging your categories for reporting and budgeting

You have already seen the prepared layout of categories for budgeting and reporting. If you wish to re-arrange this layout:

·                     From the main menu of MISTRO Finance 5, select Lists

·                     Click Categories

·                     Click Arrange Categories

This will produce a window displaying all categories (parent categories and sub categories) in a tree formation, in the order in which they are currently arranged.

(See Fig 6)

 

You can now re-arrange them within this window, if you wish, by using the mouse to drag categories and drop them in their new positions. To do this:

·                     Click the category to be moved (to highlight it), and, while holding down the left button of the mouse, move the mouse to drag the category to its new position, then release the mouse button.

Note: If you wish to close up any branches of the tree, to get a better view of the total category layout, click the “—“ sign beside the name of the major category at the top of the branch concerned. If you wish to expand a closed branch, click the “+” sign beside the category name at the top of the branch.

 

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The subcategorise button at the bottom of the screen will make the current category a subcategory of the one above it. This is handy when you decide that category X should be a subcategory of Y, but category Y does not have any subcategories at present.

 
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