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 Thunder Munchkin Software, LLC

 

BeMyCheckbook 1.3 User's Guide


Using the Category Manager

The Category Manager may be accessed by selecting the "Category Manager..." option under the "Tools" menu:

The Category Manager for the sample accounts ("BMC_Sample_Accounts" in the installation directory") will appear as below:

On the right side of the screen is a scrollable, fully expanded list of all the categories and their subcategories. By clicking on the down arrow next to a category its subcategories will become hidden, allowing the user to only view parts of the list:

To the left of the category/subcategory listing there are three entry boxes. To add a category or subcategory type a name into the appropriate box and press enter. (Note: the user is reminded that a category must be selected in the right hand list in order to add a subcategory.) When an existing category in the right-hand box is selected its name appears in the top "Current Selection" box in the gray section:

This area may be used to edit or delete an item. When editing the name the user is reminded that the program may take a significant amount of time to change all of the transactions with that category or subcategory if there are a large number of transactions entered. The user should keep this in mind and attempt to make as few changes as possible to an existing category name. To exit from a view and return to the Accounts Manager the user should press the "Accounts Manager..." text button in the sidebar.