Code Column in Categories

Tips & Tricks for more effective use of AceMoney & AceMoney Receipts

Code Column in Categories

Postby LittleLulu » Fri Feb 15, 2013 6:46 pm

Does anyone use the Code column that appears in Categories? If so, how do you you use it?

I've been trying to figure a way to get Income categories to show up before Expense categories in various reports (which I copy to Excel). I came to the conclusion that numbering the categories would probably work best -- e.g. "100-Income." I think it's not necessarily even necessary to number Expense categories; they would fall in in alpha order after the numbered categories. Still playing with this in a sample file.

But that got me to wondering about the Code column. How does it act when you do use it? What is it good for?

I certainly don't think of myself as a Power User -- but certainly an almost-daily user for 2-1/2 yrs. And I'm still figuring it all out. Maybe a real Power User will have an answer?
Still using Windows XP. Ace Money desktop latest update.
LittleLulu
 
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Re: Code Column in Categories

Postby Cape » Tue Jun 04, 2013 10:46 pm

Can be used to contain a reference from another system. Legacy so you can go back and find the original transaction.
Or for export and sorting & merging with transactions from other systems - typically general ledger code.
Could contain a smart code for break out into sub sub categories - eg characters 0 to 2 are cat code 1, with a domain of possible values, 3 to 5 another and so on. Then in Excel you could break out into different columns and create interesting drill down reports.
Cape
 
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