Money assigns categories for transactions to one or more category groups. Money analyzes the transactions in certain category groups to project your income and deductible expenses for the year and to calculate the values for most of the fields in the Tax Worksheet.
Because the Tax Worksheet is a planning tool, it uses the transactions you already recorded in your account registers to project the estimated value for each category group at the end of the year. To do this, Money uses the following methods:
The following table lists the category groups Money uses for each field in the Tax Worksheet:
To move a category or subcategory to a different category group, follow these steps:
Keywords: Worksheet, Q180999, Calculation, Category Groups, Tax, Q200937