Microsoft Money

Microsoft Money > Getting started with Money

• Getting started with Money
  • Get started with Money
  • About using Money online and offline
  • About automatic online updates
  • About customizing Money display settings
  • About the home page
  • About requesting sign-in information that works with Money
  • About security in Money
  • About accessing your Money information on the Web
  • View your Money information from any computer
  • Customize the Money home page
  • Stop using online services
  • Troubleshoot problems going online
• Accounts
  • About the Essential Account Register
  • About the Advanced Account Register
  • Set up an account
  • Edit transactions in the account register
  • Assign a category to a transaction
  • Automatically adjust your account balance to match the bank's balance
  • Balance an account against a statement
  • Merge duplicate accounts
  • Switch an account from manual to online updates
  • Import statements or recovered files
  • Forecast how much money you'll have available
  • Track a paycheck to reflect deductions
  • Downloaded transactions don't appear in the account register
  • Balances in the account list and account register don't match
  • Troubleshoot importing account statements from a bank Web site
• Bills
  • About Essential Bills
  • About Advanced Bills
  • Add a bill, deposit, or transfer
  • Pay more than one bill at a time
  • Add a bill to the bill calendar
  • Add a payee
  • Delete a payee
  • Set up Money so you can pay your bills online through your bank's online bill payment service
  • About your bank's online bill payment service
  • See if an online bill was paid
  • Problems with online bill payment
• Budget
  • About the Essential Budget
  • About the Advanced Budget
  • About the Savings and Spending Budget
  • About reallocating funds in your budget
  • Add, edit, or delete a budget savings goal
  • Assign budget amounts to accounts
  • Edit planned budget amounts
  • About Autobudget
  • Create a budget
  • Create a new Advanced Budget
  • Edit your Spending Tracker categories
  • Add or remove budget accounts
  • Save or open a budget
  • Troubleshoot the Advanced Budget
• Financial planning
  • About the Lifetime Planner
  • About the Debt Reduction Planner
  • About budget reports in Money
  • Create a lifetime plan
  • Make a quick change to the lifetime plan
  • Create a debt reduction plan
  • Calculate an effective income tax rate
  • Sign up for credit monitoring in Money
  • Troubleshoot forecasts in the Lifetime Planner
  • Troubleshoot the Debt Reduction Planner
  • Troubleshoot savings goals
• Reports
  • About Essential Reports
  • About Advanced Reports
  • Create a report
  • View and modify transactions in reports
  • Print or send reports
  • Transactions or accounts are missing from reports
• Investing
  • Researching investing
    • Find news and commentary on MSN Money
    • Participate in the MSN Money Community
    • About notifications
    • Print a stock or fund research report
    • Study a company using the Research Wizard
    • Research a fund
    • Research a stock or company
    • Find symbols for stocks and other investments
    • Chart a stock or fund
    • Find stocks, funds, and ETFs with the Deluxe Screener
    • About StockScouter ratings
  • Managing your portfolio
    • About the Portfolio Manager
    • Set up an investment account in the Portfolio Manager
    • Add a new investment to an account in the Portfolio Manager
    • Record an investment purchase, sale, or other transaction in the Portfolio Manager
    • Edit a transaction in the Portfolio Manager
    • Delete a transaction from a Portfolio Manager account
    • Delete an investment in the Portfolio Manager
    • Delete an account
    • Change the way columns display in the Portfolio Manager
    • Transfer holdings or roll over an account in the Portfolio Manager
    • Determine your best and worst investment returns
    • Review your portfolio
    • About the security of your Portfolio Manager information
  • Update retirement accounts
  • Create or edit an asset allocation plan
  • Estimate capital gains
• Managing Money files
  • Open a Money file
  • Create a new Money file
  • Find your current Money file
  • About signing in to Money by using Windows Live ID
  • Create a backup of your Money file
  • Create backup Money files automatically
  • Restore a Money backup file
  • Repair a Money file
  • Troubleshoot converting a Money file
  • Online accounts are disabled after upgrading from Quicken
  • You receive an error when restoring from a backup
  • Problems using Windows Live ID with a Money file
• Taxes
  • Estimating taxes
    • About preparing for tax time
    • About estimating taxes in Money
    • About withholding allowances
    • Reset the Money default totals for estimated taxes
    • About the Money tax tools
  • Filing taxes
    • Export tax information for use in a tax preparation program
    • Create, view, or print a tax report
    • Include or exclude a tax-related item for a tax export file
    • About tax tools in Microsoft Money Plus Deluxe and Microsoft Money Plus Premium
  • Tracking tax information
    • About setting up Money to track tax information
    • About how editing transactions affects other Money areas
    • Add a missing category and its transactions to a tax line
    • Remove a transaction from a tax line
    • Check for missing transactions in the Tax Line Manager
    • Troubleshoot Quicken conversion
    • Reset your password
• Help and support resources
  • About Help and support resources
  • Get help from Microsoft Product Support Services
  • Access the Money Solution Center
  • Watch the Money Tour and Videos
  • Access the Money User's Guide
  • Keyboard shortcuts