Learn MS Money 2004 Overview - MS Money Help

With this Learn Microsoft® Money 2004 tutorial you will learn:

Your CDs will include all 3 versions!

Lesson One	Lesson Two	Lesson Three
Section 1 - Introduction Section 2 - The Money Layout Upgrading Money Creating a Passport account Using the Setup Assistant Turning off Audio help Title bar Standard Windows Sizing buttons Menu Bar Opening drop-down windows Icon bar Fly-over descriptions Money Help menu (F1) Active workspace Change window view Customize Money home page Deleting an item from home page Web-based tools Collapsing titles Changing colors and displays on home page using Categories option Setting Task-Based view Setting favorites Section 3 - Setting Up Accounts Data files defined Creating new data file Saving data file Using the Setup Assistant Connecting to Internet Selecting priorities Selecting account types Entering Account details Selecting bank Enter starting balance Adding accounts to favorites Setting up payroll information Selecting paydays Tracking gross pay vs. net pay Salary vs. hourly pay Selecting monthly bills Setting monthly bills Priority to-do list Home Inventory list Turn off sponsorship and shopping links Section 4 - The Check Register Opening checking account screen Reviewing common tasks Using Transaction form or Directly into Register Cash Flow forecast chart Today's balance vs. ending balance Selecting category for entry Categories defined Option to change decimal points insertion Confirm new payee options Edit a transaction Changing check number Adding to payee list Section 5 - Split Transactions Opening Split Transaction screen Split transaction defined Adjusting split transaction amount Adding icons to the toolbar Customize icon Edit payment series Adding tax payment and deduction to paychecks Automatically adding check/deposition to register Record scheduled bills and deposits Edit paycheck series Section 6 - Printing Checks Print transaction Set print date Opening the Print Address dialog box Adding account number to check Adding reminder to to-do list Reviewing reminders section of home section Selecting checks to print Print check options Printing alignment options for checks Changing print set for checks Reprint checks with errors Shortcut menu in register Deleting a transaction Flag for follow-up Change transaction types Finding transactions Find and replace transactions Editing field with split transactions Advanced search features Section 7 - Account Balancing AutoBalance online features Summary Reconciliation screen Entering bank charges and interest Clearing items on statements Finding errors during reconciliation Fixing transaction errors Showing transaction forms Changing Reconciliation view to match statement Change date range Change transaction details Reconciliation report Section 8 - Managing Money Files Protecting files with password Using Passport features Password Manager feature Password warnings Automatically backing up data Back up to floppy Compressing data Restore from backup Archive old data features	Section 1 - Introduction Section 2 - Adding New Accounts Listing most recent transactions Set up new account Adding bank name Naming an account Credit card vs. charge card vs. line of credit AutoBalance feature Section 3 - Adding Loan Accounts Creating Loan account Opening the Loan Wizard Naming the Loan account Loan calculator Changing loan variables Recalculating loans Setting up loan payment Setting up Asset account Estimating asset value Rename Loan account Section 4 - Bills and Deposits Scheduling bills and deposits Estimated bill amount Editing bill series Fixed amounts vs. estimated amount Bills calendar Changing payee details Using the Payee Rules manager Snapshot view of balances Watching for recurring payments Setting payment frequency Edit existing bills Manually recording payment in register Edit single bill occurrence Checking to see if bill is paid Find a transaction link Forecast cash flow Section 5 - Categories and Payees Setup category list Add new category Deleting categories Modify categories Change income to expense category Modify subcategory Classification tools Section 6 - Generating Reports Create report Default and Standardized reports Using Reports gallery Customizing reports Filtering data for reports Creating reports from accounts Creating Reports from categories Customizing Report form Using date and amount ranges Find check number Reviewing report items Changing view of charts Add report form to favorites View and customize reports Resetting report to defaults Section 7 - Money and the Internet Review online services available Epay Apay Access money data on the Web Linking to financial news in Money Using Microsoft Passport Setting up Microsoft Passport Setting up bank account on the Internet Benefits of online banking Set up Microsoft Bill pay Bank PIN and login information Download transaction history Section 8 - Online Banking Editing payee to online bill pay Changing payment methods Rules for submitting electronic payments Reminders for sending bill payments Making electronic payment Submitting electronic payments Confirmation of electronic payment Downloading recent transaction from bank Downloading cleared transactions Changing online services Internet updates Icon for electronic transaction Matching downloaded and manual transactions AutoBalance features Automatically accepting downloaded features Overriding dates on transaction Replacing payee names with downloaded names	Section 1 - Introduction Section 2 - Investment Accounts Set up Investment account Naming the Investment accounts Adding investments to account Adding Ticker symbol Set up Retirement accounts Estimating retirement and life expectancy ages Investment register Add investment with transaction fields Select activity Update stock prices Reviewing the Portfolio view Transfer money into Investment account Enter a stock purchase Edit transaction IRA contributions Viewing details of transactions Section 3 - Your Portfolio Stock Watch defined Adding stocks to watch list Find Symbol feature Add shares to existing stock transaction Finding news on stocks Viewing stock charts Updating stock charts Customizing stock charts Update prices online Reviewing price changes and values Changing Stock views Asset Allocation views Review stock register Reviewing standard market prices Research stock quotes and news Find company reports Reviewing stock activity Reviewing earnings data Use Stock Screener and Filters Using power searches Analyzing portfolios features Set price alerts Section 4 - The Money Advisor Customize home page to add Money Advisor Create advisor FYI options Adding account balance alerts Set spending limits by categories Show spending thermometer on home page Setting important date alerts Setting investment alerts for high and low prices FYI tools to plan taxes Section 5 - The Budget Planner Create a budget Using the budget planner Auto-budget feature Adding information to budget planner Edit budgeting information Estimating debts in budget Deleting categories in budget Estimate monthly expenses Setting savings goals Viewing budget pie chart Adjusting budget amounts Setting spending limits Section 6 - The Lifetime Planner Personal information on the planner Setting life expectancy Calculating future income Estimating inflation Reviewing earning forecast Adding additional income Determine effective income tax rate Change inflation rate Excluding an account from plan Including investments in plan Setting up contribution to IRA Figuring rate of return before retirement Entering assets to planner Estimating expenses in planner Adding loan to planner Improving and adjusting the forecast Section 7 - Tax Tools Open Tax Center Link to export information to tax software Tax line manager Add tax line form Using tax estimator Using deduction finder Section 8 - Maximizing Money Using Money Central Configuring money with Money Central Signup for e-mail about market Subscribe to financial newsletter


Your CDs will include all 3 versions!

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