Getting startedGetting started
Learn about getting started in Money
Learn about what's new in Money
Learn about the Money Setup Assistant
View or edit personal information in the Setup Assistant
Learn about priorities in Money
Learn about the Money Home page
Learn about the Task-Based Home page
Learn what's new on the Money Home page
Learn about navigating in Money
Learn about using Money with Windows XP
Learn about setting up your business in Money
Organizing financial information
Learn about following a daily To-Do list
Learn about following a weekly To-Do list
Learn about following a monthly To-Do list
Getting help
General information
Working with files
Learn about working with Money files
Learn the difference between a file and an account
Open a file from a previous version of Money
Learn about saving your work in Money
Assign, change, or delete a password
Learn about using Microsoft Money with MSN Money Plus
Learn about switching from MSN Money Plus to Microsoft Money
Backups and archives
Learn how Money automatically backs up your file
Learn the difference between backing up and archiving
Learn about archiving information
Imports and exports
Money options
Customize your Home page view or task list
Learn about viewing financial news in Money
Add or remove a priority from your Money file
Learn about MSNBC news alerts and priorities
Set up MSNBC news alerts with priorities
Insert decimal points automatically
Learn how Money interprets dates
Turn Money's confirmation messages on or off
Change the color scheme in Money
Change Money from U.S. to Canadian settings
Quicken
Learn how to prepare a Quicken file for conversion to Money
Learn about converting a Quicken file
Learn about resolving account balance differences following a conversion from Quicken
Check your converted file for modified transactions
Learn about importing QIF files
Resolve ending balance differences after importing a QIF file
Convert a Quicken file to Money
Learn how Quicken file elements convert in Money
Learn about Quicken commands in Money
Use Quicken keyboard shortcuts
Accessibility
Learn about accessibility for people with disabilities
Learn about Windows accessibility features
Learn about Microsoft Money accessibility
Get more information on accessibility for Microsoft products
Learn about third-party utilities to enhance accessibility
Learn about Microsoft services for people who are deaf or hard of hearing
Keyboard shortcuts
Pocket PC
Accounts
Learn how to use Money's Accounts & Bills area
Working with accounts
Learn what amount to use for an opening balance
Assign an abbreviation to an account
Record a transfer of money between accounts
View or edit an account's name or details
Assign a bank or broker to an existing account
View or update contact details for a bank or broker
Move an account to a different file
Account list
Learn about your list of accounts
Reorganize your list of accounts
Make an account a favorite account
Account register
Learn about the account register
Select the account register view that matches your statement
Display transaction forms in the account register
Enter a payee address from the account register
Change the date range of the transactions in your account register
Transactions
Entering transactions
Learn about common transactions
Enter a transaction using transaction forms in the account register
Enter a transaction directly into the account register
Enter transactions from a previous month's statement
Record an cash machine withdrawal
Mark a transaction with a flag for follow-up
Clear or edit a follow-up flag
Learn the difference between gross pay and net pay
Categories
Learn about business and personal categories and accounts
Learn about categories and subcategories
Assign a category to a transaction
Create a new category or subcategory
Assign a classification to a transaction
Learn about splitting transactions among multiple categories
Transaction shortcuts
Learn about entering transactions and downloading statements
Learn quick ways to enter transactions
Learn about using AutoComplete
Switch between the Top Line Only and All Transaction Details views
Working with transactions
Display only unreconciled transactions
Mark a transaction as cleared, void, or reconciled
Change information in a group of transactions
Sort transactions by date, check number, entry order, payee, or amount
Record refunds you've received
Change the date range of the transactions in your account register
Money Express
Feedback
Learn about personalized feedback in the account registers
Learn about spending thermometers
Balancing an account
Learn about cleared and reconciled transactions
Balance (reconcile) a bank or credit card account to a paper statement
Change an account's opening balance
Add an adjustment transaction to update your account balance
Currency
Account types
Learn about the types of accounts you can create in Money
Bank accounts
Credit card accounts
Learn about credit card accounts
Learn why you should track a credit card as an account and not as a bill
Learn the difference between credit cards and debit cards
Track individual credit card expenses
Loan accounts
Learn how Money calculates mortgage payments
Link a loan account to its asset
Adjust the balance of a loan account
Enter late fees with a loan payment
Change loan account details or terms
Update an interest rate on an adjustable rate mortgage
Asset accounts
Liability accounts
Frequent flyer accounts
Create a frequent flyer program
Assign a frequent flyer program to an existing credit card account
View expired frequent flyer miles or points
Add or remove award levels in a frequent flyer program
Add, redeem, edit, expire, or delete frequent flyer miles
Rename a frequent flyer program
Remove a frequent flyer program from a credit card
Other account types
Bills
Learn how to use Money's Accounts & Bills area
Learn about using the Accounts & Bills area for your bill-paying routine
Learn about tracking your bills and deposits
See how paying bills will affect your account balance
Regular bills and deposits
Scheduling bills and deposits
Learn about the Manage scheduled bills and deposits page
Customize your view of the Manage scheduled bills and deposits page
Schedule a recurring bill, deposit, or transfer
Schedule, enter, and itemize a paycheck deposit
Schedule paychecks of two different set amounts
Schedule a one-time future payment or deposit
Schedule a recurring investment purchase
Make an existing transaction a recurring transaction
Working with scheduled bills and deposits
Print a list of upcoming bills and deposits
Edit details of an upcoming scheduled transaction
Record a scheduled investment purchase
Skip an upcoming bill or deposit
Permanently delete a recurring bill or deposit
Troubleshoot setting up and editing scheduled transactions
Learn about Potential Recurring Transactions
Convert a scheduled online payment to offline, and vice versa
View scheduled bills by classification
Automatically enter bills into your account register before the payment date
Pay a scheduled bill, record a scheduled deposit, or make a scheduled transfer
View account balances when paying bills
Learn about making payments to multiple accounts at the same company
Learn about overdue bills and deposits in Money
Have Money estimate a bill amount based on previous payments
Electronic transactions
Learn about Epays, Apays, Web payments, Xfers, and automatic transactions
Learn about the time it takes for an electronic payment to arrive
Set up an account to use online bill payment
Transfer money electronically between accounts (Xfer)
Learn about the View all electronic transactions page
Use MSN Bill Pay to transfer funds
Electronic payments
Create an electronic payment (Epay)
Send electronic payments that are set up offline
Learn about the confirmation page for an electronic payment
Troubleshoot electronic payments and transfers
Sign up for electronic bill pay services
Edit or delete a draft electronic payment
Save draft electronic payments to send at the same time
View unsent electronic payments
Automatic payments
Web payments
Recent bills and deposits
Business
Learn about setting up your business in Money
Update your business information
Learn about Payroll for Microsoft Money powered by PayCycle
Business accounts
Learn about the Chart of Accounts
Learn about accounts receivable
Set up your accounts receivable
View your business accounts (Chart of Accounts)
Learn about business and personal categories and accounts
Change a personal account to a business account
Change a personal category to a business category in the Chart of Accounts
Remove a category from the business Chart of Accounts
Track the depreciation of an asset
Set up an account for a vendor line of credit
Account transactions
Issue a customer credit refund from the account register
Enter a payment received in the account register
Mark an existing transaction as reimbursable or non-reimbursable
Create a reimbursable or non-reimbursable transaction
Mark a scheduled payment as reimbursable or non-reimbursable
Owner's transfers
Invoices
Viewing and tracking invoices
View a customer invoice and its details
View a report of all invoices by customer
View a list of all outstanding, paid, or voided invoices
View a list of all bids or estimates
Print a statement of outstanding invoices for a customer
View a report of customer balances, including invoices, payment and credits
View customer invoice status for time you've worked
Designing invoices
Open an existing invoice template
Modify an existing invoice template
Delete an existing invoice template
Choose which elements appear on an invoice template
Learn about resizing elements on an invoice template
Pick a logo for an invoice template
Modify row colors on an invoice template
Modify fonts on an invoice template
Change the alignment of the columns on an invoice template
Customize columns on an invoice template
Change the grid size in Money Invoice Designer
Creating and modifying invoices
Create an invoice from an existing one
Create an invoice that includes reimbursable expenses
Edit reimbursable expenses or time items in an invoice
Recording invoice transactions
Record payment on a customer invoice
Enter a payment received in the account register
Change an estimated invoice to paid or unpaid
Enter, edit, or delete a time-tracking item
Printing invoices
Payees, customers, and vendors
Learn about customers, vendors, and payees
Identify a payee as a customer, vendor, or both
View a list of your customers or vendors
Print a list of payees, customers, or vendors
View customer or vendor details
Add or change customer or vendor details
Remove a customer or vendor from your list
View a list of business creditors
Add or change customer or vendor shipping information
Add or change customer or vendor billing information
Change a customer or vendor name
View customer payment information
View a list of customer credits
Learn about unassigned credits
View a list of unassigned credits
Issue a refund for an unassigned credit
View customer balances by number of days overdue
Products and services
Learn about products and services
Create a new product or service
Edit the details of a product or service
View total sales by product or service
Make a product or service subject to or exempt from sales tax
Projects
Inventory
Learn about managing and tracking inventory
Enter your beginning inventory
Modify increases and decreases in inventory
View transactions that affect my inventory
Tracking business expenses
Learn about other business expenses
Learn about reimbursable expenses
Categories
Learn about business and personal categories and accounts
Recording travel expenses
View your recorded business trips
View business trips made with a particular vehicle
Recording vehicle expenses
Business taxes
Learn about preparing for tax time
Learn the difference between the cash method and the accrual method of accounting
Learn about self-employment tax on business income
Filing a Schedule C tax form
Learn about the Schedule C setup
Create and view a Schedule C report
Learn about net profit and loss
Learn about other income from your business
Learn about deducting business travel expenses
Change the deductibility of a business expense
Learn about deducting the cost of a leased vehicle
Find out if you're eligible for a deduction
Learn about actual business vehicle expenses
Learn about other business expenses
Learn about deducting business advertising expenses
Learn about deducting business bad debts
Learn about deducting business losses
Learn about deducting contributions to pension and profit-sharing plans
Learn about deducting contributions to employee benefit programs
Learn about deducting insurance premiums
Learn about deducting non-mortgage business interest
Learn about deducting business mortgage interest
Learn about deducting repairs and maintenance costs
Learn about deducting taxes and license fees
Learn about deducting the cost of legal and professional services
Learn about deducting the cost of meals and entertainment
Learn about deducting vehicle expenses for a business
Learn about deductions for business use of your home
Learn about IRS record-keeping requirements for business vehicle expenses
Move an expense category to another line on the Schedule C report
Learn about other costs included in the cost of goods sold
Learn about the cost of materials and supplies included in the cost of goods sold
Estimating business taxes
Learn about the annualized income installment method
Collecting and paying sales tax
Managing business contacts
Learn about the Windows Address Book
Learn about the Money Contact Manager
Start Money Contact Manager from within Money
View a contact in Money Contact Manager
Synchronize Money Contact Manager with Money
Add a business contact to Money Contact Manager
View the status of a customer payment in Money Contact Manager
Edit or remove a contact in the Money Contact Manager
Print address book information from Money Contact Manager
Import or export from the Contact Manager to Microsoft Outlook
Business reports
Learn about creating accurate reports and charts
View a list of reports available in Money
Create or view a business report or chart
Learn about profit and loss statements
Use the balance sheet to get a snapshot of your business finances
View an Inventory Valuation report
View a report of customer balances, including invoices, payments, and credits
View your business profit and loss over time
View your monthly business cash flow
Add personal transactions in a mixed account to a personal report
Compare your annual profit and loss
View a list of business creditors
Move an expense category to another line on the Schedule C report
View total sales by product or service
Categories
Categories and subcategories
Learn about categories and subcategories
Automatically display category and payee lists
Assign a category to a transaction
Use single or double lists for categories or classifications
Require a category in each transaction
Create a new category or subcategory
Split a transaction among multiple categories
Plan for and track adoption expenses
Add information to a category or subcategory
Rename a category or subcategory
Change whether a category is income or expense
Combine categories or subcategories
Restore Money's standard categories
Delete a category or subcategory
Classifications
Assign a classification to a transaction
Track income and expenses for a rental property using classifications
Classes and subclasses
Payees
Checks
Ordering checks
Printing checks
Learn what's needed to print checks in Money
Learn about loading blank checks in a printer
Change Money's printer settings to print checks
Print a partial page of checks
Print the payee's address on checks
Learn about entering information you don't want printed on checks
Cash flow
Manage your cash flow by scheduling bills and deposits
Learn how Money forecasts cash flow
Learn about changing how Money forecasts cash flow
Learn how changing cash flow items changes your Money file
Select accounts to be included in the cash flow review
Select a date range for your cash flow review
Add an item to your cash flow forecast
Edit an item in your cash flow forecast
Change how Money forecasts cash flow
Change how Money forecasts a trended item
Hide an item in your cash flow forecast
Specify an interest rate for an account's projected cash flow
Assign budget amounts to accounts
Learn the difference between necessary and discretionary categories
Mark items as necessary or discretionary
Scenarios and tips
Investing
Learn about the Investing view of the Home page
Investment accounts
Learn how many investment accounts to create
Add shares to an investment account
Change investment account details
Transfer investments to another account
Cash transactions
Learn about the relationship between a Cash Transactions register and an investment account
Learn about the Cash Transactions register in an investment account
Enter an opening cash balance in an investment account
Delete the Cash Transactions register of an investment account
Retirement accounts
Learn about retirement accounts
Learn about tracking tax-deferred investments in the Lifetime Planner
Designate a specific type of retirement account
Track employer matching in a retirement account
Record a retirement account rollover
IRAs
401(k) and 403(b) accounts
Bonds
Investment transactions
Enter an investment transaction
Enter a transaction in the Cash Transactions register of an investment account
Track an investment's total quantity only
Edit an investment transaction
Change the category assigned to an investment activity
Have Money remind you when the Transfer field is left blank
Move an investment transaction to a different account
Verify investment purchase price
Connect to online trading companies
Set a reminder to buy or sell an investment on a certain date
Select a cost basis method for mutual funds
Renew a Certificate of Deposit (CD)
Specify which lot to sell of an investment
Change lot allocations for an investment
Your portfolio
Learn the difference between the Portfolio and investment accounts
Learn how Money updates your investment holdings
Update stock or mutual fund prices online or manually
Set up your investment accounts to update online
Clear downloaded quotes for unused stocks
Automatically clear unused downloaded data when you start Money
Activate a ticker symbol for online downloads
Deactivate a ticker symbol from online downloads
Find the symbol for an equity option
Learn how gain and percentage gain are calculated
View or edit investment transactions in the Portfolio
Learn about Investments to Watch
Add an investment or index to your Investments to Watch
Delete an investment or index from a portfolio account
View the Portfolio Review report
Special activities
Learn when stock splits are reflected in your file
Correct a stock split that has the wrong number of shares
Enter an equity or index option
Exercise an equity or index option
Learn about mergers on options you own
Learn about determining cost basis following a company spin-off
Employee stock options
Learn about employee stock option grants
Enter an employee stock option grant
Change employee stock option grant account details
Convert employee stock options from earlier versions of Money
Exercise an employee stock option grant
Delete an employee stock option grant
Calculate your net worth based on all your employee stock option shares
Equity and index options
Enter an expiration transaction for an option
Learn about stock splits on underlying stocks on which you own options
Learn about spin-offs on underlying stocks on which you own options
Capital gains
Learn about updating Ginnie Mae transactions
Specify when capital gains or losses are considered long term
Select a cost basis method for mutual funds
Enter capital gains distributions
Enter interest and dividend income
Learn about capital loss carryovers
Enter capital loss carryovers in the Capital Gains Estimator
Learn about experimenting with offsetting capital gains and capital losses
Learn about qualified 5-year capital gains
Learn about the distribution method for shares when estimating capital gains
View the Capital Gains Tax Summary
Learn about estimating after-tax proceeds from a potential investment sale
Learn about estimating capital gains taxes on a potential investment sale
Asset allocation
Learn which accounts are tracked in asset allocation
Learn about the asset allocation data in different areas of Money
Create an asset allocation plan
Enter or change the asset class of an investment
Compare your current and target asset allocations
Add an account to the asset allocation review
Online
Learn about the benefits of using online services
Setting up your computer for online services
Change your dial-up connection settings
Learn about getting an Internet service provider
Learn what to ask your Internet service provider to get set up
Set up your computer to use the Internet with Money
Setting up Money for online services
Learn about security in Microsoft Money
Set connection options for Money
Create multiple connection settings in Money
Troubleshoot online services setup
Setting up online financial services
Set up an account to use online services
Set up additional accounts for online services at a bank
See which financial institutions are set up for online services
Set up online services for two accounts with different passwords at one bank
Customize online services in Money
Manage all the PINs you have stored in Money
Use Money's Login Wizard to set up online services
Learn about canceling online services through a bank Web site
Available online financial services
Determine which financial institutions offer online services
Find out which banks are online
Find out what online services your financial institution offers
Learn why some accounts may not be listed by Online Setup
View or enter contact information for your bank
Learn about changes to the online services offered by your bank
Learn about using your bank Web site instead of Money's online services
Learn whom to call for help when using Web banking
Downloading statements
Learn about receiving online statements from your financial institution
Learn about the benefits of downloading financial information
Download a statement through a bank Web site
Connect and download statements for all your online accounts
Learn what date range to use when downloading transactions
Delete a downloaded statement from a Money account
Working with downloaded statements
Learn why the account register and Web site balances differ
Review downloaded transactions in your account register
Download transactions from your bank Web site to the correct Money account
Learn about verifying downloaded statements
Learn about accepting downloaded transactions
Accept downloaded transactions in the account register
Accept all downloaded definite transaction matches
Accept all unread transactions in the account register at once
View only unaccepted transactions in the account register
Learn about matching transactions
Automatically mark accepted transactions as reconciled (R)
Change how Money navigates after you accept a transaction
Learn what bold text means in the account register
Learn what the icons in the account register mean
Learn about unassigned amounts in downloaded transactions
Edit an entry for an unassigned amount in a downloaded statement
Match a downloaded transaction to multiple transactions in the account register
Learn about renaming payees in downloaded transactions
Learn why transaction amounts change after you accept downloaded transactions
Unmatch a downloaded transaction
Match transactions manually when reviewing downloaded transactions
Match variations of payee names
Choose which words are excluded for payee name variation matching
Show standardized payee names when a preferred payee name match is not found
Working online
Learn how to determine when you're online or offline while using Money
Go to a bank home page from Money
Learn about favorites in Money
Learn how Money can use the Internet to keep your financial data current
Send an electronic message to a financial institution
Troubleshoot online bill payment
Changing online information
Learn what to do when you change banks
Move an account from one financial institution to another
Merge financial institutions in Money
Synchronizing with MSN Money
Learn about MSN Money synchronization
Learn about adding new accounts to Money and MSN Money
Learn about setting up your investment portfolio on MSN Money
Set up your financial information on MSN Money
Learn about getting account information daily on MSN Money
Disable MSN Money synchronization
Troubleshoot MSN Money synchronization
Browsing the Web in Money
Learn about the benefits of using the Internet
Learn how to go to the Internet from Money
Set up your computer to use the Internet with Money
Configure Money to connect to the Internet
Learn what happens when you connect to the Internet in Money
Learn about navigating the Web in Money
Learn about browsing the Web in Money
Learn about using Money's internal browser
Learn about Money's Web browser buttons
View Web pages with your full browser, not in Money
Set Money to use the browser you want
Favorite Web pages
Learn about setting your Internet Explorer favorites to display in Money
Manage your Money Internet favorites
Add a Web page to Internet favorites in Money
View a favorite Web page in Money
Using Microsoft Passport with Money
Learn about Microsoft Passport
Learn the benefits of using Microsoft Passport with Money
Learn the difference between Microsoft Passport, Money passwords, and PINs
Learn about MSN e-mail or Hotmail accounts and Microsoft Passport
Create a Microsoft Passport to use with Money
Change the Microsoft Passport you use with Money
Learn how Microsoft Passport works with Money's existing password
Sign in to Money automatically with Microsoft Passport
Change your Microsoft Passport password
Learn which Microsoft Passport to use in Money
Get help with a forgotten Microsoft Passport password
Planning
Budget
Learn what's new in the Budget Planner
Learn how Money organizes a budget
Creating a budget
Customize what categories Autobudget calculates
Save a budget or open an archived budget
View actual transactions while creating a budget
Learn about Money's default budget values (Autobudget)
Learn what's new in Autobudget
Budget groups and categories
Learn about categories and bills in Money's budget
Add or edit a group or category in a budget you're creating
Move a category between budget groups in a budget you're creating
Remove a group or category from a budget you're creating
Add or edit a group or category to a budget you've been maintaining
Move a category between budget groups in a budget you've been maintaining
Remove a group or category from a budget you've been maintaining
Savings goals
Maintaining a budget
Learn the difference between reallocating and editing in a budget
Learn about flexible budgeting and reallocation
Add a one-time item to a budget
Remove a single transaction from your budget
Reallocate funds between budget categories
Learn what spending limits to set
Adjust budgeted spending limits from the account register
Learn about budget reports in Money
Debt Reduction Planner
Learn about the Debt Reduction Planner
Learn about the mini Debt Reduction Planner
Learn how your debt plan is integrated with the rest of your Money file
Learn how your estimated monthly spending affects your debt plan
Learn about managing your credit in Money
Track your credit score in Money
Creating a debt plan
Enter a debt with a no-interest, no-payment period
Add a new debt account to your debt plan
Change debt account details in the Debt Reduction Planner
Working with your debt plan
Lifetime Planner
Understanding planning
Learn about the Lifetime Planner
Learn about using the Lifetime Planner vs. a planning professional
Understand how the Lifetime Planner uses information from your Money file
Get ready to create a lifetime plan
Change the owner of an account in your Lifetime Plan
Learn how Money uses dates in the Lifetime Planner
Learn about blue and gray text for items in the Lifetime Planner
Personal information
Learn about the About You page in the Lifetime Planner
Enter or change your personal information in your lifetime plan
Enter or change information about your spouse or partner in your lifetime plan
Enter information about your dependents in your lifetime plan
Learn how to plan for a future spouse or partner in your lifetime plan
Income
Learn what counts as income in the Lifetime Planner
Learn about the Career pages in the Lifetime Planner
Add or change income information for you and your partner in your lifetime plan
Enter information about annual raises and salary cap in your lifetime plan
Change the start or end date of a career in your lifetime plan
Enter self-employment income in your lifetime plan
Enter career events that affect salary
Change the details of a career event that affects salary in your lifetime plan
Plan for a sabbatical from work in your lifetime plan
Plan for maternity or paternity leave in your lifetime plan
Learn about the Career Earnings Forecast chart in the Lifetime Planner
Learn about the Other Income page in the Lifetime Planner
Add or change other income (not from your career) to your lifetime plan
Change the details of other income (not from your career) in your lifetime plan
Learn how to plan for Social Security or pension benefits in your lifetime plan
Taxes and inflation
Learn about the Taxes & Inflation page in the Lifetime Planner
Learn how Money calculates your tax rate in your lifetime plan
Enter your state of residence for tax purposes in your lifetime plan
Calculate your effective tax rate
Learn why Money shows a lower income tax rate than you expect
Override Money's calculated effective tax rate and enter your own in your lifetime plan
Learn what "hide or show the effects of inflation" means in the Lifetime Planner
Savings
Learn about the Savings & Investments pages in the Lifetime Planner
Learn about the Savings Contributions page in the Lifetime Planner
Enter a new savings contribution in the Lifetime Planner
Change the details of a savings contribution in your lifetime plan
Insurance
Learn about the Life Insurance page in the Lifetime Planner
Learn about the different types of life insurance policies
Add a life insurance policy to your lifetime plan
Update a life insurance policy in your lifetime plan
Investments
Add a new investment account to your lifetime plan
Enter a tax-deferred fixed annuity in the Lifetime Planner
Enter a tax-deferred variable annuity in the Lifetime Planner
Set the rate of return for each type of investment account in your lifetime plan
Set an average rate of return for all investments in your lifetime plan
Learn how Money estimates historical performance in the Lifetime Planner
Change information about an investment account in your lifetime plan
Specify investment accounts for capital gains estimates
Move an account into the Retirement Accounts group in the Lifetime Planner
Learn how Money deals with Education IRAs in your lifetime plan
Delete an investment account from your lifetime plan
Troubleshoot savings and investments in the Lifetime Planner
Expected Return
Learn about the Expected Return pages in the Lifetime Planner
Learn about expected returns and where to invest your assets
Learn about risk and return in your portfolio
Homes and assets
Learn about the Homes & Assets page in the Lifetime Planner
Add a house to your lifetime plan
Plan to save for a house in your lifetime plan
Learn about adding cars or other vehicles to your lifetime plan
Add an asset to your lifetime plan
Change the purchase information for a house or asset in your lifetime plan
Update the current value of a house or asset in your lifetime plan
Change the details of a house or asset in your lifetime plan
Change the income and expenses related to a house or asset in your lifetime plan
Update the expected appreciation of a house or asset in your lifetime plan
Change the sales information for a house or asset
Loans and debt
Learn about the Loans & Debt page in the Lifetime Planner
Schedule to pay off the balance of a loan in the Lifetime Planner
Learn how the Debt Reduction Planner relates to the Loans & Debt page in the Lifetime Planner
Add a new loan to your lifetime plan
Change the loan associated with a house or asset in your lifetime plan
Living expenses
Learn about the Living Expenses page in the Lifetime Planner
Add your current annual living expenses to your lifetime plan
Learn how not to count expenses twice
Learn about adding rental expenses to your lifetime plan
Add a living expense adjustment to your lifetime plan
Edit a living expense adjustment in your lifetime plan
Learn about automatic adjustments to living expenses in your lifetime plan
Special expenses
Learn about the College & Other Expenses page in the Lifetime Planner
Add current college expenses to your lifetime plan
Add future college expenses to your lifetime plan
Learn about automatic special expenses Money adds to your lifetime plan
Add a new special expense to your lifetime plan
Change the details of a special expense in your lifetime plan
Results
Learn about The Bottom Line page in the Lifetime Planner
Learn about the Yearly Snapshot page in the Lifetime Planner
Learn about inflows on the Yearly Snapshot page of the Lifetime Planner
Learn about outflows on the Yearly Snapshot page of the Lifetime Planner
Learn about net worth on the Yearly Snapshot page of the Lifetime Planner
Learn what "end of plan" means in the Lifetime Planner
Change the start and end dates of a Lifetime Planner chart
Learn about the Assumptions page in the Lifetime Planner
Learn about the Improving Your Plan page in the Lifetime Planner
Learn about comparing plans in the Lifetime Planner
Set a lifetime plan as a baseline plan
Learn how to interpret the Baseline Comparison chart in the Lifetime Planner
Forecasts
Learn about the Forecasts page in the Lifetime Planner
View a forecast chart in the Lifetime Planner
View the Salaries forecast in the Lifetime Planner
Learn how to interpret the Salaries forecast chart in the Lifetime Planner
View the Inflows forecast in the Lifetime Planner
Learn how to interpret the Inflows forecast chart in the Lifetime Planner
View the Surplus Income forecast in the Lifetime Planner
Learn how to interpret the Surplus Income forecast chart in the Lifetime Planner
View the Dependents' Accounts forecast in the Lifetime Planner
Learn how to interpret the Dependents' Accounts forecast chart in the Lifetime Planner
View the Contributions to Future Savings forecast in the Lifetime Planner
Learn how to interpret the Contributions to Future Savings forecast chart in the Lifetime Planner
View the Withdrawal from Savings forecast in the Lifetime Planner
Learn how to interpret the Withdrawals from Savings forecast chart in the Lifetime Planner
View the Early Withdrawal Penalties forecast in the Lifetime Planner
Learn how to interpret the Early Withdrawal Penalties forecast in the Lifetime Planner
View the Loan Balances forecast in the Lifetime Planner
Learn how to interpret the Loan Balances forecast graph in the Lifetime Planner
View the Living Expenses forecast in the Lifetime Planner
Learn how to interpret the Living Expenses forecast chart in the Lifetime Planner
View the Outflows forecast in the Lifetime Planner
Learn how to interpret the Outflows forecast in the Lifetime Planner
View the Living Expense Reductions forecast in the Lifetime Planner
Learn how to interpret the Living Expense Reductions forecast in the Lifetime Planner
View the Net Worth forecast in the Lifetime Planner
Learn how to interpret the Net Worth forecast chart in the Lifetime Planner
Learn how to interpret the Bottom Line forecast in the Lifetime Planner
Action Plan
Financial Event Modeler
Purchase Wizard
Learn about the Purchase Wizard
Find out if you can afford a large purchase
Learn about Purchase Wizard options for picking investments to sell
Specify which accounts hold investments to sell to finance a purchase
Pick which investments to sell to make a purchase
Specify your tax bracket in the Purchase Wizard
Taxes
Learn about the Tax view of the Home page
General tax information
Learn about filing status options
Change your filing status for estimated taxes
Learn about tracking information separately from your spouse
View tax rates by income bracket
Download the latest tax data from the Web
Learn which information source to use for your taxes
Learn about estimated tax payments
Learn about estimated tax payment due dates
Learn how Money handles state income tax
Learn about state and local tax refunds
Learn about self-employment tax
Estimating withholding tax
Learn about the Tax Withholding Estimator
Learn how Money determines your tax withholding
Use the Tax Withholding Estimator to determine your tax allowances
Learn about the connection between the Tax Estimator and the Tax Withholding Estimator
Change the criteria in the Tax Withholding Estimator
Tracking income and expenses for taxes
Learn about setting up Money to track your tax information
Learn about the connection between tax lines and Money categories
Select the accounts from which Money gets tax-related transactions
Learn about personal income categories
Learn about personal expense categories
Review your tax-related income and expenses
Add missing income or spending to a tax line
Add an additional spending item that is not in your Money file
Add a missing category and its transactions to a tax line
Learn how editing transactions affects other Money areas
Edit a transaction with multiple categories
Remove a category and its transactions from a tax line
Remove a transaction from a tax line
Check for missing transactions in the Tax Line Manager
View projected transactions in a tax line total
Tracking business expenses for taxes
Tracking investments for taxes
Learn about choosing how you track investments in Money
Learn about investment interest expense
Finding deductions and credits
Learn about deductions in the Tax Estimator
Find out which tax deductions you may be eligible to claim
Learn about deducting medical and dental expenses
Learn about deducting non-cash charitable contributions
Learn about deducting cash charitable contributions
Learn about deducting mortgage interest
Learn about dependency exemptions
Learn about excess Social Security tax withheld
Learn about deducting casualty and theft losses
Learn about miscellaneous deductions
Learn about balloon payments on mortgages
Learn about the adoption credit
Learn about the child and dependent care credit
Learn about the foreign tax credit
Estimating taxes
Learn about estimating your taxes in Money
Learn about estimating your taxes for the current and prior years
Learn about the effects of overriding projected tax totals
Override projections in the Tax Estimator
Learn when you should review your tax situation
Tax reports
Tax filing
Export your tax information for use in a tax preparation program
Include or exclude a tax-related item for a tax export file
Prepare your taxes with the help of a CPA
Home and car information
Learn what's new on the House view of the Home page
Learn how the House view of the Home page updates other areas in Money
Purchasing a home or car
Tracking home-related information
View or edit detailed information about your home
Add a home to or delete a home from the House view of the Home page
Add a home loan to the House view of the Home page
Edit a home loan on the House view of the Home page
Learn how Money calculates home-related expenses
Add or delete a home-related contact
Troubleshoot the House view of the Home page
Important Records Organizer
Learn about leaving important information for loved ones
View or edit information in the Important Records Organizer
Home inventory
Tracking vehicle-related information
View or edit detailed information about your vehicles
Add a vehicle to or delete a vehicle from the Car view of the Home page
Add a vehicle loan to the Car view of the Home page
Edit a vehicle loan on the Car View of the Home page
Add or delete a vehicle-related contact
Reports
Learn about creating accurate reports and charts
Report types
Learn about the Reports Gallery
Learn about Income and Expenses reports
Learn about What I Have reports
Learn how to create accurate personal net worth reports
Learn how retirement accounts are treated in Money
Learn about What I Owe reports
Learn about budget reports in Money
See a report of your reimbursable personal expenses
Business reports
View a list of reports available in Money
Learn about profit and loss statements
View an Inventory Valuation report
View your business profit and loss over time
View your monthly business cash flow
Compare your annual profit and loss
View a list of business creditors
View total sales by product or service
Customizing report information
Learn about customizing reports and charts
Quickly customize a report or chart
Change the title of a report or chart
See transactions included in a report or chart
Limit the transactions included in a report or chart
Changing the look of the report or chart
Change the display options for a chart
Change the rows and columns in a report or chart
Viewing or printing reports
Display a report as a chart or vice versa
Set up to print reports or charts
Save favorite reports and charts for future use
View a favorite report or chart
Rename a favorite report or chart
Sending reports
Troubleshooting
General
Troubleshoot Canadian settings in Money
Troubleshoot reports and charts
Accounts and bills
Troubleshoot account balancing
Troubleshoot using MSN Bill Pay in Money
Troubleshoot spending thermometers
Troubleshoot the account register
Troubleshoot differing balances between Money and my bank
Investing
Online
Troubleshoot Money's Internet connection
Troubleshoot online services setup
Troubleshoot MSN Money synchronization
Troubleshoot online bill payment
Troubleshoot using MSN Bill Pay with Money
Planning
Troubleshoot creating a budget
Troubleshoot expected returns in the Lifetime Planner
Troubleshoot expenses in the Lifetime Planner
Troubleshoot forecasts in the Lifetime Planner
Troubleshoot homes and assets in the Lifetime Planner
Troubleshoot income in the Lifetime Planner
Troubleshoot life insurance in the Lifetime Planner
Troubleshoot maintaining your budget
Troubleshoot converting Quicken budgets
Troubleshoot savings and investments in the Lifetime Planner
Troubleshoot savings contributions in the Lifetime Planner
Troubleshoot taxes and inflation in the Lifetime Planner
Taxes
House and car
Product support