Create an account

The New Account wizard helps you set up all the accounts you'll need for tracking your income and expenses in Money.

1  Make sure you have your most recent statement handy.
2  On the navigation bar, click Accounts.
3  At the bottom of the screen, click New Account. The New Account wizard appears.
4  Follow the instructions on the screen.

How do I set up my investment accounts?

How do I enter a transaction?

Which type of account should I set up?