Learn about Money's Trial Edition
Find out what's new in Money 99
How to get help
Money help
Learn about Money Help
Learn about ways to get help
Open or close Money Help
Get help from the Answer Wizard
See a list of all Money's help topics
Make the Money Help pane bigger
Get help from Microsoft Technical Support
Learn about my Money 99 license agreement
Accessibility help
Learn about Microsoft Money accessibility
Accessibility for people with disabilities
Microsoft software documentation on audio cassette, floppy disk, and compact disc
Microsoft services for people who are deaf or hard-of-hearing
Third-party utilities to enhance accessibility
Get more information on accessibility for Microsoft products
Audio help
Turn audio help on or off
Hear audio help for an area
Replay an audio help clip
Reset audio help
Troubleshoot audio
Quicken conversion
Learn about converting a Quicken file
Prepare a Quicken file for conversion to Money
Convert a Quicken file to Money
Learn how Quicken file elements convert in Money
Verify that your data converted successfully
Find Quicken commands in Money
Help for Quicken users
Resolve account balance differences following conversion from Quicken
Resolve ending balance differences after importing a QIF file
Switch Quicken Online Services to Money
Find out what happens to IntelliCharge accounts
Use Quicken checks with Money
Getting started
Money basics
Start the product tour
Learn about working with Money files
Save my work
Name my accounts
Navigate around Money
Learn the difference between a file and an account
Short cuts for transactions
Follow a To Do list: Daily
Follow a To Do list: A few times weekly
Follow a To Do list: Monthly
Follow a To Do list: Annually
Money files
Open a file
Open Money's Sample.mny file
Create a new file
Learn the difference between a file and an account
Learn the difference between backing up and archiving
Back up my file
Automatically back up my file when exiting
Make sure I always have a backup
Make my backup file small
Restore a backup file
Archive my records
Import a file into Money
Install the Money Link add-in in Excel
Import Money data into Excel
Install Microsoft Network (MSN)
Export an account
Move an account to a different file
Use one Money file on two computers
Split a file into two files
Find out the issues related to QIF import files
Resolve ending balance differences after importing a QIF file
Advisor FYI & Advisor FYI Alerts
Learn About Advisor FYI
Customize Advisor FYI
Money options
Change Money options
Change backup options
Turn AutoComplete on or off
Automatically display category lists
Require a category in each transaction
Use single category or classification lists
Insert decimal points automatically
Update currency exchange rates
Assign, change, or delete a password
Find out what to do if I forget my password
Set color scheme for Money
Customize Windows or Windows NT
Change my startup location
Sounds and messages
Turn Money's sounds on or off
Change Money's sounds
Turn Money confirmation messages on or off
Turn audio help on or off
Hear audio help for an area
Replay an audio help clip
Reset audio help
Troubleshoot audio
Expense-tracking scenarios
Pay my rent electronically
Track my employer-sponsored flexible-spending account
Keep track of my reimbursable expenses
Plan for and track adoption expenses
Tax scenarios
Prepare for tax time
Export the Tax Software report to my tax-preparation program
Install the Money Link add-in in Excel
Other Money scenarios
Teach my children about money
Calculate my net worth
Refinance my house
Include my home inventory in my net worth
Record home improvements
Plan for and track adoption expenses
My Financial Home Page
Learn about my Financial Home Page in Money
Customize my Financial Home Page
Select financial reading for my Financial Home Page
Set my Charts of the Day
Accounts
Learn about Accounts
Learn about account groups
Types of accounts
View account details
View account history
Use abbreviations
Working with accounts
Learn about the Account Manager
Create an account
Assign a bank to an account
Create a checking account
Close an account
Move an account to a different account group
Change an account's name or type
Make an account a Favorite Account
View Favorite Accounts Only
Delete an account
Track my cash
Make payments to multiple accounts at the same company
Account Register
Learn about the Account Register
Switch between accounts in the Account Register
Switch between Top Line Only and All Transaction Details view
Sort transactions by date, check number, or entry order
Display only unreconciled transactions
Change the balance screen to match my statement
Enter a transaction directly into the register
Enter payee's address from the Account Register
##### in the Amount field
Transactions
Find a specific transaction
Enter a transaction
Enter a transaction directly into the register
Enter transactions from a previous month's statement
Enter a deposit when I've taken cash from it
Enter loan payments
Record an Automatic Teller Machine withdrawal
Transfer money between accounts
Transfer money electronically between accounts (Xfer)
Transfer money between accounts on the Web
Edit a transaction
Change information in a group of transactions
Void a transaction
Delete a transaction
Move a transaction to another account
Mark a transaction as cleared, void, or reconciled
Handle refunds
Assign a category to a transaction
Assign a subcategory to a transaction
Assign a classification to a transaction
Split a transaction between multiple categories
Turn AutoComplete on or off
Convert a foreign currency
Balancing accounts
Balance (reconcile) an account
Balance a loan account
Balance (reconcile) my credit card account
Starting and ending balances when balancing my bank account
Change an account's opening balance
Update a cash account's balance
Asset & liability accounts
Learn about Asset Accounts
Create an asset account
Create a liability account
Update an asset or liability account
Loan accounts
Learn about loan accounts
The New Loan Account Wizard
Link a loan account to its asset
Enter loan payments
Enter late fees
Record extra loan payments
Change my loan terms
Change loan account information
Update an interest rate on an Adjustable Rate Mortgage
Balance a loan account
Delete a loan account
Understanding loan reports
Figure loan accounts into my net worth
Credit card accounts
Learn about credit card accounts
Enter credit card payments
Differences between debit cards and credit cards
Balance (reconcile) my credit card account
Autobalance my credit card account
Track a credit card through a checking account
Make payments to multiple accounts at the same company
Paychecks
Enter (itemize) a paycheck deposit
Schedule my paycheck deposit
Track paychecks for different household members
Categories and payees
Categories
Learn about Categories and Subcategories
Learn about income categories
Learn about expense categories
Change whether a category is income or expense
About category groups
Create a new category or subcategory
Create a new subcategory
Delete a category or subcategory
Rename a category or subcategory
Combine categories or subcategories
Add information to a category or subcategory
Use single category or classification lists
Restore Money's Standard Categories
Include a category in my tax reports
Track my cash
Preparing for tax time
Payees
Create a new payee
Edit payee information
Enter a payee's address from the Account Register
Rename a payee
Delete a payee
Classifications
Learn about classifications
Create a classification
Create a class or subclass
Edit classes and subclasses
Rename a classification
Rename a class or subclass
Delete a classification
Delete a class or subclass
Use single category or classification lists
Add information about classification classes and subclasses
Track income and expenses for a rental property
Using categories and classifications with transactions
Assign a category to a transaction
Assign a subcategory to a transaction
Split a transaction between multiple categories
Assign a classification to a transaction
Bills & Deposits
Find out what's new with Bills & Deposits in Money 99
Learn about tracking my bills and deposits
Use Money's Bills & Deposits to manage my cash flow
Paying bills
Learn about the Pay Bills place
Pay a scheduled bill or record a scheduled deposit
Pay an E-bill
See my account balances when paying my bills
Print a list of my upcoming bills and deposits
Change the status of an upcoming bill or deposit
Skip an upcoming bill or deposit
Record a scheduled investment purchase
Setting up Bills & Deposits
Learn about Set up Bills & Deposits
Set up a recurring bill or deposit
Make an existing transaction a recurring transaction
Schedule a recurring investment purchase
Schedule a one-time future payment or deposit
Permanently delete a recurring bill or deposit
Editing bills & deposits
Edit details of an upcoming bill or deposit
Edit details of a scheduled bill or deposit
Recently-paid bills
Learn about the Recently Paid Bills place
Review my recently paid bills and deposits
Edit details of a recently paid bill or deposit
Bill Calendar and Balance Forecast
Learn about the Bill Calendar
Learn about the Balance Forecast
Change my Balance Forecast
Work with bills and deposits from the Bill Calendar
E-bills (Electronic bills)
Learn about E-bills
Sign up for E-bills
Check for new E-bills
Pay an E-bill
Update bills in Money with current E-bill information
Match an E-bill to a recurring bill in Money
Break the link between an E-bill and a bill in Money
Change my E-bill provider
The Bill Reminder
Learn about the Bill Reminder
Turn the Bill Reminder on or off
General online information
Learn about online features in Money 99
Find out about security in Microsoft Money
Read about the Microsoft Money Home Page
Configuring Money and your computer to use the Internet
Find out about getting an Internet service provider
Set up my computer to use the Internet with Money
Configure Money to connect to the Internet
Configure Money to work with AOL
Configure a proxy server
Use a WinModem, an ISDN modem, or a virtual modem
Change my dial-up connection settings
Disable call waiting
Set connection options for Money
Troubleshoot my modem settings
Using browsers and the Internet in Money
Learn the benefits of using the Internet
Find out what happens when I connect to the Internet in Money
Find out how to get onto the Internet from Money
Update Internet information in Money
Set Internet information update options
Learn about Web browsers
Tell Money how I like to browse the Web
Find out about browsing the Internet in Money
Navigate the Web in Money
Learn about Money's internal Web browser controls
Add a Web page to Internet Favorites in Money
View a favorite Web page in Money
Manage Money's Internet favorites
Return to the Web from Money
Print a Web page from Money
Close Money's browser without disconnecting
Close Money's browser and use my full browser
Disconnect from the Web when browsing in Money
Contact information
Learn about the Contact Information place
Find and update contact information for my financial institution
Send e-mail to my financial institution
View my financial institution's Web site
Online Financial Services Manager
Learn about the Online Financial Services Manager
Move an account from one financial institution to another
Find out what to do when I change banks
Merge financial institutions in Money
Using Online Financial Services
Learn the benefits of using Online Services
Find out what Online Services my financial institution offers
Find out the difference between Web and Direct Financial Services
Learn about the Accounts place in the Online area
Learn about Epays, Apays, Web payments, Xfers, and automatic transactions
Read some Online Financial Services Frequently Asked Questions
Set up online services
Learn about the Online Setup place
Set up Online Services
Set up more accounts for Direct Financial Services
Find out how to handle Online Services for two accounts at one financial institution with different passwords
Cancel Direct Financial Services
Cancel Web Financial Services
Direct Financial Services (Epays, Xfers, Apays)
Learn about Direct Financial Services
Learn about the Connect place
Create an Epay
Use Apays
Transfer money electronically between accounts (Xfer)
Change the amount of an Epay
Make sure my online payment will arrive on time
Learn about Payments in Progress
Check the status of an Epay
Find out when my electronic transfer will happen
Cancel an Epay
Cancel one occurrence of a scheduled Apay
Permanently cancel an Apay
Review and send instructions to my bank or brokerage
Web Financial Services
Learn about Web Financial Services
Learn about the Connect place
Make a payment on the Web
Make sure my online payment will arrive on time
Check the status of a Web payment
Transfer money between accounts on the Web
Cancel a Web payment
Change a Web address for my financial institution
Update Web Financial Service Web addresses
Reset Web Financial Service Web addresses
Online statements
Learn the benefits of downloading statements
Learn about the Statements & Balances place
Use the Account Register when you download statements
Download my bank or brokerage statement
Update my account records electronically
Find out what happens when I postpone reading a downloaded statement
Change my online statement update options
Reassociate an online statement with an account in Money
Online quotes
Download market prices using Online Quotes
Why didn't my stock split show up when I downloaded online quotes?
Reports and charts
Learn about Reports and Charts
Learn about the Monthly Report
Working with reports and charts
Create or view a report or chart
Create a home equity report
Calculate my net worth
Display a report as a chart or vice versa
Copy a report or chart
See transactions included in report or chart
Set up to print reports or charts
Print a report or chart
Print a chart using patterns
Export a report
Export the Tax Software report to my tax-preparation program
Favorite reports and charts
Add a report or chart to your list of favorites
View a favorite report or chart
Rename a favorite report or chart
Remove a report or chart from my list of favorites
Customizing reports and charts
Learn about customizing reports and charts
Quickly customize a report or chart
Change the title of a report or chart
Limit the transactions included in a report or chart
Change the fonts in a report or chart
Change the rows and columns in a report or chart
Adjust the report column width
Change chart type and options specific to charts
Reset a customized report or chart
Investments
Learn about the Investments Portfolio
Use Investment Portfolio views
View investment details
Creating Investment Accounts
Should I create an investment account or an investment?
Choose which investment accounts to set up
Create an investment account
Hold the same investment in multiple accounts
Use approximate or detailed investment tracking
Entering transactions
Enter my current investment holdings
Enter an investment purchase or sale
Enter interest received, dividends, or capital gains distributions
Add shares to an investment account
Remove shares from an investment account
Enter a savings bond
Enter a stock split
Delete a stock split
Learn about lots
Track lots using the Lot Wizard
Change lot allocations for an investment
Enter a short sell
Track puts and calls
Display bond prices as dollar amounts
Updating investments
Update investment holdings
Update market prices manually
Download market prices using Online Quotes
Modify an investment transaction
Use average cost basis for mutual funds
Balance investment records against a statement
Balance an investment account using a downloaded statement
Move an investment transaction to a different account
Update currency exchange rates
Convert a foreign currency
Convert foreign currencies for investments
Associated cash accounts
Learn about associated cash accounts
Create an associated cash account
Enter a transaction in an associated cash account
Delete an associated cash account
Fix a negative balance in an associated cash account
Track investment performance
View investment performance
Learn how gain and percentage gain are calculated
View an investment allocation report
What are short-term, mid-term, and long-term capital gains?
Specify when a capital gain or loss is considered long term
Change the timeframe used to calculate annual percentage return
Change the category assigned to an investment activity
Have Money alert me when the Transfer field is left blank
Investments to Watch
Add an investment or index to Investments to Watch
Update price information for Investments to Watch
Remove an investment or index from Investments to Watch
Employee stock options
Learn about stock option grants
Enter a stock option grant
Exercise a stock option grant
Delete a stock option grant
View all stock option shares granted in the Investment Portfolio
Convert stock options from earlier versions of Money
Employee stock option Frequently Asked Questions
Retirement accounts
Create a retirement account
Create a Roth IRA account
Update a retirement account
Track employer matching in a retirement account
Roll over a retirement account
Track tax-deferred investments that aren't tax-deductible
Microsoft Investor
Use Microsoft Investor
Learn the difference between the Investments area and Microsoft Investor
Research an investment using Microsoft Investor
Link Money accounts to Investor
Lifetime Planner
Learn what's new and improved in Money 99 Planner
Take the Planner tour
Learn why I should bother to plan
General information
Get ready to create a plan
Learn about the Lifetime Planner
Learn about a complete Planner session
Create a lifetime plan
Find out how often should I check my plan
Learn what "hide the effects of inflation" means
Experiment with "what if's" in my lifetime plan
Learn why I'd want to exclude something from my plan
About You
Learn about the About You place
Enter my personal information
Enter information about my spouse or partner
Enter information about my dependents
Change the details about my dependents
Delete a dependent
Income
Learn about the Career place
Learn about the Other Income place
Enter income information for my partner and myself
Enter information about annual raises and salary cap
Enter self-employment income
Change the start or end date of a career
Understand the Career Earnings Forecast chart
Enter career events that affect my salary
Plan for a sabbatical from work
Plan for maternity or paternity leave
Learn what counts as income
Enter other income (not from my career)
Plan for Social Security or pension benefits
Troubleshoot Income problems (in the Planner)
Taxes & Inflation
Learn about the Taxes & Inflation place
Enter my state of residence for tax purposes
Learn how Money calculates my tax rate
Enter my own effective tax rate
Calculate an accurate tax rate for my income
Learn how Money estimates inflation
Troubleshoot Taxes & Inflation problems (in the Planner)
Savings & Investments
Learn about the Planner's Savings & Investments Accounts place
Learn about the Savings Contributions place
Learn about the Expected Return place
Add a new account to Savings & Investments
Enter a tax-deferred annuity
Change information about an investment account
Change the owner of an account
Move an account into the Retirement Accounts group
Delete an account from Savings & Investments
Enter a new contribution
Change the rate of return for a group of investments
Troubleshooting Savings & Investments
Add an investment or index to Investments to Watch
Homes & Assets
Learn about the Homes & Assets place
Add a house to my financial plan
Change the loan related to a house or other asset
Change the sales information for my house or other asset
Change the current value of a house
Change the purchase information for a house
Change the income and expenses for a house
Change the expected appreciation of a house
Add an asset to my financial plan
Change details of an asset in my plan
Change the purchase information for an asset
Change the income and expenses related to an asset
Change the expected appreciation of an asset
Update the value of an asset (other than a house)
Delete an asset from my plan
Loans & Debt
Learn about the Loans & Debt place
Add a new loan in the Lifetime Planner
Edit loan terms in the Lifetime Planner
Enter a loan from me to another person
Enter a loan from my retirement plan (401(k) or other)
Enter extra loan payments in the Lifetime Planner
Schedule to pay off a future loan (in the Planner)
Learn how the Debt Reduction Planner relates to Loans & Debt
Learn how the Loan Worksheet relates to Loans & Debt
Expenses
Learn about the Living Expenses place
Learn about the College & Other Expenses place
Define my current annual living expenses
Add a living expense adjustment to my plan
Learn about automatic adjustments to living expenses in my plan
Edit a living expense adjustment in my plan
Delete a living expense adjustment from my plan
Add current college expenses to my plan
Add future college expenses to my plan
Add a new one-time expense to my plan
Learn about automatic one-time expenses in my plan
Change the details of a one-time expense in my plan
Delete a one-time expense from my plan
Troubleshoot Expenses problems (in the Planner)
Results
Learn about the Bottom Line Results place
Learn about the Improving Your Plan place
Learn about the Forecasts place
Learn about the Assumptions place
Learn about the Yearly Snapshot place
Use forecast charts
Make my forecast more accurate
Analyze my forecast
View my forecasted surplus income
View my forecasted future savings
View the forecasted growth of my children's accounts
View my forecasted future living expenses
View my forecasted future net worth
View my forecasted future salary
View my forecasted future expenses
View my forecasted future income
View my forecasted future withdrawals from savings
View my forecasted future indebtedness
View my bottom-line forecast
View my forecasted future early withdrawal penalties
View my forecasted future budget shortfalls
Print a specific graph or analysis
View my financial forecast for an upcoming year
Understand the Yearly Snapshot's terms and calculations
Troubleshooting Forecasts
Action Plan
Learn about the Action Plan
Identify steps for following through on my financial plan
Use Action Plan reminders
Print a complete financial plan
Debt Reduction Planner
Learn about the Debt Reduction Planner
Create a debt reduction plan
Add a new debt account to my debt plan
Learn what happens if I miss a scheduled payment for my debt plan
Remove an account from my debt plan
Enter a debt with a no-interest, no-payment period
Make a one-time extra payment to pay off debt
Make changes to an existing debt account
Use a credit card that's in my debt plan
See another view of my debt plan
Print my debt plan
Reset my debt plan
Learn how my debt plan is integrated with the rest of the Money file
Troubleshoot Debt Reduction Planner problems
Budget Planner
General information
Learn about the Budget Planner
Learn what "pay yourself first" really means
Balance my budget
Learn how to track my budget progress
Follow through on my budget
Save or view an archived budget report
Troubleshoot Budget Planner problems
Creating a budget
Set up a budget
Organize accounts in my budget
Learn why assigning budget categories is important
Add an account to my budget
See details of a budgeted account
Exclude an account from my budget
Budget Income
Learn about the Budget Income place
Add an income deposit to my budget
Enter infrequent income into the budget
View scheduled income deposits from my budget
Change a scheduled deposit in my budget
Delete a scheduled deposit from my budget
Add an income category to my budget
View past income by budget category
Enter additional income to a budget category
Remove an income category in my budget
Budget Long-Term Savings
Learn about the Budget Long-Term Savings place
Add a long-term savings contribution to my budget
Edit a contribution to my budgeted long-term savings
Delete a contribution to my budgeted long-term savings
Budget Occasional Expense Fund
Learn about the Occasional Expense Fund place
Add a contribution to my Occasional Expense Fund
Edit a contribution to my Occasional Expense Fund
Delete a contribution to my Occasional Expense Fund
Budget Debt
Learn about the Budget Debt place
Budget Expenses
Learn about the Budget Expenses place
Use AutoBudget to analyze my past spending
View scheduled bills from my budget
Schedule a new budgeted expense
Change a budgeted expense payment
Delete a budgeted expense payment
View past spending by budget category
Add an expense category to my budget
Add unscheduled spending to a budget category
Remove an expense category from my budget
Budget Summaries & Forecast
Learn about the Budget Monthly Summary place
Learn about the Budget Yearly Summary place
View my budget forecast
Understand my budget forecast
Learn how my budget is integrated with the rest of the Money file
Decision Center
Decision Center overview
Learn about the Decision Center place
Read personal finance news stories
Use Decision Center to find resources on the Internet
Learn how Decision Center and the Lifetime Planner work together
Use Decision Center calculators, tools, and quizzes
Use the Important Records Organizer
Troubleshoot Decision Center
Tools
Use Decision Center's tools to plan my savings and investments
Use Decision Center's tools to get out of debt
Use Decision Center's tools to answer your questions about taxes
Use Decision Center's tools to answer your questions about your home or mortgage
Use Decision Center's tools to plan a child's education fund
Use Decision Center's tools to estimate your life insurance needs
Use Decision Center's tools to plan for retirement or choose the right IRA
Use Decision Center's tools to plan your estate
Worksheets
Use the Tax Worksheet
Use the Home Worksheet
Use the Loan Worksheet
Use the Home Inventory Worksheet
Printing
Ordering checks
Learn what styles and designs Microsoft checks come in
Learn about ordering checks
Order Microsoft Money checks
Printing checks
Learn about printing checks
Change Money's printer settings to print checks
Print checks
Print a partial page of checks
Load blank checks in the printer
Select a check-printing font
Print the address on checks
Align the printing on checks
Use laser standard and laser wallet checks
Enter information I don't want printed on checks
Get answers to common check printing questions
Printing other things
Print a help topic
Set up to print reports or charts
Print a report or chart
Print a chart using patterns
Print a list of my upcoming bills and deposits
Print my debt plan
Print a Web page from Money
Print a complete financial plan
Print a specific graph or analysis