Money: A User’s Guide

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Connect to the Internetusing the ISP details pro-vided with Windows, suchas MSN. If this is thecase, go to step 2. Using theLifetimePlannerMoney's Lifetime Plannerhelps you accomplish yourlong-term goals. Thesemight include retirement,paying for your children togo to university or anothermajor event. Your lifetimeplan is automatically inte-grated with information youenter elsewhere in Money.For example, if you updateyour investment and otheraccounts in the Accountscentre, they're automaticallyupdated in the LifetimePlanner.

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AAAAAccounts:ccounts:ccounts:ccounts:ccounts: Creating an investment account is the firststep in entering your investments into Money. Youcan then add your individual investments to it.Generally, you'll create one investment account foreach brokerage statement you receive. One suchaccount may contain several investments.Tips for Getting up and RunningIf you are new to Money, try this strategy to getacquainted with your new personal finance manager: Keeping an eye on your investments has never beeneasier thanks to the improved integration between theMicrosoft Money software on your computer and MSNMoney on the Internet. You Choose!If you find the report you are using does not display theinformation in the way you want, try choosing anotherreport or go to advanced mode and customise an existingreport to create a new one specifically for your needs.As you can see, Money is bound to have a report that suitsyour needs! AAAAAdvdvdvdvdvancedancedancedancedanced: In advanced mode, you will see acomprehensive list of links to various types of reports.These types include Income and Expenses, Assets andLiabilities, Tax Reports, Investment Reports,Comparison Reports, available Monthly reports andyour Favourite Reports. I think I am weird with money—or certainly have been. Getting better. Anyways, I’ve made some good decisions about money recently, I think, and this book confirmed it. I’m so glad I got a good financial adviser guy at the bank finally. I’m a bit pissed off about the last woman they gave me because, if she’d bothered to show any interest or genuinely tried to explain anything to me, it might have made a difference these last few years before I thought to try it again. And maybe it wouldn’t have been so many years if I hadn’t suspected they’d make me talk to her again, haha!

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Memorised Money does not import memorised charts and reports, but you can recreate them in Money and save them as Favourites.The Benefits of Using CategoriesAssigning a category to every transaction puts usefulinformation at your fingertips. Using categories canhelp you: Choose a category for theitem from the ‘Asset Type’drop-down list. If you select‘Appliances’, the item beingadded will only appear in theinventory list when eitherthe ‘Appliances’ or ‘All’ itemin the Left pane is selected. Transactions. The termtransaction is used todescribe an item that affectsthe balance of an account.Making a deposit is atransaction as is enteringa withdrawal. Then enter a date by typingit or if you prefer, byselecting one from the drop-down calendar. Anytransactions dated before thedate you select will beremoved from selectedaccounts in the Money fileyou have open, but not fromthe archive you createdon disk. Symbols. A symbol for aninvestment (share) musthave at least three characters.If it only has two, it isgenerally followed by a fullstop such as ‘BS.’ and so on.

Money: A User’s Guide: The Sunday Times 9780008308315: Money: A User’s Guide: The Sunday Times

Budget Categories Select the categories that you wouldlike to monitor. Note that many of theboxes here will be populated if youhave already set up some bills andassigned them to categories. Open the File menu andselect ‘New File’ from theNew submenu. The ‘CreateNew Microsoft Money File’dialogue is displayed. InInInInInvvvvvesesesesestment Ptment Ptment Ptment Ptment Pororororortftftftftfolios:olios:olios:olios:olios: A portfolio is an overall viewof all your investments. The VAT BoxOn the Transaction Form for an Account Register, is a boxcalled VAT. Here are some important points to knowabout using the VAT box.Using Money to Help Manage YourDebts and Plan for a LifetimeAheadPlanning your financial future may sound complicatedbut Money makes it easy thanks to its planning features.Whether it’s creating a budget, forecasting your cashflow, or creating a plan to reduce your debt, Money hasmany features to help you. ConfiguringMoney toConnect tothe InternetMoney uses MicrosoftInternet Explorer settings toconnect to the Internet, sothe manner in which Moneyconnects to the Internet willdepend on the way InternetExplorer is configured. Youmay, for example, need totell Internet Explorer toconnect to the Internet or itmay do that automaticallydepending on how yourWindows ‘dial upconnection’ (Start menu/Settings/Network and Dial-Up Connections) isconfigured.