Customer Support and Training Tools

Getting Started Guides

Microsoft created the following document to help guide your customers through the online services set up process in their version of the Microsoft OFX client. You may distribute the document to your customers in hard or soft copy.

Money 2006, Money 2007, Money Plus Getting Started Guide

Note: All bank names in these documents refer to "Woodgrove Direct" or "Woodgrove Bank". Woodgrove is a fictitious financial institution. You may want to customize these documents to replace all Woodgrove references with the name and screenshots of your financial institution.

What's New

This section contains Web pages that outline the new online features on Money 2006, Money 2007 and Money Plus.

  • What's New in Money Plus
  • What's New in 2007
  • What's New in 2006

    Online Training

    This section contains training documentation created by the Microsoft Product Support Services group. You can use these documents to train your Customer Support staff.

    Money Training
    Money 2007, Money Essentials and Money Plus training is available for download by following the links below.
  • Money Plus Training
  • Money 2007 Training
  • Money Essentials Training

    Money Online User's Guide

    These guides will help you understand how Money Plus, Money 2007 and Money 2006 manage your finances, and how to use the features in Microsoft Money.

    System Requirements

    This section contains system requirements for Microsoft Money 2005-2007.

  • Money Plus
  • Money 2007
  • Money 2006