 |
     |
Table of Contents
Chapter 1: Introduction
Chapter 2: Upgrading to Microsoft Money Plus
- Upgrading from an earlier version of Microsoft Money
- Importing your financial data from Quicken®
- Importing data from your financial institution
Chapter 3: Getting to Know Microsoft Money Plus
- The Money Plus home page
- Choose a task and Shortcuts
- Navigating and exploring Microsoft Money Plus
- Microsoft Money Plus Help
Chapter 4: Getting Started with Accounts, Bills, and Paychecks
- Setting up accounts in Microsoft Money Plus
- Changing account details
- Setting up favorite accounts
- Setting up bills and deposits
- About Essential Bills
- About Advanced Bills
- Setting up information on a recurring bill
- Paying recurring bills
- Modifying bills or deposits
- Bill Calendar and History
- Entering your paychecks
- Printing checks in Microsoft Money Plus
- Setting up Insights
Chapter 5: Handling Your Accounts
- Using the account register
- About Essential and Advanced Account Registers
- Linking attachments to transactions
- Categorizing your transactions
- Balancing bank accounts
- Troubleshooting incorrect account balances
- Closing an account
Chapter 6: Using Microsoft Money Plus with the Internet
- Setting up Money Plus for online services
- Setting up online banking with your financial institution and Money Plus
- Using online banking
- Storing online passwords in the Password Manager
- Online bill pay
- Using MSN Bill Pay
- Pay more than one bill at a time
- Working with your finances on the Web
- MSN® Money Community
Chapter 7: Budgeting
- About budgeting
- The Essential Budget
- Savings & Spending Budget
- Creating a budget
- Spending Tracker
- Spending by Budget Groups
- Reducing your debt
- The Credit Center
Chapter 8: Stay Informed About Your Finances
Chapter 9: Plan and Achieve Your Long-Term Financial Goals
Chapter 10: Take Managing Your Money to New Heights with a Value Pack of Financial Services
- Take managing your money to new heights with a Value Pack of Financial Services
- Easy payroll online for small business from PayCycle®
- Track your donations using H&R Block DeductionPro®
- Track chores, allowance and more with My Reward Board®
- Free year of the Motley Fool Green Light newsletter
- Get a free PayScale Premium Subscription for 6 months
- Free 3-month subscription to PayScale Professional™
- 90-day trial of RealMoney™ from TheStreet.com
- Print your own postage with Stamps.com®
- Turn photos into real U.S. postage with PhotoStamps® (with purchase)
- 1-year free online backup for Money from Carbonite™
- Subscription to GainsKeeper® for managing capital gains.
- IdentitySweep plus Insurance from MyPublicInfo
- IdentitySweep plus Recovery Butler from MyPublicInfo (with purchase)
- Credit report and 1 year monitoring from Experian®
Chapter 11: Anytime, Anywhere Access to Your Money Plus Data
Chapter 12: Planning for Taxes
- Establishing a tax strategy
- Finding potential deductions
- Setting up Money Plus to track tax information
- Estimating your taxes
- Displaying your tax estimate on the Money Plus home page
- Filing your taxes
- Additional tax-related reports
Chapter 13: Managing and Tracking Your Investments
- Using the Portfolio Manager
- Customizing the Portfolio Manager
- Creating a new investment account
- Reconciling your investment accounts
- Employee stock options
- Equity and index options
- The Exchange-Traded Funds (ETF) center
- 401(k) and 403(b) accounts
- Work with an individual investment
- Setting investment reminders
- Reviewing investment performance
- Asset allocation
- Analyzing your portfolio
- Top Picks Performance Tracker
- The Motley Fool CAPS™ on MSN Money (CAPS)
Chapter 14: Creating Financial Reports
- Reports home page
- Reviewing your monthly report
- Customizing a report
- Personalized feedback and cash flow forecast
- Closely follow your spending and compare it month-to-month
- Creating your favorite reports
- Printing your report
- Exporting and e-mailing your reports
Chapter 15: Microsoft Money Plus Home & Business
- Business Resource Center
- Generating e-mail and paper invoices
- Creating customer and vendor lists
- Tracking and managing inventory
- Tracking time, payables, and receivables
- Adding discounts to an invoice
- Using the Invoice Designer
- Help maximize your Schedule C tax deductions
- Payroll for Money Plus powered by PayCycle®
Chapter 16: Managing Your Money Plus File
- Backing up your Money Plus file
- Backing up to CD
- Setting a backup reminder
- Restoring a Money Plus file
- Sharing your Money Plus file or creating an additional Money Plus file
- Working with the Money Plus sample file
Chapter 17: Help and Product Support
- Using the More Info button to diagnose problems
- Repairing data files
- In-product Help
- Online resources for specific problems
- Other helpful online resources
- Microsoft product support
Appendix I
Appendix II
Step-by-Step Tutorials
© 2007 Microsoft Corporation. All rights reserved.
Company names listed herein may be the trademarks or registered trademarks
of their respective owners. Terms
of Use | Privacy
Statement