Chapter 3: Getting Started with Accounts, Bills, and Paychecks

Setting up accounts in Money Essentials

Money Essentials lets you set up accounts for banks, brokerages, and credit cards. Money Essentials stores these accounts in one convenient place, so you can easily stay on top of all your finances.

Add your account information

To set up your accounts in Money Essentials, have the following information handy:

• The name of your bank, brokerage, or credit card company.
• Your online sign-in information from your financial institution.
  
  If you don't have your sign-in information, you can still add your accounts. You can update them online after you get your sign-in name and password from your financial institution.

To set up an account:

1. Click Banking.
2. Click Add a new account.
3. Choose the account type (as shown in Figure 3-1), and then click Next.
4. Select the name of your financial institution.

Figure 3-1: Setting Up a New Account

If you entered online sign-in information for your institution, you will be prompted to Choose Account Update Settings. This is where you decide how much historical information you want Money Essentials to retrieve from your institution, and how often you want it to automatically update your accounts.

If you have trouble getting account updates or you have problems with the content of account statements from your financial institution, visit www.support.microsoft.com and click on Search Knowledge Base. You'll find easy-to-follow instructions to troubleshoot your account updates along with hundreds of other articles to help you get the most out of Money Essentials.

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