Learn Microsoft Money 2007 Overview - How to Use Microsoft Money 2007

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With this Microsoft^® Money 2007 tutorial you will learn:

Lesson One	Lesson Two	Lesson Three
Section 1 - Introduction Windows® XP Windows Vista® Section 2 - The Money Layout Upgrade Money Create a Money Live ID account Select a safe password Rate passwords Secret question Save our Money file Windows Live ID defined Remember Password feature My Money home page Title bar Standard Windows sizing buttons Help feature Menu bar Open drop-down windows Icon bar Back and Forward buttons Shortcuts icon Add icons to icon bar Rearrange icons Customize toolbar Fly-over description box Text menu bar Active workspace Change window view Customize content or layout Customize Money home page Delete an item from home page Tool settings Select opening page Change calendar settings Change sounds Category settings Required category settings Show Full Category List option Task-based settings Set task-based view Section 3 - Setting Up Your Accounts Data files defined Asset accounts defined Liability accounts defined Create new data file Save data file New account defined New file defined Save a new data file New Folder icon Use the Setup Assistant Add a new account Money home page Account settings Select bank Update contact information for bank Comment to an account Budget Planner feature Savings goals Favorite account Online banking defined Enter opening balance Essential account register setting Advanced account register setting Opening balance Minimum balance alert Interest rate on checking account Section 4 - Setting Up Bills and Deposits Calendar Select monthly bills See Payee Detail feature Select payment methods Magnifying Glass icon Payee Rules Manager Payee name variation Bills summary screen Edit bill series Set recurring payments Enter recurring payment Enter variable amount View history of bill payments Section 5 - Working with the Check Register Open checking account screen Review common tasks Use transaction form or directly into register Today’s balance vs. ending balance Select category for entry Categories defined Option to change decimal point insertion Confirm new payee options Account List icon Edit a transaction Change check number Add to Payee list Section 6 - Entering Split Transactions Open split transaction screen Split transaction defined Adjust split transaction amount Edit payment series Section 7 - Printing Checks and Other Register Tools Print transaction Set print date Open the Print Address dialog box Add account number to check Add reminder to to-do list Review Reminders section of home page Select checks to print Print check options Print alignment options for checks Change print set for checks Reprint checks with errors Delete a transaction Flag for follow-up Change transaction types Find transactions Find and replace transactions Edit field with split transactions Advanced search features Section 8 - Reconciling Your Bank Statement AutoBalance online features Summary reconciliation screen Enter bank charges and interest Clear items on statements Find errors during reconciliation Fix transaction errors Show transaction forms Change reconciliation view to match statement Change date range Change transaction details during reconciliation Reconciliation report Section 9 - Managing Money Files Automatically backing up data Back up to floppy Compress data Restore from backup Archive old data features	Section 1 - Introduction Open Money Sign into Passport account Windows Vista® Remember Password check box Open recently opened window Practice Lesson Files Section 2 - Adding New Accounts Set up new account Add bank name Set up credit card account Name an account Enter opening balance on credit card Credit card vs. charge card vs. line of credit Add interest rate Introductory interest rate Set credit limit for credit card AutoBalance defined AutoBalance features Accurate records Track individual charges Add credit card bill to bill calendar Frequent flyer miles tracking Section 3 - Adding Loan Accounts Track loan payments Add/create loan account Track loan details Open the Loan Wizard Name the loan account Down payment Loan calculator Change loan variables Calculate variables on loan Recalculate loans Set up loan payment Set up asset account Estimate asset value Rename loan account Section 4 - Managing Bills and Deposits Schedule bills and deposits Tilde defined Estimated bill amount Edit bill series Fixed amounts vs. estimated amounts Bills Calendar Change payee details Use the Payee Rules Manager Snapshot view of balances Watch for recurring payments Set payment frequency View current balances Edit bill series Manually recording payment in register Record payment from estimate View payment history Edit single bill occurrence Check to see if bill is paid Section 5 - Categories and Payees Add Category icon to toolbar Category icon Set up Category list Default categories Add new category Add new subcategory Name a new category Category groups defined Delete categories Modify categories Change income to expense category Modify subcategory Classification defined Classification tools Section 6 - Generating Reports Create report Default and standardized reports Change report settings Essential reports Advanced reports Change date range Customize reports Filter data for reports Create reports from accounts Create reports from categories Customize report form Change report fonts Use date and amount ranges Search on check number Review report items Change view of charts Pie chart Add report form to favorites View and customize reports Section 7 - Money and the Internet Review of online services available Epays defined Apays defined Manage Online Services option Access Money data on the Web Link to financial news in Money Use Microsoft® Passport PIN Set up bank account on Internet Benefits of online banking Set up Microsoft Bill Pay Bank PIN and login information Download transaction history Section 8 - Online Banking Bill Summary window Edit payee to online bill pay Edit bill series Change payment methods Pay online Secure connection Create security key Security key questions Rules for submitting electronic payments Reminders for sending bill payments Make electronic payment Submit electronic payments MSN® Bill Pay Confirmation of electronic payment Download recent transactions from bank Download cleared transactions Change online services Internet updates Icon for electronic transaction Match downloaded and manual transactions Background banking AutoBalance features Automatically accept downloaded features Override dates on transaction Replace payee names with downloaded names	Section 1 - Introduction Section 2 - Investment and Retirement Accounts Set up investment account Set up portfolio Add a new account Name the investment accounts Select broker Add investments to account Add stock to account Ticker symbol Video Professor disclaimer Add ticker symbol Add quantity of stock Add commission to account Set up Retirement account Retirement account Add cash to Retirement account Transaction form in investment account New Investment Wizard Investment register Add investment with transaction fields Add Shares feature Background Banking feature Update stock prices Review the Portfolio view Buy stocks Transfer money into investment account Enter a stock purchase Edit transaction IRA contributions View details of transactions Section 3 - Managing Your Portfolio Investment to Watch list defined Watch list News bulletins Stock indices Video Professor disclaimer Work with Investments option Add stocks to Watch list Add shares to existing stock transaction News link Compare stocks to indexes Update stock charts Customize stock charts Update prices online Select view Review price changes and values Annual return to date Performance view Review stock register Review standard market prices Research stock quotes and news Find company reports Research tools Price history charts Stock rating Earnings estimates Analyst ratings Company report Review stock activity Review earnings data Stock Screener defined Stock Power Search links Analyze portfolio features Review portfolio features Set price alerts Track capital gains Section 4 - Using the Money Advisor Customize home page to add Money Advisor Advisor FYI Alerts defined MSN® Alerts defined Advisor FYI options Account balance limits alerts Investing alerts Add account balance alerts Balance alerts Set spending limits by categories Show spending thermometer on home page Set important dates alerts Set investment alerts for high and low prices Investment alerts for high and low prices Spending Tracker feature Spending Thermometer feature Sign up for MSN Alerts Custom Alert option MSN Weather Alert Section 5 - Using the Budget Planner Budget menu Create a budget Use the budget planner Change the spending areas section Savings and Spending Budget icon Add information to budget planner Edit budget plan items Delete categories in budget Set savings goals Adjust budget amounts Section 6 - Using the Lifetime Planner Lifetime planner Personal information on the planner Retirement age Life expectancy calculator Social security taxes Calculate future income Estimate inflation Review earnings forecast Determine effective income tax rate Change inflation rate Exclude an account from plan Rename an account Delete an account Edit an account Set up contribution to IRA Rate of return before retirement Figure rate of return before retirement Add asset to planner Add loan to planner Exclude loan from planner Living expenses Estimating expenses in planner Add loan to planner College expenses Improving and adjusting the forecast Surplus income Section 7 - Tax Tools Open Tax Center Export to tax software Tax software Link to export information to tax software Tax line manager Tax details Add tax line form Form copy designation Add income into tax planner Add expenses in tax planner Use Tax Estimator feature Use Deduction Finder feature Tax Estimator Deduction Finder

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