Money: A User’s Guide

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Exploring MSN Money and theWeb from within MoneyAnother area to explore on the Internet using Money isMSN Money where you will find financial planning toolsas well as up-to-date news and reference articles. You caneven search for a particular financial product, such as amortgage, that suits your financial needs.

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EssentialEssentialEssentialEssentialEssential: This mode provides a simplified set offunctions for a selected feature. This is ideal for thosestarting out with Money or for those who do not re-quire full functionality. Welcome radio button. Enteran ‘End date’ if you aresaving until a specific date.If you leave this blank,Money will estimate the valueover the coming five years. ReducingYour DebtUsing theDebtReductionPlannerBecause you have betterthings to do with your cashthan spend it on payingmore interest on your debtsthan you have to, why notpay a visit to the DebtReduction Planner? It mayhelp you become debt-freeby helping you create a planthat works for you. If a predefined category doesnot exist for yourtransaction, type a name foryour category and the ‘NewCategory’ wizard will appearto help you create acustomised category.Upgrading? When you are upgrading from a previous version ofMoney, and your file is protected by a Passport or Pass-word, you will be asked to enter one of these during thesteps required to convert the Money file for use with thecurrent version of Money. To help you further, the reports you use the most canbe added to a favourites category. The Reports centre inMicrosoft Money has two modes. These are: Split Deposits. If you haveseveral items to deposit thatwill clear at different times,use one deposit slip for eachtype of deposit to makereconciling (balancing) theaccount easier when you getyour bank statement. expenses (categorising), 46exploring MSN Money, 65export to TaxSaver, 95exporting reports, 20, 77, 81 The Benefits of Using CategoriesAssigning a category to every transaction puts usefulinformation at your fingertips. Using categories canhelp you:

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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. ArchivingYour MoneyFileIn the File menu is an optioncalled Archive. Choosingthis does two things. Firstly,it makes a complete copy ofthe Money file you haveopen and saves it to disk.Secondly, after saving acomplete copy of yourMoney file, it then deletestransactions in selectedaccounts up to aspecified date. The steps that follow, willvary depending on thefinancial institution selected.Follow the on-screen promptsto create an account. Transfer tab - Use this toenter details of a transferfrom the credit cardaccount to anotheraccount, such as whentransferring your balanceto another credit card.

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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. Category Groups When you create a new category using the ‘NewCategory’ wizard, or when you use a category for the firsttime , Money will ask you ‘What group does thiscategory fall under?’ A library of user guides is available to support staff using People and Money and the new HR, payroll, finance and procurement processes the system supports. These guides include easy to follow, step-by-step instructions with screenshots of how to complete tasks in the system. Money uses category groups to present you withinformation about your finances. If for example, youcreated an expense category called ‘Internet Provider’,you may like to assign that to the ‘Bills’ category group.

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Please note that the availability of some onlinefeatures is governed by the Internet Based Services Policy.Full details of which can be found at: SuperCategories Supercategories are not imported. Other categories and subcategories are imported as described above. Financial Suite: The Financial Suite contains all thegreat features in the standard version of Money butalso comes with a printed User Guide (this manual)and Digita TaxSaver 2004. TaxSaver 2004 helps youcalculate and file your tax return for the 2003/2004tax year based on details from Microsoft Money plusany other information you enter. account register, 38, 40account set up (online), 67account statements (online) 64account transfers, 57adding a passport (.NET), 49advanced mode, 13Go Online for the Latest MoneyUpdates and InformationSearching for a mortgage or credit card? Or perhaps youwant to update Money with the latest financial informa-tion available from banks and other financial institu-tions. Money brings you the latest MSN Money toolsthat will help you learn more about Pensions, Mort-gages, Company Cars, Tax and much more. WHICH ACCOUNTS ARE SETUP?SubjectSubjectSubjectSubjectSubject DescrDescrDescrDescrDescriptioniptioniptioniptioniption 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. Transactions. The termtransaction is used todescribe an item that affectsthe balance of an account.Making a deposit is atransaction as is enteringa withdrawal. Create a realistic budget. It’s easy to create areasonable budget when you can see exactly whereyour money is going. And comparing your actualfigures to the budgeted ones will let you knowprecisely how you’re doing.