Learn how to set up your bank, credit card and other financial accounts and use account register features in Microsoft Money personal finance software.
Account Set Up in iBank
If you have never used personal finance software before, start by reading Setting Up Accounts in Personal Finance Software
, which explains all you need to know about what goes on behind the scenes when you work with accounts in financial software, including Microsoft Money. This short tutorial teaches the basics of what you can track in your accounts, types of accounts and automated features your software may offer.
Microsoft Money Home Page
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Cash accounts can be used to track funds of all kinds, like children's allowances, job related expenses to be reimbursed, fund raiser money that's being held for deposit and, of course, keeping track of purchases made with cash. Read 5 Ways to Track Cash in Personal Finance Software
to learn how to use these versatile account types.
Microsoft Money Portfolio Manager
This tutorial was written for Microsoft Money Plus Sunset Deluxe, and can be used for earlier versions as well. Setting up investment accounts in Microsoft Money can be confusing since the software can no longer access financial accounts over the Internet, but this MS Money investments tutorial
takes this into account and will have you setting up investment tracking accounts in no time.
Microsoft Money and Quicken Account Registers
Microsoft Money has two ways to view account registers. The Essential Register
shows you transactions and balances in a very basic view, while the Advanced Account Register
is more detailed. You will probably want to use the Advanced view more often since Money no longer supports account downloads.
Microsoft Money Category List
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