Set Up Accounts in Microsoft Money

Select Your Financial Institution

Microsoft Money - Select FI

If your FI is listed, Microsoft Money will walk you through downloading your account data automatically. All you will need is the account number or user name and PIN provided by the financial institution.

• Open the Microsoft Money Account List
• Click on Add a new account.
• Choose the Account Type in Microsoft Money
• Select Your Financial Institution
• Manual Setup - Institution Not Found in Microsoft Money