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How to Use the Microsoft Money Home Page

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How to Use Microsoft Money Home Page
The Home Page in Microsoft Money Plus Sunset Deluxe will be familiar to Money Plus users.

Microsoft Money Plus Sunset Deluxe Home Page

Screen Shot by Shelley Elmblad
The Microsoft Money Home Page is the center for all of money management activities while providing a snapshot of your finances. Use the Microsoft Money Home Page to access different sections of Microsoft Money; for example, clicking on any account in the Favorite Accounts section brings you to that account's register.

The Microsoft Money Home Page looks empty when using Microsoft Money for the first time or if you are not using an existing data file. Because Microsoft Money relies on established accounts and categories to assemble information on the Home Page, as data is entered the Microsoft Money Home Page starts to fill out.

Default sections on the Microsoft Money Home Page include:

  • Favorite Accounts: Designate accounts as your favorites and Microsoft Money can automatically download account information from FIs for these accounts.

  • Bills and Deposits: Shows account balances, what bills are coming due and which bills have been paid.

  • Spending by Category: View Microsoft Money spending reports based on categorized transactions to efficiently track spending.

  • Spending Tracker: Select the areas of spending to keep an eye on and the Microsoft Money Spending Tracker will give you a mini-report on those spending areas right on your Microsoft Money Home Page.

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