- See the Choose a Task list in the upper left corner of the white area of the Microsoft Money Home Page.
- Click on the box with a task in it; a box drops down to reveal that task and five others.
- Click on a Microsoft Money task, then click on Go to the right of the list to start the task.
To customize the Microsoft Money task list further, use the last option at the end of the Microsoft Money task list: Customize this task list. Click on Customize this task list once to remove tasks you do not use on Microsoft Money's Choose a Task list. You can also add the tasks you use most often to the task list in Microsoft Money using this option.


