Financial Software Tips and Tutorials
By Shelley Elmblad, About.com Guide to Financial Software
Get the most out of your financial software with these tips for using software to manage your personal finances. Microsoft Money, Quicken and general financial software tips and tutorials for setting up accounts, budgeting, keeping your personal finance data safe and more.
- Microsoft Money Tips and Tutorials
- Quicken Tips and Tutorials
- Setting Up Accounts
- Types of Transactions
Microsoft Money Tips and Tutorials
Learn how to use Microsoft Money features, how to keep financial data safe in Microsoft Money, how to set up Microsoft Money accounts, how to track taxes in Microsoft Money and much more.
- Set up Microsoft Money Accounts
- How to Customize Microsoft Money (Video)
- Budgeting with Microsoft Money
- Currencies and Exchange Rates in Microsoft Money
- Backing Up and Archiving Microsoft Money Data
- Microsoft Money Investment Accounts
- Income Taxes in Microsoft Money
- Passwords for Microsoft Money
Quicken Tips and Tutorials
Learn how to use Quicken and about features, how to keep financial data in Quicken secure, how to set up accounts and budgets with Quicken and much more.
- Budgeting with Quicken
- Working with Quicken Data Files
- How to Use Quicken Image Attachments
- How to Use Quicken Savings Goals
Setting Up Accounts
Tips to consider when setting up accounts in your financial software.
Types of Transactions
Learn how to manage money faster while maintaining a more accurate budget by using different transaction types in your financial software. Transaction splits, memorized transactions and scheduled transactions are the three types of transactions you will find in most financial software.
Set Up Your Budget
Find out how to put together an effective personal or household budget using your financial software.
- How to Use Income and Expense Categories
- Set Up a Budget with Microsoft Money
- Set Up a Budget with Quicken
Upgrade Your Software
Every two or three years, your financial software is likely to have a new version with many new and improved feature, so upgrading your financial software is inevitable. Find out if you need to do anything before you buy that upgrade and learn about upgrading Quicken and Microsoft Money.
- Before You Upgrade Financial Software
- The Difference Between an Upgrade and an Update
- Just Bought Quicken and Need to Upgrade
- Try Microsoft Money Before You Upgrade
Backing Up and Securing Financial Data
Backing up data in financial software is critical because your valuable financial data can become corrupted or your computer hard drive could crash. Be safe: back up your personal finance data.
