Go BackMoney 98: Getting Started

Synopsis
Money 98: Getting Started provides an introduction to Microsoft Money 98 and how to use it for basic tracking of personal finances.

Audience
This course is for anyone who is interested in learning how to use Microsoft Money 98.

Time
4 hours

Product Code: MNYC01
After completing Money 98: Getting Started, the user should be able to:
 
Start Money and create a new file
Exit Money and back up the work file
Create accounts
Record transactions
Use the Paycheck Wizard
Track loan payments and accounts

Getting Started with Microsoft Money 98
 
Running Money
Creating a Money file
Creating an account
Backing up a Money file
Exiting Money

Creating More Accounts
 
Examining account details
Creating other types of accounts
Accessing account balances

Recording a Basic Transaction
 
Recording a check
Splitting categories for a transaction
Transferring payments from one account to another

Recurring Payments and New Categories
 
Making direct entries on the account register
Adding a new subcategory to a category
Setting up a recurring bill
Correcting an entry error

Entering a Paycheck
 
Entering a paycheck with the Paycheck Wizard
Adding a recurring deposit to the Bill Calendar
Viewing recurring account projections

Working with Other Transactions
 
Posting an ATM withdrawal
Entering credit card purchases
Setting up employer matching contributions
Entering opening balances
Changing an account name

Managing Loans
 
Setting up a loan account
Using Money to calculate loans
Matching loan accounts with asset accounts

This course is distributed with:
 
Exercises that allow users to practice in Money 98
A file containing the text of the exercises
Simulations that allow users to practice course skills, even if they don't have access to Money 98
A Money 98 glossary


 

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