Money 98: Plan and Budget for Life

Synopsis
Money 98: Plan and Budget for Life provides an introduction to Microsoft Money 98 and how to use it to budget your finances, prepare taxes, and make long-term financial plans.

Audience
This course is for anyone who is interested in learning how to use Microsoft Money 98 to handle more than creating simple accounts and balancing a checkbook.

Time
4 hours

Product Code: MNYC02

After completing Money 98: Plan and Budget for Life, the user should be able to:

Reconcile accounts

Customize reports

Configure Bill Reminder

Record recurring bill payments

Set up automatic and electronic payments

Create a budget

Create and export tax related reports

Reconciling Accounts with Statements

Reconciling an account

Assuring that the balance of an account is correct

Marking cleared transactions

Viewing Financial Reports

Customizing reports

Viewing financial data in a variety of charts

Saving customized reports in a Favorites list

Paying Bills

Configuring Bill Reminder

Recording recurring bill payments

Setting up automatic and electronic payments

Creating a Budget

Entering income and expenses in budget form

Calculating budget amounts from Money 98 reports

Budgeting savings to cover occasional expenditures

Preparing for Your Taxes

Modifying categories for tax-related information

Creating tax related reports

Exporting tax information to tax preparation software

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