Money: A User’s Guide

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Multiple items andcategories for a singletransaction. If there aremultiple items for a singletransaction, you can chooseto use the Split transactionfunction where each itemcan be assigned to differentcategories. For example, ifyou buy petrol along withsome drinks and sweets andyou want to create detailedreports that accurately showhow you spent your money,use the Split function torecord details for allthese items. ArchivingYour MoneyFileIn the File menu is an optioncalled Archive. Choosingthis does two things. Firstly,it makes a complete copy ofthe Money file you haveopen and saves it to disk.Secondly, after saving acomplete copy of yourMoney file, it then deletestransactions in selectedaccounts up to aspecified date. Connect to the Internetusing the ISP details pro-vided with Windows, suchas MSN. If this is thecase, go to step 2.

Money: A Users Guide by Laura Whateley | Goodreads

Or, if you want to take an even more detailed ap-proach, start by creating a Cash Account in Money. Thenwhen you take cash from an account at your bank, openMoney and transfer the amount of money from the ac-count you withdrew the cash from (such as your CurrentAccount in Money) to the Cash Account in Money.Money uses category groups to present you withinformation about your finances. If for example, youcreated an expense category called ‘Internet Provider’,you may like to assign that to the ‘Bills’ category group. Welcome radio button. Enteran ‘End date’ if you aresaving until a specific date.If you leave this blank,Money will estimate the valueover the coming five years. What is reconciling?Reconciling an account iswhen you make sure that thetransactions on your bankstatements balance with theappropriate transactionsin Money. You will also need to sign up to an ISP. An ISP is anInternet Service Provider that provides the gateway tothe Internet for you. This gateway will typically be aphone number you dial using your modem so you canaccess the Internet or a broadband connection. its planning features. Whether it’s creating a budget,forecasting your cash flow, creating a plan to reduce yourdebt, or taking control of your credit, Money has thefollowing features to help you:

Money: A User’s Guide – HarperCollins Publishers UK

Upon starting Money for the first time, you will beguided through a series of steps to perform twomain tasks:Emergency funds:Emergency funds:Emergency funds:Emergency funds:Emergency funds: Many people find it useful to haveabout three months' expenditure money in the bankor building society to 'cushion' them in anemergency.