Money: A User’s Guide

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Don’t overdo thecategories! Only use asmany categories andsubcategories as you needto generate the informationyou want from Money. Keeping an eye on your investments has never beeneasier thanks to the improved integration between theMicrosoft Money software on your computer and MSNMoney on the Internet. As you have assigned the income to appropriate cat-egories, when you generate reports such as ‘Income andSpending’ in the Reports gallery (Advanced mode), youcan see which of the categories is generating the mostincome. If you divide each main category into subcat-egories, Money will display even more detail on yourearnings. Try and have all your bank accounts in Money startfrom approximately the same date. This is especiallyimportant if you transfer funds between accounts. 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 by Laura Whateley | Waterstones

Choose a SaChoose a SaChoose a SaChoose a SaChoose a Savings Plan:vings Plan:vings Plan:vings Plan:vings Plan: Just what you need whenlooking to set up a plan, information about thedifferent types so you can choose which one is best foryou. This option is based on information that youenter about your circumstances, how much you wantto save and how long for. Note: You will also see the Money Assistant whenyou create a new Money file (File menu, New, NewFile option). LifLifLifLifLife assure assure assure assure assurance:ance:ance:ance:ance: If you have dependants (such aschildren or a partner who does not have an income),life assurance can provide some financial protectionin the case of your death. Base the amount on either the opening balance ofthe account when it was first opened, or the openingbalance of a previous statement. category, 46assistant (set up), 16assistant (budget), 87associated cash accounts, 105automatic updates (bank), 68INTERNET UPDATESSubjectSubjectSubjectSubjectSubject DescrDescrDescrDescrDescriptioniptioniptioniptioniption In the ‘Current Value’ and'Replacement Value' boxes,enter the appropriate amountfor the item. If you need tocalculate the amount, whynot use Money’s pop-upcalculator! CategorisingYourIncome andExpensesWhen you create a newtransaction (deposit or itemof expenditure) in anAccount Register, one of theoptions you have is to assignthat transaction to acategory and, if required,subcategory. Warning: If you create a transaction and then lateractivate VAT for a specific category linked to thattransaction, you must re-enter the amount (in theAmount box) for Money to calculate the VAT. This isbecause Money lets you override a VAT amount ifrequired for situations where not all items for theamount entered have incurred VAT.

Money: A User’s Guide - Whateley, Laura: 9780008308315 - AbeBooks

Deductions after Tax tab.These are deductions aftertax where the amount isdeducted from your netsalary (after tax). Exampleswould be Company SocialClub Membership orChild Care. See where your money is going. Creating a report orchart by category can help you to see where the bulkof your earnings is coming from and what it is beingspent on. This information lets you decide whether,and where, you may want to make adjustments.

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Money demo videos | The University of Edinburgh People and Money demo videos | The University of Edinburgh

MSN Money also provides within Money a variety offinancial tools and calculators, such as calculating stamp dutyor planning a wedding. Note that to take advantage of thefeatures in MSN Money, your computer will need to connectto the Internet. Please note that the availability of some onlinefeatures is governed by the Internet Based Services Policy.Full details of which can be found at: expenses (categorising), 46exploring MSN Money, 65export to TaxSaver, 95exporting reports, 20, 77, 81 Before I start, let me say one thing. This is THE most comprehensive overview on money that I’ve ever read. Its also a book that I wish I read at 18 or just after leaving university.

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Offline and Online FeaturesThe features within Money centres can be divided intothree categories, those that are offline (on your PC),those that are online (on MSN Money) or a combinationof both. Budget Categories Select the categories that you wouldlike to monitor. Note that many of theboxes here will be populated if youhave already set up some bills andassigned them to categories. If you want to change wherethe files will be stored onyour computer, there is anoption on the bottom leftof your screen. Opening aMoney FileFrom aPreviousVersionOpening a Money file froma previous version is easywhen you follow thesesimple instructions. Do notehowever, that you can onlyhave one Money file open atany one time.

Money user guides | The University of Edinburgh People and Money user guides | The University of Edinburgh

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. What if some options areunavailable? Not all chartoptions are available with allchart types. If an option islight grey, it means that thedisplay setting doesn't applyto the current chart type. AAAAAdvdvdvdvdvanced:anced:anced:anced:anced: This mode provides a more advancedlevel of functionality which includes access to a morecomprehensive list of reports. Read investment news and financial tips: You can useMSN Money to get late-breaking investment news,share symbols and financial tips. There are also news,articles and tools relating to mortgages, pensions, taxand borrowing. Money will also use MSN Money toget the latest UK and international share prices. Choose a category for theitem from the ‘Asset Type’drop-down list. If you select‘Appliances’, the item beingadded will only appear in theinventory list when eitherthe ‘Appliances’ or ‘All’ itemin the Left pane is selected.Orientation of yourpaper. When you choosethe options for Print Setup,you might like first toexperiment with theorientation of the paper(Portrait or Landscape). Theone you choose may dependon the layout of the report,the fonts you use or the wayyou want to present thereports in a binder.