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What We Will Cover

Getting the Most Out of Microsoft Money 2001 Carl Huntington Support Professional Consumer Support Microsoft Corporation. What We Will Cover. Converting from a previous version Restoring from a backup file Help features Online services. Converting a File from a Previous Version of Money.

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What We Will Cover

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  1. Getting the Most Out of Microsoft Money 2001Carl HuntingtonSupport ProfessionalConsumer SupportMicrosoft Corporation

  2. What We Will Cover • Converting from a previous version • Restoring from a backup file • Help features • Online services

  3. Converting a File from a Previous Version of Money • The last opened file will convert • Conversion creates *.mnx file • Converting other Money files:

  4. Converting Other Money Files • Change directory • Select the file type • Click the file

  5. Restoring a Money Backup FileThings to Know About Restoring • Currently open file is not overwritten • Contact bank if using Online Services • Restoring from different locations

  6. Restoring a Money Backup File How to Restore a Backup File • Click “Restore from a backup file”, and then click “Next” • Click one of the two options to restore a backup file

  7. Restoring a Money Backup File Restore from Default Backup File • Change the file location if needed - or - • Restore a different backup file

  8. Restoring a Money Backup File Opening a Different Backup File • Select the file to restore - or - • Click “Select other backup file”

  9. Help Features in Money • Multimedia Help features • Help Pane in Money • Online Guide to Money

  10. Using Help Features in MoneyUsing the Help Pane: Example 3 2 1

  11. Using Help Features in MoneyHelp Pane • Opening the Money Help pane • Help pane icons 1 2 3 4 5 6 7 • Querying suggestions: troubleshooting

  12. Using Help Features in MoneyOnline Guide to Money • What the Online Guide offers • Opening the Online Guide to Money

  13. Help Pane + Online Guide = Interactive Manual • Online Guideto Money • Help in Money

  14. Online ServicesTypes of Services • Web based • Direct online services

  15. Online ServicesSecurity • Passwords • Encryption • Logon information • Broker data • Bank data

  16. Online ServicesBefore You Start • Update Internet information • Register Money online

  17. Online ServicesBenefits of Web Banking • Get online statements • Pay bills electronically • Easy to use! • First check your bank’s offerings

  18. Online ServicesDetermining Online Banking Offerings 1 2 3

  19. Online ServicesSetting Up Web Banking 1 2

  20. Online ServicesSetting Up Web Banking (2)

  21. Online ServicesBenefits of Direct Online Services • Online statements • Online bill payments • Automatic payments (Apay) • Electronic payments (Epay) • Online transfers (Xfer)

  22. Online ServicesSetting Up Direct Online Services 1 2 3

  23. Online ServicesSetting Up Direct Online Services (2) • Setup Online Services • Modify Online Services

  24. Helpful Online Hints • Connecting automatically • Online Service Help topics • Troubleshooting

  25. Additional Information About Microsoft Money • Money Home Page • http://www.microsoft.com/money/ • Money Newsgroup • News://msnews.microsoft.com/microsoft.public.money/

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