Getting the Most Out of Microsoft Money 2001 Carl Huntington Support Professional Consumer Support Microsoft Corporation.

Getting the Most Out of Getting the Most Out of Microsoft Money 2001Microsoft Money 2001

Carl HuntingtonCarl HuntingtonSupport ProfessionalSupport ProfessionalConsumer SupportConsumer SupportMicrosoft CorporationMicrosoft Corporation

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What We Will CoverWhat We Will Cover

Converting from a previous versionConverting from a previous version Restoring from a backup fileRestoring from a backup file Help featuresHelp features Online servicesOnline services

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Converting a File from a Previous Converting a File from a Previous Version of MoneyVersion of Money

The last opened file will convertThe last opened file will convert Conversion creates *.mnConversion creates *.mnxx file file Converting other Money files:Converting other Money files:

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Converting Other Money FilesConverting Other Money Files

Change directoryChange directory Select the file typeSelect the file type Click the fileClick the file

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Restoring a Money Backup FileRestoring a Money Backup FileThings to Know About RestoringThings to Know About Restoring

Currently open file is not overwrittenCurrently open file is not overwritten Contact bank if using Online ServicesContact bank if using Online Services Restoring from different locationsRestoring from different locations

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Click “Restore from Click “Restore from a backup file”, and a backup file”, and then click “Next”then click “Next”

Click one of the two Click one of the two options to restore a options to restore a backup filebackup file

Restoring a Money Backup File Restoring a Money Backup File How to Restore a Backup FileHow to Restore a Backup File

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Change the file Change the file location if neededlocation if needed

- - oror - - Restore a different Restore a different

backup filebackup file

Restoring a Money Backup File Restoring a Money Backup File Restore from Default Backup FileRestore from Default Backup File

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Select the file to Select the file to restorerestore

- - oror - - Click “Select other Click “Select other

backup file”backup file”

Restoring a Money Backup File Restoring a Money Backup File Opening a Different Backup FileOpening a Different Backup File

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Help Features in MoneyHelp Features in Money

Multimedia Help featuresMultimedia Help features

Help Pane in MoneyHelp Pane in Money Online Guide to MoneyOnline Guide to Money

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Using Help Features in MoneyUsing Help Features in MoneyUsing the Help Pane: ExampleUsing the Help Pane: Example

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Using Help Features in MoneyUsing Help Features in MoneyHelp PaneHelp Pane

Opening the Money Help paneOpening the Money Help pane

Help pane icons 1 2 3 4 5 6 7Help pane icons 1 2 3 4 5 6 7

Querying suggestions: troubleshootingQuerying suggestions: troubleshooting

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Using Help Features in MoneyUsing Help Features in MoneyOnline Guide to MoneyOnline Guide to Money

What the Online Guide offersWhat the Online Guide offers Opening the Online Guide to MoneyOpening the Online Guide to Money

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Help Pane + Online Guide = Help Pane + Online Guide = Interactive ManualInteractive Manual Online GuideOnline Guide

to Moneyto Money Help in Help in

Money Money

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Web basedWeb based Direct online servicesDirect online services

Online ServicesOnline ServicesTypes of ServicesTypes of Services

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PasswordsPasswords

EncryptionEncryption Logon informationLogon information Broker dataBroker data Bank dataBank data

Online ServicesOnline ServicesSecuritySecurity

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Update Internet informationUpdate Internet information

Register Money onlineRegister Money online

Online ServicesOnline ServicesBefore You StartBefore You Start

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Get online statements Get online statements Pay bills electronically Pay bills electronically Easy to use!Easy to use! First check your bank’s offeringsFirst check your bank’s offerings

Online ServicesOnline ServicesBenefits of Web BankingBenefits of Web Banking

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Online ServicesOnline ServicesDetermining Online Banking OfferingsDetermining Online Banking Offerings

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Online ServicesOnline ServicesSetting Up Web BankingSetting Up Web Banking

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2 2

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Online ServicesOnline Services Setting Up Web Banking (2)Setting Up Web Banking (2)

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Online statementsOnline statements Online bill paymentsOnline bill payments

Automatic payments (Apay)Automatic payments (Apay) Electronic payments (Epay) Electronic payments (Epay)

Online transfers (Xfer)Online transfers (Xfer)

Online ServicesOnline ServicesBenefits of Direct Online ServicesBenefits of Direct Online Services

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Online ServicesOnline ServicesSetting Up Direct Online ServicesSetting Up Direct Online Services

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2 2

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Online ServicesOnline Services Setting Up Direct Online Services (2)Setting Up Direct Online Services (2)

Setup Online ServicesSetup Online Services

Modify Online ServicesModify Online Services

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Helpful Online HintsHelpful Online Hints

Connecting automaticallyConnecting automatically

Online Service Help topicsOnline Service Help topics TroubleshootingTroubleshooting

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Additional Information About Additional Information About Microsoft MoneyMicrosoft Money

Money Home PageMoney Home Page http://www.microsoft.com/money/http://www.microsoft.com/money/

Money NewsgroupMoney Newsgroup News://News://msnewsmsnews

.microsoft.com/microsoft.public.money/.microsoft.com/microsoft.public.money/