Cover image for Microsoft Money 2000 for dummies
Microsoft Money 2000 for dummies
Weverka, Peter.
Personal Author:
Publication Information:
Foster City, CA : IDG Books Worldwide, [1999]

Physical Description:
xxiv, 356 pages : illustrations ; 24 cm.
General Note:

The fun and easy way to manage your finances with Microsoft Money 2000. Covers both Microsoft Money 98 financial Suite and Microsoft Money 2000.
Title Subject:
Format :


Call Number
Material Type
Home Location
Item Holds
HG179 .W4763 1999 Adult Non-Fiction Non-Fiction Area

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If you own Microsoft Money 2000, you've made the decision to take control of your personal finances. Microsoft Money 2000 For Dummies is the ideal accompaniment to empower you with this tool and make the most of your important decision. Consult this book and stay on top of your financial decisions with easy-to-understand sections on . . . Navigating through Money's windows Setting up accounts, categorizing spending and income, and printing checks Reconciling an account and recording transactions Budgeting and scheduling your bill payments Planning for retirement and other future events Analyzing and monitoring investments, loans, assets, and liabilities Microsoft Money 2000 For Dummies also helps small business managers who want to stay on top of finances and plan for the future by breaking down complex financial and computer terms into manageable language.

Author Notes

Peter Weverka wrote the previous For Dummies® Microsoft Money titles as well as ten other books, including Word 2000 For Windows® For Dummies® Quick Reference.

Table of Contents

Introductionp. 1
Whom This Book Is Forp. 1
About This Bookp. 2
Foolish Assumptionsp. 2
Conventions Used in This Bookp. 3
Icons Used in This Bookp. 4
Part I Setting Up and Starting Outp. 5
Chapter 1 Introducing Moneyp. 7
Finding Out How Money Tracks Your Financesp. 7
Starting the Programp. 8
A Fast Trip around the Money Windowsp. 10
Personalizing the Home Pagep. 13
Shutting Down Moneyp. 15
Money Express: The Fast Way to Enter Transactionsp. 16
Getting Help When You Need Itp. 17
Chapter 2 Setting Up Your Accountsp. 21
Accounts and Registers for Recording Financial Transactionsp. 21
The Basics: Setting Up Checking, Savings, and Credit Card Accountsp. 24
Chapter 3 Recording Your Financial Activityp. 35
The Basics: Recording Transactions in Savings and Checking Registersp. 35
Recording Transactions in Credit Card and Line of Credit Accountsp. 49
Fixing Mistakes in Account Registersp. 52
Printing a Registerp. 60
Chapter 4 Categorizing Your Spending and Incomep. 63
Looking at the Ways to Categorize Income and Spendingp. 64
Setting Up Your Own Categories and Subcategoriesp. 65
Getting Ready for Tax Time with Tax-Related Categoriesp. 68
Setting Up and Defining a Classificationp. 70
Correcting Transactions Recorded in the Wrong Categoryp. 74
Renaming and Deleting Categories and Classificationsp. 77
Chapter 5 Reconciling, or Balancing, an Accountp. 83
How Reconciling Worksp. 83
Balancing an Accountp. 84
Help! The Darn Thing Won't Reconcile!p. 88
Reconciling a Credit Card Accountp. 91
Chapter 6 Writing and Printing Checksp. 95
Deciding What Kind of Check to Orderp. 96
Ordering the Checksp. 97
Getting Your Printer Ready to Print Checksp. 99
At Last -- Time to Print the Checksp. 100
Whoops! My Checks Didn't Print Correctlyp. 108
Part II Going Online with Moneyp. 111
Chapter 7 Getting Ready to Go Onlinep. 113
Reviewing the Online Services That Money Offersp. 113
Laying the Groundworkp. 115
Setting Up a Money Account So That It Works Onlinep. 120
Changing the Status of an Online Bank Accountp. 122
Changing Your Mind about the Online Banking Servicesp. 122
Chapter 8 Banking and Bill Paying Onlinep. 125
Connecting to Your Bankp. 125
Banking Onlinep. 128
Paying the Bills Onlinep. 134
Chapter 9 The High-Tech Investorp. 141
Getting Ready to Download Stock and Mutual Fund Quotesp. 141
Downloading Stock and Mutual Fund Quotesp. 144
Money Central: Researching Investments Onlinep. 145
Money Central: Scrutinizing the Investments You Ownp. 146
Part III Getting Your Money's Worthp. 149
Chapter 10 Budgeting with Moneyp. 151
Drawing Up the Budgetp. 152
Seeing Whether You Met Your Budget Goalsp. 159
If You Drew Up More Than One Budgetp. 160
Chapter 11 Paying the Bills on Timep. 163
Scheduling a Bill Paymentp. 164
How Money Tells You to Pay Billsp. 167
Scheduling Deposits, Transfers, and Investment Purchasesp. 168
Recording a Scheduled Transaction in a Registerp. 169
Skipping a Scheduled Transactionp. 170
Canceling a Scheduled Transactionp. 171
Keeping Detailed Records on Payeesp. 171
Chapter 12 Some Important Housekeeping Choresp. 175
Backing Up and Restoring Money Filesp. 175
Deleting and Closing Bank Accountsp. 180
Creating an Archive File for Past Transactionsp. 181
Renaming and Deleting Filesp. 183
Part IV Improving Your Financial Picturep. 185
Chapter 13 Reports and Charts for Seeing Where You Stand Financiallyp. 187
A Look at the Pick a Report or Chart Windowp. 188
Looking at the Pick a Report or Chart Windowp. 189
Creating a Report or Chartp. 195
Customizing Reports and Chartsp. 197
Printing Reports and Chartsp. 202
Exporting a Report or Chartp. 203
Chapter 14 Planning for the Years Aheadp. 207
Being Alerted to Important Eventsp. 207
Introducing the Lifetime Plannerp. 209
Planning to Get Out of Debtp. 217
Estimating Your Tax Billp. 218
Chapter 15 Making Loan and Mortgage Decisions with Moneyp. 223
Calculating the Costs of a Loanp. 224
Comparing One Loan or Mortgage to Anotherp. 228
Home Worksheet: Finding Out How Much You Can Pay for a Housep. 229
Purchase Wizard: Getting Advice for Gathering the Down Paymentp. 231
Special Help for House and Car Buyersp. 232
Chapter 16 Tracking Assets, Liabilities, Loans, and Mortgagesp. 235
Understanding How to Track Assets, Liabilities, Loans, and Mortgages with Moneyp. 236
Tracking the Value of a House or Other Assetp. 236
Cataloging the Items in Your Householdp. 239
Tracking Your Liabilitiesp. 241
Tracking Loans and Mortgagesp. 241
Chapter 17 Money for Investorsp. 253
Your Own Electronic Portfoliop. 253
Editing an Investment or Retirement Account Transactionp. 260
Updating the Price of a Securityp. 261
Analyzing and Comparing Investmentsp. 262
Recording Payments to and Disbursements from Brokersp. 263
Handling Stocks and Bondsp. 264
Handling Mutual Fundsp. 271
Other Kinds of Investmentsp. 274
Part V Money and the Small Business Managerp. 277
Chapter 18 Getting Ready to Record Business Transactionsp. 279
Is Money Right for Your Business?p. 279
Creating a Separate File for Tracking Business Activityp. 280
Setting Up Accounts for Your Businessp. 282
Creating the Right Categories for Your Businessp. 283
Setting Up and Using a Cash Accountp. 283
Protecting Business Files with Passwordsp. 284
Chapter 19 Paying and Sending Out Billsp. 287
Tracking What Is Owed Your Businessp. 287
Tracking Payments to Vendorsp. 291
Reports for Gauging Your Business's Healthp. 292
Chapter 20 Handling the Payrollp. 295
An Overview: Using Money to Track the Payrollp. 295
Setting Up the Liability Accounts and Subcategoriesp. 297
Writing a Paycheckp. 298
Paying Taxes to Federal and State Governmentsp. 299
Getting the Numbers for W-2 and W-3 Formsp. 300
Part VI The Part of Tensp. 303
Chapter 21 Ten Things You Should Do Periodicallyp. 305
Back Up Your Data Filep. 305
Update Your Savings and Checking Account Registersp. 306
Balance Your Accountsp. 306
Balance Your Credit Card Accountsp. 306
Personalize the Home Pagep. 307
Generate an "Income vs. Spending" Reportp. 307
Print Your Account Registersp. 307
Make an Archive File and Put It Awayp. 308
Prune Your Payee Listp. 308
Stop and Smell the Rosesp. 308
Chapter 22 Ten Ways to Good Health -- Financially Speaking, That Isp. 309
Record Credit Card Transactionsas You Make Themp. 309
Pay Off All Your Credit Card Debtp. 310
Leave Your Plastic at Homep. 310
Create a "Where the Money Goes" Chartp. 310
Create a Monthly Cash Flow Reportp. 311
Create a Budgetp. 311
Plan Ahead for Your Retirementp. 311
Set Aside Money for a Rainy Dayp. 311
Make Like a New Dog -- Learn New Tricksp. 312
Take the Day Offp. 312
Chapter 23 Ten Things You Should Do If You Are Self-Employedp. 313
Diligently Record Your Financial Activityp. 313
Make Sure That All Tax-Related Expenses Are Marked as Suchp. 314
Print a Tax-Related Transactions Report for Your Accountantp. 314
Use the Memo Box Early and Oftenp. 315
Set Aside a Tenth of Your Income in a Savings Accountp. 315
Schedule Your Quarterly Tax Paymentsp. 315
Use Classifications to Track Business Expensesp. 316
Open a Checking Account for Business Transactionsp. 316
Write a Check to Yourself Periodicallyp. 316
Keep Your Irons on the Firep. 317
Chapter 24 Ten Things Ex-Quicken Users Should Know about Moneyp. 319
You Can Use Your Old Quicken File in Moneyp. 320
Some Things Are Lost in the Conversionp. 321
Some Quicken Features Have No Equivalent in Moneyp. 321
You Can Find Out Exactly How Quicken and Money Differp. 322
In Money, Transactions Are Entered on Formsp. 322
You Get from Place to Place Differently in Moneyp. 322
Your Quicken Checks Are Good in Moneyp. 323
Quicken's Online Banking Services Are No Good with Moneyp. 323
Your Payee List Is Way, Way Too Longp. 323
Money Offers Help Advice for Quicken Usersp. 324
Appendix A Installing Microsoft Money 2000p. 325
Before You Install the Programp. 325
Installing (Or Reinstalling) the Programp. 325
Appendix B An Extremely Short Windows Primerp. 329
Giving Commandsp. 329
All About Dialog Boxesp. 332
Minimizing and Maximizing Windowsp. 333
Switching Applications with the Taskbarp. 333
Appendix C A Glossary of Financial and Computer Termsp. 335
Indexp. 339
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