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

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Getting the Most Out of Microsoft Money
2001Carl HuntingtonSupport ProfessionalConsum
er SupportMicrosoft Corporation
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What We Will Cover

• Converting from a previous version
• Restoring from a backup file
• Help features
• Online services

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Converting a File from a Previous Version of Money

• The last opened file will convert
• Conversion creates .mnx file
• Converting other Money files

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Converting Other Money Files

• Change directory
• Select the file type
• Click the file

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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

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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

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Restoring a Money Backup File Restore from
Default Backup File

• Change the file location if needed
• - or -
• Restore a different backup file

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Restoring a Money Backup File Opening a
Different Backup File

• Select the file to restore
• - or -
• Click Select other backup file

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Help Features in Money

• Multimedia Help features
• Help Pane in Money
• Online Guide to Money

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Using Help Features in MoneyUsing the Help Pane
Example

• 3
• 
  2
• 
  1

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Using Help Features in MoneyHelp Pane

• Opening the Money Help pane
• Help pane icons 1 2 3 4 5 6 7
• Querying suggestions troubleshooting

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Using Help Features in MoneyOnline Guide to Money

• What the Online Guide offers
• Opening the Online Guide to Money

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Help Pane Online Guide Interactive Manual

• Online Guideto Money
• Help in Money

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Online ServicesTypes of Services

• Web based
• Direct online services

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Online ServicesSecurity

• Passwords
• Encryption
• Logon information
• Broker data
• Bank data

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Online ServicesBefore You Start

• Update Internet information
• Register Money online

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Online ServicesBenefits of Web Banking

• Get online statements
• Pay bills electronically
• Easy to use!
• First check your banks offerings

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Online ServicesDetermining Online Banking
Offerings

• 1
• 2
• 3

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Online ServicesSetting Up Web Banking

• 1
• 2

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Online Services Setting Up Web Banking (2)

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Online ServicesBenefits of Direct Online Services

• Online statements
• Online bill payments
• Automatic payments (Apay)
• Electronic payments (Epay)
• Online transfers (Xfer)

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Online ServicesSetting Up Direct Online Services

• 1
• 2
• 3

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Online Services Setting Up Direct Online
Services (2)

• Setup Online Services
• Modify Online Services

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Helpful Online Hints

• Connecting automatically
• Online Service Help topics
• Troubleshooting

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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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