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

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Presentation transcript:

Getting the Most Out of Microsoft Money 2001 Carl Huntington Support Professional Consumer Support Microsoft 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 File Things to Know About Restoring  Currently open file is not overwritten  Contact bank if using Online Services  Restoring from different locations

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

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

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

9 Help Features in Money  Multimedia Help features  Help Pane in Money  Online Guide to Money

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

11 Using Help Features in Money Help Pane  Opening the Money Help pane  Help pane icons  Querying suggestions: troubleshooting

12 Using Help Features in Money Online Guide to Money  What the Online Guide offers  Opening the Online Guide to Money

13 Help Pane + Online Guide = Interactive Manual  Online Guide to Money  Help in Money

14  Web based  Direct online services Online Services Types of Services

15  Passwords  Encryption Logon information Logon information Broker data Broker data Bank data Bank data Online Services Security

16  Update Internet information  Register Money online Online Services Before You Start

17  Get online statements  Pay bills electronically  Easy to use!  First check your bank’s offerings Online Services Benefits of Web Banking

18 Online Services Determining Online Banking Offerings 1 2 3

19 Online Services Setting Up Web Banking 1 2

20 Online Services Setting Up Web Banking (2)

21  Online statements  Online bill payments Automatic payments (Apay) Automatic payments (Apay) Electronic payments (Epay) Electronic payments (Epay)  Online transfers (Xfer) Online Services Benefits of Direct Online Services

22 Online Services Setting Up Direct Online Services 1 2 3

23 Online Services Setting Up Direct Online Services (2)  Setup Online Services  Modify Online Services

24 Helpful Online Hints  Connecting automatically  Online Service Help topics Troubleshooting Troubleshooting

25 Additional Information About Microsoft Money  Money Home Page  Money Newsgroup News://msnews.microsoft.com/microsoft.public.m oney/ News://msnews.microsoft.com/microsoft.public.m oney/ News://msnews.microsoft.com/microsoft.public.m oney/ News://msnews.microsoft.com/microsoft.public.m oney/