Getting Started with Money 6

Creating and Opening Money Files 8

The Money Home Screen 10

Getting Help in Money 11

Archiving Money Files 12

Finishing a Money Session 13

Setting Up Bank Accounts 16

Storing Additional Account Information 18

Recording Income 19

Using the Paycheck Wizard 20

Recording Expenses 22

Timesaving Tips for Entering Transactions 24

Recording Transfers 25

Splitting Transactions 26

Fixing Errors 27

Entering Recurring Transactions 28

Finding Lost Transactions 30

Printing Checks 32

Reconciling Bank Accounts 34

I Can’t Get My Account to Balance 36

Closing Accounts 38

Creating Credit Card Accounts 40

Recording Credit Card Purchases 42

Recording Credit Card Credits 43

Recording Credit Card Payments 44

Tracking and Paying Off Credit Card Balances 45

Reconciling Credit Card Accounts 46

Producing Reports 50

The Six Basic Report Categories 51

Working with Reports 52

Producing Month-End and Year-End Reports 54

Customizing Reports 56

Formatting Reports 58

Printing Reports 60

How Long to Keep Records 62

Exporting Reports 63

Describing Yourself 66

Building a Budget 67

Six Ways to Stretch Your Budget Dollars 68

Calculating Retirement Savings 70

The First Steps of Retirement Planning 72

Planning for College 74

Investing College Savings 76

Editing College Savings Goals 77

What to Do If You Can’t Afford College 78

Saving for Major Purchases or Events 80

Tracking Income and Tax Deductions 82

The Five Best Ways to Save Money on Taxes 84

Creating Asset Accounts 88

Tracking Assets 89

Tips for Tracking Assets 90

Setting Up Loan Accounts 92

Setting Up Liability Accounts 94

Entering Liability Account Payments 95

Fixing Loan Account Balance Errors 96

Using the Home Worksheet 97

When to Repay and Refinance Mortgages 98

Using the Loan Worksheet 100

Setting Up Investment Accounts 102

Describing Your Portfolio 104

Updating Prices 106

The Investment Portfolio Window 107

Recording Investment Purchases 108

Recording Investment Sales 109

Recording Dividends and Distributions 110

Reinvesting Dividends and Distributions 111

Recording Other Income and Expenses 112

Recording Stock Splits 113

Recording Bond Interest 114

Accrued Interest on Bonds 115

Bond Premiums and Bond Discounts 116

Creating Passive Real Estate Investment Accounts 120

Recording Real Estate Investment Purchases 122

Recording Real Estate Investment Sales 124

Recording Real Estate Investment Distributions 125

Recording Return of Capital Transactions 126

Setting Up Real Estate Property Accounts 127

Building a Real Estate Investment Category List 128

Setting Up Property Classifications 129

Tracking the Adjusted Cost of Property 130

Recording Real Estate Income and Expense Transactions 132

Reporting on Active Real Estate Investments 134

Setting Up Online Services 136

Making Electronic Payments 138

Sending Electronic Payments 140

Making Automatic Payments 142

Canceling Automatic Payments 144

Downloading Bank Account Records 146

Transferring Money Online 148

Sending E-Mail to Your Bank 149

Online Quotes 150

Researching Investments on the Internet 152

The MoneyZone 154

Adding Business Income and Expense Categories 156

Schedule C Categories 157

Recording Business Income and Expenses 158

Preparing for Accounts Receivable Accounting 160

Cash-Basis vs. Accrual-Basis Accounting 161

Recording an Invoice 162

Recording a Customer Payment 164

Monitoring Accounts Receivable 166

Setting Up Payroll Accounts to Track Withholdings 168

Payroll Tax Reporting Requirements 169

Setting Up Payroll Categories 170

Writing Payroll Checks 172

Preparing W-2 and W-3 Forms 174

Measuring Profits 176

Measuring Cash Flow 178

Measuring Net Worth 180