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Microsoft Money 2005 Instructions

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    • 1). Install Microsoft Money by loading the software CD and running the program. Once the software is installed, run Microsoft Money by using the shortcut loaded on your program menus. Open the program. You will see the Microsoft Money home page. It displays your favorite accounts, bills and deposits, and favorite categories.

    • 2). Customize your Microsoft Money by adding your banking and bills information. Use these two options to add your income and expense information so you always have a complete financial picture. The banking and bills information can be set to automatically download automatically from your banking center. Contact your bank for additional information regarding this process.

    • 3). Create alerts to keep you alerted about different information on your financial portfolio. You can get alerts about your banking accounts, and investment portfolios. These real-time alerts can notify you using your email address, cell phone, or computer.

    • 4). Create and manage your budget by using the "Budget" option on your menu. Select "Next." Pick you level of budget detail and add details regarding your budget. Update this budget daily to keep track of your income and expenses in your budget.

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