On Hand/On_Hand_From_Softbank_1994_Release_2_Disc_2_1994.iso/a/00229/msmoney1.cbt

Microsoft Lesson | 1993-12-22 | 245KB | 866 lines

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orking With Investments
uotes On-Line
On-Line Services>
 1991-94 Microsoft Corporation.A
 All rights reserved.
ank On-Line
9To choose a preview topic, press the underlined letter or
.use a mouse to point and click on your choice.B9(These services are available only in the United States.)
Money Preview*
ntroducing Microsoft Money@
n-Line Services
ay On-Lineq
$To choose a preview topic, press the
#underlined letter or use a mouse toA
point and click on your choice.X
*To choose a Preview topic click the title,A%or choose Exit Money Preview to quit.
Barney Frame
u    c    _
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E    0    &    ~
    Ver. 3.00(
E&xit Money Preview
&Return to main menu
Rel.Date 12/14/93
u    c
uotes On-Line
ank On-LineX
*To choose a Preview topic click the title,A%or choose Exit Money Preview to quit.
On-Line Services
ay On-Line
9To choose a preview topic, press the underlined letter or
.use a mouse to point and click on your choice.B9(These services are available only in the United States.)
Barney Frame    Ver. 3.00
Rel.Date 08/21/93
E&xit Money Preview
Introducing Microsoft Money
BillsA
Business AccountsA
Checking AccountsA
Savings AccountsA
Credit CardsA
1 Clothing
For example, you can:
3 Food
2 Education
A    4 Housing
ExpensesB
Savings
Checking
Reminder
BillsB
 Monitor the flow of money@
    between accounts.9
 Keep track of where@
    you spend your money.;
 Get automatic reminders@
    when bills are due.-
 Pay bills quickly@
    and easily.^
,With Money, you can take complete control of@-your personal finances -- quickly and easily.W
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Loans
 Track loans and compareB
    loan alternatives.
    Car LoansA
$In this preview topic, you'll learn:
%  How Money can help you organize and@$     automate daily financial tasks.    &Choices
&Next >
< &Back
A    Net WorthW
(Choose the "Next" button to continue, orA&the "Choices" button for more options.M
 Get up-to-date totals on yourB
    net worth, taxes, and more.
Taxes
Loans
Budgets
For example, you can:>
 Track loans and compareB
    loan alternatives.>
 Automatically update
    budget information.@
 Create reports andB
    charts.!
Reports and Charts
    &Choices
&Next >
< &Back
(Choose the "Next" button to continue, orA&the "Choices" button for more options.G
!Manage your mutual funds, stocks,A
bonds, and other investments.)
A"With Money's new features you can:J
"The best way to begin is to create@#the account you use most often. . .q
%Use On-Line Services to pay bills, do
 common banking tasks, and updateA!investment prices electronically.
CheckingA
 Use Financial Wizards to compare
"loan and mortgage alternatives andA!set savings and retirement goals.
    &Choices
&Next >
< &Back
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
On-Line ServicesA
Loans^
 The remaining previews will tell
you more about investment@
tracking and On-Line Services.g
0You can then complete your financial picture and@2automate your finances using other Money features.#
Credit Card
AccountA
 . . . and then create more @
accounts as you need them.
SavingsA
"The best way to begin is to create@#the account you use most often. . .
CheckingB
Investments
AccountA
/This introduction has given you a quick tour of
Microsoft Money 3.0.
-You can choose another preview topic from the
-following screen, or come back to the preview
,topics at any time by choosing Money Preview@
from the Help menu.    &Choices
&Next >
< &Back
Barney Frame
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Working with investments
The benefitsS
)Setting up Investment Accounts and addingB
     investments to them.S
'How to track the changing value of yourB
     investments over time.Z
Market Value
Performance Over Time
Price History
and more
Quantity
Investment
Crocuta Corp.
Investment Summary
17 3/4
Nephala Bond
5,000
5,325
Latest Price
Value
Total Value:
Viridis Brokers
All Investment Accounts
6,200[
+The difference between managing investmentsB
     and managing other assets.
1,775
3,550
26,850
Loxodonta Fund
Salix Brokers
Accipiter Inc.
/You can then make more informed decisions about
.your investments by having immediate access toA&investment reports and charts showing:
Retirement Plan
0Once you enter your data, Money will provide you
.with an overview of your investments and theirA
current value at any time.m
=This preview topic will introduce you to managing investmentsA'in Microsoft Money. You'll learn about:    &Choices
&Next >
< &Back
Update Price...
F    ?    p
    J    9
L    )    9
F    9    p
9    )    L
Viridis Brokers
     Accipiter Inc.
     Crocuta Corp.
     Nephala BondB
(Choose the "Next" button to continue, orA&the "Choices" button for more options.r
)Other assets can change value quickly and
less predictably.
A+You can track these in Investment Accounts.
'Many assets, such as personal property,
$change value slowly and predictably.
)In Money, you can track these in Asset orA
Bank Accounts.
Two kinds of assets
Investments
Personal property+
SavingsA
Stamp Collection
Account List
Asset
Asset
BankA
Asset
StockB
Mutual Fund
Stock
StockA
Investment Account
StockB
Retirement Plan
     Crocuta Corp.
     Loxodonta FundB
Salix BrokersA
     Crocuta Corp.Y
Investments:
Stocks
Bonds
Mutual Funds
Precious MetalsW
Personal Property:
Savings
Stamp CollectionI
%Money can help you organize and trackA
all your assets, including:    &Choices
&Next >
< &Back
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Viridis Brokers
Salix Brokers
Miscellaneous%
Setting up Investment Accounts
Retirement Plan
,You'll create an Investment Account for each
&brokerage or institution you receive a
statement from.
%This makes it easy to reconcile your
#Money accounts with the statements
you receive.
Salix Brokers
Salix Brokers
Viridis Brokers
Retirement Plan
Viridis Brokers
.Retirement plans are usually taxed differently
0than other investments. If you have a retirement
.plan, such as a 401(k) or IRA, you'll create aA#separate Investment Account for it.
.If you have investments that you don't receive
1statements for, you'll create a single Investment
*Account for them. This would include bond
#or stock certificates you hold and
manage personally.@
    &Choices
&Next >
< &Back
XX`    N    2
)You can create an Investment Account from
(the Investment Details or the Investment
Summary window.
Checking
)Then use the Investment Details window to
'add your individual investments to your
Investment Accounts.
,The register in this window works a lot like
!other windows in Money. To add anA&investment, just enter a Buy activity.
Entering transactions
ListsW
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
9/13/94
8/22/94
Total
Price
Quantity
Activity / Memo
Investment
Crocuta Corp.
Comm:
Transfer From:
Memo:
17 1/4
Tools2
A+Investment Details: All Investment Accounts
A    Inv Acct:s
. . .I was charged a $97
commission and I funded the
purchase with money from myA
Associated Cash Account.
Multiple Investment Accounts...
All Investment Accounts#
Create Investment Account...
8/9/94
Nephala Bond
Cash Balance:
Account Value:
14,824
Total Value:
Window
Reports0
A)It's easy to create an Investment Account
/You'll enter all the investments that appear on
 your statement for this account.
0You'll also use this window to record all future
0investment activities, such as purchases, sales,A#and interest and dividend payments.
Associated Cash Account%
It's easy to enter investmentsl
%Does the Viridis Brokers account have
#an associated account which is usedA
to store uninvested cash?#
Create Investment Account...
On-Line
6,200
10,000
5,236
Yesterday I bought
100 shares of
Accipiter Inc. for A
$62 per share. . .
9,903
Accipiter Inc.*
A#Investment Details: Viridis Brokers
Cash: Viridis Brokers
1Many brokerages provide an account that lets you:
0deposit money from investment sales and profits.
"hold money you're ready to invest.
$withdraw money to buy an investment.
1When you create an Investment Account, Money will
0ask if you'd like to create an ''Associated Cash
(Account'' to track this uninvested cash.A
%For more information about Associated
$Cash Accounts, see Chapter 27 of theA
User's Guide.
6,297
3,703
3,529
9,824
Associated Cash Account
Microsoft Money
    &Choices
&Next >
< &Back
Cash Account
Cancel
Update Price$
Save time with Quotes On-Linec
+The Investment Summary window also makes it
-easy to update the value of your investments.@
Crocuta Corp.
Investment:
ListsW
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Quantity
Investment
Crocuta Corp.
Investment Summary
17 3/4
Tools
Nephala Bond
5,000
5,325
5,475
1,825
Latest Price
Value
Total Value:
Loxodonta Fund
Retirement Plan
All Investment Accounts
Price:
Date:
10/6/94
18 1/4
Update Market Price
Price
Source
17 3/4
18 1/4
7/1/94
17 1/4
10/5/94
15 1/2
8/22/94
3,650
Bank On-Line...
Window
Reports
Pay On-Line...
On-Line
Quotes On-Line...
Set Up Services...6
A/When you update the price of an investment. . .
'Investment management is a powerful and
*advanced feature. For complete details see
-Part 7 of the User's Guide, ''Managing MutualA'Funds, Stocks, and Other Investments.''$
Getting an investment summary!
Updating investment prices
For more information
Reports and charts
3The Investment Summary window lists your Investment
5Accounts, the investments they contain, and the value
1of each investment, based on the transactions you
)entered in the Investment Details window.@
/And with reports and charts at your fingertips,
,you'll always know what your investments are
!worth and how they're performing.A
/When you update the price of an investment. . .
,. . .The change is reflected immediately in A
all your accounts.
6,200
1,775
3,550
50 1/2
5,050
27,374
On-Line
InvestmentA
Account&
Total value ofA
all investments
Accipiter Inc.
Salix Brokers
Viridis Brokers
Cash: Viridis Brokers
:If you subscribe to Quotes On-Line, you can electronically
;update the price of stocks and mutual funds. See Chapter 28A of the User's Guide for details.
Investment
18 1/4
1,825
3,650
5,475
27,374
27,074
Microsoft Money    &Choices
&Next >
< &Back
Update Price...
Update
Close
Report...
W    >    (
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Pay On-Line
Pay On-Line!
or a check A
to a friend, 3
*you can pay it with the click of a button.@
a mortgage A
payment,
lity Co.q
'With Pay On-Line you can pay your bills
$from your computer.  No more writing
checks or licking stamps.@
Whether it's A
a utility bill,
Save time paying bills
by   8/23/94
by   7/29/94
It'll save you time and
     give you more control.
It's easy to use, available
     24 hours a day, andB
     guaranteed.
by   8/15/94
by     9/1/94     &Choices
&Next >
< &Back
&Call
&Help
Close
&Inquiry...
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
APRIL
MARCH
Account Book: Checking@
 . . .or cancel a payment before
Pay On-Line sends it.@
Gain controld
Send payments at your
convenience and Pay On-Line
will deliver them by the date
you set.@
It's easy to use
City Center Market
Global Utility Co.
4You can authorize Pay On-Line to pay recurring bills
6automatically every time they're due. Just type 'Apay'
2instead of Epay in the Future Transactions window.A
64.88c
. . .except you'll type
'Epay' in the Number field,
and the due date in the
Date field.@
1374.46
1326.82
Lee Hillock
47.64
1301.82L
You can enter payments
for Pay On-Line like otherA
transactions. . .
25.00
Epay:
Schedule payments up to
2 months in advance. . .A
8/3/94
8/15/94
8/23/94    &Choices
&Next >
    2    ?    f
< &Back
n    z    V
    G    '    G    ^    f
Instructions For Pay On-Line:W
(Choose the "Next" button to continue, orA&the "Choices" button for more options.C
Click the Call button to sendA
your payments to Pay On-Line.
Pay On-Line
It's secure. . .
. . .and it's guaranteed
It's convenient
Send your paymentsx
Your payments will be delivered
by the date you request, or Pay
!On-Line will pay any late fees or@
finance charges.r
Get a Quick Status of
a payment or send a
letter to Pay On-Line
by clicking the
Inquiry button first.@
Send payments to Pay On-Line
24 hours a day.@
The same check number will alsoA
appear on your bank statement.g
With a Personal Identification
"Number (PIN) that you select, onlyA
you can access your account.S
#Pay On-Line will reply immediately,
and assign a check number to@
each payment.
$  47.64
to Global Utility Co.
by   8/15/94
$  25.00
to Lee Hillock
by   8/23/94
AutoPay Monthly
$795.00
to Universal Mortgage
by     9/1/94
Get Status 8087 E
$  66.31
to SpectraCard
by   7/29/94
Letter
"I am changing banks"    &Choices
&Next >
< &Back
&Call
&Help
Close
&Inquiry...
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
It's a great valueX
,As a special introductory offer, you can try@'Pay On-Line for a month without charge.
It's easy to get started]
!The modem can use any phone line,
!and the connection to Pay On-LineA
is a local call.
It's easy to sign up@
&All you need is a modem and a checking
)account at a financial institution in theA
United States.
Your start-up kit8
!Refer to Chapter 31 of the User's@
Guide for details.
"It's convenient and could cost you
less than postage and checks.
"The monthly service charge will beA automatically recorded in Money.I
$Quotes On-Line (daily stock prices),B
     see Chapter 28.R
)Complete the On-Line Services applicationA and mail it with a voided check.*
A#For more information on Pay On-LineI
Bank On-Line (banking at home),B
     see Chapter 32, and ]
+A few days later, you'll receive a start-up
'kit so you can begin using Pay On-Line!@
Other services available:    &Choices
&Next >
< &Back
    u    0r
         $
    d    b
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Bank On-Line
%With Bank On-Line you can access your
)checking, savings, credit card, and other
accounts from your computer.
It's like having a bank teller A
in your home.
Michigan National Bank[
'To use Bank On-Line you need an account
)at a participating financial institution.@
UA    U.S. Bank
Member institutions
Save time, gain control@
transfer funds,
Others)
A"see details of your transactions, K
)You won't have to stand in line to manage
your accounts. You can:@
get account balances,G
You can do all
of these from
your computer,
24 hours a day.@
send a letter
to the bank,A    and more.)
UA"The First National Bank of Chicago
It'll save you time and
     give you more control
     managing your accounts.
It's easy to use, secure, andB
     available 24 hours a day.t
If yours isn't shown here, call
'1-800-200-7622 to see if it's a member,A#or call your financial institution.    &Choices
&Next >
< &Back
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(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Easy balancingA
Because Bank On-Line can keep
your records current. . .@
(. . .balancing your account with monthly@"statements will be quick and easy.
Savings
Easy transfers=
$Transfers will be effective as earlyA
as the next day.
412.43m
Click the Inquiry button
to order checks, get
a copy of a check, or
send a letter to your
bank.@
%To transfer funds between two of your
accounts, type 'Xfer' in @
the Number field.
250.00
Bank On-Line%
Instructions For Bank On-Line:
It's easy to use
Account Book: Checking
1898.32@
You can confirm each
transaction before it's
entered.@
It does the work for you
992.41
39.88
City Center Market
10/12/94
905.91
ZYX Industries
At your request, Bank On-Line
will automatically update your
records with the transactionsA
that have cleared the bank.
Then, connect to Bank On-Line.@
Choose the requestsA
you wish to send.
9/27/94*
A#Get Status/Balance for All AccountsA
A:Get Transaction Detail for Account:   Zenith Bank Checking@
A9Get Transaction Detail for Account:   Zenith Bank SavingsD
A=Get Transaction Detail for Account:   Zenith Bank SpectraCardK
ADTransfer  $250.00  From Zenith Bank Checking  To Zenith Bank Savings    &Choices
&Next >
< &Back
&Call
&Help
Close
&Inquiry...
&Options...
dB    @@
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
It's convenient7
Send requests to Bank On-Line
24 hours a day.@
It's secure
It's a great valueY
,As a special introductory offer, you can try@(Bank On-Line for a month without charge.
!You'll save time and gain control
managing your finances.
"The monthly service charge will beA automatically recorded in Money.
Bank On-Line%
Instructions For Bank On-Line:m
Click the Inquiry button
to order checks, get
a copy of a check, or
send a letter to your
bank.@
A#Get Status/Balance for All AccountsA
A:Get Transaction Detail for Account:   Zenith Bank Checking@
A9Get Transaction Detail for Account:   Zenith Bank SavingsD
A=Get Transaction Detail for Account:   Zenith Bank SpectraCard4
Click the Call button toA
send your requests.
It's easy to use-
Choose the requestsA
you wish to send.S
Bank On-Line will reply
immediately, and update your@
account records in Money.b
/With a Personal Identification Number (PIN) youA*select, only you can access your accounts.K
ADTransfer  $250.00  From Zenith Bank Checking  To Zenith Bank Savings$
    &Choices
&Next >
< &Back
&Call
&Help
Close
&Inquiry...
&Options...
(Choose the "Next" button to continue, orA&the "Choices" button for more options.^
+A few days later, you'll receive a start-up
(kit so you can begin using Bank On-Line!@
It's easy to get started
It's easy to sign up@
)Complete the On-Line Services applicationA and mail it with a voided check.
Your start-up kitX
)All you need is a modem and an account orA&credit card with a member institution.I
$Quotes On-Line (daily stock prices),B
     see Chapter 28.8
!Refer to Chapter 32 of the User's@
Guide for details.N
$Pay On-Line (automated bill paying),B
     see Chapter 31, and +
A$For more information on Bank On-Line^
!The modem can use any phone line,
"and the connection to Bank On-LineA
is a local call.
Other services available:    &Choices
&Next >
< &Back
         $
    d    b
(Choose the "Next" button to continue, orA&the "Choices" button for more options.
Other services available:
*With Quotes On-Line you can electronically
*update the value of your stocks and mutualA funds with daily closing prices.
File/
A(Prices and values are instantly updated.4
A-From the On-Line menu, choose Quotes On-Line.
Lists
Tools$
Microsoft Money - MSMONEY.MNY
Bank On-Line...
Quantity
Quotes On-Line
Investment
Crocuta Corp.
Investment Summary
17 3/4
Window
Nephala Bond
5,000
5,325
5,475
1,825
Latest Price
Value
Total Value:
Loxodonta Fund
Retirement Plan
All Investment Accounts
Reports
Pay On-Line...
On-Line
Quotes On-Line...
Set Up Services...
On-Line
18 1/4F
"Click the Call button to send yourA
requests to Quotes On-Line.
Quotes On-Line
Send your requestsD
Bank On-Line (banking at home),B
     see Chapter 32.
3,6505
A.Give me the most recent closing price of LOXO.N
$Pay On-Line (automated bill paying),B
     see Chapter 31, and 8
!Refer to Chapter 28 of the User's@
Guide for details.
An immediate response
6,200
1,775
3,550
50 1/2
5,050
27,250
Accipiter Inc.
Salix Brokers
Viridis Brokers
Cash: Viridis Brokers
3,650
27,675
53 3/4'
A Instructions For Quotes On-Line:-
A&For more information on Quotes On-Line
27,675
53 3/4
5,375
6,000
1,825
5,375
18 1/4
6,000
5,475
It's easy to use
It'll save you time and
     give you more control
     tracking your investments.
It's easy to use and B
     available 24 hours a day.5
A.Give me the most recent closing price of CRCT.6
A/Give me the most recent closing price of ACPTR.    &Choices
&Next >
< &Back
%    E    %
Update Price...
         $
&Call
&Help
Close