A41991-94 Microsoft Corporation. All rights reserved.
7The Cue Cards will help you get started by stepping you
through your first transactions.
>Work with the Cue Cards for your first 3 to 5 checks, or until
4you're comfortable entering information on your own.
:When you're ready, choose the Exit button to leave the CueA
Cards.
&Continue
MSMoney Frame
E&xit
Ver. 3.00
Rel.Date 12/20/93
A1Enter a classification sub-item for finer detail.0
A)Confirm this new classification sub-item.7
A0Press the TAB key when you're ready to continue.'
A Confirm this new classification.-
A&Choose a subcategory for finer detail.
How much is the payment?3
A,Choose a category so you can track finances.$
Confirm this new subcategory.!
Confirm this new category.k
#Money inserts today's date for you.
|A6If your check has a different date, type the new date.
&You've entered a new subcategory name.
0Choose the OK button to add the new subcategory.
- Or -A6 Type a new subcategory, or choose the Cancel button.#
Enter a classification item.
;The address you type here will appear on the printed check.
|A<Type the mailing address for the Payee, or leave this blank.
Payee's mailing address&
How often do you pay this bill?
Confirm the account name.
Choose one of the payees.
How much is the deposit?
Type the check number.
-You've entered a new classification sub-item.
-Choose the OK button to add the new sub-item.
- Or -A( Type a new sub-item, or choose Cancel.
)Specify how often the transaction occurs.
2If the transaction does not occur monthly, use the
+ direction keys or mouse to choose anotherA
frequency from the list.
0There are two or more payees with the same name.
5Choose the OK button to confirm the highlighted name.
- or -
9 Highlight a different name or choose the Cancel button A
to enter a different payee.
Activate a transaction.
4Use the direction keys or mouse to choose a sub-item
$ from the list, or type a new item.
- Or -B7 If you don't need the extra detail, leave this blank.&
Do you want to change the date?
7Money gives you the option of adding a broader level of
+information, when categories aren't enough.
0Choose an item from the list, or type a new one.
- Or -A< If you don't need the extra information, leave this blank.
)You've entered a new classification name.
3Choose the OK button to add the new classification.
- Or -A9 Type a new classification, or choose the Cancel button.
3Choose an income or expense category from the list.
- Or -
3 Type a new name and it will be added to the list.B
A%Where does the money go or come from?(
A!Oops! You have an Alert Message."
Do you want to make a note?4
A-First, press TAB to activate the transaction.
0Choose a subcategory name from the list, or type
a new one.
- Or -B7 If you don't need the extra detail, leave this blank.
7The memo line is for your reference only. Money doesn't
1use this information for organizing your records.
5If you'd like to make a note about this transaction, A
type it here.
]It's nothing to panic about. Alert messages are meant to warn or inform you about something.
IFirst, read the message (for additional information, press the F1 key).
3Then, choose a button on the message to close it. A&Finally, correct the problem in Money.
:You can change an existing transaction or enter a new one.
/Use the direction keys or the mouse to select aA1 transaction, and then press TAB to activate it.
5Most of the time you won't have to change this field.
Leave this unchanged.
- Or -A' Choose an account name from the list.
#You've entered a new category name.
:Choose the OK button to add the new category to your list.
- Or -A/ Type a new name, or choose the Cancel button.l
Type the amount of the deposit.
- Or - B1 If you're entering a payment, leave this blank.t
&If you wrote a check, type the amount.
- Or -B3 If you are entering a deposit, leave this blank.
1Type the name of the person or company you wrote
the check to.
- Or -B( If this is a deposit, type the source.
6If your transaction is a check, type the check number.
- Or -
Leave this field blank. B8 You can use the DELETE key if you don't want the text.
5The screen resembles a checkbook register, to make it
easier to enter transactions.
/Press TAB to tell Money you want to start a newA
transaction.(
A!Where should the payment be sent?
Z Note: You must type something in the Account Number box. If you don't know the account AG number, or if the payee is a private individual, then type your name.Z
%Enter address and account information
- or -B
Choose the Cancel button.
E&xit
A3Quick Tip: Be careful typing in the Accounts field.
AYou can choose an account from the list, but you can't type a new
)account name while Cue Cards are running.
@If you want to create a new account, you can stop the Cue Cards A
and work on your own.
A)Oops! Please choose a different Category
DYou've chosen Buy Investment in the category field. You haven't done
Danything wrong, but these Cue Cards are meant to help you enter only
simple transactions.
@If you want to enter an investment purchase, you must first exit
Ethe cue cards. For more information on investments, see Part 7 of theA=User's Guide, press F1 and choose Investments in online Help.
Hey, you're doing great!
GThis cue card is designed to help you get started with Microsoft Money.
HIf you aren't using the instructions anymore, choose the Exit button and
Lenjoy the full power of Money. You will still be able to enter transactions.
ADIf you want to keep using the Cue Cards, choose the Continue button.
E&xit
&Continue
A5Quick Tip: Use the TAB key to move to the next field.
GYou pressed the ENTER key. I'll bet it was force of habit. In Microsoft
?Money, you use the TAB key to move between fields. You only use
CENTER to tell Money you're done entering information in the current
transaction.A
A5Oops! You can't edit loan payments in the Cue Cards.
=You've changed the amount of a loan payment. You haven't done
Aanything wrong, but the Cue Cards are meant to help you enter new
transactions.
DIf you really want to change the amount, you must exit the Cue Cards
Aand reenter the amount. For more information about loan payments,A.see online Help or Part 6 of the User's Guide.
A6Oops! The Cue Card can't handle making a new account.
CYou've typed a new account name to transfer to, which creates a new
@account. This is a more advanced feature you can use on your own
+when you're more familiar with the product.
BChoose the Exit button if you want to create a new account on your
>own. Choose Continue if you want to cancel the new account andA
keep using the cue card.
&Continue
E&xit
GYou've moved to the Category field. Everything you've entered so far is
/probably familiar from your checkbook register.
DIn Money you assign a category to each transaction, so you can group
@your income and expenses. Money uses categories to organize your
)budget, tax records, reports, and charts.
A4Choose Continue Cue Cards, or More About Categories.>
A7Quick Tip: Categories are the key to getting organized!
&More About Categories
&Continue Cue Cards
A*Quick Question: Want out of the Cue Cards?
EYou've taken an action that's not part of entering transactions. You
Ghaven't done anything wrong; it's just that the Cue Cards focus only on
entering transactions.
CIf you want to work on your own, stop the Cue Cards by choosing the
AExit button. If you'd rather keep using the Cue Cards, choose theA
Continue button.
E&xit
&Continue
A)Quick Question: Want out of the Cue Card?
EYou've taken an action that's not part of entering transactions. You
Ghaven't done anything wrong; it's just that the Cue Cards focus only on
entering transactions.
CIf you want to work on your own, stop the Cue Cards by choosing the
AExit button. If you'd rather keep using the Cue Cards, choose theA
Continue button.
E&xit
&Continue
A4Quick Tip: You can quickly change dates and numbers.
>If you press the plus (+) sign, the date advances by one day.
<If you press the minus (-) sign, the date goes back one day.
A;You can do the same thing with numbers in the Number field.
A*Oops! Please choose a different category.
DOrdinarily you can split a transaction to assign it to more than one
Ecategory, but not while running the cue card. This is a more advanced
Bfeature you can use on your own when you're more familiar with the
product.
?Choose the OK button below, and then choose a category from theA0Income or Expense sections of the Category list.
HMoney has filled in a name that matches the letters you've typed so far.
FYou can accept what's filled in by pressing TAB, or simply keep typingA
to change the name.H
Quick Tip: SmartFill
A$ makes entering information simpler.
AEOops! The Cue Cards can't help you with this -- do you want to exit?
@You chose Split in the Category list. Ordinarily you can split a
Itransaction to assign it to more than one category, but not while running
;the Cue Cards. You're welcome to try it on your own later.
A9For now, please choose a category from the Category list.
A9Oops! You can't edit split transactions in the cue card.
BYou've changed the amount of a split transaction. You haven't done
Banything wrong, but the Cue Cards are meant to help you enter only
new transactions.
DIf you really want to change the amount, you must exit the Cue Cards
Fand reenter the amount. For more information about split transactions,A1see online Help or Chapter 3 of the User's Guide.
A<Quick Tip: Money suggests a match for the whole transaction.
DSmartFill has filled in a payee name that matches the letters you've
Htyped so far. You can accept what's filled in by pressing TAB, or simply
keep typing to change it.
LIf you press TAB, Money will fill in all the details of the last transactionA9for that payee. Then you can change any details you want.
Transactions
Payee
Category
Amount5
(Little Sprout Co-op 74.90 A
Good Car Insurance Co.
ccount:
3/21
Checking
2165A
Num
Deposit
Balance
Date
Payee
A Payment
Deposit
1,732.52
2164
3/19
1,169.58
Rex's Auto Repair
643.21
1,182.41A
A 550.11
All True Gas Co.
12.83A
2166
A 3/19
Account Book
All (by Date)
Date
Payee / Memo / Category
Payment
Rex's Auto Repair
643.21
Rebuilt Transmission
Automobile
1,732.52
Transactions
Categoriesq
-By assigning a category to each transaction,
)you can automatically keep track of your @
income and expenses.
Automobile2
#Winmark Enterprises 550.11 A
Salary=
*All True Gas 12.23 A
Automobile0
#Dino's Deli 27.00A
Food8
%Rex's Auto Repair 643.21 A
Automobile-
Winmark Enterprises 550.11A
Salary/
Rex's Auto Repair 643.21A
Automobile*
Little Sprout Co-op 74.90A
Food3
All True Gas 12.23A
Automobile9
,Dino's Deli 27.00 A
Food
Salaryf
%A category identifies where the money
#in a transaction came from, or what@
the money was spent on.6
)Pele's Mini Mkt 19.64 A
Food-
Pele's Mini Mkt 19.64A
-And you can easily organize the transactions
0in reports to get a comprehensive look at where @(your money comes from and where it goes.I
#Categories are the key to managing @!your finances in Microsoft Money.
Date
Number
(To go on, press SPACEBAR, or choose the
Keep Going
button.
'To return to the Cue Cards, choose the
Return To The Cue Cards A
button.e
)Entering transactions in the Account Book
"is much like entering them in your@
checkbook register.
8Each transaction has a place for entering information to
:categorize, or label, the transaction. This information is@
called a Category.
&Keep Going
&Return To The Cue Cards
wwwww
wwwwwwwwwwwwwwwwp
wwwwwwwwwwwwwwwww
wwwwwwwwwwww
11114TTTTP
733333773
s333333sssq14P
333333377777
T1s30
33333333ssssqP
3333333337777
Q1s30
3333333333sss4
33333333337775
333333333333sp
33773333333330
33sss333333330
33377733333330
33333ss3333330
733C33333773333330
1s33S3333333s333334_
EC73333333373333333EO
T3s33s333333ss33333P
33333333337733333@
Q3330s3333333ss3333P
33073333333773333@
13330s33333333ss333P
330G3333333377777@
13330S333333333ssss
330G3333333377777
S333333333sssT
G333333337777E
Ss33333333ssST
G333333333735E
Ss333333333s4T
7333333333373E
ss333333333314
7733333333333
sss33333333334
7773333333333E
sss3333333333P
77733333wws33@
ssss3337
G777333p
TSsws3w
" "/
wwwww
wwwwp
wwwwp
wwwww
wwwwp
wwwww
wwwwp
wwwwp
A3For more information on using Microsoft Money, see:
One last thing:3
Press F1 at any timeA
for step-by-step help.
User's Guide^
+You chose Exit to stop using the Cue Cards.A*Now you can enter information on your own.=
(.txt)