27 Money found %s already loaded. Please close Windows and try again.
28 Error
29 ?
30 &Help
500 Use this wizard to create a home mortgage, auto loan, or other interest-bearing loan.
501 To help you enter accurate information, you should first find your original loan papers or most recent year-end statement.
502 To learn about PopUp Help, click this button.
503 Money will start by asking you for some general information about your loan.
504 1. General Information
505 2. Calculate Loan
506 3. Manage Payments
507 Are you borrowing or lending this money?
508 What would you like to name this loan? For example, Car Loan, School Loan, or Home Mortgage.
509 To whom will you be making payments?
510 What would you like to name this loan? For example, Car Loan, School Loan, or Home Mortgage.
511 From whom will you be receiving payments?
512 Have any payments been made on this loan (whether or not you've entered them into Money)?
513 A down payment made to obtain the loan is NOT considered a loan payment.
514 Do you want Money to record all the scheduled payments made on this loan since the original date of the loan?
515 To find the due date of the first payment, refer to your original loan agreement or call the lender. Note that the due date of the first payment usually differs from the origination date of the loan.
516 What is (or was) the due date of the first payment on this loan?
517 What is (or was) the due date of this year's first payment?
518 To find the due date of the first payment this year, refer to the last statement from the previous year, and find the due date of the next payment.
519 1. General Information
520 2. Calculate Loan
521 3. Manage Payments
522 You have completed the General Information section. Next, Money will ask for information to calculate the loan.
523 How is the interest calculated on this loan?
524 How often are payments made on this loan?
525 What is the original loan amount?
526 Money can calculate any ONE of the values below. If you want Money to calculate the Loan Amount, leave it blank and click Next.
527 Loan Amount:
528 Interest Rate:
529 Loan Length:
530 Principal + Interest:
531 Balloon Amount:
532 On your most recent year-end statement, what is the remaining loan amount?
533 Money can calculate any ONE of the values below. If you want Money to calculate the Remaining Amount, leave it blank and click Next.
534 Loan Amount:
535 Interest Rate:
536 Loan Length:
537 Principal + Interest:
538 Balloon Amount:
539 What is the Simple Interest Rate for the loan?
540 Money can calculate any ONE of the values below. If you want Money to calculate the Interest Rate, leave it blank and click Next.
541 Loan Amount:
542 Interest Rate:
543 Loan Length:
544 Principal + Interest:
545 Balloon Amount:
546 What is the Simple Interest Rate for the loan, as of the beginning of this year?
547 Money can calculate any ONE of the values below. If you want Money to calculate the Interest Rate, leave it blank and click Next.
548 Loan Amount:
549 Interest Rate:
550 Loan Length:
551 Principal + Interest:
552 Balloon Amount:
553 What is the scheduled length of the loan?
554 Money can calculate any ONE of the values below. If you want Money to calculate the Loan Length, leave it blank and click Next.
555 Loan Amount:
556 Interest Rate:
557 Loan Length:
558 Principal + Interest:
559 Balloon Amount:
560 What is the remaining length of the loan, from the beginning of this year until the loan is paid off?
561 Money can calculate any ONE of the values below. If you want Money to calculate the Loan Length, leave it blank and click Next.
562 Loan Amount:
563 Interest Rate:
564 Loan Length:
565 Principal + Interest:
566 Balloon Amount:
567 What amount of your loan payment goes toward the principal + interest?
568 Money can calculate any ONE of the values below. If you want Money to calculate the Principal + Interest, leave it blank and click Next.
569 Loan Amount:
570 Interest Rate:
571 Loan Length:
572 Principal + Interest:
573 Balloon Amount:
574 What amount of your loan payment goes toward the principal + interest?
575 Money can calculate any ONE of the values below. If you want Money to calculate the Principal + Interest, leave it blank and click Next.
576 Loan Amount:
577 Interest Rate:
578 Loan Length:
579 Principal + Interest:
580 Balloon Amount:
581 What is the balloon amount due at the end of the loan?
582 Money can calculate any ONE of the values below. If you want Money to calculate the Balloon Amount, clear the field and then click Next.
583 Loan Amount:
584 Interest Rate:
585 Loan Length:
586 Principal + Interest:
587 Balloon Amount:
588 Money has calculated your loan as it appears in the summary section below. You can:
589 Loan Amount:
590 Interest Rate:
591 Loan Length:
592 Principal + Interest:
593 Balloon Amount:
594 Finally, Money will help you set up categories and Scheduled Payments for your loan payments.
595 1. General Information
596 2. Calculate Loan
597 3. Manage Payments
598 Which categories do you want to use to track the breakdown of principal + interest within each loan payment?
599 For a home mortgage, you might choose:
600 Interest Subcategory: Mortgage Interest
601 Principal Subcategory: Mortgage Principal
602 Interest Category: Bills
603 Principal Category: Bills
604 If other fees, such as insurance or tax reserves, are included in your regular loan payment amount, set them up by clicking the Other Fees button.
605 If there are no other fees in your loan payment, or if you have finished setting up Other Fees, click Next.
606 Would you like Money to create a Scheduled Payment to automatically remind you when each payment is due?
607 Would you like Money to create a Scheduled Payment to automatically remind you when each payment is due?
608 Here's a summary of your Loan Account. Create it now by clicking Create, or change any information by clicking Back.
609 Money is:
610 Make Payment To:
611 First Payment Date:
612 Interest Calc'd:
613 Payment Frequency:
614 Loan Amount:
615 Interest Rate:
616 Loan Length:
617 Principal + Interest:
618 Balloon Amount:
619 Principal Category:
620 Interest Category:
621 Other Fees:
622 Total Payment:
623 Subcategory:
624 Subcategory:
625 Here's a summary of your loan. Create it now by clicking Create, or change any information by clicking Back.
626 Money is:
627 Receive From:
628 First Payment Date:
629 Interest Calc'd:
630 Payment Frequency:
631 Loan Amount:
632 Interest Rate:
633 Loan Length:
634 Principal + Interest:
635 Balloon Amount:
636 Principal Category:
637 Interest Category:
638 Other Fees:
639 Total Payment:
640 Subcategory:
641 Subcategory:
642 Your Loan Account has been created.
643
644 To return to Money, click Exit.
645 Money keeps track of your loan in the Loans window.
646 To open your Loans window, you'll click Loans.
647 Loans
648 Account Book
649 Microsoft Money - MSMONEY.MNY
650 Every time you enter a loan payment in your checking or savings account...
651 Account Book
652 ...Money makes an entry in the Loans window for you.
653 Every time you enter a loan payment in your checking or savings account...
654 Account Book
655 Loans
656 In the Loans window you'll:
657 Loans
658 2/4/93
659 3/4/93
660 11
661 12
662 ABC Savings & Loan
663 ABC Savings & Loan
664 Automobile : Payment
665 Automobile : Payment
666 330.88
667 330.88
668 5,328.15
669 4,997.27
670 Date
671 Pmt Num
672 Payee / Memo / Account
673 Payment
674 Principal
675 Balance
676 When you want the big picture, you'll view a report.
677 Reports
678 Loan Payment Report
679 When you want the big picture, you'll view a report.
680 The Loan Payment Report will:
681 Loan Payment Report
682 Opening Balance
684 Payment
685 Payment
686 Principal
689 Reports
690 Loan Payment Report
691 If you ever need to view or change the details of your loan, you'll choose the Loan List.
692 Lists
693 Loan List...
694 Loan List
695 Current Bal
696 Car #2
697 House
698 Shortcut:
699 Loan Number:
700 Comment:
701 Car #1
702 Loan List
703 2,046.77
704 77,895.04
705 $6,657.00
706 11 1/4 %
707 3 years
708 $221.88
709 Loan Amount:
710 Interest Rate:
711 Length:
712 Payment:
713 Car #1
714 5,380.42
715 See a list of all the loans you've created.
716 Add record-keeping information.
717 Change loan setup information, such as the interest rate on an adjustable rate mortgage.
718 The Loan List is the place to:
719 For more information on working with loans in Money...
720 User's Guide
721 How to convert a Liability Account to a loan.
722 How to balance a loan against a monthly statement.
723 Use this wizard to change Loan Account information.
724 To help you enter accurate information, you should first find your original loan papers or most recent year-end statement.
725 What part of your loan do you want to change?
726 When do you want these changes to take effect?
727 If you enter a past date, Money will update payments on or after that date. If you enter today's date, the changes will affect only new loan payments, not past payments.
728 Money will update your Loan Account with the following values. You can:
729 Principal + Interest:
730 Other Fees:
731 Total Payment Amount:
732 Date Changes Take Effect:
733 Number of Payments Money will Update:
734 What is the new interest rate for your loan?
735 Do not enter the Annual Percentage Rate (APR). If there are loan fees or finance charges associated with your loan, the APR will be different from the Simple Interest Rate that the lender uses to calculate interest.
736 What is the new principal + interest amount for your payment?
737 Money can calculate either the new interest rate or principal + interest. If you know your new Principal + Interest amount, enter it on this screen. If you want Money to calculate this value, leave it blank and click Next.
738 Money will update your Loan Account with the following values. You can:
739 Principal + Interest:
740 Other Fees:
741 Total Payment Amount:
742 Date Changes Take Effect:
743 Number of Payments Money will Update:
744 Interest Rate:
745 What would you like to name this loan? For example, Car Loan, School Loan, or Home Mortgage.
746 To whom will you be making payments?
747 What would you like to name this loan? For example, Car Loan, School Loan, or Home Mortgage.
748 From whom will you be receiving payments?
749 How is the interest calculated on this loan?
750 How often are payments made on this loan?
751 What is the Simple Interest Rate for the loan, as of the date you want changes to take effect?
752 Money can calculate any ONE of the values below. If you want Money to calculate the Interest Rate, leave it blank and click Next.
753 Loan Amount:
754 Interest Rate:
755 Remaining Length:
756 Principal + Interest:
757 Balloon Amount:
758 What is the remaining length of the loan, as of the date you want changes to take effect?
759 Money can calculate any ONE of the values below. If you want Money to calculate the Loan Length, leave it blank and click Next.
760 Loan Amount:
761 Interest Rate:
762 Remaining Length:
763 Principal + Interest:
764 Balloon Amount:
765 What amount of your loan payment goes toward principal + interest?
766 Money can calculate any ONE of the values below. If you want Money to calculate the Principal + Interest, leave it blank and click Next.
767 Loan Amount:
768 Interest Rate:
769 Remaining Length:
770 Principal + Interest:
771 Balloon Amount:
772 What is the balloon amount due at the end of the loan?
773 Money can calculate any ONE of the values below. If you want Money to calculate the Balloon Amount, clear the field and then click Next.
774 Loan Amount:
775 Interest Rate:
776 Remaining Length:
777 Principal + Interest:
778 Balloon Amount:
779 Money has calculated your loan as it appears in the summary section below. You can:
780 Loan Amount:
781 Interest Rate:
782 Remaining Length:
783 Principal + Interest:
784 Balloon Amount:
785 Which categories do you want to use to track the breakdown of principal + interest within each loan payment?
786 For a home mortgage, you might choose:
787 Interest Subcategory: Mortgage Interest
788 Principal Subcategory: Mortgage Principal
789 Interest Category: Bills
790 Principal Category: Bills
791 If other fees, such as insurance or tax reserves, are included in your regular loan payment, set them up by clicking the Other Fees button.
792 If there are no other fees in your loan payment, or if you have finished setting up other fees, click Next.
793 Interest:
794 Principal:
795 Other Fees:
796 Effective Date:
797 Principal + Interest:
798 Interest Rate:
799 Payment Frequency:
800 Balloon Amount:
801 Interest Calc'd:
802 Total Payment:
803 Remaining Length:
804 Remaining Balance:
805 Payments to Update:
806 Make Payment To:
807 To update your Loan Account with the following values, click Done. To change any information, click Back.
808 Subcategory:
809 Subcategory:
810 Interest:
811 Principal:
812 Receive From:
813 Principal + Interest:
814 Interest Rate:
815 Payment Frequency:
816 Balloon Amount:
817 Interest Calc'd:
818 Remaining Length:
819 Remaining Balance:
820 Other Fees:
821 Effective Date:
822 Total Payment:
823 Payments to Update:
824 To update your Loan Account with the following values, click Done. To change any information, click Back.
825 Subcategory:
826 Subcategory:
827 Would you like Money to create a Scheduled Payment to automatically remind you when each payment is due?
828 Would you like Money to create a Scheduled Payment to automatically remind you when each payment is due?
1000 &Next >
1001 < &Back
1002 |<< &Restart
1003 Cancel
1004 ?
1005 ?
1006 Borro&wing Money
1007 &Lending Money
1008 &Loan Name:
1009 Make &Payments To:
1010 &Loan Name:
1011 Receive &Payments From:
1012 &Yes, payments have been made.
1013 N&o, payments have not been made.
1014 ?
1015 ?
1016 &Yes, record them all.
1017 N&o, record only payments made since
1018 the beginning of this year.
1019 ?
1020 ?
1021 &Due Date:
1022 &Due Date:
1023 ?
1024 Based on Date Payment is &Due
1025 Based on Date Lender Receives &Payment
1026 &Two Times Per Year (Canadian Mortgage)
1027 ?
1028 ?
1029 ?
1030 &Paid How Often:
1031 ?
1032 Loan &Amount:
1033 ?
1034 R&emaining Loan Amount:
1035 ?
1036 &Interest Rate:
1037 %
1038 ?
1039 &Interest Rate:
1040 %
1041 ?
1042 &Loan Length:
1043 ?
1044 &Loan Length:
1045 ?
1046 &Principal + Interest:
1047 ?
1048 &Principal + Interest:
1049 ?
1050 Balloon &Amount:
1051 Accept these values by clicking Next.
1052 Change them by choosing Back to return to the information you want to change.
1053 - or -
1054 ?
1055 ?
1056 ?
1057 &Principal Category:
1058 Prin&cipal Subcategory:
1059 &Interest Category:
1060 Interest &Subcategory:
1061 &Other Fees...
1062 Principal + Interest:
1063 + Other Fees:
1064 = Loan Payment:
1065 ?
1066 &Yes, remind me.
1067 N&o, do not remind me.
1068 Next &Payment Due Date:
1069 Pay From &Account:
1070 ?
1071 &Yes, remind me.
1072 N&o, do not remind me.
1073 Next &Payment Due Date:
1074 Deposit Into &Account:
1075 ?
1076 Date Next Due:
1077 Pay From Acct:
1078 1. General Information
1079 3. Manage Payments
1080 2. Calculate Loan
1081 ?
1082 Date Next Due:
1083 Deposit To Acct:
1084 1. General Information
1085 3. Manage Payments
1086 2. Calculate Loan
1087 ?
1088 &Working With Loans
1089 View all payments made on the loan
1090 Balance the loan against your paperwork.
1091 Show you all payments you'll make during the life of the loan.
1092 Help you plan for payments and taxes.
1093 ...See the User's Guide for overviews, ideas, and step-by-step instructions. Examples:
1094 ...Choose Online Help, for step-by-step help while you work.
1095 Other &Fees (such as insurance or tax reserves)
1096 &Interest Rate
1097 &Loan Balance
1098 &Other Loan Information
1099 ?
1100 ?
1101 ?
1102 ?
1103 Effective &Date:
1104 Accept them by choosing Done
1105 Change the Other Fees or Date Changes Take Effect by choosing Back to return to the information you want to change.
1106 - or -
1107 ?
1108 &Interest Rate:
1109 Previous:
1110 %
1111 ?
1112 &Principal + Interest:
1113 Previous:
1114 ?
1115 Accept them by choosing Done
1116 Change the Principal + Interest, Interest Rate, or Date Changes Take Effect by choosing Back to return to the information you want to change.
1117 - or -
1118 ?
1119 &Loan Name:
1120 Make &Payments To:
1121 &Loan Name:
1122 Receive &Payments From:
1123 Based on Date Payment is &Due
1124 Based on Date Lender Receives &Payment
1125 &Two Times Per Year (Canadian Mortgage)
1126 ?
1127 ?
1128 ?
1129 &Paid How Often:
1130 %
1131 ?
1132 Effective Date:
1133 &Simple Interest Rate:
1134 ?
1135 Effective Date:
1136 Remaining &Loan Length:
1137 &Principal + Interest:
1138 ?
1139 Balloon &Amount:
1140 ?
1141 Accept these values by clicking Next.
1142 Change them by choosing Back to return to the information you want to change.
