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Microsoft Money
Use Microsoft Money to easily enter and view your financial transactions, check your
account balances, and track your investments. If you are using Microsoft Money on
your desktop computer, you should synchronize it with your Pocket PC first so that you
will not have to enter your accounts and other required information manually on your
Pocket PC.
The first time you synchronize, all Microsoft Money information on the Pocket PC will
be replaced with information from your desktop computer. If you do not use Microsoft
Money on your desktop computer, Microsoft Money on the Pocket PC can still be used
to help organize your finances, but you will not be able to synchronize the financial
information with your desktop computer.
Note:
Before you synchronize, you must run the Setup program found in the MSMoney
folder under Extras on the ActiveSync CD (Part No. 871-013-201)
For more information on using Microsoft Money, tap
and then
Help
.
Creating Accounts
1. Tap ,
Programs
,
Microsoft Money
, and then
New
. A screen for entering
account details with a
Required
and an
Optional
tab appears.
2. Enter the name and type of the account on the
Required
tab.
3. Tap the
Optional
tab and then tap
ok
. The name of the account appears in the
Account Manager with its opening balance. The total of all balances for your
accounts appears at the bottom of the screen.
Microsoft Money shows that you are in the Account Manager in the upper-left corner of
the screen. Tap the name
Account Manager
. A list of the five screens within Microsoft
Money appears. Tap the screen you want to see.