Navigating Money

Before you start working with your accounts, it's a good idea to get familiar with the way Money worksstarting from the My Money Home page.

Home Sweet Home

The My Money Home page, shown in Figure 17.1, is your "home base" for all your Money-related transactions. This page includes links to different activities; you click a link to access that activity.

Figure 17.1. Start with the My Money Home page, and then click to access different activities and transactions.

Money's Financial Centers

Across the top of the My Money Home page are buttons that link to Money's other financial centers. These pages organize tasks and information by specific types of activity.

The buttons across the top of the My Money Home page take you directly to these financial centers:

• Home. Takes you back to the My Money Home page, from anywhere in the program.

• Banking. This displays your account list (for both banking and investment accounts); you can view account balances, add new accounts, manage existing accounts, and link directly to each account's register.

• Bills. Set up new payees, pay bills, and register deposits to your banking accounts.

• Reports. Create a variety of reports and charts.

• Budget. Access Money's Budget Planner, which lets you create a budget, create a debt reduction plan, and plan your 401(k).

• Investing. View and edit your investment portfolio, record new investment transactions, and go online to get current stock quotes.

• Planning. Plan for various financial scenarios, including retirement, college, savings, and so forth.

• Taxes. Plan and prepare your taxes online.