Posted byon February 13, 2008
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In our million dollar credit limit article, readers asked how I keep organized with 89 credit cards. I introduced the series of my organizational system in my billpay and anti-filing system. As I shared, Microsoft Money is the center of my strategy. Here’s my tips, tricks and troubleshooting for using Microsoft Money Home and Business to organize your finances.
I haven’t done a comparison of Money to Quicken, as I know many people use Quicken, but some of these concepts should work for both.
Microsoft Money Tips
Which Version Do I Use?
I used Microsoft Money 2004 successfully for over 3 years. I briefly used the 2005 product 3 years ago, but I uninstalled it after I found it was inferior to the 2004 product. Last fall when the online updating for ticker symbols stopped working I was forced to update to a new year. I purchased the Microsoft Money Plus Home and Business version of Money Plus 2008 and I’ve been pleased with it.
Microsoft Money Troubleshooting
Whenever I get stuck trying to perform a function I visit the usenet group for Money users or the unofficial FAQ. It’s a great resource and has an extensive archive that I can usually find my solutions in.
Feel free to add any tips that I missed!