Microsoft KB Archive/179799

Money: How to Customize Money Home Page

PSS ID Number: Q179799 Article last modified on 09-09-1998

WINDOWS:98,99

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 == Microsoft Money 98 == 

= SUMMARY =

The Money Home page appears slightly different than what is shown on the Microsoft Money box. The graphics on the box were designed before the product was actually completed.

You can customize the Money Home page in the following ways:


 * Choose the type of report you want to have displayed.
 * Change the type of chart that is displayed.
 * Choose which account balances you see.
 * Turn the Advisor FYI on or off.
 * Have Microsoft Money open to a different area.

= MORE INFORMATION =

To customize the Money Home page, use the appropriate methods for your version of Money.

= MONEY 99 =

To customize the Money 99 Financial Home page, follow these steps:


 * 1) On the Tools menu, click Options.
 * 2) Click the Money Home tab.
 * 3) Click to select the check boxes for the items you want to display on the Home page. If necessary, click to clear the check boxes for items you do not want to display on the Home page.
 * 4) Click the Advisor FYI, Financial Reading, and Chart of the Day buttons to further control what is displayed on the Home page. Click OK.

Changing Where Money 99 Starts
To specify which screen is displayed when Money 99 starts, follow these steps:


 * 1) On the Tools menu, click Options.
 * 2) Click the General tab. In the drop-down list under Display, click the area you want Money to start in. Click OK.

NOTE: Opening to a screen other than the Money Home page allows Money 99 to open more quickly.

= MONEY 98 =

To customize the Money 98 Home page, use any of the following methods.

Changing the Type of Chart Of The Day
To change which chart is shown for Chart Of The Day, follow these steps:


 * 1) On the Home page, click the chart title under Chart Of The Day.
 * 2) On the drop-down menu, click one of the following six choices:
 * 3) * Assets And Liabilities
 * 4) * Income And Expenses
 * 5) * Current Assets
 * 6) * Expenses For Last Month
 * 7) * Current Liabilities
 * 8) * Change Chart Each Day

Changing the Style of Chart Of The Day
To change the style of the Chart Of The Day, follow these steps:


 * 1) On the Home page, use the right mouse button to click (right-click) the chart.
 * 2) On the shortcut menu, click one of the following three choices:
 * 3) * Line Chart
 * 4) * Bar Chart
 * 5) * Pie Chart
 * 6) Right-click the chart again, and click Legend on the shortcut menu if you want the legend to appear.
 * 7) Right-click the chart one more time, and click Display In 3D if you want the chart displayed in 3-D.

Turning the Advisor FYI On or Off
To turn the Advisor FYI on and off, follow these steps:


 * 1) On the Tools menu, click Options.
 * 2) Click the General tab, and click to select (check) or clear (uncheck) the Show Me Advisor FYI check box. Click OK.

Changing Where Money 98 Starts
To change the first area that is displayed when Money 98 starts, follow these steps:


 * 1) On the Tools menu, click Options.
 * 2) Click the General tab. Under Display, click to select the area you want Money to start in. Click OK.

NOTE: Opening to a different area other than Money Home helps Money 98 to open faster.

= MONEY 98 AND MONEY 99 =

Changing Which Account Balances Appear at the Bottom of the Page
You can select which accounts’ balances are displayed at the bottom of the page, by designating these accounts as your favorites. To do this, follow these steps:


 * 1) Click Accounts on the navigation bar.
 * 2) Right-click one of the accounts that you want to appear on the Home page, and then click Go To Details on the shortcut menu.
 * 3) Click to select the Favorite Account check box.
 * 4) Click Money Home on the navigation bar. Money now shows the ending balance for the account you just added.
 * 5) Repeat steps 1-3 for each account that you want to appear on the Money Home page.

= Additional query words: w_money 6.0 7.0 hat screen startup display =

Keywords : kbdta Version : WINDOWS:98,99 Platform : WINDOWS Issue type : kbhowto ============================================================================= Copyright Microsoft Corporation 1998.