How to Use the Microsoft Money Plus Lifetime Planner

If you want to learn more about how you spend your money each month, investing in a computer program like Microsoft Money Plus Lifetime Planner may be the answer. With many computing options, you can create short term and long term monetary goals. You can also learn where your money is going each month so you can develop better spending habits.

Things You'll Need

  • Microsoft Money Plus Lifetime Planner
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Instructions

  1. How to Use the Microsoft Money Plus Lifetime Planner

    • 1

      After installing the program, you will be asked to input a key activation code. This can be found on the software or in the manual. If you are upgrading from another version of Microsoft Money Plus or you're transferring information from Quicken, follow the instructions provided.

    • 2

      Control the program by clicking on specific categories listed on the home page. After uploading your financial information and creating budgets and other folders, you will be able to view them from this page. Before starting, click on the various options to learn more about them. While you may not need all of them at the moment, it's good to know where they are located for future use.

    • 3

      Create budgets, short term financial goals, long term financial goals, bill pay reminders and other folders to help you manage your money. If you have a stock portfolio, follow the icon and enter in the appropriate information.

    • 4

      Update your folders each time a new expense is added or taken away. If you earned extra income for the week or the month, add this to the appropriate column.

    • 5

      Monitor your spending habits by recording each purchase into the spending folder. By creating a budget, the program will tell you how much you can spend and when you go over your budget. You can also create a folder that calculates how much debt you owe and how much of your money is going toward paying it off.

Tips & Warnings

  • Use Microsoft Money Plus Lifetime Planner if you have many bills to pay or when you need to manage multiple accounts at the same time.

  • This program is only effective if you take the time to update it daily, weekly or whenever appropriate.

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