Essential Microsoft Money Plus Sunset Deluxe Tutorials

Learn how to use Microsoft Money—the free version

Microsoft Money Plus Sunset Deluxe personal finance software is a free download that was made available when Microsoft stopped developing and supporting its old software. Microsoft didn't want to leave Money users out in the cold with no alternative. As with any new software, there's a bit of a learning curve, but Money Plus Sunset Deluxe doesn't offer any real challenges. These are the basics. 

1
How to Install Microsoft Money Plus Sunset Deluxe

The Home Page in Microsoft Money Plus Sunset Deluxe will be familiar to Money Plus users.
Microsoft Money Plus Sunset Deluxe Home Page

This tutorial explains where to download the free version and how to install it if you're using Microsoft Money for the first time. Installing an older version of Money from a software CD is also covered, as well as converting existing data files if you're upgrading from an earlier version. More

2
Working With Financial Accounts in Microsoft Money

MS Money 2005 Account List
MS Money 2005 Account List - Partial Graphic

This tutorial is packed with helpful tips for beginners, starting with an explanation of how accounts work in personal finance software. The five steps for setting up accounts in MS Money are explained, along with using the Essential and Advanced registers and learning to set up and use investment accounts and cash using accounts in your software. Finish up with short cuts for working faster with transactions in Microsoft Money registers.

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3
Importing Transactions

Done importing Microsoft Money transactions.
Transaction Import Complete in Microsoft Money

One of the most convenient features found in earlier versions of Microsoft Money was the ability to set up automatic transaction downloads from banks and other financial institutions. This tutorial explains in easy-to-understand language how to download transactions then import them into Money Plus Sunset Deluxe. You won't have to enter all transactions into the account registers by hand. It explains:

  • The types of files with transaction data that can be downloaded and imported into Money Plus Sunset Deluxe
  • Where downloaded data is stored
  • The four steps to downloading transactions from your online banking web site
  • Three steps to importing transactions
More

4
Budgeting With Microsoft Money

Microsoft Money

This set of tutorials explains how to set up and work with the budget tool in Money Plus Sunset Deluxe. The Spending and Savings budget views that are unique to Money Plus Sunset Deluxe are explained so you can determine which one works best with your budgeting activities and needs. You'll also learn how to change the appearance of income and expense categories when you use an account register. You'll learn about how to effectively use budget categories, subcategories, and split transactions to track your spending and plan for the future.

5
Link a File to a Transaction

Paperclip in Microsoft Money Plus Register indicates a transaction attachment.
Attach digital images of checks, receipts, etc. to Microsoft Money transactions.

Microsoft Money Plus Sunset Deluxe has a great feature for documenting important purchases with a copies of receipts, deposit slips, warranties, or other important information. It explains how to link a PDF, JPG, Microsoft Word document, or Excel document and other types of files to a transaction. You have to know how to scan and save images to link files.

Moving Ahead

Those who resist change might not be happy at the prospect of starting over with new software, but you're really not starting over. Microsoft makes it easy enough to just resume your old work in a new format. Take some time to explore the program—after all, it's free—and see what you think.