Money: How to Customize Money Home Page
  
PSS ID Number: Q179799
Article last modified on 09-09-1998
 
WINDOWS:98,99
 
WINDOWS
 

======================================================================
---------------------------------------------------------------------
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:
 
    - Assets And Liabilities
    - Income And Expenses
    - Current Assets
    - Expenses For Last Month
    - Current Liabilities
    - 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:
 
    - Line Chart
    - Bar Chart
    - Pie Chart
 
3. Right-click the chart again, and click Legend on the shortcut menu if
   you want the legend to appear.
 
4. 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.