5-10 Companion Programs
Entering Transactions
Once you have the Account Register open, tap New to create a new transaction.
On the Required tab, Microsoft Money automatically creates a withdrawal and enters
today’s date. If you are not entering a withdrawal, tap the Type box and select Deposit or
Transfer. You can also change the account in which the transaction is being created. Then,
tap the Payee box. Using the input panel, enter the payee for your transaction. As you
type, Microsoft Money tries to guess the payee that you are entering from your list of
existing payees. If Microsoft Money guesses correctly, tap another field or tap Tab to
accept the payee.
When you accept a payee, Microsoft Money enters the same amount, category, and sub-
category that you used for the last transaction with that same payee. This information gets
entered on the Required tab and the Optional tab. This AutoComplete+ feature helps you
quickly enter similar transactions, such as ATM withdrawals. If AutoComplete+ has
entered the wrong information, use the input panel to correct it.
NOTE: If you do not want Microsoft Money to automatically enter information, tap Tools then
Options and turn off AutoComplete+.
Tap to return to the Account
Register (the transaction is
saved automatically).
Tap to select the transaction type.
Tap to select another account.
Tap to enter the payee.
Tap to enter the date.
Tap to enter the amount.
Tap to create a split transaction.
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