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Chapter 17. Managing Your Finances > Getting Started with the Setup Assistant

Getting Started with the Setup Assistant

Before you can use Microsoft Money, you have to configure it with information about your specific banking and financial accounts. The first time you start the program you're presented with the Setup Assistant, which walks you step-by-step through setting up your Money accounts. Make sure you've gathered all your personal financial records beforehand, as you'll need all the account numbers and such to set up the program.

The Setup Assistant runs any time you create a new Money file—by selecting File, New.



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