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    • 1.

      How Do I Record Additional Purchases?


      by Stephen L. Nelson, CPA - 2008-04-23
      To record additional purchases of a mutual fund account, take the following steps:1. Display the investment account register.Click the Accounts & Bills link, and then select Account List so that Money...
    • 2.

      How Do I Record a Bond Sale?


      by Stephen L. Nelson, CPA - 2008-04-23
      You record the sale of a bond in almost the same way that you record the sale of a stock.One tricky feature of a bond sale, however, concerns accrued interest. Even in the case of a bond that periodic...
    • 3.

      How Do I Prepare Income or Cash Flow Statements for Real Estate Investments?


      by Stephen L. Nelson, CPA - 2008-04-23
      After you collect transaction data for your real estate investments, you can prepare a report that includes only your real estate income and expense categories and that organizes your information usin...
    • 4.

      How Do I Plan for Retirement?


      by Stephen L. Nelson, CPA - 2008-04-23
      Retirement planning is not difficult. The goal is to make sure that you have an adequate income so that you can live the way you want even though you are no longer receiv- ing a paycheck.To plan for r...
    • 5.

      How Do I Perform Record Keeping for Rental Income and Expense Amounts?


      by Stephen L. Nelson, CPA - 2008-04-23
      After you have set up real estate income and expense categories and also created classifications for tracking the properties you own, you will find it very easy to do your bookkeeping with Money. Yo...
    • 6.

      How Do I Measure Profits and Cash Flow?


      by Stephen L. Nelson, CPA - 2008-04-23
      If you use a Money account register to record your income and expenses, measuring profits is very easy. All you need to do is prepare a report that summarizes your in- come and expenses.Several of the...
    • 7.

      How Do I Keep Records for Reit and Direct Property Investments?


      by Stephen L. Nelson, CPA - 2008-04-23
      In essence, a REIT is a company that owns apartment houses, office buildings, shopping centers, or sometimes real estate mortgages. A REIT investment works in the same way that a stock investment work...
    • 8.

      How Do I Handle Derivatives Using Money?


      by Stephen L. Nelson, CPA - 2008-04-23
      Derivatives are securities that derive their value from some underlying security. For example, an option to sell a stock, called a put, is a derivative. It derives its value from the underlying securi...
    • 9.

      How Do I Handle Bond Premiums and Bond Discounts?


      by Stephen L. Nelson, CPA - 2008-04-23
      Bond premiumsIf you buy a bond that pays an interest rate over and above the market interest rate, implicit in your purchase price is something called the bond premium. The bond premium is just the ma...
    • 10.

      How Do I Create a Budget and Financial Plan?


      by Stephen L. Nelson, CPA - 2008-04-23
      How do I create a budget?You can use the Money program to create a budget. By using Money for budgeting purposes, you can compare your actual spending to your budgeted spending. You use Money's Budget...