Microsoft Money 2004 – Manage Today's Finances, Achieve Tomorrow's Goals

Microsoft^ MoneY Getting Started Guide

It’s easy to get started with Cyprus Credit Union’s online services and Microsoft Money 2004. With Cyprus Credit Union, you can monitor your accounts whenever you want. You don’t have to wait for a paper statement because account activity is available to you online. And with this guide, it’s easy to get up and running.

New Microsoft Money 2004 User

1. 
   You need to set up your accounts in Microsoft Money before you can activate them for online services. When you first open Microsoft Money 2004, click Next on the opening screen to allow Microsoft Money’s Setup Assistant to help you. Be sure to click the Click Here link to download the latest list of financial institution partners.
   
   
2. 
   The Setup Assistant will step you through the process of creating new accounts and assigning each account to the correct financial institutions.
   
   
3. 
   Step through the Setup Assistant, creating your accounts until, Microsoft Money asks you to set up for online services. Click on Cyprus Federal Credit Union and proceed to enter your Member ID and PIN. This is the same info that you use to access the Home Banking website.
   

4. 
   Money then downloads your accounts
   from your financial institution.
   
   

5. 
   Money 2004 will automatically download the latest information for you so that your account is always up to date. Just tell Microsoft Money how far back you want to go to download account transactions.
   
   

6. 
   That is all it takes! Your accounts are now set up for online services in Microsoft Money 2004!
   

Current Microsoft Money User

1. 
   If Microsoft Money 2004 did not detect your most recently used file, click Open on the File menu to locate and upgrade your Microsoft Money file.
   
   
2. 
   On the Microsoft Money Home page, click Internet Updates on the Online status bar at the bottom of the screen, and then click Update Now to download the latest information for Microsoft Money.
   
3. 
   On the Accounts & Bills menu, click Online Services Manager.
   
   
4. 
   Click Set up Online Services and select Cyprus Federal Credit Union from the list provided by Microsoft Money 2004.
   
   
   
   
   
5. 
   Enter your Member ID and PIN, and click Next to download your account information.
   

6. 
   Microsoft Money will match your existing accounts, or you can choose to create new accounts.
   
7. 
   Microsoft Money 2004 will automatically download the latest information for you so that your account is up to date. Just tell Microsoft Money how far back you want to download account transactions.
   
   

8. 
   That is all it takes! Your accounts are now set up for online services in Microsoft Money 2004!
   
   

You’re Now Ready
to Connect!

You can also have Microsoft Money transmit bill payments, transfers, and e-mail requests to Cyprus Credit Union.

1. 
   On the Accounts & Bills menu, click Account List, and then click the account from which you want to make payments or transfers.
   
2. 
   In the Common Tasks section in the left pane, click Make and electronic payment or transfer, and then select Make and electronic payment or Make and electronic transfer. Microsoft Money 2004 will step you through the rest of the process!
   
3. 
   To send e-mail to Cyprus Credit Union, click on the Cyprus Credit Union icon in the left pane of the account register, and then click Send a message to Cyprus Credit Union.
   

need more information?

Visit the Microsoft Money Web Site at http://www.microsoft.com/money