One of the most useful resources in Money is the Monthly Report. Keep your Money file updated on a weekly or daily basis, and at monthÆs end you can examine a wealth of relevant financial information. No matter what your income or your goals, you can use the Monthly Report to help you review the past, analyze the present, and plan for the future.
A reminder on the Money Home page alerts you each month when the report is ready. The Monthly Report includes the following sections:
- Spending. Compares your spending habits over the last two months.
- Current Net Worth. Shows your assets minus the amounts you owe.
- Advisor FYI. Lists all hints and tips that Money gave you during the month.
- Investment Performance. Summarizes your investment gains and losses for the month.
- Potential Problems with Your Account. Notifies you of any gaps in sequence in the account register or any check that hasnÆt cleared the bank in over 60 days.
- Upcoming Financial Events. Displays scheduled expenses and upcoming financial events that occur less than once a month, such as tax filing time or holiday shopping.
- Income Tax. Projects your tax liability for this year.
- Frequent Flyer Programs. Recaps any frequent flyer activity for the month and lists upcoming flight awards, as well as miles earned, expired, and redeemed.
To review your Monthly Report
- On the Reports menu, click Monthly Reports. The list of monthly reports appears.
- Double-click the monthly report you want to view.
- Move through a report by clicking report headings in the left pane. Or, use the scroll bar to move sequentially through the report.
- To see more information, click the links that appear throughout the report page.
- If a magnifying glass icon appears as you move the mouse over values in the report, double-click it to see details.
- To print the report, on the File menu, click Print. Select the print options you want, and then click OK.