• Setup Assistant. Use the Money Setup Assistant to get off to a great start. The Setup Assistant guides you through entering your basic financial information, including accounts, paychecks, and bills.
• Online Setup. By working through the Money Setup Assistant, quickly set up your Internet information, a Passport to secure your Money file, your accounts to download information online, and Web roaming and synchronization.
• Online Services Manager. Easily set up and maintain your online accounts all in one place. Receive notification when your financial institution starts offering online services or offers new services.
• Login Wizard When setting up your accounts with a bank or broker, Money walks you through the necessary steps to get your logon information with that financial institution.
• Login Lockbox. You can store and remember your logon names, numbers, and passwords with all your financial institutions in Money.