<title>Learn about following a weekly To Do list</title>
<category>general</category>
<klink type="cncpt">Tell me about following a weekly To Do list</klink>
</index>
<content>
<p>Use the following weekly strategies to get the most out of Money:</p>
<extend>
<tease>Connect online to your banks and brokerage firms</tease>
<reveal>
<p>You can download and review your statements, enter new transactions, and send scheduled payments, transfers, investment purchases, and messages.</p>
</reveal>
</extend>
<extend>
<tease>If you don't bank online, enter any new transactions</tease>
<reveal>
<p>When you enter new transactions, remember to assign categories to them. Be sure to spell the payee's name consistently. Use the drop-down list to find payees you have used before.</p>
</reveal>
</extend>
<extend>
<tease>Pay bills that are due</tease>
<reveal>
<p>If you've entered your bills on the Bill Calendar, Money will remind you when they're due. If you pay bills online, you can schedule them to be paid any time in the future.</p>
</reveal>
</extend>
<extend>
<tease>Update your portfolio</tease>
<reveal>
<p>Check performance reports, enter buys and sells, update your positions, or conduct research.</p>
</reveal>
</extend>
<extend>
<tease>File your receipts</tease>
<reveal>
<p>Be sure to keep your receipts for major expenditures, reimbursable expenses, and tax-deductible expenses.</p>
