Changing Money's Handling of Data Entry and Editing

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Money provides a neat set of data entry and data editing rules. For example, if Money
can guess what you are typing into a field, Money will automatically complete the bit
of information you are typing. If you select a field that includes a drop-down list-
such as the Category field-Money automatically drops the list for you. Money also
provides other data entry and data editing tools, too, such as the ability to automatically
insert the decimal point in the Amount field.

Although Money's initial setup reflects the date editing and entry options that work
best, you can change most of these options. To do so, choose the Tools menu's
Options command. When Money displays the Options dialog box, click the Editing
tab.

NOTE The initial Entry Options and Confirmation Options settings are probably those
you want to use. To safely and successfully make changes to these settings, work
with Money for a while before deciding whether one or more of its data entry
or data editing conventions doesn't work well for your specific situation.

Setting Entry Options

The Entry Options box has check boxes that allow you to control the way in which
Money handles data entry.

Selecting the Use AutoComplete check box, for example, tells Money to determine
what you are typing as you are typing it. For example, if you're typing a business name
in the Payee field of the account register, after you have typed three or four characters,
Money compares what you typed with a list of past payee names. If Money detects
a match, it completes the entry for you.

Selecting the Automatically Drop Down Category Lists check box tells Money to
automatically open the Category list box when you select the Category field.

Selecting the Automatically Insert Decimal Point In Amount Field check box tells
Money to automatically insert a decimal point two digits from the right into every value
you enter in an Amount field. For example, with this option set, if you enter the value
123 in the field, Money inserts a decimal point so that the amount actually recorded
is 1.23.

Selecting the Use Enter Key To Move Between Fields check box allows you to press
the Enter key to move from one field to the next.

Selecting the Automatically Create A New Transaction After Creating One In Transaction
Entry Forms check box tells Money to automatically create a new transaction
in the account register after you create one using a transaction entry form.
Selecting the Use Transaction Entry Forms To Enter Or Edit Register Transactions
check box tells Money that you want to use the transaction entry forms that appear
at the bottom of the account register window to enter and edit data. (You don't have
to use transaction entry forms, however; you can enter and edit data directly using the
account registers.)

Selecting the Always Start A New Transaction When Selecting A Transaction Form
check box tells Money that every time you select the transaction form, you want Money
to assume that you are starting on a new transaction.

Selecting the Keyboard Shortcuts For Quicken Users check box tells Money that you
want Quicken shortcuts to work in Money. (You might want to turn on this feature
if you have been a previous user of Quicken.)

Setting Confirmation Options

The Confirmation Options box has four check boxes that also work in a self-explanatory
manner.

Selecting the Confirm Changes To Transactions check box tells Money to display a
confirmation message box that lets you confirm or reject changes to transactions.
Selecting the Confirm New Payees check box tells Money to ask you to confirm that
you're entering a new payee any time you do. (If you wanted to restrict the number of
94 Ask the Expert Guide to Microsoft Money 2001 - Electronic Edition
payees listed on the Payee Names list, you might select this check box. By selecting
this check box, you are much less likely to need several different versions of the same
payee name.)

Selecting the Display A Warning When Changing Reconciled Transactions check box
tells Money to display a warning message box whenever you begin to make a change
to a reconciled transaction. Typically, you don't make changes to reconciled transactions
because they are transactions that have already cleared a bank or cleared your
online brokerage account.

Selecting the Display A Warning When Using Duplicate Check Numbers check box
tells Money to display a warning message box whenever you attempt to reuse a check
number.

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