Notes

• You don't need to earmark contributions to pay for a particular expense. Money calculates whether you have enough savings to pay for all of your future expenses, not just one particular expense. For example, if you want to take a vacation in a year, Money will tell you if you're saving enough to meet all your goals. You can pay for the vacation with money from any of your accounts.
• Money imports (To bring information in from another program or Web site and have Money convert it to the file format Money uses. ) Quicken Savings Goals as asset accounts with transactions representing transfers to and from that account. However, if you were saving for items that you'll buy within a year, you don't need to keep those items in your plan at all. You can add them as an expense in your Advanced Budget (The Advanced Budget option in Money gives you more detail and long-term planning tools. You can break your expenses into categories and subcategories, set up and access multiple budgets, track irregular or one-time expenses, reallocate funds from one budget category to another, and set savings goals. ) .
• If your employer matches your retirement plan contributions, Money tracks this contribution. Follow the instructions in the Contribution Plan wizard for contributing a percentage of your salary, and then tell Money that your employer matches.
• With profit-sharing plans, the employer decides the contribution each year depending on the profitability of the enterprise. Matching contributions are guaranteed, based on some percentage of your own contributions.