If you upgrade, you might want to keep the same edition you had in the past, or better, if you don't want to lose information. We had to consent to lose all our business data, such as Accounts Receivable. Since we hadn't been budgeting in Money for many months, we had to reenter login details for our various bank accounts to update them.
Luckily, when we installed Money later on a new laptop that didn't have our personal data file, Money retrieved our historical data from Microsoft's servers once we signed in with our Windows Live ID. Like Intuit Quicken, Money will display in one place your account details from thousands of supporting banks, brokerages, and credit cards. Unfortunately, we wound up with duplicate accounts in Money more than a year ago and never had the patience to merge them.
We were able to deactivate, but not delete, defunct accounts. The result was a cluttered main page with a jumble of identical-looking accounts. Money 's most notable new offering is the Insights feature. Insights are quick snapshots of bills, cash flow, and spending that you can customize. They also let you set alerts that will trigger if, for instance, your clothing expenses surpass your budget. You can open Insights separately from Money from the Windows Programs menu.
This frustrated us, however, because Money told us Insights was already open. Financial Planning Financial Software. Table of Contents Expand. Table of Contents. Option 1: Desktop Software. Option 2: Online Financial Software. Option 3: Money Plus Sunset Deluxe. Is Quicken the Best Money Replacement? Learning to Use the New Finance Software.
By Shelley Elmblad Full Bio LinkedIn Shelley Elmblad is an expert in financial planning, personal finance software, and taxes, with experience researching and teaching savings strategies for over 20 years. She earned her bachelor's in business administration from the University of Wisconsin and has successfully completed additional coursework and certificates in public administration, computer networking, small business accounting, and small business management. Learn about our editorial policies.
Reviewed by Marguerita Cheng. Learn about our Financial Review Board. Article Sources. Your Privacy Rights. Money has improved its tool to help you estimate tax deductions, but you'll have to consider separate software to file your taxes. You can export your data from Money to TaxCut and Intuit TurboTax , but we find that Intuit Quicken offers more seamless integration with its maker's various financial applications. Unfortunately for young users, neither Money nor Quicken offer explicit help for managing student loans.
You can also use Money to track expenses with visual spending "thermometers," as well as pay bills, plan for retirement, plot to overcome debt, and access MSN Money News. Money 's various Web-linked resources for news and tax tips can be helpful, but you can find most of that information free online anyway, and we wish they didn't include graphical ads. Microsoft offers help for Money in the form of well-done videos and an excellent, built-in searchable user guide and FAQs.
You can also consult the online knowledge base and user discussion groups or subscribe to an RSS feed for support updates. E-mail chat is free from 5 a. PT on weekdays and 6 a. Toll-free telephone assistance is also free during those hours. If you're already a fan of Microsoft Money and the edition serves you well, you can probably meet your money-management needs without upgrading to Money United States English.
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