The features of each version are summarised in the table below. This corresponds to what is on the physical packaging. The major differences include the financial planning wizards and the taxes information, but see below for the full list. System Requirements can be found at
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Organise Your Finances | Standard | Financial Suite |
Electronic chequebook | x | x |
Pay bills | x | x |
Personal Monthly Report | x | x |
Debt Reduction Planner | x | x |
Budget Planner | x | x |
Online Banking |
Download statements online | x | x |
Pay bills electronically | x | x |
Financial Planning |
Integrated long-term financial planning | | x |
Retirement planning | | x |
Home buying | | x |
Debt reduction | | x |
New loan wizard | | x |
Mortgage wizard | | x |
Pension wizard | | x |
Manage your Investments |
Track shares, unit trusts and other investments | x | x |
Obtain quotes online | x | x |
Track employee stock options online | x | x |
Simplify Taxes |
Estimate taxes during the year | | x |
Export information to leading self-assessment programs | | x |
Tips and help for self-assessment | | x |
Get Help |
Type questions in your own words and get help | x | x |
Written, video and audio help | x | x |
Written user's manual | x | x |
Keywords: 99, version, UK