are shown below. In addition, those of Taxsaver 2003 are listed, which is only included in the Financial Suite Product. System Requirements can be found at
.
Microsoft Money 2004 UK Features |
Track your Current accounts, Savings, Loans, Credit Cards, Investments, Assets, Liabilities and Mortgage |
Account Registers to record and view transactions |
Schedule single and recurring bills & deposits |
Bill Estimator |
Automatically enter bills in advance of when they are due |
Analyse your credit in the Credit Centre |
Budget and track spending with the Budget Planner |
Forecast Cash Flow |
Background online banking (1) |
Links to all major UK banks |
Import statements from most major UK banks (2) |
Easier reconciliation of downloaded transactions |
Payee Rules Manager for downloaded transactions |
Customisable home page |
Alternative task-based home page |
MSN Money Headlines on homepage |
Customisable 'Choose a Task' drop down |
Link to news and views from the Financial Times |
35 customisable standard reports |
Monthly reports |
Comparison reports |
Reports can be emailed or exported in several formats |
Track investment performance |
Download investment prices from MSN Money |
Synchronise investment data with MSN Money |
Set investment alerts for specific price points |
Set Investment alerts for specific dates |
Shared MS and MSN Money alerts |
Portfolio Customisation Toolbar - Save multiple views |
View your portfolio as of a specific date |
Option to delete historical prices for non-owned shares |
Online Investing Research Area |
Calculate Capital Gains |
Track and forecast growth for savings accounts |
Multi-currency support, including the euro |
Home Inventory |
Debt Planner |
Lifetime Planner |
Specify and work towards your financial priorities |
Information and feedback from the Expert Assistant |
Illustrated manual in pdf format included on the CD |
Create a Will (3) |
Track Air Miles and other loyalty schemes |
Create 'What if' scenarios |
Wizard to convert from Quicken 5, 6, 98 and 2000 and NOW ALSO 2001, 2002 and Quicken XG |
Import QIF files created by Quicken |
Synchronise with Money for the Pocket PC |
Export tax data compatible with TaxSaver 2003 |
Excel add-on to import data from Money included on the CD |
TaxSaver 2003 Features (Only comes with Financial Suite) |
Import data from Money into TaxSaver |
File your tax return online direct to the Inland Revenue |
Print tax returns on the most commonly used tax forms |
Have your tax return checked for missing information and errors |
Calculate your tax liability or refund |
Receive 70 tax-saving tips |
Calculate any payment on account for the following year |
Link to more than 15 online tax calculators |
Import from TaxCalc or a previous year's TaxSaver file |
Enter tax details using an interview or directly on the tax return |
Password protect your tax return |
Comes with an illustrated manual (in PDF format) |
Online help recommended by the Plain English Campaign for clarity |
For more details, see the list of Financial Institutions and their level of support for Money
Will worksheet is suitable for England and Wales only