are listed in the table below. This feature list is based on the marketing information from Microsoft. System Requirements can be found at
.
Note that there was no Small Business (Personal and Business) version for Microsoft Money 2003 in the UK.
Managing your personal finances | Standard | Financial Suite |
Track your current accounts, savings, loans, credit cards, investments, assets, liabilities and mortgage | x | x |
Account Registers to record and view transactions | x | x |
Schedule single and regular bills and deposits | x | x |
Bill Estimator | x | x |
Automatically enter bills in advance | x | x |
Budget and track spending | x | x |
Forecast cash flow | x | x |
Background online banking *1 | x | x |
Links to most major UK banks | x | x |
Imports statements from most major UK banks *2 | x | x |
Easy reconciliation of downloaded transactions | x | x |
Payee Rules Manager for downloaded transactions | x | x |
Customisable home page | x | x |
Alternative task-based home page | x | x |
Link to news and views from FTyourmoney | | x |
35 customisable Standard Reports | x | x |
Monthly Reports | x | x |
Comparison Reports | x | x |
Reports can be emailed or exported in several formats | x | x |
Track investment performance | x | x |
Download investment prices from MSN® Money | x | x |
Synchronise investment data with MSN® Money | x | x |
Set investment alerts for specific price points | x | x |
Set investment alerts for specific dates | x | x |
Portfolio Customisation Toolbar - save multiple views | x | x |
View your portfolio as of a specific date | x | x |
Option to delete historical prices for non-owned shares | x | x |
Online Investing Research Area | x | x |
Calculate Capital Gains | x | x |
Track and forecast growth for savings accounts | x | x |
Multi-currency support, including the euro | x | x |
Home Inventory | x | x |
Debt Planner | x | x |
Lifetime Planner | x | x |
Specify and work towards your financial priorities | x | x |
Information and feedback from the Expert Assistant | x | x |
Create a Will *3 | x | x |
Track Air Miles and other Loyalty schemes | x | x |
Create 'What if' scenarios | x | x |
Wizard to convert from Quicken 5, 6, 98 and 2000 | x | x |
Import QIF files created by Quicken | x | x |
Synchronise with Money for the Pocket PC *5 | x | x |
Export tax data compatible with TaxSaver® 2003 | x | x |
TaxSaver 2002 Deluxe CD | | x |
*2 For more details, see the list of Financial Institutions and their level of support for Money
Please note that some features - including online banking and links to MSN Money, FTyourmoney and the Online Investing Research Area - require an Internet connection.