The features of each US 2001 versions are listed in the table below. This feature list is based on the marketing information from Microsoft. System Requirements can be found at
.
Fast, Easy Banking Features | Standard | Deluxe | Deluxe & Business |
New! | Cash flow forecast | x | x | x |
New! | Reminders of upcoming bills | x | x | x |
New! | Budget Maintenance | x | x | x |
Improved! | Budgeting and expenditure tracking | x | x | x |
Improved! | Money Setup Assistant | x | x | x |
Improved! | Online bill scheduling and paying | x | x | x |
Improved! | Easy access to Help by typing questions in your own words | x | x | x |
Improved! | Video and audio Help | x | x | x |
| Electronic checkbook | x | x | x |
| Monthly reports of your finances | x | x | x |
Online Access to Finances |
Improved! | Online banking with over 900 financial institutions | x | x | x |
Improved! | Ability to enter transactions anytime, anywhere | x | x | x |
| Access to a summary of your investments and bills from a Web browser | x | x | x |
| E-mail reminders of bills due | x | x | x |
Investing, Financial Planning, and Tax Management |
New! | Prioritization of your financial objectives | x | x | x |
New! | Feedback Pane | x | x | x |
New! | Frequent Flyer Mileage Tracking | x | x | x |
New! | Baseline Plan Comparison | x | x | x |
New! | Inline Portfolio Expansion | x | x | x |
New! | Investment Communities | x | x | x |
New! | Integration with Kiplinger TaxCut | x | x | x |
Improved! | Investment performance tracking | x | x | x |
Improved! | Personal financial management | x | x | x |
Improved! | 401(k) management | x | x | x |
| Ability to research more than 16,000 stocks and mutual funds | x | x | x |
| Integration with MSN MoneyCentral services | x | x | x |
| Online quotes, research investments, and financial news through MSN MoneyCentral | x | x | x |
| Tax Estimator and deduction finder | x | x | x |
| Tax Export Review feature to export data to tax software | x | x | x |
New! | Tax Withholding Estimator | x | x | x |
New! | Insights and information about IPOs | x | x | x |
New! | Resources to help you learn about home ownership | | x | x |
Improved! | Investment management tools | | x | x |
Improved! | Access to free MoneyCentral and MSN tools | | x | x |
Improved! | Personalized financial insights | | x | x |
Improved! | Synchronization of data in Money 2001 with MoneyCentral online tool | | x | x |
Improved! | Tax-related expenditure tracking | | x | x |
| Capital gains estimator | | x | x |
| Lifetime Planner to help you prepare for financial events such as a home purchase, college, or retirement | | x | x |
| Help determining your target asset allocation | | x | x |
| Advisor FYITM personal financial guidance | | x | x |
| "What if" scenarios for planning | | x | x |
| Tools to compare alternatives for financing major purchases | | x | x |
Business Tools |
| Automatic tax categorization for Schedule C income and expenses | | | x |
| Receivable and payable tracking | | | x |
| Custom invoice creation and design | | | x |
| Customer and vendor list management | | | x |
| Inventory management | | | x |
| Compatibility with Microsoft Office 2000 Small Business Tools | | | x |