Features/Differences in the Microsoft Money 2007 US Versions
The features of each
US 2007 version (including Money Essentials) are listed in the table below. This feature list is based on the marketing information from Microsoft. System Requirements can be found at
Article 406.
You can find a summary of what is new in Money 2007 at
Article 426.
| | Microsoft® Money® Essentials | Microsoft® Money 2007 Deluxe | Microsoft® Money® 2007 Premium | Microsoft® Money® 2007 Home & Business |
| Keep your finances in shape |
| Balance your checkbook 1 | X | X | X | X |
| Automatically track spending | X | X | X | X |
| Download Transactions | X | X | X | X |
| Effortlessly keep your bills in order 1 | X | X | X | X |
| View charts and reports | X | X | X | X |
| Split Transactions | | X | X | X |
| Customize Spending Categories | | X | X | X |
| Value pack of financial services** | | | $312 Value Article 427 | $1,390 Value Article 427 |
| Improve your financial picture |
| Stay on top of your credit and debt | | X | X | X |
| Forecast your cash flow | | X | X | X |
| Plan for retirement and other goals | | X | X | X |
| Manage taxes and investments |
| Transfer data to tax preparation software 2 | X | X | X | X |
| Estimate taxes and find hidden deductions | | X | X | X |
| Estimate tax withholding | | X | X | X |
| Manage 401(k) and asset allocation | | X | X | X |
| Make tax-smart investment choices** | | | X | X |
| Automate Schedule D tax reports** | | | X | X |
| Minimize capital gains taxes** | | | X | X |
| Run your small business |
| Create estimates and invoices | | | | X |
| Generate business reports and graphs | | | | X |
| Manage payroll online** | | | | X |
| Track Schedule C items | | | | X |
| Monitor accounts receivable | | | | X |
Important Limitations and Notices:1. For all Money 2007 products, see the Microsoft Money 2007 online services policy located at
Article 186. See
Article 62 for information on financial institutions that provide connectivity to enable the download of statements into Microsoft Money 2007.
2. Microsoft Money exports to any tax preparation software product that can read tax (.txf) format and Microsoft Money files, including TaxCut® and TurboTax®.
--------------------------------------------------------------------------------
* Estimated Retail Price. Actual retail prices may vary.
** Free Offer Details: All offers valid only for residents in the 50 United States and District of Columbia who acquire Microsoft Money 2007 Premium or Money 2007 Home & Business