Features/Differences in the Microsoft Money Plus (Money 2008) US Versions

The features of each US Money Plus (aka Money 2008) version are listed in the table below. This feature list is based on the information found on the product. System Requirements can be found at Article 489.

You can find a summary of what is new in Money Plus at Article 500

	ESSENTIALS	DELUXE	PREMIUM	HOME & BUSINESS
KEEP YOUR FINANCES IN SHAPE
Balance your checkbook	X	X	X	X
Cash Flow Insights give you a glance at spending		X	X	X
Automatically categorize spending	X	X	X	X
Bills Insights show upcoming and overdue bills		X	X	X
Know which bills are paid and due	X	X	X	X
Enhanced background banking keeps information up-to-date		X	X	X
IMPROVE YOUR FINANCIAL PICTURE
Create and manage a budget	X	X	X	X
Link to statements, checks, or images from a transaction		X	X	X
Stay on top of credit and debt	X	X	X	X
Spending insights help you stay on top of spending		X	X	X
Tips, tools, articles, and integration with MSN Money		X	X	X
Value pack of financial services			Up to $450 Value	Up to $900 Value
Plan for retirement, college, and other goals		X	X	X
MANAGE TAXES
Export to tax preparation software	X	X	X	X
Estimate taxes and find hidden deductions		X	X	X
Minimize capital gains taxes			X	X
MANAGE INVESTMENTS
Analyze your portfolio, manage 401(k) and IRA		X	X	X
Track U.S. markets, commodities, currencies, and more		X	X	X
View Morningstar ratings in the popular ETF Center		X	X	X
The Motley Fool CAPS on MSN Money		X	X	X
Make tax-smart investment choices			X	X
MANAGE YOUR SMALL BUSINESS
Create estimates and invoices				X
View business reports and graphs				X
Do your payroll online				X
Monigot invoices and receivables				X
Track Schedule C items				X

Important Limitations and Notices

1. For Money Essentials, online services are available for one (1) year after activation of Microsoft Money Essentials or September 1st, 2008, whichever is earlier. For the Money Essentials online service policy see http://www.microsoft.com/money/internet_essentials.mspx. See http://www.microsoft.com/money/onlinebanks for a list of financial institutions that provide connectivity to enable the download of statements into Microsoft Money. You can only perform electronic funds transfers between accounts at the same financial institution.

For Microsoft Money Plus, online services available for two (2) years after activation, or Jan. 31, 2011, whichever is earlier. Online services, subject to limited availability, include but are not limited to the abilities to (i) download your financial institution’s statements and obtain stock quotes; and (ii) synchronize your client-based data with MSN® Money. Certain online services and options may only be obtained separately from your financial institution(s), with or without a fee, so please contact your financial institution for details. Microsoft reserves the right to modify or discontinue these online services at any time. See the Microsoft Money Plus online services policy located at http://www.microsoft.com/money/online_services_policy.mspx and in the product for details. See http://www.microsoft.com/money/onlinebanks for a list of financial institutions that provide connectivity to enable the download of statements into Microsoft Money Plus. You can only perform electronic funds transfers between accounts at the same financial institution.

2. Microsoft Money Plus exports to any tax preparation software product that can read tax (.txf) format and Microsoft Money files, including TaxCut® and TurboTax®.

3. The Converter Wizard for Quicken® in the U.S. version of Microsoft Money Plus will convert files for Quicken versions 3 through 7, and Quicken 1998–2006. *See Microsoft Money Plus Premium and Microsoft Money Plus Home & Business boxes for offer details

Category: Product

Keywords: Features, 2008, Limitations, Plus