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Microsoft Money
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Review

Microsoft Money

Overview
Synopsis

Microsoft Money is beautifully designed personal finance management software which enables users to take control of their finances.

Category

Personal Finance Software Free

Features

• Online bill payment
• Online investment quotes
• Automatic statement downloads
• Import data files
• Currency Converter
• Mortgage Calculator

License

Proprietary

Price

Free

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Microsoft Money

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.2
8.1
Features & Functionality
8.4
8.7
Advanced Features
8.3
8.4
Integration
8.4
7.0
Performance
8.3
8.9
Customer Support
8.2
8.7
Implementation
8.4
Renew & Recommend
9.0
Bottom Line

Micosoft Money is a great personal finance management software with all features needed by users to take control of their finances.

8.3
Editor Rating
Aggregated User Rating
5 ratings
You have rated this

Microsoft Money is beautifully designed personal finance management software which enables users to take control of their finances. It allows users to view bank account balances, create budgets, and track expenses, among other things.

Microsoft Money is available on computers and on mobile phones. Its features include online bill payment, online investment quotes, automatic statement downloads, import data files, currency converter, and mortgage calculator. It was designed for computers using the Microsoft Windows operating system, and versions for Windows Mobile are also available (available for Money 2000-2006 on select versions of Windows Mobile, up to, but not including, Windows Mobile 5.0).

Microsoft Money comes in two retail versions: Deluxe, and Home & Business. Microsoft Money helps users to track worldwide stocks and money news. Microsoft Money retail versions require online activation; however a downloadable version of Microsoft Money is available known as the Money Plus Sunset which does not require online activation or the installation of any previous version of Money on the user's computer. Nonetheless, Money Plus Sunset is missing some of the functionalities that are available in the retail versions of Microsoft Money.

The functionalities missing are: automatic statement downloads initiated by Money (though users may import downloadable OFX and QIF statements from one's financial institution into the user's Money file), online bill payments, and online investment quotes (though one can "go to the Portfolio Manager and Update Prices – Update Prices Manually"), and Money Plus Sunset cannot import data files from non-US editions of Microsoft Money. However, a few third party add-ons have been created to challenge the online limitations of the sunset edition: MSMoney Quotes, a for-pay tool to update quotes; and PocketSense, a free tool to download bank account statements (via OFX) and quotes.

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1 Reviews
  • Lara
    January 3, 2018 at 3:25 pm

    It analyzes and organizes your income and expenses into a healthy, rational budget.

    Company size

    Small (<50)

    User Role

    Executive

    User Industry

    Transportion

    Rating
    Ease of use8.4

    It is a solid, moderately robust personal finance application which offers all the features the average consumer would look for in household budget software. Microsoft Money has debt calculators built in, which will anticipate monthly payments for mortgages or car notes based on the amount financed, interest rate, and term.

    Features & Functionality8

    Advanced Features8.7

    Integration8

    Training 8

    Customer Support8

    Renew & Recommend8.7

    ADDITIONAL INFORMATION
    Schedule all your regular bills and link them to past transactions in your bank statement.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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COOL
67%
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WHAT !
33%
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