Features/Differences in the US Microsoft Money 2003 Versions
The features of each US 2003 version
are listed in the table below. This feature list is based on the marketing information
from Microsoft. System Requirements can be found at FAQ Article 156.
|
Manage Your Finances |
Standard
|
Deluxe
|
Premium
|
Small Business
|
|
Balance your checkbook
|
x
|
x
|
x
|
x
|
|
Schedule & pay bills online1
|
x
|
x
|
x
|
x
|
|
Download financial statements automatically1
|
x
|
x
|
x
|
x
|
|
Budget, track spending and view monthly reports
|
x
|
x
|
x
|
x
|
|
Balance accounts automatically1
|
x
|
x
|
x
|
x
|
|
Receive Advisor FYI guidance
|
x
|
x
|
x
|
x
|
|
$160 in Financial Services FREE4
|
|
x
|
x
|
x
|
|
Manage Your Investments |
|
Track your investments
|
x
|
x
|
x
|
x
|
|
Download brokerage data & stock quotes1
|
x
|
x
|
x
|
x
|
|
Analyze your portfolio
|
x
|
x
|
x
|
x
|
|
Create a target asset allocation
|
|
x
|
x
|
x
|
|
Track equity and index options
|
|
x
|
x
|
x
|
|
Estimate capital gains scenarios
|
|
x
|
x
|
x
|
|
Track capital loss carryover
|
|
x
|
x
|
x
|
|
Take Control of Your Taxes |
|
Export to tax preparation software2
|
x
|
x
|
x
|
x
|
|
Estimate taxes
|
x
|
x
|
x
|
x
|
|
Find hidden deductions
|
|
x
|
x
|
x
|
|
Estimate tax withholding
|
|
x
|
x
|
x
|
|
Planning Tools |
|
Debt reduction planner
|
x
|
x
|
x
|
x
|
|
Frequent flyer mileage tracker
|
x
|
x
|
x
|
x
|
|
What-if scenarios
|
|
x
|
x
|
x
|
|
Retirement planning
|
|
x
|
x
|
x
|
|
Home purchase planning
|
|
x
|
x
|
x
|
|
Manage Your Small Business Finances |
|
Special offer! Manage your small business payroll online3
|
|
|
x
|
|
|
Automatically categorize taxes for Schedule C
|
|
|
x
|
|
|
Track receivables and payables
|
|
|
x
|
|
|
Create, design and customize invoices
|
|
|
x
|
|
|
Manage customers and vendors
|
|
|
x
|
|
|
Track and manage inventory
|
|
|
x
|
|
|
Track your business cash flow
|
|
|
x
|
|
|
File Your Taxes |
|
Import tax data from Money
|
|
|
|
x
|
|
Prepare tax returns
|
|
|
|
x
|
|
File electronically
|
|
|
|
x
|
|
Complete your state tax return, too
|
|
|
|
x
|
|
Plan for future tax savings
|
|
|
|
x
|
|
Take Control of Your Legal Affairs |
|
Create custom legal documents
|
|
|
|
x
|
|
Knowledgeable guidance and direction
|
|
|
|
x
|
|
Prepare your will and living trust
|
|
|
|
x
|
1 Online banking/brokerage options vary by financial institution. Contact
your financial institution for program details. You can only transfer funds between
accounts at the same financial institution. To receive and pay bills electronically
through a third-party Internet Bill Delivery and Payment Provider, a checking account
with a financial institution in the United States and Internet access are required,
as well as other additional requirements as indicated by the third-party Internet
Bill Delivery and Payment Provider. Online receipt and payment of bills through
Internet Bill Delivery and Payment Providers is subject to the availability by these
third-party providers.
2 Microsoft Money 2003 exports to any tax preparation software product
that can read tax (.txf) format and Microsoft Money files, including TaxCut® and
TurboTax®.
3 Payroll for Microsoft Money Powered by PayCycle is available in the
50 United States and the District of Columbia, and requires additional payment for
the service.