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Money Financial Suite 2004 inc. TaxSaver Deluxe
 
 
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Money Financial Suite 2004 inc. TaxSaver Deluxe

by Microsoft
Platform:   Windows Me / XP / 2000 / 98 / NT
3.2 out of 5 stars See all reviews (8 customer reviews)

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2 used from £54.99

System Requirements

  • Platform:   Windows Me / XP / 2000 / 98 / NT
  • Media: CD-ROM
  • Item Quantity: 1
› See more system requirements

Product Features

  • Manage today's finances, achieve tomorrow's goals
  • The quick and easy way to organise and manage your personal finances
  • Balance your accounts, manage credit and debt, keep track of your investments and plan for the future
  • TaxSaver helps you calculate and file tax returns and includes 70 tax-saving tips
  • Whatever your goal, Money provides easy-to-use tools to help

Product details

  • Delivery Destinations: Visit the Delivery Destinations Help page to see where this item can be delivered.
  • ASIN: B0000BY7XG
  • Release Date: 5 Sep 2003
  • Average Customer Review: 3.2 out of 5 stars See all reviews (8 customer reviews)
  • Amazon.co.uk Sales Rank: 1,179 in Software (See Bestsellers in Software)

    Popular in these categories:

    #7 in  Software > Hobbies & Pastimes > Personal Finance
    #8 in  Software > Business & Office > Finance & Accounting > Personal Finance
    #8 in  Software > Business & Office > Personal Finance & Tax

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Product Description

Manufacturer's Description
Microsoft Money 2004 Financial Suite including Microsoft TaxSaver DeLuxe provides a quick and easy way to organise and manage your personal finances. The powerful, yet easy-to-use tools let you balance your accounts, manage credit and debt, keep track of your investments and plan for the future. In addition TaxSaver helps you calculate and file tax returns.

New Features

  • Credit Centre. Visit the Credit Centre to review a summary of debt accounts, learn about credit management, try what-if scenarios, and help protect your credit status.
  • Dynamic homepage. MSN Money headlines are now displayed on your Money homepage to help you keep up to date with financial events.
  • Improved Balancing accounts. Save time by automatically downloading banking and credit card information from your financial institution. And, with the improved statement reconciliation in Money Financial Suite 2004, it's now easier than ever to keep track of finances.

    Benefits

  • Help with your tax returns. Microsoft Money 2004 Financial Suite includes Microsoft TaxSaver 2003 DeLuxe. With TaxSaver you can calculate your tax liability or refund. It helps you file your tax returns either in print or online direct to the Inland Revenue. TaxSaver also includes 70 tax-saving tips.
  • Save time organising and managing your finances. Download current, credit card and other transactions from your bank automatically for up-to-date information.
  • Consolidated view of financial information. View and access information from multiple financial institutions in one place so you always know your overall financial health.
  • Personalised money management. Customise the account register, budgets, bills and deposits list, portfolios, reports, home page and more.
  • Understand your financial data. Reports can be customised and saved so you can see the most relevant financial information for you, helping to provide an even better understanding of your financial health.
  • Manage your investments. Whether at home or on the move, you can keep your portfolio up to date by synchronising your investment data with MSN Money and receiving investment alerts direct to your Money homepage.
  • Achieve financial goals. Whatever your goal, Money provides easy-to-use tools to help you, whether you are saving for a major purchase, schooling, retirement or getting out of debt.

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    Customer Reviews

    8 Reviews
    5 star:
    		 (3)
    4 star:    (0)
    3 star:
    		 (3)
    2 star:    (0)
    1 star:
    		 (2)
     
     
    		 
     
     
    Average Customer Review
    3.2 out of 5 stars (8 customer reviews)
     
     
     
     
    Share your thoughts with other customers:
    Most Helpful Customer Reviews

     
    98 of 102 people found the following review helpful:
    5.0 out of 5 stars From a hardened (former) Quicken user... transfer, 3 Jan 2004
    By Wibles (Oxfordshire, UK) - See all my reviews
    (TOP 500 REVIEWER)   
    I was just about to fall into the same old trap of buying an upgrade for a software product that I had come to respect, Quicken, but thought that a more diligent survey of accounting software was in order. It was a timely e:mail extolling the virtues of Money 2004 and the offer of a trial that persuaded me to take a quick look; and I’m glad I did. I shall expand.

    All software products these days come with a simple installation program, but the excellent characteristic when doing a competitive upgrade (i.e. from Quicken2002 to Money2004) is that the transfer of data is complete, the balances are exact and the account reconciliations are accurate. We saw this with the Money2004. Not only was the data automatically located, all the accounts were imported perfectly. The balances compared precisely with the final printout we made from Quicken. But most importantly was the staggering improvement in usability. Locating information was no longer the trial-and-error guesswork; the graphical displays were clearer and lead to better reports; and, the layout of the information was markedly more intuitive.

    The introduction of automated financial news on the homepage is gimmicky, not entirely useful if you’re interested in such data as a matter of course. But tying up your financial portfolio with near real-time prices is much more useful in that respect. The automatic download of statements from banks and credit cards is much harder to do and I’ve only managed to get one account working so far, but I expect this to increase as banks become more familiar with supporting these type of universal products.

    The 2004 tax add-on is useful though I don’t expect I will find out whether it is valuable until we come to fill in our tax returns next year. Obviously time will tell whether the product has good future proofing. I expect (and hope) there will be a steady stream of automatic upgrades and improvements in functionality, but the product is precisely right for what we want to do now… so it certainly gets my vote of confidence.

    All in all, Money 2004 is a breath of fresh air after Quicken.

    Comment Comment | Permalink | Was this review helpful to you? Yes No (Report this)



     
    149 of 158 people found the following review helpful:
    5.0 out of 5 stars The best so far, 27 Oct 2003
    By A Customer
    I have been using various versions of Money over the last few years and upgraded this year on the flip of a coin - the alternative being Quicken, of course. The reason I flipped the coin was the 2002 version of Money, which seemed to have a whole load of bugs in it. It simply didn't do what I asked it, ie add things up properly! The present version of Money, however does everything I ask it to and more.
    If you are thinking of using this program be aware that to get the best out of it, you need to put a massive amount into it. Every penny you spend, in fact. Along with details about your mortgage, car, child.......... You can get a good deal out of it without this detail - but it will still ask you!
    Detailed it is. Quality it is. Simple it certainly ain't!
    Comment Comment | Permalink | Was this review helpful to you? Yes No (Report this)



     
    11 of 11 people found the following review helpful:
    5.0 out of 5 stars Fantastic - better than Quicken, 26 April 2004
    I've used Quicken for many years and although I was happy with it, Ithought it was about time I tried out Money to see how it compared. Wow,what can I say? Inputting the information is easy and logical but it isthe reports that push it over the edge. They are far easier to prepareand hence much more useful. I agree with some of the other comments thatit is a shame that all UK banks do not support downloading informationinto Money (or Quicken) but that is not a reason not to buy it. I suggestusers contact their banks and tell them they want the funcationality! Idefinitely recommend buying this product.
    Comment Comment | Permalink | Was this review helpful to you? Yes No (Report this)


    Share your thoughts with other customers: Create your own review
     
     
     
    Most Recent Customer Reviews

    3.0 out of 5 stars Money Financial Suite 2004 inc. TaxSaver Deluxe
    A little too complex but it can really help make sorting your financial affairs a lot more structured. Poor support by UK banks, when this was released. Read more
    Published 6 days ago by ladish lad

    3.0 out of 5 stars warning about using MSN Passport with Money2004
    If you buy this software don't be gulled into signing up to a Microsoft Passport account (an invitation you receive everytime you start Money up). Read more
    Published on 30 Jul 2004

    3.0 out of 5 stars Too hard to use in the UK
    This is a very complex program that could really make organising your financial affairs a lot more structured, IF ONLY UK banks (or atleast the ones I'm aware of) provided better... Read more
    Published on 19 April 2004

    1.0 out of 5 stars Come back Quicken 2002, all is forgiven!
    This program is driving me mad. Someone at Microsoft obviously thinks they know what information I would like to see displayed, better than I do. Read more
    Published on 2 Mar 2004 by Judge Pickles

    1.0 out of 5 stars What a load of rubbish!
    Bought this prog 2 weeks ago. Microsoft UK support very poor. Will not work automatically with any of the main banks as they will not authorise it. Read more
    Published on 16 Feb 2004 by sturick

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