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Software Reviews

Insights, GainsKeeper, Auto Balancing, Alerts Center...

New in Money Plus (2008 Edition): Insights (smart tools that let you manage bills, cash flow and spending, right from your desktop), ability to attach links to important files such as check images or scanned receipts from transactions in the Money account register, enhanced background banking; various other enhancements; Release Notes - Last Updated: 08.09.08
Upgrade Meter: 4

New in Money 2007 (v16.0): Savings & Spending Budget (with Spending Tracker for budget groups), improved MSN Bill Pay, enhanced tax estimator, balance adjustment tool, improved invoice designer (with 14 new invoice templates), PayCycle payroll integration; various other enhancements; Release Notes - Last Updated: 07.21.06
Upgrade Meter: 4

New in Money 2006 (v15.0): Enhanced budget tool (with spending thermometers and improved category tracking), better bill management, ability to view and track Exchange Traded funds, improved account and transaction matching, improved backups (ability to back up to CD/DVD), automated price quotes for investments, complimentary financial services for Money 2006 Premium purchasers (free credit report and one year of credit monitoring from Experian, Deduction Pro software from H&R Block, capital gains tax help from GainsKeeper, and Moonjar Moneybox); various other enhancements; Release Notes - Last Updated: 07.06.05
Upgrade Meter: 5

New in Money 2005 (v14.0): Dynamic home page; alerts, services, business resource, and credit centers; customizable task list; GainsKeeper; various enhancements; Release Notes
Upgrade Meter: 5

New in Money 2003 (v11.0): Auto Balancing, Batch Bill Pay, Bill Estimator, Quote Manager, Portfolio Highlights and Analysis Report, Equity and Index Options, Comparison Reports, Online Investing Research Center, over $160 worth of financial services
Upgrade Meter: 5

New in Money 2002 (v10.0): Background Banking, Money sidebar, Home Page customization, flag transactions for follow-up, register reconciliation; Release Notes
Upgrade Meter: 5

New in Money 2001 (v9.0): 401(k) Manager, tax withholding estimator, integration with Kiplinger TaxCut, Priorities feature, HomeAdvisor online home valuation guide, Cash Flow review; Asset Allocation wizard, real-time feedback for help in monitoring your financial health, improved online banking (supports over 900 institutions); Release Notes
Upgrade Meter: 5

New in Money 2000 (v8.0): Capital Gains Estimator, Money Express (with downloadable Web updates), AutoCategorization feature, Smart Internet Connection, Position Tracking and Portfolio Review tools, tax export report, streamlined statement reconciliation Upgrade Meter: 5

New in Money 99: Lifetime planner, improved budget planner, Personal Profile interview wizard, Advisor FYI alerts, Internet bill delivery and payment in retail version (using E-bills), internal Web browser (IE of course), backup/restore wizard, find/replace wizard, Quicken (all versions) conversion wizard, new reports and charts, tax preparation tools
Upgrade Meter: 5

New: Conversion wizards, multimedia help tours, improved online banking capabilities


Pros: Excellent financial tool; intuitive, powerful, and attractive interface; inexpensive

Cons: Quicken continues to offer a few features that Money doesn't (and vice versa)

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