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Add: work. Removed parameters. Some additions/deletions were parameter name changes. | Use this bot. Report bugs. | Suggested by Abductive | Category:Use mdy dates from April 2012 | via #UCB_Category 277/1809
m Money Plus Sunset is above the table, not below.
 
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⚫
{{Use mdy dates|date=April 2012}}
{{short description|Personal finance management software program}}
{{short description|Personal finance management software program}}
⚫
{{use mdy dates|date=April 2012}}
{{Infobox software
{{Infobox software
| logo =
| logo = Microsoft Money logo 2005.png
| screenshot = [[File:Microsoftmoney10.jpeg|175px|Boxshot]]
| screenshot = Money Plus Sunset Deluxe.png
| caption = Microsoft Money For Windows 8
| caption = Microsoft Money Plus Sunset Deluxe running in Windows Vista
| name = Microsoft Money
| name = Microsoft Money
| developer = [[Microsoft]]
| developer = [[Microsoft]]
| released = {{Start date and age|1991|10|7|df=yes}}
| discontinued = yes
| latest release version = 17.0.150.3817 / 17.0.120.3817
| latest release date = June 7, 2010
| operating_system = [[Microsoft Windows]]
| operating_system = [[Microsoft Windows]]
| genre = [[Personal finance]]
| genre = [[Personal finance]]
| license = [[Proprietary software|Proprietary]] [[commercial software]]
| license = [[Proprietary software|Proprietary]] [[commercial software]]
}}
}}
'''Microsoft Money''' was a personal finance management software program by [[Microsoft]]. It had capabilities for viewing bank account balances, creating budgets, and tracking expenses, among other features.<ref>{{cite web|title=Introduction|url=https://www.microsoft.com/money/support/manual/MoneyPlus/3sku_ch01_p001.htm|work=Microsoft Money Plus User Guide|publisher=Microsoft Corporation|access-date=January 17, 2012|archive-url=https://web.archive.org/web/20090926205801/http://www.microsoft.com/money/support/manual/MoneyPlus/3sku_ch01_p001.htm|archive-date=September 26, 2009}}</ref> It was designed for computers using the [[Microsoft Windows]] [[operating system]], and versions for [[Windows Mobile]] were also available (available for Money 2000-2006 on select versions of Windows Mobile, up to, but not including, Windows Mobile 5.0). Microsoft developed Money to compete with [[Quicken]], another personal finance management software.


Money is no longer being actively developed as a retail program. From its inception in 1991 until its discontinuation in 2009, Microsoft Money was [[commercial software]]. Microsoft discontinued sales of the software on June 30, 2009 and removed access to online services for existing Money installations in January 2011.<ref name="MsftToKillMoneyJune30">{{cite web|url=http://moneymvps.org/faq/article/632.aspx |title=Statement from Microsoft on the discontinuation of Microsoft Money |publisher=Moneymvps.org |date= |access-date=April 3, 2012}}</ref> In 2010, Microsoft released a replacement version, called Microsoft Money Plus Sunset, which allows users to open and edit Money data files, but lacks any online features or support.<ref name="What Is Microsoft Money Plus Sunset?">{{cite web|url=https://www.microsoft.com/money/sunset.mspx |title=Microsoft Money Plus Homepage |publisher=Microsoft.com |date=August 5, 2010 |access-date=April 3, 2012}}</ref> It was available in two editions: Deluxe, and Home & Business.
'''Microsoft Money''' is <!-- Do not use "was". By default, write articles in the present tense. See MOS:TENSE for more information. -->a discontinued [[Personal financial management|personal finance management]] software program by [[Microsoft]]. It has capabilities for viewing bank account balances, creating budgets, and tracking expenses, among other features.<ref>{{cite web |title=Introduction |url=https://www.microsoft.com/money/support/manual/MoneyPlus/3sku_ch01_p001.htm |url-status=dead |archive-url=https://web.archive.org/web/20090926205801/http://www.microsoft.com/money/support/manual/MoneyPlus/3sku_ch01_p001.htm |archive-date=September 26, 2009 |access-date=January 17, 2012 |work=Microsoft Money Plus User Guide |publisher=[[Microsoft Corporation]]}}</ref> Designed for computers using the [[Microsoft Windows]] [[operating system]], versions for [[Windows Mobile]] were also released. From its inception in 1991 until 2009, Microsoft Money was [[commercial software]]; in 2010, Microsoft Money Plus Sunset was released as a [[Freeware|free]] replacement, which allows users to open and edit Money data files but lacks any online features or support.<ref>{{cite web |date=August 5, 2010 |title=Microsoft Money Plus Homepage |url=https://www.microsoft.com/money/sunset.mspx |url-status=dead |archive-url=https://web.archive.org/web/20110214025019/https://www.microsoft.com/money/sunset.mspx |archive-date=February 14, 2011 |access-date=April 3, 2012 |website=[[Microsoft]] |publisher=}}</ref>


In 2020, Money in Excel template was launched to [[Microsoft 365]] Family and Personal subscribers; this service was withdrawn in 2023.
In 2012, Money returned as a [[Windows Store]] app; however, this version of Money was designed as a news aggregator for personal finance, investing, and real estate. Other features include stock tracking across the world markets, a mortgage calculator, and a currency converter. It does not have any of the personal accounting and bookkeeping/money management features of the legacy desktop program.

Microsoft 365 Family and Personal subscribers in the US have access to a premium Money in Excel template from Microsoft.


== Localization ==
== Localization ==


There were localized editions of Microsoft Money for the United Kingdom, France, Japan, Canada and an International English edition for other English speaking countries. However, Microsoft had not updated the U.K., French and international editions since Money 2005. The last Canadian edition was Money 2006.
There are localized editions of Microsoft Money for the United Kingdom, France, Japan, Canada, and an International English edition for other English-speaking countries. However, Microsoft has not updated the U.K., French, and international editions since Money 2005. The last Canadian edition was Money 2006.{{Citation needed|date=September 2023}}


There were also localized editions for other countries, such as Russia, Brazil, Germany and Italy. However, these editions were discontinued due to what was believed to be an insufficient user-base to justify the expense of [[Software localization|localization]] for more recent editions or the expense to integrate support for the national online-banking standard like [[HBCI]] in Germany.
There are also localized editions for other countries, such as Russia, Brazil, Germany, and Italy. However, these editions were discontinued due to what was believed to be an insufficient user base to justify the expense of [[Software localization|localization]] for more recent editions or the expense to integrate support for national online-banking standards like [[HBCI]] in Germany.{{Citation needed|date=September 2023}}


Microsoft offered a free downloadable time-limited trial version of Microsoft Money Plus.<ref>{{cite web|last=Simpson|first=Glyn|title=Microsoft Money Trial Versions|url=http://moneymvps.org/downloads/trials.asp|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012}}</ref> This trial version can import data files from the Canadian edition of Money,<ref>{{cite web|last=Simpson|first=Glyn|title=Money Plus for Canada|url=http://moneymvps.org/faq/article/517.aspx|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012|quote=I have had many reports that conversion of a Canadian file with Money Plus (US) works}}</ref> but not from other non-US editions.<ref>{{cite web|last=Simpson|first=Glyn|title=Purchasing Money Plus outside of the US or Japan|url=http://moneymvps.org/faq/article/535.aspx|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012}}</ref><ref>{{cite web|title=You receive 'Money cannot open this file because it was created by an incompatible version' when you try to open Microsoft Money|url=http://support.microsoft.com/kb/304254|work=Microsoft Support website|access-date=January 17, 2012|date=February 11, 2011|id=Article ID 2118008}}</ref> Users upgrading from other non-US editions must manually export and reimport their accounts, and may have to re-enter certain information by hand.<ref>{{cite web|last=Simpson|first=Glyn|title=How to export/import accounts (using QIF)|url=http://moneymvps.org/faq/article/28.aspx|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012}}</ref>
Microsoft offered a free downloadable time-limited trial version of Microsoft Money Plus.<ref>{{cite web|last=Simpson|first=Glyn|title=Microsoft Money Trial Versions|url=http://moneymvps.org/downloads/trials.asp|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012}}</ref> This trial version imports data files from the Canadian edition of Money,<ref>{{cite web|last=Simpson|first=Glyn|title=Money Plus for Canada|url=http://moneymvps.org/faq/article/517.aspx|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012|quote=I have had many reports that conversion of a Canadian file with Money Plus (US) works}}</ref> but not from other non-US editions.<ref>{{cite web|last=Simpson|first=Glyn|title=Purchasing Money Plus outside of the US or Japan|url=http://moneymvps.org/faq/article/535.aspx|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012}}</ref><ref>{{cite web |date=February 11, 2011 |title=You receive 'Money cannot open this file because it was created by an incompatible version' when you try to open Microsoft Money |url=http://support.microsoft.com/kb/304254 |url-status=dead |archive-url=https://web.archive.org/web/20120112070640/https://support.microsoft.com/kb/304254 |archive-date=January 12, 2012 |access-date=January 17, 2012 |work=Microsoft Support |id=Article ID 2118008}}</ref> Users upgrading from other non-US editions can manually export and reimport their accounts and may have to re-enter certain information by hand.<ref>{{cite web|last=Simpson|first=Glyn|title=How to export/import accounts (using QIF)|url=http://moneymvps.org/faq/article/28.aspx|work=Microsoft (MS) Money FAQ, Help and Information|access-date=January 17, 2012}}</ref>


== History ==
== History ==
[[File:Installation Disc Microsoft Works & Microsoft Money.jpg|thumb|An installation disc of [[Microsoft Works]] 4.0 with Microsoft Money 95]]
⚫
The first version of Microsoft Money in 1991 was originally part of the [[Microsoft Home]] series.<ref>{{cite web |title=Chronology of Personal Computer Software |url=http://www.islandnet.com/~kpolsson/compsoft/soft1991.htm |url-status=dead |archive-url=https://web.archive.org/web/20120211132458/http://www.islandnet.com/~kpolsson/compsoft/soft1991.htm |archive-date=February 11, 2012 |access-date=April 3, 2012 |website=Islandnet.com |publisher= |df=mdy-all}}</ref> Microsoft developed Money to compete with [[Quicken]], another personal finance management software.


On Windows Mobile, Money 2000{{En dash}}2006 was available on select versions of Windows Mobile, up to, but not including, Windows Mobile 5.0.
⚫
The first version of Microsoft Money dates back to 1991 and was originally part of the [[Microsoft Home]] series.<ref>{{cite web |url=http://www.islandnet.com/~kpolsson/compsoft/soft1991.htm |title=Chronology of Personal Computer Software |publisher=Islandnet.com |access-date=April 3, 2012 |url-status=dead |archive-url=https://web.archive.org/web/20120211132458/http://www.islandnet.com/~kpolsson/compsoft/soft1991.htm |archive-date=February 11, 2012 |df=mdy-all }}</ref>


Due to Microsoft's propensity to market product versions using the year number rather than the actual version number, the version number reported in the About dialogue box may not actually reflect that of the packaging of the distribution media.
Due to Microsoft's propensity to market product versions using the year number rather than the actual version number, the version number reported in the ''About'' dialogue box may not actually reflect that of the packaging of the distribution media.{{Citation needed|date=September 2023}}


Note that a [[Triskaidekaphobia|version 13.x]] was never created.
Note that a version 13.x was never created.


=== Release history ===
=== Discontinuation of Money ===
⚫
In August 2008, Microsoft announced that it would stop releasing a new version of Money each year and had no version planned for 2009. The company also announced that it would no longer ship boxed versions of Microsoft Money to retail stores and would instead sell the product only as online downloads.<ref>{{cite web |date= |title=Full Money 2009 Announcement |url=http://moneymvps.org/faq/article/562.aspx |access-date=April 3, 2012 |website=Moneymvps.org |publisher=}}</ref>

⚫
On June 10, 2009, Microsoft announced that it would stop developing Money, would stop selling it by March 18, 2010, but would continue supporting it until January 31, 2011.<ref name="Statement from Microsoft2">{{cite web |date= |title=Statement from Microsoft on the discontinuation of Microsoft Money |url=http://moneymvps.org/faq/article/632.aspx |access-date=April 3, 2012 |website=Moneymvps.org |publisher=}}</ref> The company cited the changing needs of the marketplace as the reason for Money's demise, stating that "demand for a comprehensive personal finance toolset has declined".<ref name="FAQ">{{cite web |date=August 5, 2010 |title=Money FAQ |url=https://www.microsoft.com/money/faq.mspx |url-status=dead |archive-url=https://web.archive.org/web/20110625141311/https://www.microsoft.com/money/faq.mspx |archive-date=June 25, 2011 |access-date=April 3, 2012 |website=[[Microsoft]] |publisher=}}</ref> Product-activation servers used for Money 2007 (and newer versions) were also deactivated after January 31, 2011, preventing these versions from being reinstalled after that date. Microsoft discontinued sales of the software on June 30, 2009, and removed access to online services for existing Money installations in January 2011.<ref name="Statement from Microsoft">{{cite web |date= |title=Statement from Microsoft on the discontinuation of Microsoft Money |url=http://moneymvps.org/faq/article/632.aspx |access-date=April 3, 2012 |website=Moneymvps.org |publisher=}}</ref>

⚫
=== Money Plus Sunset ===
⚫
On June 17, 2010, Microsoft announced the release of Money Plus Sunset, a downloadable version of Money Plus Deluxe and Money Plus Home & Business.<ref>{{cite web |date=August 5, 2010 |title=Money Plus Product Page |url=https://www.microsoft.com/money/default.mspx |url-status=dead |archive-url=https://web.archive.org/web/20101229175720/https://www.microsoft.com/money/default.mspx |archive-date=December 29, 2010 |access-date=April 3, 2012 |website=[[Microsoft]] |publisher=}}</ref><ref>{{cite web |title=Money Plus Sunset |url=https://www.microsoft.com/money/sunset.mspx |url-status=dead |archive-url=https://web.archive.org/web/20110625114622/http://www.microsoft.com/money/sunset.mspx |archive-date=June 25, 2011 |website=[[Microsoft]]}}</ref> Money Plus Sunset does not require [[Product activation|online activation]] or the installation of any previous version of Money on the user's computer, and it should not be installed over the original 2008 version if online services are still required.<ref name="FAQ" />

⚫
Money Plus Sunset comes with most of the functionality that was available in the retail versions of Money Plus. The features missing are:<ref>{{cite web |date=August 5, 2010 |title=What Is Microsoft Money Plus Sunset? |url=http://support.microsoft.com/kb/2118008 |url-status=dead |archive-url=https://web.archive.org/web/20111224112703/http://support.microsoft.com/kb/2118008 |archive-date=December 24, 2011 |access-date=January 17, 2012 |work=Microsoft Support |id=Article ID: 2118008}}</ref>

⚫
* Money Plus Sunset cannot import data files from non-US editions of Money
⚫
* Money Plus Sunset is missing all the online services features from earlier versions of Money, e.g.:
⚫
** 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
⚫
** online investment quotes (though one can "go to the Portfolio Manager and Update Prices – Update Prices Manually")

⚫
A few third-party add-ons have been made to overcome the online limitations of the sunset edition:

⚫
* MSMoneyQuotes<ref>{{cite web |title=Restore Microsoft Money Online Quotes with MSMoneyQuotes |url=http://gaiersoftware.com/money/ |access-date=May 28, 2016 |website=GaierSoftware.com}}</ref> is a for-pay tool to update quotes. The add-on was written by an ex-Microsoft employee who coded the Portfolio Manager in Money.
⚫
* PocketSense<ref>{{cite web |title=Reconnecting Microsoft Money Online Downloads |url=https://sites.google.com/site/pocketsense/ |access-date=May 28, 2016 |website=PocketSense}}</ref> is a free tool to download bank account statements (via [[Open Financial Exchange|OFX]]) and quotes.

⚫
=== Money app ===
[[File:Microsoftmoney10.jpeg|thumb|right|125x125px|MSN Money app icon]]
In 2012, a new but unrelated Money was released as a [[Windows Store]] app (originally as MSN Money) but as a [[news aggregator]] for personal finance, investing, and real estate, as well as stock tracking across the world markets.

=== Money in Excel ===
⚫
Money in Excel is a Microsoft premium template for Excel available from 2020 to 2023 for Microsoft 365 Family and Personal subscribers in the US only.<ref>{{cite web |author=<!--Not stated--> |title=Money in Excel |url=https://templates.office.com/en-us/money-in-excel-tm77948210 |url-status=dead |archive-url=https://web.archive.org/web/20200814135608/https://templates.office.com/en-us/money-in-excel-tm77948210 |archive-date=August 14, 2020 |access-date=August 14, 2020 |website=Microsoft Office}}</ref><ref>{{cite web |author=<!--Not stated--> |title=What is Money in Excel? |url=https://support.microsoft.com/en-us/office/what-is-money-in-excel-0fb4710d-169e-45a7-ad60-ca98103d4e6a |url-status=live |archive-url=https://web.archive.org/web/20200814135833/https://support.microsoft.com/en-us/office/what-is-money-in-excel-0fb4710d-169e-45a7-ad60-ca98103d4e6a |archive-date=August 14, 2020 |access-date=August 14, 2020 |website=Microsoft Support}}</ref> In May 2022, Microsoft announced that support for Money in Excel would end effective June 30, 2023.<ref>{{cite web |author=<!--Not stated--> |title=End of support for Money in Excel, Wolfram data types, and Partner offers |url=https://support.microsoft.com/en-us/office/end-of-support-for-money-in-excel-wolfram-data-types-and-partner-offers-43ceac07-794e-4015-af04-21bb4795a14a |access-date=May 26, 2022 |website=Microsoft Support}}</ref>


== Version history ==
{| class="wikitable"
{| class="wikitable"
|-
|-
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|First Win32 version.
|First Win32 version.


To celebrate [[Windows 95]]'s release and to promote the advantages of a native Windows 95 application, Money 95 was available as a free web download from Microsoft's web site between August 24, 1995 and October 31, 1995. Users also had the option of paying $9.95 [[USD]] plus tax (for US residents) or $14.95 [[Canadian dollar|CAD]] plus tax (for Canadian residents) for CD-ROM or 3.5" floppy disk media along with a hard copy user's manual during that promotional period. This was requested either through a promotional mail-in card (was distributed in stores) or calling Microsoft directly. The freely downloaded (moneyweb.exe) version was the same as the paid 3.5" floppy disk version but no user's manual was available. The CD-ROM version included Multimedia Catalog (an electronic catalog of Microsoft products available at that time) and an online user's manual. Users who took advantage of this (media cost + freight cost) only version did not receive the retail box, but the contents were the same as the ones sold in stores. Windows NT 3.51 was also supported.<ref>{{cite web|url=https://www.nytimes.com/1995/08/31/business/microsoft-s-money-gets-early-responses.html |title=Microsoft's Money Gets Early Responses |work=Nytimes.com |date=August 31, 1995 |access-date=April 3, 2012}}</ref>
To celebrate [[Windows 95]]'s release and to promote the advantages of a native Windows 95 application, Money 95 was available as a free web download from Microsoft's website between August 24, 1995, and October 31, 1995. Users also had the option of paying US$9.95 plus tax (for US residents) or CA$14.95 plus tax (for Canadian residents) for CD-ROM or 3.5" floppy disk media along with a hard copy user's manual during that promotional period. This was requested either through a promotional mail-in card (distributed in stores) or by calling Microsoft directly. The free download (moneyweb.exe) version is the same as the paid 3.5" floppy disk version but without a user's manual. The CD-ROM version includes a Multimedia Catalog (an electronic catalog of Microsoft products available at that time) and an online user's manual. Users who took advantage of this version did not receive the retail box, but the contents are the same as the retail version. This version also supports Windows NT 3.51.<ref>{{cite web|url=https://www.nytimes.com/1995/08/31/business/microsoft-s-money-gets-early-responses.html |title=Microsoft's Money Gets Early Responses |work=[[The New York Times]] |date=August 31, 1995 |access-date=April 3, 2012}}</ref>


Version 4.0a corrected file import bugs.<ref>{{cite web|url=http://www.smartcomputing.com/editorial/article.asp?article=articles/archive/r0504/27r04/27r04.asp&guid= |title=Microsoft Money |publisher=Smart Computing Article |date=January 5, 2007 |access-date=April 3, 2012}}</ref><ref>{{cite web|url=http://support.microsoft.com/kb/141930 |title=Err Msg: Msworks Caused an Exception 10H in Module Msworks.exe |publisher=Support.microsoft.com |date=January 19, 2007 |access-date=April 3, 2012}}</ref>
Version 4.0a corrects file import bugs.<ref>{{cite web |date=January 5, 2007 |title=Microsoft Money |url=http://www.smartcomputing.com/editorial/article.asp?article=articles/archive/r0504/27r04/27r04.asp&guid= |url-status=dead |archive-url=https://web.archive.org/web/20110607182421/http://www.smartcomputing.com/editorial/article.asp?article=articles/archive/r0504/27r04/27r04.asp&guid= |archive-date=June 7, 2011 |access-date=April 3, 2012 |publisher=Smart Computing}}</ref><ref>{{cite web |date=January 19, 2007 |title=Err Msg: Msworks Caused an Exception 10H in Module Msworks.exe |url=http://support.microsoft.com/kb/141930 |url-status=dead |archive-url=https://web.archive.org/web/20121022062012/http://support.microsoft.com/kb/141930 |archive-date=October 22, 2012 |access-date=April 3, 2012 |website=Microsoft Support |publisher=}}</ref>
|-
|-
|Microsoft Money 97
|Microsoft Money 97
|November 19, 1996
|November 19, 1996
|5.0
|5.0
|Added ability to close accounts, provided online banking capabilities including online stock quotes (supported until February, 2004), and contained minor UI improvements. Last version to support Windows NT 3.51.
|Adds ability to close accounts, provides online banking capabilities including online stock quotes (supported until February, 2004), and contains minor UI improvements. Last version to support Windows NT 3.51.
|-
|-
|Microsoft Money 98
|Microsoft Money 98
Line 86: Line 116:
|July 30, 1999
|July 30, 1999
|8.0
|8.0
|First edition for Windows Mobile platforms. Last localized release for Italy and in German Language für Switzerland and Austria.<ref>http://money.gvogt.de/index.php?node=33</ref>
|First edition for Windows Mobile platforms. Last localized release for Italy and in German for Switzerland and Austria.<ref>{{cite web |title=Welche Versionen von Microsoft Money gibt es? |trans-title=What versions of Microsoft Money are there? |url=http://money.gvogt.de/index.php?node=33 |language=de}}</ref>
|-
|-
|Microsoft Money 2001
|Microsoft Money 2001
|September 7, 2000
|September 7, 2000
|9.0
|9.0
|
|-
|-
|Microsoft Money 2002
|Microsoft Money 2002
Line 105: Line 136:
|August 29, 2003
|August 29, 2003
|12.0
|12.0
|Last version to support original version of Windows 98 ("First Edition").
|Last version to support Windows 98 First Edition.
|-
|-
|Microsoft Money 2005
|Microsoft Money 2005
|October 21, 2004
|October 21, 2004
|14.0
|14.0
|Last localized release for the U.K., French, and the International edition.
|Last localized release for the U.K., France, and the International edition.
|-
|-
|Microsoft Money 2006
|Microsoft Money 2006
|September 27, 2005
|September 27, 2005
|15.0
|15.0
|Last localized release for Canada. Last version for Windows 98 SE/ME, and Windows 2000 SP3.<ref>{{cite web|url=https://www.microsoft.com/money/sysReq2006.mspx |title=System Requirements for Microsoft Money 2006 |publisher=Microsoft.com |date=August 5, 2010 |access-date=April 3, 2012}}</ref> Also the last version for Windows Mobile platforms.
|Last localized release for Canada. Last version for Windows 98 SE/ME, and Windows 2000 SP3.<ref>{{cite web |date=August 5, 2010 |title=System Requirements for Microsoft Money 2006 |url=https://www.microsoft.com/money/sysReq2006.mspx |url-status=dead |archive-url=https://web.archive.org/web/20090205004620/https://www.microsoft.com/money/sysReq2006.mspx |archive-date=February 5, 2009 |access-date=April 3, 2012 |website=[[Microsoft]] |publisher=}}</ref> Also the last version for Windows Mobile platforms.
|-
|-
|Microsoft Money 2007
|Microsoft Money 2007
Line 134: Line 165:
|17.0.150.3817 (Home & Business)
|17.0.150.3817 (Home & Business)
17.0.120.3817 (Deluxe)
17.0.120.3817 (Deluxe)
|See [[Microsoft Money#Money Plus Sunset|Money Plus Sunset]] below.
|See [[Microsoft Money#Money Plus Sunset|Money Plus Sunset]] above.
|-
|-
|[[Windows 8]] edition
|[[Windows 8]] edition
|August 1, 2012
|August 1, 2012
|18.0 (Launched with [[Windows 8]])
|18.0 (Launched with [[Windows 8]])
|Microsoft has since created a portal entry in MSN, called Money
|Microsoft has since created a portal entry in MSN, called Money.
|-
|[[Windows 10]] edition
|
|
|Was shipped with [[Windows 10]] devices.
|}
|}

=== Discontinuation of Money ===

⚫
In August 2008, Microsoft announced that it would stop releasing a new version of Money each year and had no version planned for 2009. The company also announced that it would no longer ship boxed versions of Microsoft Money to retail stores and would instead sell the product only as online downloads.<ref>{{cite web|url=http://moneymvps.org/faq/article/562.aspx |title=Full Money 2009 Announcement |publisher=Moneymvps.org |date= |access-date=April 3, 2012}}</ref>

⚫
On June 10, 2009, Microsoft announced that it would stop developing Money, would stop selling it by March 18 by next year, and would continue supporting it until January 31, 2011.<ref name="MsftToKillMoneyJune30" /> The company cited the changing needs of the marketplace as the reason for Money's demise, stating that "demand for a comprehensive personal finance toolset has declined."<ref name="FAQ">{{cite web|url=https://www.microsoft.com/money/faq.mspx |title=Money FAQ |publisher=Microsoft.com |date=August 5, 2010 |access-date=April 3, 2012}}</ref> Product-activation servers used for Money 2007 and beyond were also to be deactivated after January 31, 2011, preventing these versions from being reinstalled after that date.

⚫
=== Money Plus Sunset ===

⚫
On June 17, 2010, Microsoft announced the release of Money Plus Sunset,<ref name="MoneyPlusPage">{{cite web| url=https://www.microsoft.com/money/default.mspx |title=Money Plus Product Page | publisher=Microsoft.com |date=August 5, 2010 |access-date=April 3, 2012}}</ref><ref>{{cite web| website=Microsoft| title=Money Plus Sunset | url=https://www.microsoft.com/money/sunset.mspx }}</ref> a downloadable version of Money Plus Deluxe and Money Plus Home & Business. Money Plus Sunset does not require [[Product activation|online activation]] or the installation of any previous version of Money on the user's computer, and it should not be installed over the original 2008 version, if online services are still required.<ref name="FAQ"/>

⚫
Money Plus Sunset comes with most of the functionality that was available in the retail versions of Money Plus. The features missing are:<ref>{{cite web|title=What Is Microsoft Money Plus Sunset?|url=http://support.microsoft.com/kb/2118008| work=Microsoft Support website| access-date=January 17, 2012|date=August 5, 2010|id=Article ID 2118008}}</ref>
⚫
* Money Plus Sunset cannot import data files from non-US editions of Money
⚫
* Money Plus Sunset is missing all the online services features from earlier versions of Money, e.g.:
⚫
** 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
⚫
** online investment quotes (though one can "go to the Portfolio Manager and Update Prices – Update Prices Manually")

⚫
A few third party add-ons have been made to overcome the online limitations of the sunset edition:
⚫
* MSMoneyQuotes<ref>{{cite web| website=GaierSoftware.com| title=Restore Microsoft Money Online Quotes with MSMoneyQuotes | url=http://gaiersoftware.com/money/ | access-date=May 28, 2016 }}</ref> is a for-pay tool to update quotes. The add-on was written by an ex-Microsoft employee who coded the Portfolio Manager in Money.
⚫
* PocketSense<ref>{{cite web | website=PocketSense | title=Reconnecting Microsoft Money Online Downloads | url=https://sites.google.com/site/pocketsense/ | access-date=May 28, 2016 }}</ref> is a free tool to download bank account statements (via [[Open Financial Exchange|OFX]]) and quotes.

⚫
=== Money in Excel ===

⚫
Money in Excel is a Microsoft premium template for Excel available for Microsoft 365 Family and Personal subscribers in the US only.<ref>{{cite web |url=https://templates.office.com/en-us/money-in-excel-tm77948210 |title=Money in Excel |author=<!--Not stated--> |website=Microsoft Office |access-date=August 14, 2020 |archive-url=https://web.archive.org/web/20200814135608/https://templates.office.com/en-us/money-in-excel-tm77948210 |archive-date=August 14, 2020 |url-status=live }}</ref><ref>{{cite web |url=https://support.microsoft.com/en-us/office/what-is-money-in-excel-0fb4710d-169e-45a7-ad60-ca98103d4e6a |title=What is Money in Excel? |author=<!--Not stated--> |website=Microsoft Support |access-date=August 14, 2020 |archive-url=https://web.archive.org/web/20200814135833/https://support.microsoft.com/en-us/office/what-is-money-in-excel-0fb4710d-169e-45a7-ad60-ca98103d4e6a |archive-date=August 14, 2020 |url-status=live }}</ref>


== References ==
== References ==
Line 186: Line 197:


[[Category:Accounting software]]
[[Category:Accounting software]]
[[Category:Microsoft software|Money]]
[[Category:Pocket PC software]]
[[Category:Pocket PC software]]
[[Category:Discontinued Microsoft software|Money]]
[[Category:Discontinued Microsoft software|Money]]

Latest revision as of 08:54, 31 May 2024

Microsoft Money
Developer(s)Microsoft
Initial release7 October 1991; 32 years ago (1991-10-07)
Final release
17.0.150.3817 / 17.0.120.3817 / June 7, 2010
Operating systemMicrosoft Windows
TypePersonal finance
LicenseProprietary commercial software
Websitesupport.microsoft.com/en-us/kb/2118008 Edit this on Wikidata

Microsoft Money is a discontinued personal finance management software program by Microsoft. It has capabilities for viewing bank account balances, creating budgets, and tracking expenses, among other features.[1] Designed for computers using the Microsoft Windows operating system, versions for Windows Mobile were also released. From its inception in 1991 until 2009, Microsoft Money was commercial software; in 2010, Microsoft Money Plus Sunset was released as a free replacement, which allows users to open and edit Money data files but lacks any online features or support.[2]

In 2020, Money in Excel template was launched to Microsoft 365 Family and Personal subscribers; this service was withdrawn in 2023.

Localization

[edit]

There are localized editions of Microsoft Money for the United Kingdom, France, Japan, Canada, and an International English edition for other English-speaking countries. However, Microsoft has not updated the U.K., French, and international editions since Money 2005. The last Canadian edition was Money 2006.[citation needed]

There are also localized editions for other countries, such as Russia, Brazil, Germany, and Italy. However, these editions were discontinued due to what was believed to be an insufficient user base to justify the expense of localization for more recent editions or the expense to integrate support for national online-banking standards like HBCI in Germany.[citation needed]

Microsoft offered a free downloadable time-limited trial version of Microsoft Money Plus.[3] This trial version imports data files from the Canadian edition of Money,[4] but not from other non-US editions.[5][6] Users upgrading from other non-US editions can manually export and reimport their accounts and may have to re-enter certain information by hand.[7]

History

[edit]
An installation disc of Microsoft Works 4.0 with Microsoft Money 95

The first version of Microsoft Money in 1991 was originally part of the Microsoft Home series.[8] Microsoft developed Money to compete with Quicken, another personal finance management software.

On Windows Mobile, Money 2000–2006 was available on select versions of Windows Mobile, up to, but not including, Windows Mobile 5.0.

Due to Microsoft's propensity to market product versions using the year number rather than the actual version number, the version number reported in the About dialogue box may not actually reflect that of the packaging of the distribution media.[citation needed]

Note that a version 13.x was never created.

Discontinuation of Money

[edit]

In August 2008, Microsoft announced that it would stop releasing a new version of Money each year and had no version planned for 2009. The company also announced that it would no longer ship boxed versions of Microsoft Money to retail stores and would instead sell the product only as online downloads.[9]

On June 10, 2009, Microsoft announced that it would stop developing Money, would stop selling it by March 18, 2010, but would continue supporting it until January 31, 2011.[10] The company cited the changing needs of the marketplace as the reason for Money's demise, stating that "demand for a comprehensive personal finance toolset has declined".[11] Product-activation servers used for Money 2007 (and newer versions) were also deactivated after January 31, 2011, preventing these versions from being reinstalled after that date. Microsoft discontinued sales of the software on June 30, 2009, and removed access to online services for existing Money installations in January 2011.[12]

Money Plus Sunset

[edit]

On June 17, 2010, Microsoft announced the release of Money Plus Sunset, a downloadable version of Money Plus Deluxe and Money Plus Home & Business.[13][14] Money Plus Sunset does not require online activation or the installation of any previous version of Money on the user's computer, and it should not be installed over the original 2008 version if online services are still required.[11]

Money Plus Sunset comes with most of the functionality that was available in the retail versions of Money Plus. The features missing are:[15]

  • Money Plus Sunset cannot import data files from non-US editions of Money
  • Money Plus Sunset is missing all the online services features from earlier versions of Money, e.g.:
    • 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
    • online investment quotes (though one can "go to the Portfolio Manager and Update Prices – Update Prices Manually")

A few third-party add-ons have been made to overcome the online limitations of the sunset edition:

  • MSMoneyQuotes[16] is a for-pay tool to update quotes. The add-on was written by an ex-Microsoft employee who coded the Portfolio Manager in Money.
  • PocketSense[17] is a free tool to download bank account statements (via OFX) and quotes.

Money app

[edit]
MSN Money app icon

In 2012, a new but unrelated Money was released as a Windows Store app (originally as MSN Money) but as a news aggregator for personal finance, investing, and real estate, as well as stock tracking across the world markets.

Money in Excel

[edit]

Money in Excel is a Microsoft premium template for Excel available from 2020 to 2023 for Microsoft 365 Family and Personal subscribers in the US only.[18][19] In May 2022, Microsoft announced that support for Money in Excel would end effective June 30, 2023.[20]

Version history

[edit]
Marketed version Release Date Actual version Notes
Microsoft Money October 2, 1991 1.0 Initial release for Windows 3.0.
Microsoft Money 2.0 September 9, 1992 2.0
Microsoft Money 3.0 January 6, 1994 3.0 Final Win16 version.
Microsoft Money 95 August 24, 1995 4.0, 4.0a First Win32 version.

To celebrate Windows 95's release and to promote the advantages of a native Windows 95 application, Money 95 was available as a free web download from Microsoft's website between August 24, 1995, and October 31, 1995. Users also had the option of paying US$9.95 plus tax (for US residents) or CA$14.95 plus tax (for Canadian residents) for CD-ROM or 3.5" floppy disk media along with a hard copy user's manual during that promotional period. This was requested either through a promotional mail-in card (distributed in stores) or by calling Microsoft directly. The free download (moneyweb.exe) version is the same as the paid 3.5" floppy disk version but without a user's manual. The CD-ROM version includes a Multimedia Catalog (an electronic catalog of Microsoft products available at that time) and an online user's manual. Users who took advantage of this version did not receive the retail box, but the contents are the same as the retail version. This version also supports Windows NT 3.51.[21]

Version 4.0a corrects file import bugs.[22][23]

Microsoft Money 97 November 19, 1996 5.0 Adds ability to close accounts, provides online banking capabilities including online stock quotes (supported until February, 2004), and contains minor UI improvements. Last version to support Windows NT 3.51.
Microsoft Money 98 October 30, 1997 6.0 First version to require Internet Explorer as part of the interface.
Microsoft Money 99 August 14, 1998 7.0 Last localized release for Germany and Brazil.
Microsoft Money 2000 July 30, 1999 8.0 First edition for Windows Mobile platforms. Last localized release for Italy and in German for Switzerland and Austria.[24]
Microsoft Money 2001 September 7, 2000 9.0
Microsoft Money 2002 August 16, 2001 10.0 Last version to support Windows 95 and Windows NT 4.0 SP5.
Microsoft Money 2003 October 24, 2002 11.0
Microsoft Money 2004 August 29, 2003 12.0 Last version to support Windows 98 First Edition.
Microsoft Money 2005 October 21, 2004 14.0 Last localized release for the U.K., France, and the International edition.
Microsoft Money 2006 September 27, 2005 15.0 Last localized release for Canada. Last version for Windows 98 SE/ME, and Windows 2000 SP3.[25] Also the last version for Windows Mobile platforms.
Microsoft Money 2007 August 19, 2006 16.0 First version to require product activation for copies installed from downloaded installation files.
Microsoft Money Plus December 6, 2007 17.0.150.1415 (Home & Business)

17.0.120.1415 (Deluxe)

17.0.80.1415 (Essentials)

Final retail release. First and only version to require product activation on those copies installed from CD. Microsoft subsequently released Money Plus Sunset (see the following row), an edition of Money Plus that does not require activation.
Microsoft Money Plus Sunset March 18, 2010 17.0.150.3817 (Home & Business)

17.0.120.3817 (Deluxe)

See Money Plus Sunset above.
Windows 8 edition August 1, 2012 18.0 (Launched with Windows 8) Microsoft has since created a portal entry in MSN, called Money.
Windows 10 edition Was shipped with Windows 10 devices.

References

[edit]
  1. ^ "Introduction". Microsoft Money Plus User Guide. Microsoft Corporation. Archived from the original on September 26, 2009. Retrieved January 17, 2012.
  2. ^ "Microsoft Money Plus Homepage". Microsoft. August 5, 2010. Archived from the original on February 14, 2011. Retrieved April 3, 2012.
  3. ^ Simpson, Glyn. "Microsoft Money Trial Versions". Microsoft (MS) Money FAQ, Help and Information. Retrieved January 17, 2012.
  4. ^ Simpson, Glyn. "Money Plus for Canada". Microsoft (MS) Money FAQ, Help and Information. Retrieved January 17, 2012. I have had many reports that conversion of a Canadian file with Money Plus (US) works
  5. ^ Simpson, Glyn. "Purchasing Money Plus outside of the US or Japan". Microsoft (MS) Money FAQ, Help and Information. Retrieved January 17, 2012.
  6. ^ "You receive 'Money cannot open this file because it was created by an incompatible version' when you try to open Microsoft Money". Microsoft Support. February 11, 2011. Article ID 2118008. Archived from the original on January 12, 2012. Retrieved January 17, 2012.
  7. ^ Simpson, Glyn. "How to export/import accounts (using QIF)". Microsoft (MS) Money FAQ, Help and Information. Retrieved January 17, 2012.
  8. ^ "Chronology of Personal Computer Software". Islandnet.com. Archived from the original on February 11, 2012. Retrieved April 3, 2012.
  9. ^ "Full Money 2009 Announcement". Moneymvps.org. Retrieved April 3, 2012.
  10. ^ "Statement from Microsoft on the discontinuation of Microsoft Money". Moneymvps.org. Retrieved April 3, 2012.
  11. ^ a b "Money FAQ". Microsoft. August 5, 2010. Archived from the original on June 25, 2011. Retrieved April 3, 2012.
  12. ^ "Statement from Microsoft on the discontinuation of Microsoft Money". Moneymvps.org. Retrieved April 3, 2012.
  13. ^ "Money Plus Product Page". Microsoft. August 5, 2010. Archived from the original on December 29, 2010. Retrieved April 3, 2012.
  14. ^ "Money Plus Sunset". Microsoft. Archived from the original on June 25, 2011.
  15. ^ "What Is Microsoft Money Plus Sunset?". Microsoft Support. August 5, 2010. Article ID: 2118008. Archived from the original on December 24, 2011. Retrieved January 17, 2012.
  16. ^ "Restore Microsoft Money Online Quotes with MSMoneyQuotes". GaierSoftware.com. Retrieved May 28, 2016.
  17. ^ "Reconnecting Microsoft Money Online Downloads". PocketSense. Retrieved May 28, 2016.
  18. ^ "Money in Excel". Microsoft Office. Archived from the original on August 14, 2020. Retrieved August 14, 2020.
  19. ^ "What is Money in Excel?". Microsoft Support. Archived from the original on August 14, 2020. Retrieved August 14, 2020.
  20. ^ "End of support for Money in Excel, Wolfram data types, and Partner offers". Microsoft Support. Retrieved May 26, 2022.
  21. ^ "Microsoft's Money Gets Early Responses". The New York Times. August 31, 1995. Retrieved April 3, 2012.
  22. ^ "Microsoft Money". Smart Computing. January 5, 2007. Archived from the original on June 7, 2011. Retrieved April 3, 2012.
  23. ^ "Err Msg: Msworks Caused an Exception 10H in Module Msworks.exe". Microsoft Support. January 19, 2007. Archived from the original on October 22, 2012. Retrieved April 3, 2012.
  24. ^ "Welche Versionen von Microsoft Money gibt es?" [What versions of Microsoft Money are there?] (in German).
  25. ^ "System Requirements for Microsoft Money 2006". Microsoft. August 5, 2010. Archived from the original on February 5, 2009. Retrieved April 3, 2012.
[edit]


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