Microsoft Money

Last updated

Microsoft Money
Developer(s) Microsoft
Initial release7 October 1991;32 years ago (1991-10-07)
Stable release
17.0.150.3817 / 17.0.120.3817 / June 7, 2010
Operating system Microsoft Windows
Type Personal finance
License Proprietary commercial software
Website support.microsoft.com/en-us/kb/2118008   OOjs UI icon edit-ltr-progressive.svg

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]

Contents

In 2020, Money in Excel template was launched to Microsoft 365 Family and Personal subscribers; this service was withdrawn in 2023.

Localization

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

An installation disc of Microsoft Works 4.0 with Microsoft Money 95 Installation Disc Microsoft Works & Microsoft Money.jpg
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 20002006 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

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

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]

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

Money app

MSN Money app icon Microsoftmoney10.jpeg
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. [18] [19] In May 2022, Microsoft announced that support for Money in Excel would end effective June 30, 2023. [20]

Version history

Marketed versionRelease DateActual versionNotes
Microsoft MoneyOctober 2, 19911.0Initial release for Windows 3.0.
Microsoft Money 2.0September 9, 19922.0
Microsoft Money 3.0January 6, 19943.0Final Win16 version.
Microsoft Money 95August 24, 19954.0, 4.0aFirst 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 97November 19, 19965.0Adds 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 98October 30, 19976.0First version to require Internet Explorer as part of the interface.
Microsoft Money 99August 14, 19987.0Last localized release for Germany and Brazil.
Microsoft Money 2000July 30, 19998.0First edition for Windows Mobile platforms. Last localized release for Italy and in German for Switzerland and Austria. [24]
Microsoft Money 2001September 7, 20009.0
Microsoft Money 2002August 16, 200110.0Last version to support Windows 95 and Windows NT 4.0 SP5.
Microsoft Money 2003October 24, 200211.0
Microsoft Money 2004August 29, 200312.0Last version to support Windows 98 First Edition.
Microsoft Money 2005October 21, 200414.0Last localized release for the U.K., France, and the International edition.
Microsoft Money 2006September 27, 200515.0Last 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 2007August 19, 200616.0First version to require product activation for copies installed from downloaded installation files.
Microsoft Money PlusDecember 6, 200717.0.150.1415 (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 SunsetMarch 18, 201017.0.150.3817 (Home & Business)

17.0.120.3817 (Deluxe)

See Money Plus Sunset below.
Windows 8 editionAugust 1, 201218.0 (Launched with Windows 8)Microsoft has since created a portal entry in MSN, called Money.
Windows 10 editionWas shipped with Windows 10 devices.

Related Research Articles

<span class="mw-page-title-main">Microsoft Office</span> Suite of office software

Microsoft Office, or simply Office, is a family of client software, server software, and services developed by Microsoft. It was first announced by Bill Gates on August 1, 1988, at COMDEX in Las Vegas. Initially a marketing term for an office suite, the first version of Office contained Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. Over the years, Office applications have grown substantially closer with shared features such as a common spell checker, Object Linking and Embedding data integration and Visual Basic for Applications scripting language. Microsoft also positions Office as a development platform for line-of-business software under the Office Business Applications brand.

<span class="mw-page-title-main">Windows XP</span> Sixth major release of Windows NT, released in 2001

Windows XP is a major release of Microsoft's Windows NT operating system. It was released to manufacturing on August 24, 2001, and later to retail on October 25, 2001. It is a direct upgrade to its predecessors, Windows 2000 for high-end and business users and Windows Me for home users, and is available for any devices running Windows NT 4.0, Windows 98, Windows 2000, or Windows Me that meet the new Windows XP system requirements.

<span class="mw-page-title-main">WPS Office</span> Office suite software by Kingsoft

WPS Office is an office suite for Microsoft Windows, macOS, Linux, iOS, Android, and HarmonyOS developed by Zhuhai-based Chinese software developer Kingsoft. It also comes pre-installed on Fire tablets. WPS Office is made up of three primary components: WPS Writer, WPS Presentation, and WPS Spreadsheet. By 2022, WPS Office reached a number of more than 494 million monthly active users and over 1.2 billion installations.

<span class="mw-page-title-main">Windows Update</span> Software update distribution service for Microsoft Windows

Windows Update is a Microsoft service for the Windows 9x and Windows NT families of the Microsoft Windows operating system, which automates downloading and installing Microsoft Windows software updates over the Internet. The service delivers software updates for Windows, as well as the various Microsoft antivirus products, including Windows Defender and Microsoft Security Essentials. Since its inception, Microsoft has introduced two extensions of the service: Microsoft Update and Windows Update for Business. The former expands the core service to include other Microsoft products, such as Microsoft Office and Microsoft Expression Studio. The latter is available to business editions of Windows 10 and permits postponing updates or receiving updates only after they have undergone rigorous testing.

Open Financial Exchange (OFX) is a data-stream format for exchanging financial information that evolved from Microsoft's Open Financial Connectivity (OFC) and Intuit's Open Exchange file formats.

<span class="mw-page-title-main">Microsoft Visio</span> Diagramming and vector graphics software application

Microsoft Visio is a diagramming and vector graphics application and is part of the Microsoft 365 family. The product was first introduced in 1992 by former American software company Visio Corporation, and its latest version is Visio 2021. Microsoft acquired the assets of Visio Corporation in 2000 and thus also inherited the licensing agreements for the Visio application. A lightweight version of Visio is now included with all commercial SKU of Microsoft 365 and is known as Visio in Microsoft 365. It has two other subscription based SKUs. Visio Plan 1 includes the Visio web app whereas Visio Plan 2 provides access to both the web app as well as the Desktop application.

<span class="mw-page-title-main">Microsoft Works</span> Productivity software suite

Microsoft Works is a discontinued productivity software suite developed by Microsoft and sold from 1987 to 2009. Its core functionality included a word processor, a spreadsheet and a database management system. Later versions had a calendar application and a dictionary while older releases included a terminal emulator. Works was available as a standalone program, and as part of a namesake home productivity suite. Because of its low cost, companies frequently pre-installed Works on their low-cost machines. Works was smaller, less expensive, and had fewer features than Microsoft Office and other major office suites available at the time.

<span class="mw-page-title-main">Corel Linux</span>

Corel Linux, also called Corel LinuxOS, was a Debian-based operating system made by Corel that began beta testing on September 21, 1999 and was released to the public on November 15, 1999. It mainly competed against Windows 98 and Windows 2000 by Microsoft, plus Mac OS 9 by Apple. Corel later discontinued the distribution, but did not remove the former Corel Open Source Development website until March 2002.

<span class="mw-page-title-main">Windows Movie Maker</span> Video editing software for Windows

Windows Movie Maker is a discontinued video editing software program by Microsoft. It was first included in Windows Me on September 14, 2000, and in Windows XP on October 25, 2001. It later became a part of the Windows Essentials software suite, and offered the ability to create and edit videos as well as to publish them on OneDrive, Facebook, Vimeo, YouTube, Windows Live Groups, and Flickr. It is comparable to Apple's iMovie.

<span class="mw-page-title-main">Skype for Business</span> Enterprise instant messaging and video conferencing software by Microsoft

Skype for Business is an enterprise software application for instant messaging and videotelephony developed by Microsoft as part of the Microsoft 365 suite. It is designed for use with the on-premises Skype for Business Server software, and a software as a service version offered as part of 365. It supports text, audio, and video chat, and integrates with Microsoft 365 components such as Exchange and SharePoint.

<span class="mw-page-title-main">Microsoft Office 97</span> 1997 software package

Microsoft Office 97 is the fifth major release for Windows of Microsoft Office, released by Microsoft on November 19, 1996. It succeeded Microsoft Office 95 and was replaced by Microsoft Office 2000 in 1999. A Mac OS equivalent, Microsoft Office 98 Macintosh Edition, was released on January 6, 1998. Microsoft Office 97 became a major milestone release which includes hundreds of new features and improvements over its predecessor.

<span class="mw-page-title-main">Messenger Plus!</span> Software add-on for Windows Live Messenger and Skype

Messenger Plus! is an add-on for Windows Live Messenger and Skype. The software provides additional functionality to Microsoft's Instant messaging client, Windows Live Messenger, by adding its own controls to the main interface. These controls affect Messenger's behaviour and appearance, often through additional dialog boxes.

<span class="mw-page-title-main">Zune software</span> Discontinued media management software by Microsoft

Zune is a discontinued software program that was developed by Microsoft for Windows that functions as a full media player, library, media streaming server, mobile device management, and interface for the discontinued Zune Marketplace. The software is used to sync with all devices with Zune functionality including the Zune 4, 8, 16, 30, 80, 120, Zune HD, Windows Phone 7, and Microsoft Kin. Zune devices work exclusively with the Zune software, which applies many design principles of Microsoft's Metro design language.

<span class="mw-page-title-main">OneDrive</span> File hosting and synchronization service operated by Microsoft

Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office. OneDrive offers 5 GB of storage space free of charge, with 100 GB, 1 TB, and 6 TB storage options available either separately or with Microsoft 365 subscriptions.

<span class="mw-page-title-main">Microsoft Office 2004 for Mac</span>

Microsoft Office 2004 for Mac is a version of Microsoft Office developed for Mac OS X. It is equivalent to Office 2003 for Windows. The software was originally written for PowerPC Macs, so Macs with Intel CPUs must run the program under Mac OS X's Rosetta emulation layer. For this reason, it is not compatible with Mac OS X 10.7 and newer.

<span class="mw-page-title-main">Microsoft Word Viewer</span> Freeware program

Microsoft Word Viewer is a discontinued freeware program for Microsoft Windows that can display and print Microsoft Word documents. Word Viewer allows text from a Word document to be copied into clipboard and pasted into a word processor. The last version was Word Viewer 2003 Service Pack 3 released in 2007.

This is a comparison of online backup services.

<span class="mw-page-title-main">Windows 8</span> Operating system released by Microsoft in 2012

Windows 8 is a major release of the Windows NT operating system developed by Microsoft. It was released to manufacturing on August 1, 2012, and was made available for download via MSDN and TechNet on August 15, 2012. Nearly three months after its initial release, Windows 8 finally made its first retail appearance on October 26, 2012.

<span class="mw-page-title-main">Microsoft Office 2013</span> Version of Microsoft Office released in 2013

Microsoft Office 2013 is a version of Microsoft Office, a productivity suite for Microsoft Windows. It is the successor to Microsoft Office 2010 and the predecessor to Microsoft Office 2016. Unlike with Office 2010, no OS X equivalent was released.

<span class="mw-page-title-main">Microsoft 365</span> Subscription services offered by Microsoft

Microsoft 365 is a product family of productivity software, collaboration and cloud-based services owned by Microsoft. It encompasses online services such as Outlook.com, OneDrive, Microsoft Teams, programs formerly marketed under the name Microsoft Office, enterprise products and services associated with these products such as Exchange Server, SharePoint, and Yammer. It also covers subscription plans encompassing these products, including those that include subscription-based licenses to desktop and mobile software, and hosted email and intranet services.

References

  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. 1 2 "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.