- Platform: Windows 98 / 2000 / Me / XP
- Media: CD-ROM
- Item Quantity: 1
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Product Description
From the Manufacturer
Microsoft Money Premium 2005 includes everything in Money Deluxe, plus it provides everything you need to help you plan and achieve your long-term financial goals, optimize your investment strategy, and make tax-smart investment decisions. Online connections to thousands of banks and brokerages enable you to automatically consolidate all your financial information in one place--it’s never been easier to manage your day-to-day finances and long-term plans and investments.
With the Money 2005 Portfolio Manager, you can directly download account information from brokerages nationwide, set up Watch Accounts, and get a quick snapshot of all your investments. It's easy to track your 401(k), employee stock options, asset allocation, and more. Use the Portfolio Review for an immediate snapshot of your investment portfolio performance, allocation, capitalization, possible tax liability, and risk summary. And you always have the latest market news and research at your fingertips.
Powerful, integrated GainsKeeper investment tools help you maximize and calculate capital gains while reducing tax liabilities. The insightful GainsAdvisor provides guidance on increasing your portfolio’s after-tax performance, so you know the potential tax impact of a trade before you place it. GainsKeeper tracks your cost basis by lot, arms you with trade decision tools, and provides you with a completed Schedule D for tax filing. And the powerful GainsTracker automatically adjusts cost bases and positions, including identification and calculation of wash sales and corporate action events, like stock splits and mergers.
Plan now--secure tomorrow.
Money Premium 2005 helps you create a comprehensive financial plan, whether you want to accomplish specific financial goals such as buying a home and paying college tuition, or ensure a secure retirement. With the Lifetime Planner and Financial Events Modeler, you have what you need to achieve those goals. Let the Money 2005 Decision Centers help you search for a scholarship, evaluate the best insurance plan, or just start strategizing for the golden years. Whether you’re a late starter or an early planner, Money sets you on the right path.
Manage your portfolio like the pros.
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Stay on top of investments--wherever you are.
Your Money 2005 portfolio synchronizes with your online MSN Money portfolio, so you can view bank balances, spending analysis, and investment holdings from anywhere--home, work, or on the road. You can even set up MSN Alerts so you can receive up-to date information on your investments via MSN Messenger, Windows Messenger, e-mail, or your mobile device.
Take advantage of top-notch capital gains services.
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See what’s new in Money 2005!
The new look of Microsoft Money 2005 makes managing your finances effortless and ensures that you get quick answers to your financial questions. Now it’s easier than ever to personalize Money to focus on the information that’s most important to you. If you just want a top-line view of your finances, then check out Money’s new Essential features: the Essential Account Register, the Essential Budget, and Essential Report and Charts. If you like working through all the details, then Money’s advanced features are for you. And Money 2005 automates more of your tasks, so you can spend more time balancing your life, not your accounts.
- More banks online! Now there are thousands of financial institutions nationwide, including banks, credit unions, and brokerages nationwide connect with Microsoft Money 2005. No need to surf to multiple Web sites or enter multiple passwords to check your financial data--just let Money automatically connect to all your accounts and provide up-to-date account balances. All your accounts in one place!
- Enhanced. Up and running fast. Getting started in Money has never been easier. Now in a few swift steps you can automatically connect to your bank, get updated account balances and transactions and set up your accounts. It’s that easy.
- New. Essential Register. The Essential Account Register is designed for people who just want a quick snapshot of their finances. You can quickly see your account balance and recent account activity, and know at a glance which transactions have cleared your bank.
- Enhanced. Advanced Register. With its new look and feel and resizable click-to-sort column headers, the Advanced Register provides more customization for people who like to invest time in tracking the precise details of their financial situation. The enhanced Advanced Account Register lets you manage your checkbook electronically by entering uncleared transactions, assigning subcategories, balancing your account, and more.
- Enhanced. Auto-categorization. Money automatically and smartly categorizes transactions to show you where your money is going.
- New. Essential Budget. Lets you easily get a handle on all your day-to-day budgeting tasks without investing a lot of time. The Essential Budget automatically tracks your spending based on your account and bill-pay transactions. The Favorite Categories graph shows how you're doing in key areas of spending. Use the Advanced Budget if you want to track irregular or one-time expenses or do other detailed budgeting.
- New. Essential Bills. Offers all the tools you need to quickly and efficiently manage your bills. You don't have to spend time tracking bill and account details, so it's easy to pay both your recurring and regular bills. Use Advanced Bills for more detailed features for tracking and paying your bills.
- Enhanced. Bill Calendar. Integrated with the register, this calendar provides a basic snapshot of bills, or if you prefer, more specific transaction details such as paychecks and investment purchases.
- Enhanced. Favorite Categories. Once major trouble spots for overspending are identified in the Favorite Categories, Money automatically tracks their daily status and provides alerts when overspending occurs.
- Enhanced. Spending Analysis. Money automatically generates a pie chart of expense categories over various time frames and shows dollar amounts and percentage breakouts for each area. New Spending Average: Money 2005 generates a monthly dollar average for spending in each predefined category, based on historical account data. This helps you better understand your spending habits, so you can create a more realistic budget.
- Enhanced. My Money home page With a new streamlined look, the My Money home page gives you an instant overview of your finances--up-to-date account balances, recent spending, and upcoming bills. Want more? You can add, remove, or rearrange the information to match your needs.
- Enhanced. Reports home page. Money generates numerous reports and charts, enabling you to analyze key areas of your finances. Focused on spending and budgeting, New Essential Reports provide the basic financial information most people need. You can see at a glance how much you spent on groceries last month or how much you paid to the plumber. Or view a monthly overview that wraps up the important details in one report. If you want to analyze detailed financial reports and see more specific information about your financial position, then use Advanced Reports, which provides more than 40 customizable, detailed reports and charts that delve into the specifics of a financial area. All of the reports can be extensively customized, and sent to a mail recipient or the desktop as a chart, XML data, or CSV data.
- Enhanced. Investing home page. Money’s redesigned Investing Home provides timely market information, an enhanced Portfolio Manager, and an Investing Advisor FYI module featuring recent alerts. This area also features a Q&A of commonly asked investing questions and links to commentary from MSN Money investing experts such as Jim Jubak.
- Enhanced. Portfolio Manager. Money and MSN Money share the same award-winning Portfolio Manager, and you can directly download account information from brokerages nationwide. After setting up Money 2005 to synchronize with MSN Money, you can access your investment information wherever you are--at home or on the road.
- New. Pop-up alerts. These convenient alerts give you a quick snapshot of what’s happening with your stocks, notifying you of significant news so you can stay on top of your portfolio.
- New. Stock split entries. Now the Portfolio Manager tracks stock splits in the transaction list, as well as the portfolio and transaction report.
- Enhanced. Planning home page. Updated with a new look and feel, this area automatically provides a snapshot of debt versus expenses and easy access to recent planning-related Advisor FYI Alerts.
- New. Planning Decision Centers. Money’s planning section features 27 Decision Centers that address everything from planning a dream retirement to getting the right insurance coverage.
- Enhanced. Taxes home page. Completely redesigned, the Taxes Home page provides answers to frequently asked tax questions, up-to-date commentary from MSN Money expert Jeff Schnepper, and tools for filing a 1040 form or preparing a complicated Schedule D.
- Enhanced. MSN Money integration. Money is more tightly integrated with the MSN Money personal finance Web site. The navigation bars mirror those found on MSN Money, and Money features timely content and popular tools from the award-winning site.
- New. MSN Money News. This area features headlines from MSN Money, including articles from CNBC, MSNBC, Forbes.com, and Briefing.com ,as well as relevant commentary from MSN Money’s experts on topics such as investing, spending, and taxes.
- New. MSN Money Decision Centers. In these centers, you will find useful tools, calculators, and expert commentary relevant to a specific financial task, such as paying down debt or buying a home.
- New. MSN Stock List. Money 2005 now lets you set up your investment holdings so you can access them via the MSN Stock List, including MSN Explorer, MSN Messenger, msn.com, My Money, and the Portfolio Manager, as well as on a mobile device.
- Enhanced. Anytime, anywhere access. Money lets you view your account statements and balances, pay and track online bills, and view investment holdings, anytime, any place--in Money, MSN Money, or on your mobile device.
- New. Multi-user access. Because Money 2005 enables custom settings for every user, several people can share access to the same Money file with their own usernames and passwords.
- Enhanced. Help. Now online, the Help system is updated regularly based on consumers’ inquiries and feedback, making it easy to quickly get assistance in any area of the software, from accounts to taxes to investing.
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Customer Reviews
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Most Helpful Customer Reviews
129 of 132 people found the following review helpful:
3.0 out of 5 stars
Going back to the previos version,
By
This review is from: Microsoft Money Premium 2005 [OLD VERSION] (CD-ROM)
I am going to skip this version of Microsoft Money and return to the prior version (2004 Deluxe).
Normally, I upgrade every September, but this new version is disappointing. Pros: + Choices between simplified and advanced views, this affects account managers, reports, bills, planning etc. + Better setup process, generally more intuitive navigation. + Better online operations, this was improved dramatically. + Ability to merge accounts + Ability to share the data file between users (up to 8 people, signed via Microsoft Passport) Cons: - Bad User interface. Work Area (the register) is less than 30% of the screens real estate. The rest are menus, toolbars, web toolbars (huh?) etc. There is no way to maximize work areas. - Sponsorship links and products are everywhere. There is no way to turn any of these things off. At some point the line blurs at where is your financial data and where is solicitation. - There is no way to customize anything. Some of the first versions(1994, 95) allowed the user to customize the colors, layouts, etc. This gradualy decreased to 2 color choices + some customization in 2004 version. In 2005 there is no choice whatsoever, except for (largely useless) home page layout changes and ability to modify the web toolbar. General: Bugs: If there are any bugs, they are not obvious. The software is stable, as the previos version was nearly flawless, so I assume most of the fixes went into the rarely used part of application. Yodlee: This version includes Yodlee engine, which allows for a very nice view of your aggregated financial data.
36 of 37 people found the following review helpful:
2.0 out of 5 stars
Too bad it doesn't sync with banks reliably as advertised,
By
This review is from: Microsoft Money Premium 2005 [OLD VERSION] (CD-ROM)
After seeing the reviews in every magazine saying the new Microsoft Money 2005 beat the new Quicken hands down, I thought maybe I should upgrade from 2003 to 2005 premium. I was particularly enticed by claims that it allowed you to sync automatically with almost any bank. I have Fleet and Citibank accounts, neither of which would auto-sync with 2003, so I was relegated to downloaded statements each month and importing them. I was also expecting to be able to sync with my online brokerage accounts at Charles Schwab and Ameritrade.
But not only did the Fleet and Citibank accounts fail to sync, Ameritrade, whichhad worked before failed to sync, and the other Schwab did so about half the time. I called in to tech support and they weren't able to fix the problem, but said they'd been getting a lot of such calls. The product only came out in the last week, so I will cut them some slack and wait for updates which they said would be coming in a few weeks, but I must say I was disappointed after hearing such glowing reviews from magazines. The problem with building software from the ground up, as Microsoft has done with this new version of money, is that things that worked perfectly well in previous versions often don't work. I would have thought the magazines would mention these syncing difficulties, considering how common they appear to be... but then again, Microsoft does have a lot of money (no pun intended), and if you're a magazine you probably wouldn't want to get on their bad side. Oh well. If the updates work ok, I'll post an update in a couple weeks.
31 of 32 people found the following review helpful:
2.0 out of 5 stars
cons greater than pros,
By
This review is from: Microsoft Money Premium 2005 [OLD VERSION] (CD-ROM)
overall, not much different from 2004 with some bugs with online updating
pros: prettier interface, better portfolio features, web integration (not too useful as most people prefer security of their own computers vs. microsoft servers) cons: home page customization options more limited (miss the home view, auto view, etc), online problems (sometimes doesn't sync right, had to reinstall windows to fix this so that the work offline option was showing and so that the downloads wouldn't freeze), slower updates and balancing, toolbar not as customizable as in past, only one color interface instead of three before
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