|Microsoft Money - Frequently Asked Questions|
Why are sales of the Microsoft Money product coming to an end?
The category of personal financial-management software has changed considerably in the 17 years since Money was first established. As more users shift their attention to full-service offerings provided by banks and brokerages, demand for a comprehensive personal finance toolset has declined.
What products are affected?
Products affected include:
Microsoft Money Essentials
Microsoft Money Plus Deluxe
Microsoft Money Plus Premium
Microsoft Money Plus Home & Business
If I’m a Money Plus user, do I have to quit using Money when my current version expires?
No. Online services (described below) will no longer be available, but Money has many features that continue to work after the online services have expired. (For Money Plus Deluxe, Premium and Home & Business customers, online services expire two years after initial activation or Jan. 31, 2011, whichever is earlier; for Money Plus Essentials it is one year after activation or Jan. 31, 2011, whichever is earlier. You can verify your expiration date in Money Plus by selecting Help / About Microsoft Money; it appears to the right of the serial number.) As long as your product was already activated, you’ll be able to keep using the product after online services have expired. Note, Money Essentials is not designed to be usable once online services have expired.
How long can I keep using Money Plus?
An expired version of Money Plus could be used indefinitely on the computer and configuration currently in place, with the exception of the services and features as noted below. Compatibility with future operating systems and hardware configurations cannot be guaranteed.
What happens to yearly Tax updates after sales have ended?
Yearly tax updates end Jan. 31, 2011. However, users can still manually update the tax rates. (Verify current rates from tax rate schedules on the IRS Web site. In Money, go to Tools / Settings / Tax Settings. Click "Set your filing status and view tax rates by income bracket." Modify the data to match the correct tax year values.).
When do online services expire?
Per the End User License Agreement for Money Plus Deluxe, Premium and Home & Business products, online services continue for two years after initial activation or until 1/31/2011, whichever comes first.
The Money Plus End User License Agreement says that online services last 2 years or until 1/31/2011, whichever is earlier. I just bought Money, and the product notification says my services last until 6/08/2011. Which is correct?
The End User License Agreement date is the correct date.
My version of Money came with 2 years of online services. Can I extend my online services?
No, extension of online services is no longer available.
What happens when my online services have expired?
When online services expire, Money no longer supports online quotes nor direct online banking (including bill-pay). Money can still process bank statements imported from your bank’s Web site (if available), and quotes can be manually updated. The following support articles may be helpful:
Can I get quotes after online services expire?
No. Online quotes are part of the online services. Users can still manually update quote prices once online services have expired.
What happens to bill-pay functionality?
Epay and Apay services will no longer be available from within the Money product after online services expire. This change does not impact you if you pay your bills through your bank's Web site. You can also still access Checkfree bill-pay through MSN Money. (Note: Some customers currently pay a fee to their bank to make online statements available through Money Plus for online bill-pay; those customers should contact their bank and discontinue that delivery once online services have expired.)
I have Money Plus Home & Business. What business features will change?
The same online services expire for all versions of Money Plus, including Home & Business.
What product support will be offered for Money Plus?
Support for all versions of Money Plus ended Jan. 31, 2011. Refer to http://support.microsoft.com/lifecycle/ for general Microsoft product support information. Product Activation was supported through Jan. 31, 2011. Once the product activation service is no longer available, existing versions of Money cannot be set up in a new configuration. Microsoft has released a ‘Sunset’ version of Money that does not require activation. Get details here.
What if I get a new computer and need to reinstall?
Microsoft has released 'Sunset' versions of Money Plus Deluxe and Money Plus Home & Business that do not require online activation. This version will allow you to keep your Money files and transactional history (on current and future machines) but will not allow access to online services or premium services. Full details and links to the Download Center can be found here.
What alternatives do I have if I want to stop using Money Plus?
A number of online personal finance management and planning tools are available, many for free, on the Web. We recommend Bundle.com (Microsoft is a founding investor in Bundle). Other software solutions may be for sale from companies other than Microsoft. For general account information and transactions, your bank Web site may provide the best solution.
How do I export my data?
Account transactions from banking and investing accounts (not to include loans) can be exported using QIF Export (see Money Help for more information). Another method used is to create 3 custom transaction reports covering all dates: One for Loans, one for Investments, and one for regular accounts. For each report, export to Excel or to XML. Not all of your data outside of core account information may be able to be exported, however -- for instance, the bill list, favorite reports, household inventory, budgets and cashflow forecasts will not export. The following support articles may be helpful: