Comments on: Free Personal Finance Software: Microsoft Money Sunset Version

By: inventory pos system

inventory pos system — Tue, 08 Feb 2011 06:10:17 +0000

I appreciate your post, thanks for sharing the post, i would like to hear more about this in future.

By: TinyPotato

TinyPotato — Sat, 31 Jul 2010 20:03:19 +0000

I used to use MS Money several years ago when I first started becoming interested in managing my personal finances. While it is a great program (especially now at a price of “free”) I made it simpler to use by:

- rounding everything to $5 (basically ignoring purchases I made with coins, etc.)
- not using it to track mutual funds and investments that had reinvested distributions

Eventually, I switched to a basic excel spreadsheet which I find much easier and simpler.

By: Buying U.S Cars, Investments and Preparing for a Heat Wave | Million Dollar Journey

Fri, 30 Jul 2010 11:31:12 +0000

[...] Free Personal Finance Software: Microsoft Money Sunset Version @ Canadian Capitalist [...]

By: Slacker

Slacker — Wed, 28 Jul 2010 02:41:36 +0000

I used to use MS Money to track my finance, but I always failed to balance my accounts, and I soon lost interest in tracking every single entry in my credit card bill. Now I just set a threshold for the big items, retirement savings X%, auto expenses, Y% housing expenses Z%, etc. For my purposes, which is to save enough to retirement and other irregular expenses, this works way better than MS Money or other tracking software.

By: Ben

Ben — Tue, 27 Jul 2010 01:18:04 +0000

Hey CC – no malintent, meant only as a statement of fact
And now for the download….

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Mon, 26 Jul 2010 16:20:55 +0000

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By: Canadian Capitalist

Canadian Capitalist — Mon, 26 Jul 2010 14:14:15 +0000

@Pablito: Yes, I use Microsoft Money myself but not the Canadian version. I use the Money Plus Deluxe version that I purchased in the US. Money allows you to set a base currency and then you are good to go. I have used Money to track all my buy, sell and dividends and it works great. There is one bug in the software when it reports US dollar returns as I noted below:

http://www.canadiancapitalist.com/what-should-microsoft-money-users-do/
http://www.canadiancapitalist.com/review-microsoft-money-plus/
http://www.canadiancapitalist.com/microsoft-money-quirk/
http://www.canadiancapitalist.com/review-microsoft-money-2007/

@Ben: Yes, I saw this on the Forum as well but this post has been in the works for a while. I installed the Sunset edition in a new computer to try it out. Works great and no license or activation required. I haven’t tried the home brew updates though.

By: Pablito

Pablito — Mon, 26 Jul 2010 13:16:17 +0000

CC: I remember you writing at some point that you use Money for your own personal finance tracking. I’m wondering about any gotchas for us Canadian users given that they’ve never really released a deluxe Canadian version. Any thoughts on typical problems and how you may have worked around them might be a useful addition to the article. e.g. anything worth mentioning about RRSPs?

By: Ben

Ben — Mon, 26 Jul 2010 12:41:22 +0000

This is neat. I saw the post on the forum, and will be trying this out.