• Easily download checking, credit card and other transactions from your bank automatically, for up-to-date information

• Consolidate your financial information for an accurate overall view of your business' health

• Optimize your investments with the automatic trade decision tools

• Maximize tax-savings opportunities and handle IRS Schedule D reporting with a click

• Get year-round capital gain or loss calculations

1. Quicken has not shown me and upgrade that is worth buying since I purchased Quicken 2002 deluxe. If the new quicken is going to do the same as my Quicken 2002 Deluxe, why upgrade and that's all I see in the new Quicken.

2. Free stuff from Money 2004 that Quicken can't match. Such as a free year of your credit report monitoring service. Two free years of online bill paying are just a few.

3. Better financial and stock watching information and software.

These are a few reasons why I moved from Quicken. But don't be fooled believing that Moneys interface is like Quicken, It's not. It will take Quicken user some time to become familiar with the way Money works and sometime to setup Money to your liking. But in all It's worth the change for a better product.

25 of 26 found the following review helpful:


Former Quicken User  Sep 08, 2003
As a Quicken user for over 10 years, this product is far superior to Quicken 2004. The interface is different and takes a few days to get used to, but is relatively intuitive.

43 of 49 found the following review helpful:


Serious flaw in reporting  Feb 16, 2004 By Rose Vines
I've been a Money user for many years. I love the design and find it easy to work with.

Imagine my horror, then, when doing my tax reports this year I discovered that Money failed to list all my tax expenses. I noticed this only because a major expense was missing from the report, so the error was glaring.

When I then went to check, I found Money failed to list around 20% of my expenses. If I had not discovered this error, I would have ended up paying $5000 more tax than necessary. I haven't checked past years' returns, yet, but if this flaw has existed in previous versions, then I've been overpaying my taxes for years thanks to Money.

I have checked and rechecked over a dozen times to ensure the error is not my own. It's not. The missing expenses are correctly categorize as tax expenses, they are in accounts which are included in my tax reports, and they are for the correct reporting period. Strangely, Money will report a similar expense and then skip the next, similarly categorized expense.

If you're going to use this product, treble check your reports at tax time.

25 of 27 found the following review helpful:


better than the Money/Quicken 2005 crop  Oct 13, 2004 By J. Lee
Been using since 2003 because it has better customized graphing/reports than Quicken.

MS Money 2004, despite its major and minor quirks, is at least still usable everyday without much fuss.

The debt planner is fairly useless except to schedule payments, and to "guess" when you'll be out of debt, unlike Quicken 2003. Mortgage accounts don't allow you to switch between arbitrary frequency of payments per month, as well as always predicting the WRONG interest/principal payment split.

However, I still like the fair ability to customize; from page displays to reports although I prefer Quicken's more modal interface over Money's free flowing "browser" interface.

Looking forward, Money 2005 is a horrible new product that doesn't carry over any of the "it just works" philosophy of 2004 especially with the even more "browser" interface that leaves huge tracts of white screen space (in advanced mode) compared to 2004. Combined with the huge amount of complaints about Quicken 2005's new 'forced' "upgrade" features, Money looks golden.

Stay with 2004.. it's the lesser of many evils. Until maybe 2006.

See all 27 customer reviews on Amazon.com