Comments on: Free Download: Microsoft Money Plus Sunset Deluxe

By: Marty

Marty — Tue, 24 Jan 2012 20:36:44 +0000

I recently downloaded Money Sunset Edition. I’m giving up on Quicken after many years. I am primarily interested in Money to track my spending. I make frequent use of reports for spending, categories, comparison, taxes etc. I use the memo field extensively. My impression so far is that the reports in Money are more “rigid” than Quicken. Do you agree? Also can the data be downloaded to Excel for added sorting and manipulation? This would help a lot at tax time.

I know your website is involved with security downloads, but I’m just trying to get started. If you cannot help, can you direct me to a source of Money information.
Thanks, Marty

By: ameridan

ameridan — Tue, 27 Dec 2011 00:10:20 +0000

Although, it’s not the perfect solution, I talk about that in my blogpage http://microsoftmoneyoffline.w.....-manually/ I wouldn’t be surprised if hleofxquotes hasn’t figured out an alternate solution with his sunriise package too (link above).

By: Tom

Tom — Mon, 26 Dec 2011 21:49:35 +0000

Has anybody figured out how to update the tax rates in the Sunset version? Mine are grayed out.

By: hleofxquotes

hleofxquotes — Tue, 29 Nov 2011 19:01:16 +0000

To update quotes: http://code.google.com/p/hle-ofx-quotes/
On-going project that can help “free” your *.mny data http://sunriise.sourceforge.net/

By: MAY DAY

MAY DAY — Mon, 24 Jan 2011 02:06:54 +0000

HOW DO I TRANSFER MY OLD INFORMATION TO THE NEW DOWNLOADED MONEY PLUS SUNSET DELUXE VERSION. EVERYTIME I TRY TO OPEN IT HAS A NOTICE FROM MICROSOFT THAT REQUIRES REOPENING AN ACCOUNT. ALSO I CAN’T SEEM TO GET IT TO OPEN FROM MY DESKTOP. ANYONE KNOWS WHAT TO DO?
HELP PLEASE

By: pat

pat — Sat, 22 Jan 2011 16:40:56 +0000

Microsoft said to save the downloaded Money Sunset and install from that copy, but uninstall oklder versions of Money first. How do I transfer my files? Your advice will be much appreciated.

By: MAY DAY

MAY DAY — Mon, 10 Jan 2011 04:46:16 +0000

what else do you require

By: MAY DAY

MAY DAY — Mon, 10 Jan 2011 04:44:18 +0000

I ONLY USE MONEY PLUS TO ENTER IN THE REGISTER. I DO NOT GO ONLINE AS MY HUSBAND HAS A FIT. I LIKE THE CATERAGORIES SECTION, INCOME & EXPENSES. IS THIS GOING TO EFFECT THOSE FITURES? AS WELL AS A RUNNING BALANCE INCLUDING DEPOSITS.

By: ameridan

ameridan — Tue, 04 Jan 2011 22:47:34 +0000

Jason & Millie,

I don’t know why you think that Statement Imports won’t work with new versions of Money (including Sunset). This capability will continue – it’s the automatic Online updates that will no longer function. All of the stocks and funds that are part of the Statement updates (OFX and QIF imports) will have the updated quotes shown in the Portfolio views. The Python scripts allow importing these statements without going to the individual websites, logging on, and initiating the download. In some instances, the capabilty to download your data doesn’t even exist on some of the websites.

The MSN servers did much more than grab just these statement downloads though: independent stock and fund quotes (for ALL your investments, pass through third-party web-scrapes of your data, investment news, tax and exchange rates, etc. and that is all coming to a halt, if it hasn’t already.

By: Jason

Jason — Tue, 04 Jan 2011 16:16:34 +0000

What I don’t understand is if you are directly connecting to your bank for act. transactions (checking / savings), why would this fail after 1/1/2011 ? I can see if you are using Microsoft as a third party provider, but if not, it should continue as normal. Does anyone know why ? Also, does anyone know whom is the provider for portfolio updates ? If you simply use the update menue selection (2007 ver), who is providing the price update for each portfolio act. / investment act. ? Is this a consolidator or does the software contact each institutuion with ticker symbols and retrieve a recent price ?

By: Millie

Millie — Tue, 04 Jan 2011 00:24:41 +0000

George…re Wachovia site account downloads

I’ve been using 2002 Money Deluxe for many years (never a reason to upgrade) and have always downloaded Money account files manually from the website.

I found that my version of Money will File|Import Wachovia’s Quicken QFX files flawlessly. I download the oldest version Quicken files.

I’m not sure if earlier or later versions of Money have this import capability. Should anybody want to try it, MAKE A COPY OF YOUR MONEY FILE FIRST in case there are problems.

By: Greg

Greg — Sun, 12 Dec 2010 00:01:48 +0000

Mary – My favorite reports imported just fine from Money 2005 to the Sunset version. I’ve even saved new favorite reports since the transition. I wonder if the problems you’re experiencing are due to a corrupt data file. Do you have the same problems when opening a new MNY file?

By: Mary

Mary — Thu, 09 Dec 2010 13:39:15 +0000

Are we out of luck if there is a bug in the sunset version?

I’ve been using Money for many years. I upgraded to the sunset version as I just bought a new computer. I had many Favorite reports in my old version. When I first started using the new version, it errored whenever I looked at a saved report. It said something about an invalid format. So, I deleted them and figured I would recreate them. But, when I go to save a Favorite report, it seems like it does it, but it is not actually saved.

It will be a pain if I have to recreate my customized reports every time.

By: George

George — Tue, 02 Nov 2010 11:56:23 +0000

Sorry Christian….I checked the Wachovia site again and in the support section for MS Money it is quite clear that as of Jan 31 2011, the download option will be removed for all Money downloads. that makes Sunset somewhat useless,unless there is a file conversion between a Quicken download and Money. Quicken will be the only download available at Wachovia. Wells Fargo has already disabled Money downloads from its Credit accounts (they own Wachovia).
Microsoft should send some sort of courtesy notice to the banks that Sunset exits and that downloads can be completed manually.

By: Christian

Christian — Tue, 02 Nov 2010 01:24:03 +0000

I work in IT/Software and I cannot see any valid reason to remove OFX downloads. LOTS of people use a good product that is suddenly no longer supported. Who cares? I have version 2001 and I never have issues! This makes no sense.

Microsoft should have turned over the source code and made this an open source project. That would have been awesome!

By: George

George — Mon, 01 Nov 2010 16:55:44 +0000

Tried them all and MS Money does it for me. Unfortunately Wachovia bank is announcing that it will discontinue download button for OFX downloads due to non-support by Microsoft. I even received a note from one of my credit unions that they too will be eliminating OFX down loads. That will certainly limit the ability to download manually. Am I stuck with Quicken?

By: belgarion

belgarion — Wed, 22 Sep 2010 22:33:13 +0000

Tried Money plus Sunset….but there doesn’t seem to be an option of entering deposits in the Bills Summary as there was in the earlier versions. Without that it is quite useless.

By: ameridan

ameridan — Wed, 15 Sep 2010 21:20:18 +0000

Adrian,

click on my name and I think you’ll be very pleased to find a means of obtaining your quotes (as well as your financial institution statement downloads). Sunset edition should live for quite a while, unless Quicken pulls the plug…

By: Adrian

Adrian — Wed, 15 Sep 2010 16:37:42 +0000

Unfortunately, Quicken is a piece of krap comparing with latest editions of MsMoney.
I went on with the general recommendation and I lost almost one week in correcting importing errors. I’m using MsMoney for 12 years and I have the information for the all 12 yers. Obviously I didn’t go correcting errors prior to 2010; I just checked that the numbers were ok.
I have canadian accounts and US accounts. Quicken doesn’t work that way. You’re either canadian or you’re US. If you buy the canadian version you have to enter the US account statement manually.

When you call them, technical support is $15 per call; one issue only. Obviously, I refused to pay for this type of problem. I’m an advanced user and I didn’t call them to tell me where’s the slot to inser the CD…

E-mailing them is free, though.
I tryed to send them an e-mail and there was a message like : because of high level of messages, you should expect an answer in 3 working days. And the message didn’t go trough. There was a Java script error…

I have Stocks porfolio. Quicken has lost all of my US stocks when importing from MsMoney. I had to enter them manually, but then, it had a hard time with the currency conversion.

When you have registered investment accounts (like RRSP in Canada or 401k in US), Quicken is treating the Cash part of the account as a completely different account. So you end up having a Cash balance and an Investment balance.

Right now, I’m using MsMoney 2007 fully operational. There is no canadian verision of it, but I have no problem to work with canadian banks and investments. I thought that going to Quicken is going to help me with my taxes; besides is supposed to be a supported software.

My advise is: stay with MsMoney for as long as you can. I red here that someone is using the ’98 version. That’s a great proof of good, reliable tool in my mind.

Unfortunately for me, the Sunset edition doesn’t seem to have the online quoting option for stocks. So, I’d have to update my portfolio manually. Again, 2007 was a very good year! (maybe even the wine was good that year; we’ll see that) …..:)

Adrian

By: x

Wed, 26 May 2010 03:56:27 +0000

i’m a little confused here. i use money 2003 (just put it on my updated windows 7 machine as well) to enter and track my data, using as a system to verify my data online. i do not use it update any of my accounts….but, i do use the “update prices” online option to simply get updated prices for my portfolio.

so….microsoft is going to eliminate that?

By: Julian Romeo

Julian Romeo — Wed, 26 May 2010 03:19:59 +0000

Hi Joey, yes, you missed the links in the first paragraph, just click on the product name that you want.

By: ameridan

ameridan — Wed, 26 May 2010 01:36:49 +0000

The links are in the first sentence, but perhaps your browser settings are preventing the link from working. Here’s the actual link:

http://www.microsoft.com/downl.....9c22e47488

By: Joey Y.

Joey Y. — Tue, 25 May 2010 21:36:45 +0000

Am I missing something here or what? Where is the link to download it?

By: Ken in Georgia

Ken in Georgia — Tue, 25 May 2010 15:09:30 +0000

Does anyone know if this would work for files currently in Money 98 (yeah I know — just never saw much benefit in updating). I actually just recently loaded the 98 software on my new Windows 7 computer, surprisingly with no difficulties.

By: ameridan

ameridan — Sat, 22 May 2010 15:21:07 +0000

Home & Business would be more confusing to the user that doesn’t have a small business, as many business related Income and Expense categories are created for the user that may never get used.

For those that want to use the Sunset editions of Money as if they still had Online capabilities, check out my Blog:

http://microsoftmoneyoffline.wordpress.com/