Limitations: Some Money features are not covered here as well as others. In particular, I do not use any of the network bill pay and statement features and am relatively unfamiliar with features for stock options and have treated few related issues here out of ignorance. I also don't use the frequent flier features and will skip the grocery coupon tracker feature if and when it's added to Microsoft Money. Also, I haven't treated any issues peculiar to the * & Business versions since I've never used it, don't follow postings about it, and cannot judge good FAQs and answers for it from bad ones. Ditto Money Essential (hereafter, MEss) edition and, as a general rule, the Essential Register/Bills/Budget/Report/etc. modes.
Disclaimer: This FAQ in not sponsored or endorsed by Microsoft. Microsoft and Microsoft Money are trademarks, registered or otherwise, of Microsoft Corporation and are used here without permission though possibly with the benefit of benign neglect. Other trademarks are probably used as well and are acknowledged here.
Full Disclosure: In July of 2006 I was awarded a Microsoft MVP (Most Valued Professional) award for "MSN Money" (I always thought Money was an application, not a website/ISP/portal) in recognition of my toils in the newsgroup. That would be a non-issue relative to the FAQ were it not for the non-disclosure agreement I signed. (The NDA allowed me somewhat of an inside track, relatively speaking, in terms of my contacts with the Microsoftees who support and develop Money.) I also got some trinkets and a free copy of Money 2007 Deluxe. Readers will have to judge for themselves whether this made me any more of an apologist or shill for Microsoft going forward. For what it's worth--potentially not much--the trinkets and the copy of Money were worth about what I was spending on the web service and domain registration for the umpmfaq.info site per year. So, if I could be bought cheaply, I can be bought really cheaply. My MVP status was renewed in July of 2007. Somewhere after that, 2008?, 2009?, it was non-renewed. As of this writing I can still moderate the Microsoft Money community support forum, I have no other connection with Microsoft.
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