Find out what's new in Money 99
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New features in Money 99 include:
- Ask Money Type questions in your own words and get the information you need. Even before you ask, Money Help offers a list of answers to the things youÆre likely to want to know.
- Audio Help Listen to audio tips that will help you get the most out of every place in Money (not available on all computers).
- Personal Profile Fill out a quick, up-front interview about your financial needs. Receive an action plan to help you get the most out of Money.
- Financial Home Page Customize your Money launching pad and view a snapshot of your personal finances. Read news updates from leading publications.
- Advisor FYI Alerts View timely reminders about important events, changes in your accounts, your budget status, and investment alerts.
- Expanded Decision Center (Formerly Money Insider) Make smarter, better-informed financial decisions! The Money 99 Decision Center includes over 200 articles, 4 worksheets, 17 planning calculators, and Money 99 Market Place, with links to relevant Web sites with special promotions for Money users.
- More help for Quicken users Combine categories and subcategories into a single list to create a more familiar working environment.
New in the Planner:
- Lifetime Planner Create a credible financial plan to achieve long-term financial goals. The Lifetime Planner is linked to your daily finances, and is automatically updated when you make most changes so your plans are current and accurate. Developed with American Express Financial Advisors, the Lifetime Planner provides the most comprehensive, accurate financial planning software available on the market today.
- Improved Budget Planner Create accurate budgets which can help you get out of debt and keep your day-to-day expenses under control. The Budget PlannerÆs new design makes it easier than ever.
New features for bills and deposits include:
- Expanded Bills & Deposits area Manage your recurring transactions with ease. The new Bills & Deposits area in Money 99 will improve your productivity.
- Internet Bill Delivery and Payment Receive, review, and pay your bills over the Internet with electronic bills (E-bills). E-bills are delivered to a secure, private Web site where you can pay them at your convenience.
New investment features include:
- Investments to Watch list Track investments youÆre interested in, but donÆt necessarily own. You can also watch market indexes and, in a graph, compare an investmentÆs performance against any popular index.
- Investment Search Use Microsoft InvestorÆs Investment Finder to easily search an in-depth, up-to-the-minute database of more than 16,000 stocks and mutual funds. Create your own search or use one of the many that Investor has created.
- Employee Stock Options Track your grant, vest, and expiration dates with this new Money feature.
New features for reports include:
- Improve Report Customization Customize MoneyÆs 31 predefined reports and charts easily with accessible filters. And if you need to make more advanced changes, MoneyÆs redesigned customization tool makes it simple to get an accurate and clear financial picture.
- Two new reports:
- Payee Spending Review payments to or from any single payee.
- Category Spending Review all of the transactions you have made in any single category.
New online features:
- Web Financial Services Download online statements, transfer funds, and pay bills from any financial institution with Web-based Online Services, including hundreds of major banks, brokerage firms, and credit and charge card companies. Money 99 is more integrated with the Internet than ever.
- Online Financial Services Manager Now thereÆs one place in Money where you can see exactly which of your financial institutions are configured for Online Services, what accounts are held there, and whether you have any online tasks to perform.
- Internal Web browser Browse the Web without ever having to leave Money. All you need is an Internet Service Provider and a modem and youÆre ready to go. You can even add your favorite financial Web pages to a list of favorites available from the Money Favorites menu.