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Personal Finance

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1 used from £20.00

(as of 2012-11-06 22:31:21 PST)

Money 2001 Financial Suite & FREE Tax Saver 2001 by Microsoft

Software Details

Brand: Microsoft Hardware Platform: PC Operating System: Windows NT

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Money 2001 Financial Suite
Who needs a personal finance package on their PC? Well if you pay bills, own shares, plan to make a will, write cheques, have a mortgage… in fact if you are an earning, spending consumer in the 21st century, a package like Money will make your affairs easier to manage. It could even make you a little richer. Money has quite a pedigree. Though Microsoft only entered the personal finance market a few years ago, it has quickly carved a big slice of the market. Microsoft knows we all want to get our finances in order; it also knows that, to most of us, they are a terrifying mystery. So, with yearly updates, it has honed Money so that even the financially illiterate can compile a personal financial CV; in around half an hour as the software pumps you with questions. Money then swallows the details of accounts, endowments, mortgages and investments–your whole financial life in fact–and tidily regurgitates them in a convenient Web-browser style. This exercise is a useful financial discipline in itself, forcing you to take a short hard look at your finances and get organised. Money then provides figures on your net worth, your projected wealth in the next month, year or decade and gives you hints on making your cash work better. And the browser style makes it simple: click links to take you to your bills and view quickly which ones are due (and which are overdue); click on accounts to see your current account, then click an Internet link to go online and download your account details from your bank, should you choose. Users of earlier editions, such as Money 2000 will find that 2001 seamlessly updates their existing files (you will receive a GBP 10.00 rebate, too).

Tax Saver 2001 Deluxe
With the Inland Revenue now insisting we do our own returns, you have two options: let a program such as Tax Saver 2001 Deluxe do the donkey work for you, or struggle through the telephone book of a tax return yourself. Take the second route if you like but the tax form is no place for the enthusiastic amateur–get it wrong and you risk fines and having to go through the whole painful process a second time. Tax Saver puts you through a question-and-answer session, then puts the information in the correct place on the form–ensuring that nothing is missed out. And once you've reached the end of the form, the program checks things over and flags up omissions and errors using the Inland Revenue's own validation criteria. Once everything's completed, it calculates your tax bill for the year … it's that simple. In its various versions, Tax Saver was the biggest selling income-tax software in the UK last year, and creators Digita have made impressive strides in keeping ahead of the pack this time. The whole program uses admirably simple language (and has the seal of approval of the Plain English Campaign). And it even takes a pro-active role in reducing your tax burden–the Plan Ahead section analyses your return and gives tips on tax planning and shaving future tax bills, so it's especially useful for self-employed workers looking for items to offset against tax. —John Rennie


Windows 95, Windows 98, Windows NT, Windows 2000

More Details

Publisher: Microsoft Software Category: Personal Finance Binding: CD-ROM


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