Microsoft Money frequently asked questions for Canadian users (836167)



The information in this article applies to:

  • Microsoft Money 2004 Standard

INTRODUCTION

This article includes some of the frequently asked questions that Canadian users ask about Microsoft Money.

MORE INFORMATION

Q1:
Is there a Microsoft Money product specifically for Canadian users?

A1:

Yes. Microsoft Money 2004 Canadian Edition is available for purchase in Canada. You can create a budget, reduce debt, balance your checkbook, track bills, and manage your home finances. Money 2004 Canadian Edition has an estimated retail price of $44.95 (Canadian) and can be identified through packaging that features a small red maple leaf on the box face.

Q2:

I am a Canadian user of a U.S.-based version of Money 2004 Standard. How can I change my settings to reflect the Canadian monetary system?

A2:
If Money is not yet installed on your computer, follow these steps:
  1. In Microsoft Windows, click Start, point to Settings, and then click Control Panel.
  2. Double-click Regional and Language Options.
  3. On the Regional Options tab, in the Standards and formats drop-down list box, select English (Canada).
  4. Run the Setup program for Microsoft Money. It will be set up by using Canadian settings.
If Money is installed on your computer, follow these steps:
  1. In Money, click Tools, click Options, and then click the Currencies tab.
  2. Select Canada on the Country list, and then set a temporary US/Canada exchange rate of "1.0".
  3. With Canada still selected, click the Set As Base Currency button.
  4. After you are prompted to restart Money, select Use Canadian Settings.
Q3:

Is there a Deluxe or Business version of Microsoft Money for Canadian users?

A3:

No. Currently, only Money 2004 Standard is available in Canada.


Q4:

Where can I find Canadian tax information?

A4:

Money does not currently provide Canadian tax information. For Canadian tax information, visit the following Microsoft Web site:Q5:

Why is my Canadian bank not listed when I set up online services in Money?

A5:

Many Canadian banks are listed. If your bank is not listed, it may have been the bank's decision not to be included. Contact your bank for more information. If your bank is not listed, you can configure Money to accept downloads if your bank offers a download in Open Financial Exchange (OFX) or in Quicken Interchange Format (QIF).

Q6:

How can I tell if I am using Canadian settings?

A6:

If you see a Taxes choice between Planner and Reports on the Money menu bar, you are using US settings. If you cannot see the Taxes choice, you are using Canadian settings.

Modification Type:MinorLast Reviewed:3/15/2004
Keywords:kbFAQ kbinfo KB836167 kbAudEndUser