In microsoft.public.money, Living in Oklahoma <Living in
Oklahoma[at]discussions.microsoft.com> wrote:

- quote -

There is no longer a Canadian specific product. Canadians can
actually use any version. They will get Canadian banks, they just
won't get other Canadian specific info (taxes, RRSP vs 401k, etc).
If they use a US term such as IRA, they can parallel many of the
functions. I expect this will be some problem for tax preparation
in that the basis rules for Canada (average across all accounts)
vary from US rules (basis within accounts with some more choices in
some cases).

I think that Money uses the Windows regional settings to determine
some things that it does differently, including basis. I don't know
what happens if you switch those settings back an forth.

Canadian banks are included in the unified list, altho the Money
interface of the banks themselves is often limited to the Web
interface.

Money 2007 does not have a "Canadian" mode as did some earlier
versions of Microsoft Money. I expect Money 2007 should be able to
convert the Money files Canadian versions since Money 2000, but of
course I can't be sure. The current file format is a unified North
American English version. I don't know what the situation is for
Canadian French files. I expect Money Plus is the same in this
regard, but I am not sure. If you want to buy Money Plus Deluxe (you
could not use Essentials for your purpose), you would need a US
address, which you have.

The version sold in Canada is Money 2006. As far as I know it is the
Canadian Microsoft people who make that determination. I would not
expect Money 2006 to expire for Canadian users unless a later
version was offered. I am not speaking for Microsoft, but I am
trying to interpret. But that would parallel the case in the UK
where they sell Money 2005 still.

So I wish I had more clear info for you. It's somewhat cloudy for me
too.

I use MS Money 2005 Std OEM ed. I live in the US but work for Canada and am
paid in US$ & CA$. I file taxes is CA and have all my investments,
retirement money, etc there. I use MS Money because it does a better job with
my banking situation than Quicken, that can access only CA or US banks, not
both like I need.

I’d like to upgrade my MS Money but need a version that works for me. I
read the article at: http://money.mvps.org/faq/article/422.aspx , and while
it almost answered all my questions… can you recommend the best version of MS
Money that will handle my cross border situation, with a predilection towards
Canadian finances? Quicken isn’t the answer for me and while MS Money can
import CA bank info, is there a version of the software that isn’t entirely
US specific, especially for CA Savings Bonds, Retirement Funds, etc?

Thanks – living in Oklahoma