Manage your finances
Quicken Personal Plus gives you the tools to understand your finances and investments. It will help you to see where your money is coming from and exactly where your money is going, providing you with an accurate snapshot of your financial health at any time. Utilise Spending Reports and graphs to see where you’re spending your money and how it impacts your net worth, and you can save reports as a PDF.
Stay on top of banking and bills
Track all your bank accounts, credit cards, income and expenses. You can also schedule bills and other recurring transactions, such as direct debits and salary payments.
Managing loans is easy. Manage home loans, car loans, personal loans and more. You can see how much you have paid off at any time, separating out the interest and principal. Even simulate additional payments to show how this will impact the amount repaid as well as the length of the loan.
Maximise your investments
Monitor all of your personal and business investments, including share ownership and superannuation. See how each investment fits into your overall financial plan, and easily compare investments against each other. You can download your portfolio and trading history into Quicken Personal Plus when trading with Reckon Tools E*TRADE, an online trading service provided by E*TRADE^.
Reckon Tools HUBB Investor^^ software is available giving you access to feature rich stock market analysis tools. HUBB Investor combines technical and fundamental analysis tools to help you recognise short and long term investment opportunities.
Plan for the future
Use the budgeting tools to help you save and plan for the future. Create realistic budgets based on previous years’ figures and undertake ‘scenario analysis’. For example, see what happens to your savings if you reduce your spending on eating out. Use Quicken Personal Plus mini-reports and trend graphs to quickly see if you are within budget for a particular category.
Multiple income/expense recording for investments
Help plan your savings goals and track actual savings using the Savings Planner. Simply enter your expected and actual expenditure and expenses for each category to see if you have met your saving goals over a set period.
Keep a close eye on the Stock Market^^^
Quicken Personal Plus allows you to receive daily up to date share prices from the Australian Stock Exchange and New Zealand Stock Exchange. With one simple click you can download share prices directly to your Quicken software so you can keep a close eye on your share portfolio and manage your investments.
Savings Planner
Help plan your savings goals and track actual savings using the Savings Planner. Simply enter your expected and actual expenditure and expenses for each category to see if you have met your saving goals over a set period.
More long term savings tools
The term deposit tool will help you reach your long term savings goals. You can input the initial amount and time remaining until your account matures. An automatic alert lets you know when the account reaches maturity.
Retirement planning tools
Manage KiwiSaver schemes with the KiwiSaver account setup. New Zealand users can plan and track retirement savings, and benefit from government incentives by using the KiwiSaver scheme tools now included in Quicken Personal Plus 2011. (New Zealand Only)
Reckon Tools Backup
Reckon Tools Backup allows you to easily back up valuable data and investment information directly through Quicken Home & Business. (Additional charges may apply, go to www.quicken.com.au/Backup for more details.)
Carbon Footprint Calculator
See how your activities impact the environment. Just answer a few simple questions to calculate your personal carbon footprint.
Reward Card Tracker
Track all the rewards points you earn on each of your credit cards, in the one place, with the new Reward Card Tracker.
Conduct property investment analyses
Conduct property analysis to help you make more informed property investment decisions. You can view details such as financing, expense, income and uplift factors, as well as to determine ways to improve the position of a property investment without having to undertake manual calculations.
You can purchase this software online. Secure payments using Paypal, credit card (VISA, Master card) , bank transfer.
Windows 7® Compatibility
Compatible with Microsoft Windows 7®, allowing you to continue your financial management with Quicken.
^The Reckon Tools E*TRADE service is provided solely by E*TRADE Australia Securities Limited (E*TRADE) ACN 078 174 973, AFSL No.238277, a participant of the Australian Stock Exchange Ltd, under a referral agreement between E*TRADE Australia and Reckon Investment Centre Ltd.
^^ The Reckon Tools HUBB Investor software is made available via an arrangement between Reckon Ltd and HUBB Financial Group (HUBB). HUBB Investor is provided and supported by HUBB. Use of this service is subject to HUBB’s end-user licencing agreement.
^^^The ASX share download service is available for two years from date of software activation and is delivered via an arrangement between Reckon Ltd and the Australian Stock Exchange Limited, and Reckon Ltd and the NZX Ltd. If this service is discontinued then downloading portfolio details and trade details will no longer be possible.
Minimum
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Computer: IBM or compatible Pentium 300 (Pentium II 450 recommended)
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Operating System: Windows XP/Vista®/7* operating system
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Microsoft® Office: Compatible with Microsoft® Office XP/2003/2007/2010
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Memory: 512 MB RAM
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Hard Disk Space: 185 MB of disk space for Quicken installation. Please note HUBB Investor software requires 5GB disk space (see hubbinvestor.com for more details).
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Monitor: SVGA 1024 x 768 with 16-bit colour
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CD-ROM Drive: 24x or higher
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Internet Connection: 56 kbps modem (high speed connection recommended). Internet access is required for all online features, including online banking and online investment tracking. (HUBB Investor software requires cable, ADSL or broadband internet access, see hubbinvestor.com for more details).
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Printer: Any printer supported by Windows XP/Vista®/7
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Scanner: Any scanner supported by Windows XP/Vista®/7. TWAIN compatible scanner required to use scanner feature.
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Resolution: 800 x 600 (1024 x 768 recommended)
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Browser: Microsoft Internet Explorer 7.0 and above ((http://windows.microsoft.com/en-US/internet-explorer/products/ie/home)
*Windows 64 bit only supported on Windows 7
Reckon recommends you install the latest service packs for Windows and Internet Explorer.
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