Organise your finances
Quicken Personal Plus provides the tools you need to understand your finances. It will show where your money is coming from and exactly where it is being spent. Personal Plus provides an accurate snapshot of your financial health at any time. Utilise Spending Reports and graphs to see where you’re spending money and how it impacts your net worth. All reports can also be saved as PDF files.
Stay on top of banking and bills
Track all your bank accounts, credit cards, income and expenses. Also schedule bills and other recurring transactions, such as direct debits and salary payments. Managing loans is easy – home loans, car loans, personal loans etc. You can see how much you have paid off at any time – separating 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.
Manage 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. Download your portfolio and trading history into Personal Plus when trading with Reckon E*TRADE, an online trading service provided by E*TRADE.
Automatically record share details
Automatically record share details in bank account transfers from investment accounts, saving you from having to add this detail manually in the bank register.
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. With one simple click download ASX share prices directly to your Quicken software to keep a close eye on your share portfolios and manage investments^.
Plan for the future
Use the budgeting tools to help 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’s Mini reports and trend graphs to quickly see if you are within budget for a particular category.
Track interest-only loans
Have the Loans Wizard guide you through setting up a traditional bank loan or a more flexible interest-only loan.
Billminder Gadget
Stay up to date on your Scheduled Bills and transactions without having to open Quicken, through the Billminder Gadget. The Billminder Gadget sits at the side of the Vista® or Windows® 7 desktop space and will help you stay on top of scheduled transactions. (This feature is supported on Windows Vista® or Windows® 7 only).
Analyse and create superannuation savings plans
The Australian Securities and Investments Commission’s FIDO Superannuation Calculator helps show the effect that changes in fees, contributions, and investment strategies have on your superannuation; giving you a better view of your nest egg without having to make complex manual calculations.
Personal Centre
A Personal Centre now houses all personal financial information and reports so you can easily access and track personal bank accounts, income and expenses.
Savings Planner
Help plan your savings goals and track actual savings using the new Savings Planner. Simply enter the expected and actual expenditure and expenses for each category to see if you have met your saving goals over a set period.
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 credit card – in the one place – with the new Reward Card Tracker.
^This 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. If this service is discontinued then downloading portfolio details and trade details to Quicken Personal Plus will no longer be possible.