Quicken Personal 2012

An ideal solution to help you manage finances, prepare for tax time and plan for the future.

Manage your finances

Quicken Personal gives you the tools you need to understand your finances. 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 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.


Track interest-only loans
The Loans Wizard can guide you through setting up a traditional bank loan or a more flexible interestonly loan.


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 spending on eating out.

Use Quicken Personal’s mini-reports and trend graphs to quickly see if you are within budget for a particular category.

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.


Prepare for tax time
Quicken Personal includes some great tax features that will ease the pain of tax time. Quicken Personal automatically categorises items in line with the relevant Australian Tax Office "Tax Pack" questions, and generates reports to help you prepare you annual tax return


Personal Centre
The Personal Centre stores all personal financial information and reports so you can easily access and track personal bank accounts, income and expenses.

Reckon Tools Backup
Reckon Tools Backup allows you to easily back up valuable data and investment information directly through Quicken Personal.


2011/12 tax line updates
To help you with deductions and assessing your taxable income, Quicken aligns data with the most recent Australian Tax Office "Tax Pack" questions.


Cash Flow Graph
Get a clear picture of where money is coming from and where it is going with the enhanced Cash Flow Graph. Incorporated into Scheduled Bills and Deposits, the graph provides you with a better understanding of your potential cash position at any point in time. It also helps you plan your future savings or expenses more accurately.


Upgrade from MS Money now available in New Zealand
Upgrading your discontinued MS Money products to Quicken is easy with the data convertor. You can quickly convert bank account transactions and categories lists into Quicken.


System Requirements
Computer: IBM or compatible Pentium II 300 (Pentium III 450 recommended) with 512 MB RAM
Operating System: Microsoft Windows XP/Vista/7* operating systems
Microsoft Office: Compatible with Microsoft Office XP/2003/2007/2010
Hard Disk Space: 185MB of disk space for Quicken installation
Browser: Microsoft Internet Explorer 7.0 and above (http://windows.microsoft.com/en-US/internet-explorer/products/ie/home)
Monitor: SVGA 1024 x 768 with 16-bit colour
Resolution: 800 x 600 resolution (1024 x 768 recommended)
Printer: Any printer supported by Windows XP/Vista/7* operating systems
CD-ROM: 24x CD-ROM
Internet Connection: 56 Kbps modem (high speed Internet access recommended). Internet access is required for all online features/
services (such as online investment tracking)
*Windows 64 bit only supported on Windows 7
Reckon recommends you install the latest service packs for Windows and Internet Explorer.