Quicken Personal Plus 2012

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

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.


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.

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 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.


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.


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.


More long term savings tools
The new 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.


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


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.


Personal income thresholds for the 2011/12 financial year
Quicken Personal Plus includes the latest 2011/12 income tax thresholds to help you accurately assess your tax position.


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.


Home Inventory Manager
Keeping an organised record of all your possessions is now easier with Quicken Personal Plus. You can save scanned copies of receipts, warranties and appraisals, as well as photographs to make processing potential insurance claims smoother. Home Inventory Manager also helps simplify estate planning by allowing you to nominate a beneficiary for each item.


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


Access to ASIC's MoneySmart Calculators
Accessing ASIC's MoneySmart Calculators is easy with Quicken Personal Plus. Use the Budget Planner, Retirement Planner, Credit Card Calculator, First Home Saver Calculator, Superannuation Calculator and more to help reduce your debt and save for the future.


Enhancements to the dividend income reinvestment function
Quicken Personal Plus helps you ensure better recording of income and investments by allowing you to enter cash brought forward/cash carried forward.


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.