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All the necessary tools to manage finances, prepare for tax time and plan for the future. Quicken Personal is for those who want to play an active role in the management of their personal finances.
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 itv 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.
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. (Australia only)
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.
Track interest-only loans
The Loans Wizard can guide you through setting up a traditional bank loan or a more flexible interest only loan. Use Quicken Personal’s mini-reports and trend graphs to quickly see if you are within budget for a particular category.
The Personal Centre stores all personal financial information and reports so you can easily access and track personal bank accounts, income and expenses.
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.
Reckon Tools Backup
Reckon Tools Backup allows you to easily back up valuable data and investment information directly through Quicken Personal. (Additional charges may apply, go to www.quicken.com.au/Backup for more details.)
With this powerful portfolio of integrated financial solutions, Reckon Tools can expand the capabilities of your accounting software with online data-backup, credit card payment systems, streamlined cash flow and superannuation compliance solutions.