Organise your finances
Quicken Personal Plus features all the tools to better understand your finances and investments. It shows where your income originates and where you are spending. Personal Plus provides an instant snapshot of your financial health, illustrated with spending reports and graphs. All reports can also be saved as PDF files.
Stay on top of banking and bills
Track your bank accounts, credit cards, income and expenses. Also schedule bills and other recurring transactions such as direct debits and salary payments.
Managing home, care and personal loans is easy. View balances and payments instantly, separating the interest and principal. Even simulate additional payments to see both the short and long-term effects on the loan.
Manage your investments
Monitor personal and business investments, including share ownership and superannuation. See how each investment fits into your overall financial plan and easily compare investments against one another.
Download your portfolio and trading history into Personal Plus when trading with Reckon Tools E*TRADE, an online trading service provided by E*TRADE.
"There are integration options between E*Trade and Quicken Personal [Plus], which could streamline your processes if you use both systems."
Australian PC User, June 2008
Keep an 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 you can download ASX share prices directly to your Quicken software so you can keep a close on your share portfolio and manage your investments^.
^Available for two years from date of activation.
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’ – such as the impact on your savings if you eat out less. Quicken Personal Plus' mini reports and trend graphs instantly show if you are staying within budget for a particular category.
Track interest-only loans
Have the Loans wizard guide you through the process of setting up a traditional bank loan or a more flexible interest-only loan.
Vista™ Gadget
Stay up to date on your Scheduled Bills and transactions without having to remember to open Quicken, through the Vista™ Gadget. The Vista™ Gadget sits alongside the Vista™ desktop space and will help you stay on top of scheduled transactions. (This feature is supported on Windows Vista™ only).
Multiple income/expense recording for investments
Record multiple miscellaneous income and expense entries in a single action with the new Multiple Income/Expense entry form. This option is included in the Enter Transactions list box for Investment Accounts, significantly reducing the manual workload.
Automatically record share details
Automatically record share details in bank account transfers from your investment accounts which saves adding them manually in the bank register.