Manage your finances

The Personal Centre houses all personal financial information and reports making it easy to access and track personal bank accounts, income and expenses.

You can also monitor your business cash flow and see where your money is going with Quicken Home & Business. Track all of your personal and business bank accounts, credit cards, income and expenses. Utilise Spending Reports and graphs to see where you’re spending your money and how it impacts your net worth, and you can save all reports as a PDF.

Professional business tools

Create estimates and invoices to send to your customers. Present a professional image by customising forms and creating new ones to suit your business, you can save them to PDF and even add your own logo. With Quicken Home & Business, you can also easily create reports and graphs for an instant overview of your complete financial position. Export your data to other programs – use Microsoft® Excel for further analysis, or edit your reports in Microsoft® Word. Plus, you can track GST and generate BAS* reports. (*Australia Only).

 Use the Investing Centre to combine important data from all your investment accounts, so you can examine them in one place and easily compare investments. See how all your personal and business investments fit into your overall financial plan, including shares and superannuation. You can download your portfolio and trading history into Home & Business when trading with Reckon Tools E*TRADE, an online trading service provided by E*TRADE.^

Quicken Home & Business 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.^^

Prepare for tax time

To help you with tax preparation you can attach important receipts, cheques or other documents to your investment transactions. Just click the “Attach” button beside each transaction to link a scanned, digital image. Using our integrated scanning software you can scan and attach multiple documents to transactions (requires a separate scanner).

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.

Track interest-only loans

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

Multiple income/expense recording for investments

Record multiple miscellaneous income and expense transactions using a  single interface, saving you time on investment entries. This multiple entry form is included in the Enter Transactions list box for Investment Accounts.

Billminder Gadget

Stay up to date with your Scheduled Bills and transactions without having to open Quicken, through the Billminder Gadget. The Billminder Gadget appears on your desktop and will help you stay on top of scheduled transactions.^^^

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.

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.

Business Center

From the Business Centre, access and view all important business data – it’s a valuable snapshot into how your business is performing. You can also gain a quick view of your Profit & Loss position by checking the “In, Out Profit/Loss” breakdown that’s updated with each entered transaction. You can even generate a Profit & Loss Statement for different business divisions.

Conduct property investment analyses

Conduct property analysis to help you make more informed property investment decisions. You can view details such as financing, expense, income and uplift factors, as well as to determine ways to improve the position of a property investment without having to undertake manual calculations.

Family Deals code SQHOMEBUS2011