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- Allows users to manage finances, maximise investments, prepare for tax time and plan for the future.
- Manage personal income by displaying all types of income and expenditure.
- Track bank accounts, credit cards, income and expenses, as well as schedule bills and other recurring transactions, such as direct debits and salary payments.
- Manage loans such as home loans, car loans and personal loans and determine how much interest and principal of each loan has been paid.
- Simulates additional loan payments to show how this will impact on the amount repaid and the length of the loan.
- Loans guide assists with the process of setting up a traditional bank loan or a flexible interest-only loan.
- Assists with tax time by automatically categorising items in line with the relevant Tax Pack questions and generates reports for lodging tax returns.
- Incorporates the latest personal income tax thresholds and tax line updates, to assist users with preparing annual tax returns.
- Monitor personal and business investments, including share ownership and superannuation.
- Analyse each investment and how it fits into overall financial plans and compare investments against each other.
- Conduct property investment analysis and view details such as financing, expense, income and uplift factors to improve the position of a property investment.
- Improved investment analysis provides technical and fundamental analysis tools to recognise short and long term opportunities.
- Store all personal financial information and reports as well as access and track personal bank accounts, income and expenses.
- Use realistic budgeting tools to save and plan for the future.
- Plan savings goals and track actual savings by entering expected and actual expenditure and expenses for each category.
- Reach long term savings goals using tools that assist with term deposits.
- Track rewards points earned on credit cards all in the one place.
- Includes a desktop Billminder Gadget to help users stay up to date with scheduled bills and transactions.
- Ideal for personal users, who require an easy home finance and investment organiser.
- System Requirements: Windows 7, Vista and XP, 185 MB of free hard drive space, 512 MB of RAM, Pentium II 450, 1024 x 768 screen resolution and CD-ROM drive.
Family Deals code REPS20AF10
