Organise your finances
Generate cash-based business tax reports, including Business Activity Statements. To help with tax preparation, attach important receipts, cheques or other documents to your investment transactions with our integrated scanning software. It lets you scan and attach multiple documents to transactions (requires a separate scanner).
Plan for the future
Quicken Home & Business includes comprehensive analysis and decision making tools.
Use budgets to help save, invest and prepare for the future. Quicken's Minireports and trend graphs instantly show whether you are within budget for a particular payee or category.
Professional business tools
Create customer estimates and invoices as well as creating and customising forms to suit your business. All can be saved as PDF files and allow you to add logos. With Home & Business, easily create reports and graphs for an instant overview of your financial position. Export data to other programs – use Microsoft® Excel for further analysis or edit reports in Microsoft® Word.
Manage your investments
Use the Investing Centre to combine important data from all your investment accounts for easy analysis. See how personal and business investments fit into the overall financial plan, including shares and superannuation. Download your portfolio and trading history into Home & Business when trading with Reckon E*TRADE, an online trading service provided by E*TRADE.
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.
Be informed of your financial position
Monitor business cash flow to understand where your money is going with Quicken Home & Business. Track all personal and business bank accounts, credit cards, income and expenses. Utilise Spending Reports and graphs to see where you’re spending money and how it impacts your net worth. All reports can be saved as PDF files.
View the monthly Cashflow Details report to see how money is flowing through your accounts. Also access Instant Insight reports from the Quicken Home Page, and view your finances in a simple ‘In, Out & What’s Left’ breakdown.
Track interest-only loans
Have the Loans wizard guide you through 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 one step with the new Multiple Income/Expense entry form. The form option is included in the Enter Transactions list box for investment accounts and significantly reduce the manual workload.
Automatically record share details
Automatically record share details in bank account transfers from investment accounts, saving you from adding them manually in the bank register.
Improved user interface
The new user interface allows for quicker access to your financial information from anywhere in Quicken Home & Business.
Personal Centre
A Personal Centre now houses all personal financial information and reports so you can easily access and track personal bank accounts, income and expenses.
Savings Planner
Help plan your savings goals and track actual savings using the new 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 company data and investment information directly through Quicken Home & Business to a reliable and secure online location.
**Additional charges apply, go to
www.quicken.com.au/Backup for more details
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.
Carbon Footprint Calculator
See how your activities impact the environment. Just answer a few simple questions to calculate your personal carbon footprint.
Business Centre
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.
Track outstanding debtors
The invoice list displays all outstanding debtors so you can easily monitor your business' finances.
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