Quicken Personal Plus 2009

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."

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.

Improved user interface

The new user interface allows for quicker access to your financial information from anywhere in Quicken Personal Plus.

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 Personal Plus 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.

Recommended

• Computer: Pentium III 450
• Internet Connection: High speed internet connection

Minimum

• Computer: IBM or compatible Pentium II 300
• Operating System:  Windows 2000/XP/Vista™*
• Microsoft® Office: Compatible with Microsoft® Office  2000/XP/2003/2007
• Memory: 128 MB RAM
• Hard Disk Space: 185 MB, plus 55 MB for Microsoft® Internet Explorer if IE 6.0 or higher is not already installed (IE 6.0 included on enclosed CD-ROM)
• Monitor: SVGA 1024 x 768 with 16-bit colour
• CD-ROM Drive: 6x or higher
• Internet Connection: 56 kbps modem. Internet access is required for all online features, including online banking and online investment tracking.
• Sound: Any Windows-compatible sound card and speakers
• Printer: Any printer supported by Windows 2000/XP/Vista™
• Scanner: Any scanner supported by Windows 2000/XP/Vista™. TWAIN compatible scanner required to use scanner feature.

* Not available on Windows 64 Bit Operating System.