Retirement planning tools
Manage KiwiSaver schemes with the KiwiSaver account setup. Users can plan and track retirement savings, and benefit from government incentives by using the KiwiSaver scheme tools.
More long term savings tools
The new term deposit tool will help you reach your long term savings goals. You can input the initial amount and time remaining until your account matures. An automatic alert lets you know when the account reaches maturity.
Stay on top of banking and bills
Track all your bank accounts, credit cards, income and expenses. You can also schedule bills and other recurring transactions, such as direct debits and salary payments.
Managing loans is easy. Manage home loans, car loans, personal loans and more. You can see how much you have paid off at any time, separating out the interest and principal. Even simulate additional payments to show how this will impact the amount repaid as well as the length of the loan.
Maximise your investments
Monitor all of your personal and business investments, including share ownership and superannuation. See how each investment fits into your overall financial plan, and easily compare investments against each other.
Plan for the future
Use the budgeting tools to help you save and plan for the future. Create realistic budgets based on previous years' figures and undertake 'scenario analysis'. For example, see what happens to your savings if you reduce your spending on eating out.
Use Quicken Personal Plus mini reports and trend graphs to quickly see if you are within budget for a particular category.
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.
Keep a close eye on the Stock Market^^
Quicken Personal Plus 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.
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.
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.
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.
^^This service is available for two years from date of software activation and is delivered via an arrangement between Reckon Ltd and the Australian Stock Exchange Limited, and Reckon Ltd and the NZX Ltd. If this service is discontinued then downloading portfolio details and trade details will no longer be possible.
^^^This feature is supported on Windows Vista® or Windows® 7 only.
Still using Microsoft Money?
Quicken now comes with a data converter, which makes it easy to upgrade from your discontinued MS Money product to Quicken Personal Plus 2012! You can quickly convert bank account transactions and category lists into Quicken*
NEW Home Inventory Manager
One of the most exciting new features of Quicken Personal Plus 2012 is the new Home Inventory Manager, and advanced ability for you to be able to keep record of all your posessions. You can save scanned copies of receipts, warranties and appraisals, as well as photographs to make processing potential insurance claims much easier. The Quicken 2012 Home Inventory Manager also helps simplify estate planning by allowing you to nominate a beneficiary for each item.
ENHANCED Cash Flow Graph
Easily show what money is in and what is out with the enhanced Cash Flow Graph in Quicken Personal Plus 2012. Incorporated into Scheduled Bills and Deposits, the graph provides you with a better understanding of your potential cash position at any point in time. It also helps you plan your future savings or expenditures more accurately.
NEW Access to financial calculators - shows you the results of your decision making
Accessing ASIC’s MoneySmart Calculators is easy with Quicken Personal Plus. Use the Budget Planner, Retirement Planner, Credit Card Calculator, First Home Saver Calculator, Superannuation Calculator and more to help reduce your debt and save for the future.
Enhanced Dividend Reinvestment function
Show a better picture of your investments and income with this enhanced feature of Quicken Personal Plus 2012. The program helps you ensure better recording of income and investments by allowing you to enter cash brought forward/cash carried forward in the dividend income reinvestment function.
NEW Restore Backup files to any location - keeping your data safe
Quicken Personal Plus lets you choose the directory into which restored back-up files are saved making it simpler for you to manage your data files.
Enhanced Usability
With all these changes, don't expect Quicken Personal Plus 2012 to look dramatically different - several features have been enhanced to improve efficiency and usability to ensure managing your finances is even easier!
* Microsoft Money 2008 files are supported. To convert earlier versions of Microsoft Money please refer to the Quicken 2012 installation and upgrade guide included with your product.
Minimum System Requirements
Computer: IBM or compatible Pentium 300 (Pentium II 450 recommended)
Operating System: Windows XP/Vista®/7
Microsoft® Office: Compatible with Microsoft® Office XP/2003/2007
Memory: 512 MB RAM
Hard Disk Space: 185 MB. Please note HUBB Investor software requires 5GB disk space (see hubbinvestor.com for more details).
Monitor: SVGA 1024 x 768 with 16-bit colour
CD-ROM Drive: 6x or higher
Internet Connection: 56 kbps modem (high speed connection recommended). Internet access is required for all online features, including online banking and online investment tracking. (HUBB Investor software requires cable, ADSL or broadband internet access, see hubbinvestor.com for more details).
Printer: Any printer supported by Windows XP/Vista®/7
Scanner: Any scanner supported by Windows XP/Vista®/7
