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Quicken Home and Business - Overview
Product
Overview : Technical
Specifications : Purchase
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Are you a small business owner who requires software to track your income, expenses and cash based GST, plus include all the great features of Quicken Personal Plus? Choose Quicken Home & Business
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Combines the best of investing and basic business cash flow management to assist you in combining your personal and business finances, allowing you to obtain a complete picture of your financial wealth. It is designed specifically for businesses that operate using a cash-basis accounting method and do not require reporting on outstanding invoices.
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Organise your finances
Generate cash-based business tax reports, including Business Activity Statements. To help you with your 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).
Plan for the future
Quicken Home & Business includes comprehensive analysis and decision making tools.
Use budgets to help you save, invest and prepare for your future. Use Quicken Minireports and trend graphs to find out if you are within budget for a particular payee or category with the click of a button.
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 Home & Business, you can 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.
Manage your investments
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 Quicken E*TRADE, an online trading service provided by E*TRADE.
Be informed of your financial position
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 to PDF.
View the monthly Cashflow Details report to see how your money is flowing through your accounts. You can also access Instant Insight reports from the Quicken Home Page, and view your finances in a simple ‘In, Out & What’s Left’ breakdown.
- Windows 7 64 bit compliant
- Grow your share portfolio with data downloads from the NZX for two years.
- Make smarter property investments with new tools to monitor your property finances.
- Plus, receive 12 months free extended phone
technical support.
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.
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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