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 goals

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.

Keep a close eye on the stock markey ^^

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.

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.

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 if 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 divident 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.