Accounts
Personal Plus 2013
Features & benefits
Reckon Accounts Personal Plus 2013, previously known as Quicken®, is an ideal solution to help you manage
finances, maximise investments, prepare for tax time and plan for the future.
Main features:
Prepare for tax time
• Organise your finances
Great tax features† help make tax time less painful. Reckon Accounts
Personal Plus aligns data with the latest Australian Tax Office ‘Tax Pack’
questions to help you prepare your annual tax return.
• Track bank accounts and bills
• Monitor and manage investments
• Manage home inventory
Maximise your investments
Manage your finances
Income and expense reports give you a convenient picture of your
financial health at any time. You can customise and save reports so you
can manage your finances in a way that suits you.
The Cash Flow graph helps you obtain a clear picture of where money
is coming from and where it is going. The graph provides you with a
better understanding of your potential cash position at any point in time.
Monitor personal and business investments including share
ownership, property investments and superannuation. Download share prices from the ASX and NZX with one click.
Optimise stock investments with Reckon Tools E*TRADE^ integration
and Reckon Tools Hubb Investor^^ software. Download your portfolio &
trading history, and access feature rich analysis.
Plan for the future
The Net Worth Movement Report offers a clear comparison of
closing balances between any given dates you specify. Compare overall
net worth and specific areas such as investments or expenses. An easy
way to see if you are achieving your goals.
Budgeting tools help you save and plan for the future. By undertaking
‘scenario analysis’ you can see what happens if you make changes to
your spending habits compared with previous years.
Stay on top of banking and bills
ASIC’s MoneySmart Calculators† are easy to access. Use the
Budget Planner, Credit Card calculator, First Home Saver calculator,
Superannuation calculator and more to help reduce your debt and save
for the future.
Stay on top of expenses by tracking bank accounts, credit cards and
regular transactions.
The Loans Wizard guides you through setting up home loans, car
loans and personal loans. You can also simulate additional payments to
see what impact they make.
Microsoft Money Converter* makes it easy to upgrade your
discontinued MS Money data to Reckon Accounts
Home inventory manager helps you keep an organised record
of all your possessions. You can save scanned copies of receipts,
photographs, warranties and appraisals to make processing potential
insurance claims smoother. Also helps simplify estate planning by
allowing you to nominate a beneficiary for each item.
For †, , ^ , ^^ and * refer to back.
System Requirements
Computer:
IBM or compatible Pentium II 300 (Pentium III 450 recommended) with 512 MB RAM
Operating System: Microsoft Windows XP/Vista/7/8* operating systems and .NET Framework
Microsoft Office: Compatible with Microsoft Office XP/2003/2007/2010
Hard Disk Space: 185MB of disk space for Reckon Accounts installation
Browser: Microsoft Internet Explorer 7.0 and above (http://windows.microsoft.com/en-US/internet-explorer/products/ie/home)
Resolution: 800 x 600 resolution (1024 x 768 recommended)
Printer: Any printer supported by Windows XP/Vista/7/8* operating systems
CD-ROM: 24x CD-ROM
Internet Connection:
56 Kbps modem (high speed Internet access recommended). Internet access is required for all online features/ services (such as online investment tracking).
*Windows 64 bit only supported on Windows 7/8. Windows 7/8 require minimum 1GB RAM (32bit) or 2GB (64bit).
Reckon recommends you install the latest service packs for Windows and Internet Explorer.
Accounts
Personal Plus 2013
Monitor your total net worth
Scheduled Bills and Income
Reports & graphs show where your money goes
Handles multiple currencies
Reconcile accounts
Customisable reports
Cash Flow details
Tax Schedule report for the Tax Pack
Create and manage budgets
Reckon Tools Backup1 Integration
Windows® 7 and 8 Compatibility
Home inventory manager
Conduct property investment analysis
Reward Card Tracker
Carbon Footprint Calculator
Access to ASIC's MoneySmart Calculators 2
Multiple income and expense recording for investments
Reckon Tools E*TRADE Integration^2
Savings calculator for retirement, study & more
Superannuation tracking and summary
Analyse your portfolio
Employee stock option tracking
Share price download2
Account for and report on dividend imputation credits
Monitor investments
Capital Gains Estimator
Tax Planner
Debt Reductions Planner
Reckon Tools HUBB Investor Software^^2
Net Worth Movement Report
Simplified BAS Reporting
Track and report GST
Track Projects & Jobs
Track outstanding debtors
Manage personal & business finances from 1 program
Create invoices and estimates
Product comparison
Personal
Personal Plus
Home & Business
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†
^
Additional charges may apply, go to estore.reckon.com.au for more details Requires internet access Features available in Australia only
The Reckon Tools E*TRADE service and ^^ Reckon Tools HUBB Investor software, are provided respectively by E*TRADE Australia Securities Limited
(E*TRADE) ACN 078 174 973, AFSL No.238277 and HUBB Financial Group under agreement. Both are subject to their respective end user licence
agreements.
 The ASX share download service is available for two years from date of software activation and delivered via an arrangement between Reckon Ltd and the
Australian Stock Exchange Ltd, and Reckon Ltd and the NZX Ltd. If this service is discontinued, downloading portfolio and trade details will no longer be
possible.
*
MS Money 2008 files supported. To convert earlier versions see the Reckon Accounts installation and upgrade guide.