Quicken Personal Plus 8
Personal 8
Quicken's Personal V8 is the easiest way to manage your home finances.
Personal: "the easiest way to manage your home finances"
Personal monitors bank accounts, savings and investments and tracks credit cards, mortgages, loans and superannuation. Personal will also provide you with an accurate snapshot of your financial health at anytime. Other features include the ability to:
- Track GST - for personal transactions only
- Keep tax records automatically
- Easily convert files for use by an accountant
- Handle multiple currencies
- Oversee budgets and forecast future account balances
- Automate recurring transactions e.g. direct debits
Personal Plus V8
"The easiest way to organise your personal investments!"
Quicken is Australia's (and the world's) best selling personal financial management software.
Personal Plus
Personal Plus gives you an accurate snapshot of your financial health at anytime. As well as monitoring your bank accounts, savings and investments it also tracks credit cards, mortgages, loans and superannuation. With Personal Plus you can actively monitor your share portfolio and update the value of your portfolio via the Internet+**. Personal Plus will even alert you when your preset stock price is reached! Other features include the ability to:
- Track GST - for personal transactions only
- Keep tax records automatically
- Easily convert files for use by your accountant
- Handle multiple currencies
- Oversee budgets and forecast future account balances
- Automate recurring transactions e.g. direct debits
- Download bank statements direct from internet banking sites***
- Alert you when your bank balance falls to a preset level
- Plan home and contents insurance
- Keep up-to-date records using the financial address book and free form emergency record organiser
Suitable for: Customers wishing to actively manage their personal finances and investments (not suitable for business use). Please note that Personal Plus does not include any business functionality, including invoicing. Customers seeking a GST accounting solution for their small business should review our business accounting range including CashBook and QuickBooks.
+Conditions apply - Share portfolio download function available free until next version released
**Internet access required
***Participating banks include CBA, NAB, St George, Westpac and ANZ. This requires additional Internet banking software from your participating bank.
Personal Plus Benefits
Budgeting and Planning
- Create a realistic budget based on previous years figures
- Conduct scenario analysis by creating several budgets (worst case/best case)
- Create reports and graphs that show you exactly how well you are sticking to our budget
- Keep a constant tab on your budget using Quicken's 'Progress Bar'
- Gives clear and instant snapshots of your financial health
- Discover and control your spending habits
- Know your current net worth
- Track your savings pattern (to save for a deposit on a home or a holiday etc)
Build your wealth
- Track your superannuation
- Track investments on a historical and current basis
Maintain a full set of transaction records, including purchases, sales, dividends and stock splits
- Discover how your managed funds are performing compared with each other.
- Calculate your capitals gain tax and taxable investment income
- Set investment goals for particular securities
- Alert yourself to upcoming financial events (e.g. share price drop)
Easily complete your taxes
- Keep tax records automatically
- Automatically categorise items so they are inline with the related 'Tax Pack' questions
- Generate reports that will help you complete your tax forms
Simple Money management
- Track income and expenses
- Track bank accounts and credit cards
- Track values and warranties for household items
- Identify your liabilities and proactively manage your debts (including mortgages)
- Track the value of your assets
- Instant access to relevant financial information
