Reckon Accounts Personal Plus 2013
Provides the tools to help manage your finances, prepare for tax time and plan for the future, plus exclusive tools to help you manage investments while maximising tax-saving opportunities.
Manage your finances
Personal Plus gives you the tools to understand your finances and investments. It will help you to see where your money is coming from and exactly where your money is going, providing you with an accurate snapshot of your financial health at any time. Utilise Spending Reports and graphs to see where you’re spending your money and how it impacts your net worth, and you can save reports as a PDF.
Stay on top of banking and bills
Track all your bank accounts, credit cards, reward points, 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. You can download your portfolio and trading history into Personal Plus when trading with Reckon Tools E*TRADE, an online trading service provided by E*TRADE^.
Reckon Tools HUBB Investor^^ software is available giving you access to feature rich stock market analysis tools. HUBB Investor combines technical and fundamental analysis tools to help you recognise short and long term investment opportunities.
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 Personal Plus mini-reports and trend graphs to quickly see if you are within budget for a particular category.
Home Inventory Manager
Keeping an organised record of all your possessions is now easier. You can save scanned copies of receipts, warranties and appraisals, as well as photographs to make processing potential insurance claims smoother. Home Inventory Manager also helps simplify estate planning by allowing you to nominate a beneficiary for each item.
Multiple income/expense recording for investments
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.
Keep a close eye on the Stock Market^^^
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 Reckon Accounts software so you can keep a close eye on your share portfolio and manage your investments.
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.
Access ASIC’s MoneySmart Calculators and 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. (Australia only)
More long term savings tools
The 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.
Carbon Footprint Calculator
See how your activities impact the environment. Just answer a few simple questions to calculate your personal carbon footprint.
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.
Windows 7 and 8 Compatibility
Compatible with Microsoft Windows 7and 8, allowing you to continue your financial management.
^The Reckon Tools E*TRADE service is provided solely by E*TRADE Australia Securities Limited (E*TRADE) ACN 078 174 973, AFSL No.238277, a participant of the Australian Stock Exchange Ltd, under a referral agreement between E*TRADE Australia and Reckon Investment Centre Ltd.
^^ The Reckon Tools HUBB Investor software is made available via an arrangement between Reckon Ltd and HUBB Financial Group (HUBB). HUBB Investor is provided and supported by HUBB. Use of this service is subject to HUBB’s end-user licencing agreement.
^^^The ASX share download 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.
Manage your finances
Personal Plus gives you the tools to understand your finances and investments. It will help you to see where your money is coming from and exactly where your money is going, providing you with an accurate snapshot of your financial health at any time. Utilise Spending Reports and graphs to see where you’re spending your money and how it impacts your net worth, and you can save reports as a PDF.
Stay on top of banking and bills
Track all your bank accounts, credit cards, reward points, 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. You can download your portfolio and trading history into Personal Plus when trading with Reckon Tools E*TRADE, an online trading service provided by E*TRADE^.
Reckon Tools HUBB Investor^^ software is available giving you access to feature rich stock market analysis tools. HUBB Investor combines technical and fundamental analysis tools to help you recognise short and long term investment opportunities.
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 Personal Plus mini-reports and trend graphs to quickly see if you are within budget for a particular category.
Home Inventory Manager
Keeping an organised record of all your possessions is now easier. You can save scanned copies of receipts, warranties and appraisals, as well as photographs to make processing potential insurance claims smoother. Home Inventory Manager also helps simplify estate planning by allowing you to nominate a beneficiary for each item.
Multiple income/expense recording for investments
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.
Keep a close eye on the Stock Market^^^
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 Reckon Accounts software so you can keep a close eye on your share portfolio and manage your investments.
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.
Access ASIC’s MoneySmart Calculators and 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. (Australia only)
More long term savings tools
The 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.
Carbon Footprint Calculator
See how your activities impact the environment. Just answer a few simple questions to calculate your personal carbon footprint.
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.
Windows 7 and 8 Compatibility
Compatible with Microsoft Windows 7and 8, allowing you to continue your financial management.
^The Reckon Tools E*TRADE service is provided solely by E*TRADE Australia Securities Limited (E*TRADE) ACN 078 174 973, AFSL No.238277, a participant of the Australian Stock Exchange Ltd, under a referral agreement between E*TRADE Australia and Reckon Investment Centre Ltd.
^^ The Reckon Tools HUBB Investor software is made available via an arrangement between Reckon Ltd and HUBB Financial Group (HUBB). HUBB Investor is provided and supported by HUBB. Use of this service is subject to HUBB’s end-user licencing agreement.
^^^The ASX share download 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.