Product Overview

Organise your finances

Quicken Personal Plus gives you the tools you need 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. Personal Plus provides 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 all reports to PDF.

[Back To Top]

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, like direct debits and salary payments.

Managing loans is easy - home loans, car loans, personal loans etc. 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 on the amount repaid as well as the length of the loan.

[Back To Top]

Manage your investments

Monitor personal and business investments, including share ownership and superannuation. See how each investment fits into your overall financial plan and easily compare investments against one another.
Download your portfolio and trading history into Personal Plus when trading with Quicken E*TRADE, an online trading service provided by E*TRADE.

[Back To Top]

Plan for the future

Use the budgeting tools to help save and plan for the future. Create realistic budgets based on previous years’ figures and undertake ‘scenario analysis’ – such as the impact on your savings if you eat out less. Quicken Personal Plus' mini reports and trend graphs instantly show if you are staying within budget for a particular category.

[Back To Top]

Features

Have the Loans wizard guide you through the process of setting up a traditional bank loan or a more flexible interest-only loan.

[Back To Top]


Stay up to date on your Scheduled Bills and transactions without having to remember to open Quicken, through the Vista™ Gadget. The Vista™ Gadget sits at the side of the Vista™ desktop space and will help you stay on top of scheduled transactions. (This feature is supported on Windows Vista™ only).

[Back To Top]


Record multiple miscellaneous income and expense entries in a single action with the new Multiple Income/Expense entry form. The form option is included in the Enter Transactions list box for Investment Accounts, and significantly reduces manual workload for users.

[Back To Top]


Automatically record share details in bank account transfers from investment accounts, saving you from having to add this detail manually in the bank register.

[Back To Top]

System Requirements

Recommended

Computer	Pentium III 450
Internet Connection	High speed internet connection

Minimum

Processor	IBM or compatible Pentium II 300
Operating System	Windows 2000/2003/XP/Vista™
Microsoft® Office	Compatible with Microsoft® Office 2000/XP/2003/2007
Memory	128 MB RAM
Hard Disk Space	185 MB, plus 55 MB for Microsoft Internet Explorer if IE 6.0 is not already installed (IE 6.0 included on enclosed CD-ROM)
Monitor	SVGA 1024 x 768 with 16-bit colour
CD-ROM Drive	6x CD-ROM drive or faster
Internet Connection	56 kbps modem. Internet access is required for all online features, including online banking and online investment tracking.
Sound	Windows compatible sound card and speakers recommended
Printer	Any printer supported by Windows 98SE/2000/Me/XP/Vista™
Scanner	Any scanner supported by Windows 2000/XP/Vista™. TWAIN compatible scanner required to use scanner feature.

Note: Quicken is not available on the Windows Vista 64 Bit Operating System. Internet access is required for all online features, including online banking and online investment tracking. MS Excel XP or higher required to start the FIDO Superannuation Calculator.