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Home & Business combines investing and cash flow management for both personal and business finances to create a complete picture of your financial health.
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Stay on top of banking and bills
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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 – home loans, car loans, personal loans etc. See how much you have paid off at any time – separating 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. |
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Manage your investments
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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. Download your portfolio and trading history into Home & Business when trading with Reckon E*TRADE, an online trading service provided by E*TRADE. |
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Automatically record share details
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Automatically record share details in bank account transfers from investment accounts, saving you from having to add this detail manually in the bank register. |
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Business Centre
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From the Business Centre, access and view all important business data – it’s a valuable snapshot into how your business is performing. Also gain a quick view of your Profit & Loss position by checking the “In, Out Profit/Loss” breakdown that’s updated with each entered transaction. You can even generate a Profit & Loss Statement for different business divisions. |
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Keep a close eye on the Stock Market
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Quicken Home & Business allows you to receive daily up to date share prices from the Australian Stock Exchange. With one simple click you can download ASX share prices directly to your Quicken software so you can keep a close eye on your share portfolio and manage investments^. |
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Plan for the future
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Use the budgeting tools to help 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 Home & Business’s Mini reports and trend graphs to quickly see if you are within budget for a particular category. |
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Track interest-only loans
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Have the Loans Wizard guide you through setting up a traditional bank loan or a more flexible interest-only loan. |
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Billminder Gadget
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Stay up to date on your Scheduled Bills and transactions without having to open Quicken, through the Billminder Gadget. The Billminder Gadget sits at the side of the Vista® or Windows® 7 desktop space and will help you stay on top of scheduled transactions. (This feature is supported on Windows Vista® or Windows® 7 only). |
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Analyse and create superannuation savings plans
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The Australian Securities and Investments Commission’s FIDO Superannuation Calculator helps show the effect that changes in fees, contributions, and investment strategies have on your superannuation; giving you a better view of your nest egg without having to make complex manual calculations. |
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Personal Centre
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A Personal Centre now houses all personal financial information and reports so you can easily access and track personal bank accounts, income and expenses. |
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Savings Planner
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Help plan your savings goals and track actual savings using the new Savings Planner. Simply enter the expected and actual expenditure and expenses for each category to see if you have met your saving goals over a set period. |
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Carbon Footprint Calculator
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See how your activities impact the environment. Just answer a few simple questions to calculate your personal carbon footprint. |
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Reward Card Tracker
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Track all the rewards points you earn on each credit card – in the one place – with the new Reward Card Tracker. |
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| ^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. If this service is discontinued then downloading portfolio details and trade details to Quicken Home & Business will no longer be possible. |
| New Features |
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Window 7 Compatibility |
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Compatible with Microsoft Windows 7®, allowing you to continue your financial management with Quicken. |
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Personal income thresholds for the 2009/10 financial year |
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Incorporates the latest personal income thresholds to more accurately estimate your tax position at the end of the financial year. |
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2009/10 Tax Line updates |
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Quicken 2010 has updated Tax Lines, and automated tracking of income and tax-related expenses to help you stay compliant with the ATO. |
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Conduct property investment analyses |
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Now includes property analysis functionality helping you make more informed property investment decisions. 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. |
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Create and manage your credit card repayment plan |
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The Australian Securities and Investments Commission’s FIDO Credit Card Calculator helps manage your credit card debt by allowing you to plan repayments based on different what-if scenarios, such as how a change in monthly repayments or interest rates would affect your credit card repayments. |
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Plan the purchase of your first home |
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Quicken 2010 has been integrated with The Australian Securities and Investments Commission’s FIDO First Home Saver Account Calculator to take advantage of the Federal Government’s new First Home Saver Accounts, allowing you to evaluate different savings and contribution scenarios in order to give you a clearer picture of what will work best in your situation. |
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Improve the management of your managed funds |
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The Australian Securities and Investments Commission’s FIDO Managed Funds Calculator improves the understanding of your managed fund investment position by showing how fees, contributions and a change in preferred funds affect your managed funds, so you are in a better position to make investment decisions. |
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| System Requirements |
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Minimum |
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- Computer: IBM or compatible Pentium 300 (Pentium II 450 recommended)
- Operating System: Windows XP/Vista®/7
- Microsoft® Office: Compatible with Microsoft® Office 2000/XP/2007
- Monitor: SVGA 1024 x 768 with 16-bit colour
- CD-ROM Drive: 6x or higher
- Internet Connection: 56 kbps modem (high speed connection recommended). Internet access is required for all online features
- Printer: Any printer supported by Windows XP/Vista®/7
- Scanner: Any scanner supported by Windows XP/Vista®/7. TWAIN compatible scanner required to use scanner feature.
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