Description
Retirement planning tools
Manage KiwiSaver schemes with the KiwiSaver account setup. Users can plan and track retirement savings, and benefit from government incentives by using the KiwiSaver scheme tools.
More long term savings goals
The new 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.
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, 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.
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 Reckon Accounts Personal Plus mini reports and trend graphs to quickly see if you are within budget for a particular category.
Keep a close eye on the stock market ^^
Reckon 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 Quicken software so you can keep a close eye on your share portfolio and manage your investments.
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.
^^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, and Reckon Ltd and the NZX Ltd. If this service is discontinued then downloading portfolio details and trade details will no longer be possible.
New Features
Stock Price Quotes Download
The Download Quotes functionality in the Investing Centre which provides stock price quotes for your security portfolio has been enhanced and moved to a new technology platform. Users who upgrade to Reckon Accounts Personal Plus or Home & Business 2022 will continue to receive the share price downloads.
PDF Printer
The Reckon PDF printer is no longer available. If you wish to print documents to PDF from Reckon Accounts Personal Plus and Home & Business 2022, you will first of all need to install your choice of PDF printer. This printer will then be available to be selected from the Printer drop down list.
