Description
Manage your finances
The Personal Centre houses all personal financial information and reports making it easy to access and track personal bank accounts, income and expenses.
You can also monitor your business cash flow and see where your money is going with Reckon Accounts Home & Business. Track all of your personal and business bank accounts, credit cards, income and expenses. 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 as a PDF.
Professional business tools
Create estimates and invoices to send to your customers. Present a professional image by customising forms and creating new ones to suit your business, you can save them to PDF and even add your own logo. With Reckon Accounts Home & Business, you can also easily create reports and graphs for an instant overview of your complete financial position. Export your data to other programs – use Microsoft® Excel for further analysis, or edit your reports in Microsoft® Word. Plus, you can track GST.
Maximise your investments
Use the Investing Centre to combine important data from all your investment accounts, so you can examine them in one place and easily compare investments. See how all your personal and business investments fit into your overall financial plan, including shares and superannuation. You can download your portfolio and trading history into Home & Business when trading with Reckon Tools E*TRADE, an online trading service provided by E*TRADE.^
Keep a close eye on the stock market^^
Reckon Accounts Home & Business 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.^^
Prepare for tax time
To help you with tax preparation you can attach important receipts, cheques or other documents to your investment transactions. Just click the "Attach" button beside each transaction to link a scanned, digital image. Using our integrated scanning software you can scan and attach multiple documents to transactions (requires a separate scanner).
Automatically record share details
Automatically record share details in bank account transfers from investment accounts, saving you from having to add this detail manually in the bank register.
Business Centre
From the Business Centre, access and view all important business data – it's a valuable snapshot into how your business is performing. You can 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.
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.
