We've been involved in the bookkeeping industry for over thirty years
"This book is very Innovative!" said a bookkeeper in Adelaide. "You have some great strategies - much better than any other book I've read. I like that they are simple and effective"Quicken Personal 2010
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Quicken Personal 2010
All the necessary tools to manage finances, prepare for tax time and plan for the future. Personal is for those who want to play an active role in the management of their personal finances.
Organise your finances
Quicken Personal makes it easy to understand your finances. See where your money is coming from and exactly where it is going. Personal provides an accurate snapshot of your financial health, instantly. Utilise Spending Reports and graphs to see where you’re spending money and how it impacts your net worth. All reports can also be saved as PDF files.
Stay on top of banking and bills
Track all your bank accounts, credit cards, income and expenses. 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.
Prepare for tax time
Quicken Personal 2009 includes some great tax features to ease the pain of tax time. Quicken Personal automatically categorises items in line with the relevant ‘Tax Pack’ questions, and generates reports to help you fill in your tax forms.
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’ – for example, see what happens to your savings if you reduce spending on eating out. Use Quicken Personal’s Mini reports and trend graphs to quickly see if you are within budget for a particular category.
Track interest-only loans
Have the Loans Wizard guide you through setting up a traditional bank loan or a more flexible interest-only loan.
Personal Centre
A Personal Centre now houses all personal financial information and reports so you can easily access and track personal bank accounts, income and expenses.
Savings Planner
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.