Reckon Accounts Home & Business 2013 Upgrade Version - QPH22AR10

Manage your finances

The Personal Centre stores 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. Track all of your personal and business bank accounts, credit cards, reward points, income and expenses. Utilise Spending Reports and graphs to see where you’re spending money and how it impacts your net worth, and you can save 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 and generate BAS* reports. (*Australia Only).

Business Center

From the Business Centre, access and view all important business data – it’s a valuable snapshot into how your business is performing. You can 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.

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.

Reckon Tools HUBB Investor^^ software gives you access to feature rich stock market analysis tools. HUBB Investor combines technical and fundamental analysis tools to help you recognise short and long term investment opportunities.
Keep a close eye on the Stock Market

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 Reckon Accounts 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.

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).

Track interest-only loans

The Loans Wizard can guide you through setting up a traditional bank loan or a more flexible interest-only loan.

Multiple income/expense recording for investments

Record multiple miscellaneous income and expense transactions using a single interface, saving you time on investment entries. This multiple entry form is included in the Enter Transactions list box for Investment Accounts.

Savings Planner

Help plan your savings goals and track actual savings using the Savings Planner. Simply enter your expected and actual expenditure and expenses for each category to see if you have met your saving goals over a set period.

Access ASIC’s MoneySmart Calculators and use the Budget Planner, Retirement Planner, Credit Card Calculator, First Home Saver Calculator, Superannuation Calculator and more to help reduce your debt and save for the future. (Australia only)

Reckon Tools Backup

Reckon Tools Backup allows you to easily back up valuable data and investment information directly through Reckon Accounts Home & Business*.

Home Inventory Manager

Keeping an organised record of all your possessions is now easier. You can save scanned copies of receipts, warranties and appraisals, as well as photographs to make processing potential insurance claims smoother. Home Inventory Manager also helps simplify estate planning by allowing you to nominate a beneficiary for each item.

Carbon Footprint Calculator

See how your activities impact the environment. Just answer a few simple questions to calculate your personal carbon footprint.

Windows 7 and 8® Compatibility

Compatible with Microsoft Windows 7 and 8®, allowing you to continue your financial management.