Personal finance software

Take control of your finances, and get a complete picture of your personal wealth.

Popular features to help manage your finances

Manage your finances

Track bank accounts, credit cards, income and expenses. Schedule bills and recurring transactions, such as direct debits and your salary

Track your investments

Monitor all of your personal and business investments, including share ownership, term deposits and superannuation.

Monitor the Stock Market

Download share prices daily from the ASX and NZX to stay up-to-date with the performance of your portfolio.

Manage loans

Manage home, car, personal, and other loans. See how much principal and interest you have paid off and simulate extra payments.

Prepare for tax time

Ease the pain of tax time by categorising items that are in line with the ATO questions to help you prepare your tax returns.

Plan for the future

Use budgeting tools to create budgets based on previous years’ figures and undertake ‘scenario analysis’ to adjust the figures.

Savings planner

Plan your savings goal and track actual savings. Enter expected and actual expenditure for each category to see if you have met your saving goals.

Home Inventory

An organised record of your possessions. Scan and save receipts, warranties, photos, etc for easy retrieval insurance and estate planning.

Carbon Footprint Calculator

See how your activities impact the environment with your personal carbon footprint calculator.

Choose the solution that’s right for your business

From purely personal financial management to a combination of home and business, we’ve got something for everyone.

ACCOUNTS PERSONAL PLUS

$210

annually

Report on money in and out

Create and manage budgets

Monitor investments

Superannuation tracking

Customisable reports

Reconcile accounts

Handles multiple currencies

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ACCOUNTS HOME & BUSINESS

$290

annually

INCLUDES
Reckon Accounts Personal Plus

Track and report GST

Track projects & jobs

Create invoices and estimates

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Manage your money

Understand where your money goes and where you can cut back. Create budgets, track spending, discover new ways to save.

Monitor your investments

Track your investments. Download share prices and stay up-to-date with the performance of your portfolio.

Plan for the future

Get an accurate snapshot of your personal financial health and net worth. Know where you’re at and how you can improve.

Try Reckon Accounts Personal!

Get your finances in order and start achieving your goals.

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