Accounts Personal 2013

Personal Finances

Manage your finances

Always have an accurate snapshot of your personal financial health. Track bank accounts, credit cards, income and expenses. You can also schedule bills and other recurring transactions, such as direct debits and salary payments.

Manage loans

Easily manage home, car, personal, interest-only and other loans. See how much principal and interest you have paid off and simulate extra payments to see the impact on balance and term of your loan.

Prepare for tax time

Great tax features ease the pain of tax time. Items can be automatically categorised in line with ATO ‘Tax Pack’ questions to help you prepare your tax returns.

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 spending on eating out.

Savings Planner

Helps to plan your savings goals and track actual savings. Enter expected and actual expenditure for each category to see if you have met your saving goals over a set period. Smart calculators help manage budgets, credit card and more.

Personal Centre

The Personal Centre stores all personal financial information and reports so you can easily access and track personal bank accounts, income and expenses.