An ideal solution for combining your personal, investment and business finances to get a complete picture of your financial wealth.

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1 Features & Benefits An ideal solution for combining your personal, investment and business finances to get a complete picture of your financial wealth. 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 Quicken 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 Quicken 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. 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.^ ^The Reckon Tools E*TRADE service is provided solely by E*TRADE Australia Securities Limited (E*TRADE) ACN , AFSL No , a participant of the Australian Stock Exchange Ltd, under a referral agreement between E*TRADE Australia and Reckon Investment Centre Ltd. Keep a close eye on the Stock Market Quicken 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. This service is available for two years from date of software activation and is delivered via an arrangement between Reckon Ltd and the Australian Stock Exchange Limited, and Reckon Ltd and the NZX Ltd. If this service is discontinued then downloading portfolio details and trade details to Quicken Home & Business will no longer be possible.

2 Features & Benefits 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. 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. Billminder Gadget Stay up to date with your Scheduled Bills and transactions without having to open Quicken, through the Billminder Gadget. The Billminder Gadget appears on your desktop and will help you stay on top of scheduled transactions. This feature is supported on Windows Vista or Windows 7 only. 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.

3 Reckon Tools Backup Reckon Tools Backup** allows you to easily back up valuable data and investment information directly through Quicken Home & Business. **Additional charges apply, go to for more details Carbon Footprint Calculator See how your activities impact the environment. Just answer a few simple questions to calculate your personal carbon footprint. Reward Card Tracker Track all the rewards points you earn on each of your credit cards, in the one place, with the new Reward Card Tracker. 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. 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. Windows 7 Compatibility Compatible with Microsoft Windows 7, allowing you to continue your financial management with Quicken. System Requirements Computer: IBM or compatible Pentium 300 (Pentium II 450 recommended) Operating System: Windows XP/Vista /7 Microsoft Office: Compatible with Microsoft Office XP/2003/2007 Memory: 512 MB RAM Hard Disk Space: 185 MB. Please note HUBB Investor software requires 5GB disk space (see hubbinvestor.com for more details). Monitor: SVGA 1024 x 768 with 16-bit colour CD-ROM Drive: 6x or higher Internet Connection: 56 kbps modem (high speed connection recommended). Internet access is required for all online features, including online banking and online investment tracking. (HUBB Investor software requires cable, ADSL or broadband internet access, see hubbinvestor.com for more details). Printer: Any printer supported by Windows XP/Vista /7 Scanner: Any scanner supported by Windows XP/Vista /7. TWAIN compatible scanner required to use scanner feature.

4 New Features 2010/11 financial year personal income tax thresholds updated* Incorporates the latest personal income thresholds to more accurately estimate your tax position at the end of the financial year. *Australia Only 2010/11 Tax Line updates* 2010/11 tax line updates help you with preparing your annual tax return allowing you to align data with the most recent Australian Tax Office Tax Pack questions. *Australia Only Upgrade from MS Money* Upgrading your discontinued MS Money products to Quicken is easy with the data converter. You can quickly convert bank account transactions and category lists into Quicken. *Available in Australia only. MS Money 2008 files supported, to convert earlier versions see the Quicken installation and upgrade guide. Improved investment analysis Reckon Tools HUBB Investor^^ software is now available giving 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. ^^ The Reckon Tools HUBB Investor software is made available via an arrangement between Reckon Ltd and HUBB Financial Group (HUBB). HUBB Investor is provided and supported by HUBB. Use of this service is subject to HUBB s end-user licencing agreement. New Zealand tax changes** New Zealand tax changes have been incorporated in line with the NZ Inland Revenue Department to assist with issuing invoices and receipts. The new 15% GST rate is available in Quicken Home & Business **NZ only Retirement planning tools** Manage KiwiSaver schemes with the KiwiSaver account setup. New Zealand users can plan and track retirement savings, and benefit from government incentives by using the KiwiSaver scheme tools now included in Quicken Home & Business **NZ only

5 New Features Improved usability A number of enhancements have been made to the features in Quicken Home & Business to improve navigation and make managing your finances even easier. For example, a new file with a no categories option helps reduce time spent customising category lists by eliminating the need to delete categories one-by-one. More long term savings tools The new term deposit tool will help you reach your long term savings goals. You can input the initial amount and time remaining until your account matures. An automatic alert lets you know when the account reaches maturity.

6 Product Comparison Personal Personal Plus Home & Business Monitor your total net worth Scheduled Bills and Income Reports & graphs show where your money goes Handles multiple currencies Reconcile liability accounts Currency Rate Download** Reports Customisation Cash Flow Details Income and Expenses by Payee Itemised Payees Save Reports to PDF & in Excel compatible format Tax Schedule report for the Tax Pack Create household budgets and compare against actual spending Track interest-only loans Quicken Billminder Gadget (supported in Windows Vista /7 only) Personal Centre Savings Planner Reckon Tools Backup* Integration Windows 7 Compatibility Conduct property investment analyses 3 3 Reward Card Tracker 3 3 Carbon Footprint Calculator 3 3 Automatically record share details in bank account transfers from investment accounts 3 3 Multiple income and expense recording for Investments 3 3 E*TRADE Integration^ 3 3 Plan for retirement, study or a new home 3 3 Superannuation Tracking and Summary 3 3 Analyse your portfolio 3 3 Employee Stock Options Tracking 3 3 Share Price Download** 3 3 Account for and report on dividend imputation credits 3 3 Average Annual Return tracking to see your overall performance 3 3 Investing Activity Monitor 3 3 Capital Gains Estimator 3 3 Tax Planner 3 3 Cash Flow forecast 3 3 Debt Reductions Planner 3 3 HUBB Investor Software^^ 3 3 Business Centre 3 Simplified BAS Reporting 3 Track Outstanding Debtors 3 Manage your personal and business finances from one program 3 Create Estimates, Invoices and Quotes 3 Track and report GST 3 * Additional charges apply, go to for more details ** Requires internet access - The share download service is available for 2 years from the date of software activation and is delivered via an arrangement between Reckon Ltd and the Australian Stock Exchange Ltd, and Reckon Ltd and the NZX Ltd. If this service is discontinued, downloading portfolio and trade details will no longer be possible. ^ The Reckon Tools E*TRADE service is provided solely by E*TRADE Australia Securities Limited (E*TRADE) ACN , AFSL No , a participant of the Australian Stock Exchange Ltd, under a referral agreement between E*TRADE Australia and Reckon Investment Centre Ltd. ^^ The Reckon Tools HUBB Investor software is made available via an arrangement between Reckon Ltd and HUBB Financial Group (HUBB). HUBB Investor is provided and supported by HUBB. Use of this service is subject to HUBB s end-user licencing agreement. These features available in Australia only