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Share entry into Reckon Personal Plus
I have purchased Reckon Personal Plus I have gone to the investment section but I cannot see where I can enter my share portfolio. Do I have to download another part
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Error Codes
I keep on getting various error codes such as 7094,7096,7029,7032 and whether I want to report it but I never get a reply The programme then shuts down and I have to reopen it Can someone please tell us what is going on and how to fix it Rod
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Reckon Personal Plus
I am thinking about purchasing Reckon Personal Plus to manage my Investments. How does the Software handle Investment Properties. Can you add in multiple Properties and can the Software show a Profit & Loss for each. Thanks
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Delete all transaction records for a security
I made a mistake when I first entered a security and I now need to delete the security and any related transactions and reenter it correctly from scratch. I have deleted all the applicable transactions from the portfolio overview, but a transaction still shows in the security history and I am unable to delete this. The…
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cash shown in mutual fund balance
I have noticed that i have somehow got cash shown as part of my balance in a couple of my mutual funds. There is no such cash and i dont know how it got there My question is how do i delete this cash balance when i click on the cash line it says "you cannot update the cash balance of a single mutual fund account. Use…
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Personal Plus - datafeeds
Hi This software doesn't seem to change even though there is a $190 yearly fee. What new features are coming? There seems to be lots of other programs that allow for bank datafeeds that then automatically categorise each item - when will this be available in Personal Plus? Also, only getting daily ASX share prices seems…
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When i create an invoice it does not integrate with the rest of the income and expenses
Hi everyone, i am trying to work out how to integrate an invoice with the rest of the program so i can print out sales versus expenses and have the income from the invoice properly receipted into the appropriate bank account. At the moment I create an invoice, then I have to have the income credited to the bank account…
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Moving desktop software from one computer to another - is there a fee?
I need to move my desktop copy of the Reckon Home and Business software from the current computer to a new one as the current one is getting wiped by my employer. I have installed the software on the new computer but it won't authenticate and it's saying I need to call the 1800 number. I have bad memories of calling the…
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Transaction dates are incorrect after importing a QIF bank file from CBA
I have been inporting the QIF file from CBA for over 10 years into my Reckon Personal Plus 2015. Something has changed and it does not attach the transaction date in the file. Any advice how to fix this? The CBA I have always chosen as the Export - "QIF Quicken Aus 2004 and earlier" Thanks Dani
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Cant update financial year
Hi Just bought license for personal plus but when i look at the tax planner it doesnt go past 2021-2022 financial year. Is there any way to sort this or is it a case of dont buy a product that says 2022 in 2023. Also whenever I click anything online in program it comes up with a script error and locks up. any help would be…
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Tax Detail reports not displaying all data
The data I just input to various accounts is not being shown in say Tax Detail Report