This category is for conversations related to the Reckon Personal Range software.
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Hey everyone, We’ve noticed a lot of posts about Personal Plus and/or Home & Business being created in the wrong Community categories so just wanted to add some info as a reminder and clear up any confusion. To make sure your post reaches the right people faster — please use the dedicated Personal Range category when…
Hi everyone! We've put together some Frequently Asked Questions (FAQ) with important information on the latest edition of the Reckon Personal Range software (Personal Plus and Home & Business). Check it out below. ✨ When is the new Reckon Personal Range edition available? The latest edition of the Reckon Personal Range is…
Having trouble with share price downloads? If you've already checked off the main causes of why share price downloads can fail from Reckon's help guide here, then here's a little tip that I've found can get things moving back in the right direction. ✨ Go to One Step Updates ✨ Click the Select Quotes option on the right ✨…
For this week's #TipTuesday I've put together a couple of important tips when you're working with Personal Plus and/or Home & Business. 📁 Using your data file Never work in, or use your data file that you created in OneDrive, Google Drive or any cloud based storage. Make sure your data file is situated in the top of the…
Moving Reckon Personal Plus or Home and Business to a new PC If you've replaced or upgraded your PC and need to move your Reckon Personal Plus or Home & Business software from the existing PC, please follow the steps in the help guide linked below.…
Hello, Is it my system or have downloads been stopped from Reckon. Please advise.
My antivirus program tells me that my PIN is compromised on https://members.reckon.com/. I don't know if this is correct but I'd like to change it anyway? To do this I apparently need to call or send an email with my new PIN to your support team. This is not very secure. How can I be sure that you are protecting my data…
I am embarred to say this. I am not sure how to reconcile my bank account. I have reconciled years ago. I have an account wishing to reconcile start date is 1/06/2024. I have somewhere along the way have had R' s and C in the Clr column. I made the mistake and manually cleared these so I could do a proper reconciliation. I…
Cannot open new version of reckon home and business v31 on desktop- numerous attempts at installing, numerous phone calls to the company- told me to talk to the community they are not trained to help. Need access ASAP. all i get is a orange square telling me the version number and then it shuts down again. pls help!!!
I need to merge my wife's share portfolio with mine, how do I do it?
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Looking for a little extra help? Check out our help guides for the Personal Range!