Pocket Quicken
owners guide
|
table of contents
First revision, April 2005.
This application was designed and developed by Clinton Logan,
Dan Rowley and LandWare, Inc. in cooperation with Intuit Inc. Design and
development was aided with a Gaggia espresso machine. Quality Assurance
by Michael Rothstein, Josh Forman, Rick Parker and a cast of hundreds.
Application and documentation are ©2003-2007 LandWare, Inc.
and portions ©2003-2007 Intuit Inc. All rights reserved.
Pocket Quicken and Pocket Quicken Connect are registered
trademarks of Intuit Inc., used by LandWare, Inc. under license. Quicken,
Intuit, among others, are registered trademarks and/or registered service
marks of Intuit Inc. or one of its subsidiaries. Other parties' trademarks
or service marks are the property of their respective owners and should
be treated as such.
IMPORTANT NOTE
Pocket Quicken is a commercial product and is protected
by strict copyright laws. The distribution of your personal activation
code is prohibited.
If you have any technical questions concerning this product,
we encourage you to consult the troubleshooting section and visit our online
support center at http://www.landware.com/help.
Our online support center contains a significant amount
of support information including solutions to frequently asked questions,
latest versions and numerous operational tips.
Thank you for choosing Pocket Quicken 2.5.1. We have worked
hard to make Pocket Quicken a powerful yet easy to use application for tracking
your personal finances and we hope that you will soon find it to be an invaluable
addition to your handheld. Because Pocket Quicken is a feature rich product
we encourage you read this documentation fully to get the most out of your
software.
This section provides instructions for installing and activating
Pocket Quicken for Palm OS handhelds.
- Palm OS 3.5 or later
- Application: 450K RAM
- Data: Approx. 120K per 1000 transactions
Windows 95, 98, Me, NT, 2000, XP
- US/Canadian: Quicken 99 through 2007, OR
- UK: Quicken 2002 or XG or later, OR
- Australian: Quicken 2004 Personal Plus or later
- HotSync Manager 3.0 or later
Mac OS X (10.1.5 or later)
- US/Canadian: Quicken 2002 through 2007
- Palm Desktop 4.0 or later, OR
- Missing Sync for Palm OS
To install Pocket Quicken follow the steps below.
If you currently have Pocket Quicken installed on your
desktop and/or handheld you should follow the steps below before installing
this version.
Windows instructions:
- Synchronize Pocket Quicken to ensure all transactions have been
sent to the desktop.
- Remove Pocket Quicken from the desktop:
- Click on the Start > Control Panel menu
- Click on Add/Remove Programs.
- Select Pocket Quicken and click Remove.
- Proceed with the steps in the next section.
Macintosh instructions:
- Synchronize Pocket Quicken to ensure all transactions have been
sent to the desktop.
- Proceed with the steps in the next section.
Windows installation instructions:
- Insert the Pocket Quicken CD into your PC's CD-ROM drive. The installer
will activate.
- Follow the installer's instructions on screen.
- The installer will present a list of handheld profile names. Select
the user name that corresponds to the username of your handheld and
click on the Next button.
- Press the HotSync button to install Pocket Quicken onto your handheld.
- Now follow the steps in the next section to activate your software.
Macintosh installation instructions:
- Insert the Pocket Quicken CD-ROM.
- Double-click on the installer icon.
- Follow the instructions on screen.
- The installer will present a list of handheld profile names. Select
the user name that corresponds to the username of your handheld and
click on the Next button.
- Press the HotSync button to install Pocket Quicken onto your handheld.
- Now follow the steps in the next section to activate your software.
NOTE for Windows users: Pocket Quicken will not synchronize
with desktop Quicken if installed on a memory card. Please install Pocket
Quicken into regular RAM if you are planning to synchronize with desktop
Quicken.
Once installed, the
icon
will appear in the application launcher of the handheld. By default, Pocket
Quicken is placed in the Unfiled category.
Pocket
Quicken will function for 14 days before requiring you to enter a valid
activation code. This period is provided for the express purpose of
product evaluation prior to purchasing. If you have already purchased
this product from a reseller or LandWare direct you should enter your
personal activation code now. This will ensure you are able to use the
application on an ongoing basis.
If you obtained Pocket Quicken electronically:
- Launch the Pocket Quicken application.
- Tap Activate.
- Enter your personal activation code (as provided by the LandWare
sales representative) in the Code field.
- Tap OK.
If you obtained Pocket Quicken on a CD-ROM:
- Launch the Pocket Quicken application.
- Tap Activate.
- Enter your personal registration code as found on the inside
of the CD-ROM case.
- Tap OK.
The Setup Wizard will help you to get started as quickly
as possible by configuring Pocket Quicken for your needs based upon your
responses. Although the setup wizard will only appear once, Pocket Quicken
may be customized at any time in order to reconfigure your selections.
Select this option to configure Pocket Quicken for immediate
use with Quicken. If you wish to begin using desktop Quicken at a later
date, select "No, do not sync with Quicken."
- Quicken Password Setup When you launch desktop Quicken,
are you asked for a password? If so, enter your password here.
- Synchronize with Quicken Once Pocket Quicken has been
configured, synchronize with the desktop in order to transfer transactions
and lists to your handheld.
Select this option to configure Pocket Quicken for use
without Quicken. This option should also be selected if you wish to
use Quicken at a later date.
- Category List Setup Select pre-configured categories
for Home, Business or both. Once configured, you may also add your
own custom categories.
- Foreign Currency Setup If you plan to use foreign currencies
this option will add a preconfigured currency list for your use.
This list may be later customized in Pocket Quicken.
- Account Setup The setup wizard can set up a Checking,
Savings and Credit Card account so that you may immediately
start using Pocket Quicken. You may add your own custom accounts
later if you wish.
To transfer your Quicken information to and from Pocket
Quicken follow the steps below.
To synchronize Pocket Quicken:
- Place the handheld into its cradle.
- Press the HotSync button.
NOTE: If the synchronization phase generates an error
message, please consult the troubleshooting
section at the end of this documentation for resolution.
After the synchronization has successfully been completed,
you will be able to launch Pocket Quicken on your handheld and view the
following information.
- Account List.
- Category and Class Lists.
- All memorized transactions utilized in the last three months (may
be reconfigured later, if desired).
- The last three months transactions for each account (may be reconfigured
later, if desired).
- Currency List (Windows only). The currency list will only be available
if Quicken's multi-currency support has been enabled on the desktop.
NOTE: The Macintosh version of Quicken does not support
foreign currencies therefore the Currency List will only be available when
synchronizing to a Windows computer.
Pocket Quicken allows you to specify a number of settings
that dictate how transactions, balances and lists are sent to and received
from Quicken. Although the default behavior provides excellent functionality
for most situations, the synchronization options dialog allows you to completely
customize Pocket Quicken's synchronization behavior to suit your needs.
See synchronization preferences and the
synchronization conduit for details.
Each time you synchronize your handheld, the
System/Backup conduit is responsible for making a backup of your Pocket
Quicken data. Backing up your Pocket Quicken data provides you with an
insurance policy. It lets you restore your data should the need arise.
To ensure that your Pocket Quicken is backed up during
each synchronization:
-
Check your desktop to ensure that the conduit is
configured correctly
-
Locate the folder where the Pocket Quicken databases
are stored
-
Make a copy of the Pocket Quicken databases and keep
them in a safe place
Windows
The
System Conduit (also known as the Backup Conduit) is responsible
for backing up your Pocket Quicken information when used in a standalone
scenario.
It is critical that your conduit is configured properly in order
to back up your Pocket Quicken data. Ensure that the "HotSync Action for Backup" is set
to "Handheld overwrites desktop."
-
Handheld overwrites Desktop
Correct!
This is the proper setting for the System/Backup conduit and will ensure
that your Pocket Quicken data is backed up each time your handheld is
synchronized.
- Desktop overwrites handheld Not recommended.
Incorrect setting. Pocket Quicken data will not be backed up and will
revert to a previously saved state after each synchronization. If a
Pocket Quicken synchronization does not produce an error yet your balances
are old and newly entered transactions have vanished, your System/Backup
conduit may be using this setting.
- Do nothing Not recommended.
System/Backup conduit and your Pocket Quicken data will not be backed
up
- Set as default Indicates that the selected action will
occur during each sync. If the HotSync action is altered and "Set as default" is unchecked, Pocket Quicken sync will be disabled
one time only and then re-enable itself on subsequent synchronizations.
Macintosh
The
Backup Conduit is responsible
for backing up your Pocket Quicken information when used in a standalone
scenario.
It is critical that your conduit is configured properly in order
to back up your Pocket Quicken data. Ensure that this conduit is set to
"Backup."
-
Backup
Correct!
This is the proper setting for the Backup conduit and will ensure
that your Pocket Quicken data is backed up each time your handheld is
synchronized.
- Restore from backup Not recommended.
Incorrect setting. Pocket Quicken data will not be backed up and will
revert to a previously saved state after each synchronization. If a
Pocket Quicken synchronization does not produce an error yet your balances
are old and newly entered transactions have vanished, your Backup
conduit may be using this setting.
- Do nothing Not recommended.
The Backup conduit and your Pocket Quicken data will not be backed
up.
- Default setting Indicates that the selected action will
occur during each sync. If the HotSync action is altered, this
action will be taken one time only and then revert back to
the "Default setting."
Windows
When the System/Backup conduit is set correctly as
displayed above, your Pocket Quicken files will be backed up to your
HotSync profile's backup folder. Your HotSync log will reveal the exact
location where your files are backed up.
Macintosh
Backup conduit is set correctly as displayed above, your
Pocket Quicken files will be backed up to your HotSync profile's backup
folder. The location for these files is
/Users/[OSXname]/Documents/Palm/Users/[HotSync
Name]/Backups
Your Pocket Quicken data files get backed up during each
HotSync operation. Backup the following files and keep them in a safe
place:
PQKN-Accounts.pdb
PQKN-Cache.pdb
PQKN-Lists.pdb
PQKN-Memorized.pdb
PQKN-Planning.pdb
PQKN-Scheduled.pdb
PQKN-Transactions.pdb
Should ever need to restore your Pocket
Quicken data, install ALL of these files back to your device.
TIP: To verify you have the latest version of Pocket
Quicken select the menu item: "Pocket Quicken for Palm OS>Check for Upgrade"
This section provides a succinct functional overview of
Pocket Quicken and covers all the basics you need to get up and running
in a minimal amount of time.
The Account List view displays an overview of the accounts
you are tracking on your handheld. The number of accounts you can track
is limited only by the available memory on your handheld. Pocket Quicken
supports the following account types:
- Bank tracks checking, savings, and money market accounts.
- Cash tracks cash transactions.
- Asset tracks assets (e.g. yacht, apartment).
- Credit Card tracks credit or charge cards.
- Liability tracks debits that you owe (e.g. loans, leases,
mortgages etc.).
- Investments tracks a collection of securities.
TIP: Tap and hold the stylus on the account name for
a fraction of a second to gain quick access to balances, notes and other
details.
The account list from desktop Quicken is automatically transferred
to Pocket Quicken each time your device is synchronized. When an account
is added to the desktop, it will automatically appear on the handheld after
the next synchronization.
If you wish, you may manually add an account to Pocket Quicken
using the instructions below for Standalone mode. This allows you to maintain
an account in Pocket Quicken that is separate from desktop Quicken.
-
View the Account List by tapping the
button
-
Tap Edit...
-
Tap Add New Account
To rename an account:
-
Open the Account List view by tapping the
button.
-
Tap Edit...
-
Enter the new account name.
IMPORTANT: Changing an account name in either Quicken
or Pocket Quicken will cause accounts to become unlinked and will not synchronize.
As a result, we recommend that all accounts are renamed in Quicken first.
A synchronization will bring down the new account name to Pocket Quicken
and you'll have two accounts, one with the old name, one with the new. You
may then manually delete the old account.
To edit the details of an account:
-
Open the Account List view by tapping the
button.
-
Tap Edit...
-
Enter the new account details.
If you are synchronizing with Quicken, changes to the following
items should be made within desktop Quicken. Once altered in desktop Quicken,
a synchronization will bring these changes over to Pocket Quicken:
- Type
- Description
- Institution
- Account Number
- Contact
- Phone
- Notes
- Balances
- Last Check Number
The
Account List view provides a quick overview of your accounts and their corresponding
balances.
The Account List view can be sorted by name, type, or "preferred"
status.
To sort the Account List view:
- Tap the
icon.
- Select the desired sort order.
Hidden accounts may be omitted from, or included in, Pocket
Quicken's Account List view as required. Hidden accounts are displayed with
an
icon next to the account type.
To omit hidden accounts from the account list:
-
View the Account List by tapping the
button.
-
Tap Edit... (or the
icon).
- Select Account Preferences.
- Tap to uncheck Display Hidden Accounts.
To view Account Details, Balances, and Sync settings:
- Tap and hold the stylus on the account name in the Account List
view.
- Select Edit Account... from the resulting pop-up menu.
To view notes/comments associated with an account:
- Tap and hold the stylus on the account name in the Account List
view.
- Select Edit Notes... from the resulting pop-up menu.
NOTE: Account Notes added on the handheld will not
be updated on the desktop.
The Pocket Quicken Account Details view allows you to specify
an account as preferred. Preferred accounts are displayed with
bold type in the Account List and picker views. Listing preferred accounts
first is especially convenient when you actively use a small subset of a
large number of accounts.
To specify a "preferred" account:
- Tap and hold the stylus on the account name.
- Select Edit Account... from the resulting pop-up menu.
- Tap the Preferred checkbox.
Reconciliation ensures that the displayed account balance
is correct. See the section entitled Reconciliation
for details.
By default Pocket Quicken transfers new transactions from
the handheld to the desktop and historical transactions from the desktop
to the handheld during each handheld sync. This behavior can be altered
on an account by account basis if desired.
Transferring transactions to the handheld consumes both
memory and impacts synchronization time. For this reason Pocket Quicken
allows you to configure the transaction synchronization behavior for individual
accounts. It can be advantageous to limit the transfer of transactions to
the handheld for the active accounts you maintain on a day-to-day basis.
The less active accounts can be configured to simply update balances and
transfer new transactions to the desktop.
To configure an account's synchronization settings:
- Open the Account List view by tapping the
button.
- Tap on an account name.
- Tap Edit.
- Select the Sync Menu.
- Tap the Transactions pop-up menu and choose from the following options:
- No Transfer Account balances are updated only. Transactions
are not transferred between Quicken and Pocket Quicken.
- Send Only Account balances are updated and new transactions
are sent to the desktop. Transactions are not transferred to the
handheld.
- Send and Receive Account balances are updated. Transactions
are sent to and retrieved from the desktop.
NOTE: Investment accounts are always set to No
Transfer and may not be altered.
Several options are available in order to customize the
Account List view. See Account Preferences
for details.
Once
your account details have been transferred to the handheld you may use Pocket
Quicken to record new transactions while you are on the move. A transaction
is any type of activity that affects the balance of an account e.g. ATM
withdrawals, check payments, salary deposits, credit card charges, and the
transfer of funds between accounts.
To add a new transaction from the Register view:
- View the Register List by tapping the
button.
- Tap the New... button and select the transaction type from
the pop-up menu.
- A transaction edit window will open.
- Complete the transaction details.
To add a new transaction from the budget overview:
- Tap and hold the stylus on the budget category you want to assign
the transaction to.
- Select Add Transaction... from the menu.
- Complete the transaction details.
To edit a newly entered transaction:
- Tap the transaction line in the Register view.
- A transaction edit window will open.
- Edit the transaction details.
TIP: To quickly enter a transaction, simply start
writing the payee's name in the Account List, Register view or Budget view.
A new transaction will automatically be generated.
The following information may be specified for each
transaction:
- Account Select the account for which you want to record
the new transaction.
- Ref The Reference field records useful information that
identifies the transaction (e.g. the check number). Tap the Ref
pop-up to access the eleven predefined reference shortcuts.
- Select Next Check Num from the Ref menu to insert the
next check number in sequence.
- Select Edit List... from the Ref menu to alter or add
to the reference list items.
- You may also enter your own custom reference information directly
into the field.
-
Tap to edit the transaction date.
- Pay Enter the payee for the transaction. Tapping the Pay
pop-up allows you to select a previously memorized transaction or under
Palm OS lookup your handheld's address book.
-
Tap to recall the memorized transaction that corresponds to the currently
entered payee. Alternatively you can enter a carriage return character.
-
Tap to select the transactions' currency. See "Working
with Foreign Currencies" for more details.
TIP: Enter the currency shortcut letter in the amount
field to automatically specify the associated currency and open the exchange
rate confirmation dialog. Click here
for details
- Payment Tap to alter the transaction type from a pop-up
list (e.g. Deposit, Withdrawal, Increase, Decrease, or Payment). The
available options are dependent on the currently selected account type.
- Memo You may enter a succinct note about a transaction to
jog your memory at a later date. (e.g. the location of a purchase).
TIP: Tap the handheld's built-in calculator button
to open Pocket Quicken's integrated calculator. Results will automatically
be placed in the amount field.
- Cat Select the Category you want to use for this transaction.
If the transaction is a transfer, you must specify the destination account
in this field.
- Class Classes provide an additional way to see where and
how you spend your money. See your Quicken documentation for further
details on the use of Classes.
- Split Tap to record different categories for the same payment.
See "Splitting Transaction
Categories" for details.
- Details Tap to change the Cleared status of a transaction.
To aid rapid data entry, Pocket Quicken utilizes QuickFill
in the Ref, Payee, Category, and Class fields. As you enter data, Pocket
Quicken will fill in matching data based on the current field.
QuickFill within the Payee field
As you enter a payee name, Pocket Quicken will try to complete
the payee name using a previously memorized transaction. If a match has
been made the remaining details can be filled in by entering a return character
or by tapping the
icon. For example, rent payments are usually the same from month to month,
so Pocket Quicken saves you time by QuickFilling the transaction details
for you.
TIP: Press the hardware scroll down button to advance
the QuickFill value to the next matching entry.
Treo Owners: Hold the Option
Button and
press the hardware scroll down button.
QuickFill within the Category and Class fields
QuickFill will also complete the Category and Class fields
as you enter a category name. You can also "promote" the match to the next
subcategory by entering either a return or colon ":" character.
TIP: Press the hardware scroll right button to promote
the Category/Class QuickFill value to the next matching entry.
QuickFill within the Reference field
QuickFill completes the Reference field (using the values
in the Ref pop-up list) as you enter a value.
Pocket Quicken provides two ways to transfer money between
accounts. The register gives you the flexibility to split a transaction
to multiple categories and accounts. The Transfer Money provides a simple
form for transferring money.
Transfer money using the register:
- View the Register List by tapping the
button.
- Tap New...
- Tap Transfer.
- Enter your transaction.
- Note the [ bracket in the
Cat: field. Categories preceded by a bracket will instead transfer
money between accounts. As characters are entered, QuickFill will match
accounts rather than categories.
- Alternately, tap the
Cat: field and select a transfer category.
Transfer money using the Transfer Money form:
-
Tap the Menu button on your handheld.
-
Select Activities > Transfer Money...
-
Enter the details of your transfer.
-
Tap Transfer.
To delete a transaction via the Register List view:
- View the Register List by tapping the
button.
- Tap and hold the stylus on the description or amount column.
- Tap Delete from the resulting pop-up menu.
NOTE: If a reconciled transaction is deleted, a special
warning will appear. Be careful when deleting reconciled transactions as
it may interfere with future reconciliations.
To clear a newly entered transaction:
- View the Register List by tapping the
button.
- Tap and hold the stylus on the description or amount column.
- Select Clear from the resulting pop-up menu.
To void a newly entered transaction:
- View the Register List by tapping the
button.
- Tap and hold the stylus on the description or amount column.
- Select Void from the resulting pop-up menu.
TIP: The deletion confirmation dialog can be disabled
using "Confirm Item Deletion" in the General
Preferences window.
Special attention has been given to minimizing the space
required by transactions stored on your handheld. Typically Pocket Quicken
will store many years of financial activity in less than 500K. However it
is recommended that historical transactions are trimmed from the handheld
from time to time to free up memory and improve performance. Pocket Quicken
statistics regarding memory usage may be viewed by accessing the
Data Summary.
Pocket Quicken provides a flexible mechanism for trimming
a group of historical transactions that match a set of predefined criteria.
To trim transactions from the handheld:
- Tap the Menu button on your handheld.
- Select Activities > Trim Transactions.
- Select the deletion criteria.
- Tap Remove.
NOTE: Trimmed transactions are NOT removed from the
desktop.
The Register is the primary view used by Pocket Quicken.
This list looks like a checkbook register and details the transactions you
have entered on your handheld or desktop which ultimately affect your account
balance.
To access the Register view:
- Tap the Register button at the bottom of the screen or tap the account
balance amount in the Account List view. The register for the account
will be displayed.
The Register View displays two types of transactions:
- New Transactions Newly entered transactions (created on
the handheld) that have not yet been sent to the desktop. These transactions
are fully editable and are displayed with bold dates. (Note:
All Standalone Mode transactions are New Transactions.)
- Black Font Transactions: Transactions dated with "today's" date
or earlier.
- Blue Font Transactions: Transactions
dated with "tomorrow's" date or later.
- Historical Transactions (Sync Mode Only) transactions that
have previously been uploaded to, or transferred from your desktop computer.
These can be viewed (not edited) on the handheld and are displayed in
plain text.
TIP: Tap and hold the stylus on the transaction amount
or description for a fraction of a second to quickly clear, delete, duplicate,
void, memorize the transaction. You may also choose to add the transaction
to the scheduled transaction list or run a payee or category Quick Report.
To sort the Register view:
- Tap the
icon.
- Select the desired sort order.
Tap and hold the stylus on the transaction date for a fraction
of a second to reveal a navigation menu. This menu allows you to move around
the register in the following ways:
- Goto First Scroll to the top of the register.
- Goto Last Scroll to the bottom of the register.
- Goto Today Scroll the register to "today's" date.
- Goto Date Scroll the register to a custom date that you
select.
- Goto Txfr Open the second half of a transaction transfer.
This feature only is active for New Transactions.
Pocket Quicken provides several options that allow you to
configure the way transactions are displayed.
Account Selector
The pop-up menu at the top right of the screen is used to
select which account to display.
To change which account is displayed in the register:
- View the Register List by tapping the
button.
- Tap All Accounts or the account name in the upper right corner.
- Select the account to display. "All Accounts" displays transactions
from all registers in a single list.
Center column customization
The center column can be configured to display a number
of different options.
Single line display options include:
- Account
- Payee
- Account & Payee
- Ref & Payee
- Memo
- Category
- Class
Double display options include:
- Payee/Category
- Ref/Payee/Category
- Payee/Memo
- Payee/Category/Memo
Additional options are available in order to customize the
Register List View. See Register Preferences
for details.
Scheduling your payments and deposits can save you time
and help you remember to pay your bills when they're due.
The Scheduled Transaction list view provides a quick overview
of your scheduled transactions, payee, amount, and due date. Transactions
with the most recent due date are listed at the top.
To manually add a scheduled transaction:
-
Tap the Menu button on your handheld.
-
Select Activities > Scheduled Transactions.
-
Tap New.
-
Enter a transaction to schedule.
-
Tap None next to Schedule and select
when you wish to be reminded. The reminder date will appear to the right
of the word Next.
-
Tap the scheduled date to refine, if necessary.
Rather than entering a transaction from scratch, you can
select transactions that have already been entered into the Register, and
add them to a schedule.
To add a scheduled transaction from the Register:
- View the Register List by tapping the
button.
- Tap and hold the stylus on a transaction to be scheduled.
- From the pop-up menu, select Schedule.
-
Tap None next to Schedule and select
when you wish to be reminded. The reminder date will appear to the right
of the word Next.
-
Tap the scheduled date to refine, if necessary.
Flexible scheduling allows transactions to be automatically
entered once on a custom date, or on a repeating basis.
The following repeating schedules are available:
- Weekly
- Every two weeks
- Twice a month
- Every four weeks
- Monthly
- Last day of month
- Every two months
- Quarterly
- Twice a year
- Annually
Transactions
that have been scheduled will appear on the date when they are due when
Pocket Quicken is launched.
Select an action to perform when a reminder appears:
- Pay Now The transaction will be entered into the register.
If the transaction has a repeating schedule, it will automatically be
scheduled for the next repeat period.
- Skip Payment The payment for this period will be skipped.
If the transaction has a repeating schedule, it will automatically be
scheduled for the next repeat period.
- Defer If you are not ready to make the payment when the
reminder appears, the transaction will not be entered into the register
and you will be reminded to pay this transaction when Pocket Quicken
is next launched.
Although the schedule will remind you when a transaction
is due, there may be times when you wish to pay a scheduled transaction
before the reminder appears.
To manually enter a scheduled transaction into the
register:
-
Tap the Menu button on your handheld.
-
Select Activities > Scheduled Transactions.
-
Tap the scheduled transaction to pay.
-
Tap Pay. The transaction will be entered
into the register. If the transaction has a repeating schedule, it will
automatically be scheduled for the next repeat period.
Tap
the Split... button in the transaction edit window to assign more
than one category to a single transaction. For example, a check you write
to a car dealer might cover fuel, license, and a lease payment. You can
split the transaction by entering category names and amounts for each part
of the transaction. Each transaction may contain a maximum of 30 splits.
To split a transaction category:
- Tap the Split... button at the bottom of the Edit Transaction
window.
- Assign a category by either writing directly into the category field
or by tapping the
icon to choose from the category list.
- Enter the amount into the Amount field.
- Tap the
icon to optionally add a memo to a split item.
- Repeat steps 2 to 4 for each category until remainder is 0.00. This
indicates that you have accounted for the total spent and assigned it
to appropriate categories.
- Tap the
icons to scroll the split entries.
- Tap Done to save the Split transaction details.
Pocket Quicken contains a powerful built-in algebraic calculator
which allows you to perform complex calculations which may then be easily
entered into a transaction.
Several methods are available for opening the built-in
calculator:
- Tap any amount field when the General
Preference is set to Tapping an Amount Field Opens the calculator.
- Double-tap any amount field when the
General Preference is set to Double
tap opens calculator.
- For devices without a virtual graffiti area or hardware keyboard,
tapping the silkscreened Calculator button will open the calculator
when the cursor is on an amount field.
- Select Use Calculator... from the Activities menu.
- Enter the command shortcut <Command><M>
In addition to standard calculator functions, Pocket Quicken's
built-in calculator also provides the following functionality:
When tapped, the calculated value will be placed in the amount field.
When
tapped, the calculator is closed without placing its value in an amount
field.
Tap to reveal advanced calculator functions:
-
1/x Divide the value displayed in the
calculator into 1.
-
X <>Y Swap the values of X and Y in
the calculator.
-
Percent (%) Convert the displayed value
to a percent.
-
Set Tax Rate Save a tax rate for use
by the Apply Tax function.
-
Apply Tax Quickly multiply the displayed
value by the stored tax rate.
-
Memory Store Move the contents of the
calculator display into memory.
-
Memory Recall Recall the value of the
stored memory contents.
-
Memory Add Add the displayed calculator
value to the memory contents.
Several options are available in order to customize the
Register List view. See Register Preferences
for details.
You often have regular transactions such as rent or magazine
subscriptions that have the same transaction details. Pocket Quicken speeds
entry of these transactions by allowing you to reuse previously entered
information.
The Memorized List allows you to view, select and delete
memorized transactions on the handheld.
To open the memorized transaction list:
- Tap the Menu button on your handheld.
- Tap Lists > Memorized Transactions.
TIP: The Display Preferences command in the
memorized transaction list's Edit... menu allows you to hide or show
the Transaction Categories or Transaction Amounts in the list
view. Hiding these items will provide more room for displaying the payee
name.
By default, each transaction entered into Pocket Quicken
is added to the Memorized Transaction list. This feature enables previously
entered transactions to be quickly entered into the transaction register.
Under rare circumstances, you may wish to disable this feature. See
QuickFill Preferences for details.
Synchronizing Memorized Transactions from desktop Quicken
During synchronization with Quicken, the memorized transaction
list from desktop Quicken is synchronized with the handheld. If you
have synchronized your handheld with desktop Quicken, chances are that
you already have memorized transactions on your handheld. You may increase
or decrease the number of memorized transactions available on your handheld.
See Sync Preferences for details.
Selecting from Memorized Transaction List
Memorized transactions may be entered directly into
the Memorized Transaction List.
To manually add a Memorized Transaction:
- Tap the Menu button on your handheld.
- Tap Lists > Memorized Transactions.
- Tap Add Transaction.
Memorize while adding a transaction
Even if the QuickFill
Preferences are configured to automatically memorize transactions as they are entered
is disabled, you can still memorize a single transaction as it is being
entered into the register.
- Create a new transaction.
- Tap Details.
- Select Memorize on Save.
- Optionally, the transaction may be locked by selecting Lock
memorize transaction.
Memorizing previously entered transactions
If a transaction that you wish to memorize is already
in the register, it can be quickly added to the Memorized Transaction
List.
To add a previously entered transaction to the
Memorized Transaction List:
-
View the Register List by tapping the
button.
- Tap and hold the stylus on a transaction to be memorized.
- From the pop-up menu, select Memorize.
Memorized Transactions may be edited in order to refine
their contents.
To edit a Memorized Transaction:
- Tap the Menu button on your handheld.
- Tap Lists > Memorized Transactions.
- Tap the memorized transaction to edit.
- Tap Edit...
- Tap Edit Selected Item...
To delete a Memorized Transaction:
- Tap the Menu button on your handheld.
- Tap Lists > Memorized Transactions.
- Tap the transaction to delete.
- Tap Edit...
- Tap Delete Selected Item...
Pocket Quicken provides three distinct ways of recalling
memorized transactions.
1. Recalling via the Edit Transaction "Pay" pop-up:
- Tap the Pay pop-up menu.
- Select the transaction you want to recall.
- Tap the Use button.
2. Recalling
a Memorized Transaction using QuickFill:
- Enter the payee name into the Payee field.
- If the Payee QuickFill returns a match, enter a return character
or tap the
icon.
3. Recalling via the Memorized List view:
- From the Lists menu tap Memorized Transactions.
- Select the transaction you want to recall.
- Tap the Use button.
You can run a Quick Report directly from the Memorized Transaction
List in order to find transactions assigned to a particular payee.
To run a Payee Quick Report
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Memorized Transactions.
- Tap a memorized transaction from the list.
- Tap the Report button.
Locking a transaction prevents its details from being updated
each time the Memorized Transaction is utilized.
Each time a transaction whose payee already exists in the
Memorized Transaction list is entered into the register, the Memorized Transaction
is updated with the new values. This allows you to recall Memorized Transactions
as they were when last entered into the register.
Example: Assume a memorized transaction reads
as follows:
- Payee Cablevision
- Amount $60
Each month your cable bill is the same. However, this
month you have decided to purchase an On-Demand movie for $5.95. When
your new transaction is saved with the payee Cablevision, the
memorized transaction will be updated with the new values:
- Payee Cablevision
- Amount $65.95
The problem is that typically, your cable bill is $60.00
As a result, next month, your memorized transaction will also be recalled
as $65.95.
To prevent the values from changing, mark the memorized
transaction as locked. In this way, the transaction will always be recalled
as $60.00, however you can change it when necessary without updating
the stored Memorized Transaction.
In this example, only the amount was changed, however,
any change to any field, except the Payee will be updated in the Memorized
Transaction List unless the transaction is locked.
To lock a Memorized Transaction:
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Memorized Transactions.
- Tap a memorized transaction from the list.
- Tap Edit...
- Tap Locked.
When the Cleared box is checked for a Memorized Transaction,
that transaction will be recalled into the register with the Cleared "c"
status.
You may customize the information displayed in the Memorized
Transaction List. By default, all information is displayed, however you
can remove columns in order to allocate more room for the Payee name.
To customize the Memorized Transaction List display:
- From the Lists menu tap Memorized Transactions.
- Tap Edit...
- Tap Display Preferences
- Transaction Categories When enabled, the category for
the memorized transaction is displayed.
- Transaction Amounts When enabled, the value of the
memorized transaction is displayed.
Categories provide a powerful mechanism for specifying where
the incoming payment came from (e.g. salary, dividends, bonus, etc.) or
where expenditures went (e.g. auto, groceries, tax etc.). If for instance
you buy coffee at many different stores, you can assign the same coffee
category each time you make a payment to those stores. You may then use
the budgeting and reporting facilities to quickly determine your periodic
coffee expenditure.
The
Category List views allow you to review and select categories on the handheld.
To review and/or select categories:
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Category & Transfer.
If you have a large number of categories, you can view them
by type, grouping together categories of a similar type.
To filter categories by type:
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Category & Transfer.
- All Display all categories and transfers.
- Income Display only those categories assigned an Income
type.
- Expense Display only those categories assigned an Expense
type.
- Transfer Display accounts that may be used to perform
transfers.
Although the default Category List contains an extensive
number of categories for your use, you may decide to add some categories
of your own. This provides you with a way to manage transactions in a way
that is meaningful to you
To filter categories by type:
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Category & Transfer.
- Tap the Edit... button.
- Tap Add Category
- Name Enter the name of the category being added.
- Type Select whether the category represents an income,
expense or a subcategory of an income or expense.
TIP: You may quickly add a preset list of categories by selecting
Add Preset List after tapping the Edit... button.
If you no longer wish a category to be available on the
Category & Transfer list, you may delete it from the list.
To delete a category:
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Category & Transfer.
- Tap the category name that you wish to delete.
- Tap the Edit... button.
- Tap Delete Selected Item.
You can run a Quick Report directly from the Category &
Transfer List in order to find transactions assigned to a particular category.
To run a Category Quick Report
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Category & Transfer.
- Tap a category name from the list.
- Tap the Report button.
Classes provide another tool for further classifying transactions.
You can use classes to specify where, to what, or to whom your transactions
apply.
For example you could use classes to use your personal checking
account for business and personal expenses. Assign the class name Business
to business transactions.
The Class List views allow you to review and select classes
on the handheld.
To review and/or select Classes:
- Tap the Menu button on your handheld.
- From the Lists menu, tap Classes.
To review and/or select Classes:
- Tap the Menu button on your handheld.
- From the Lists menu, tap Classes.
- Tap the Edit... button.
- Tap Add Class.
- Enter the Class name you wish to add.
To delete a category:
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Classes.
- Tap the class name that you wish to delete.
- Tap the Edit... button.
- Tap Delete Selected Item.
You can run a Quick Report directly from the Class List
in order to find transactions assigned to a particular category.
To run a Category Quick Report
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Classes.
- Tap a class name from the list.
- Tap the Report button.
Pocket Quicken allows you to track accounts and enter amounts
in foreign currencies. With Pocket Quicken you can:
- Enter a foreign currency amount into a local bank account.
- Create and manage foreign currency accounts. (Standalone and Windows
Sync Mode versions only)
- Transfer money between accounts of different currencies. (Standalone
and Windows Sync Mode versions only)
- Update exchange rates on the handheld.
The Currency List view allows you to review, select, update,
and delete foreign currencies on the handheld.
To review and/or delete a foreign currency:
- Tap the Menu button on your handheld.
- From the Lists menu, Tap Currencies.
By default, the Home Currency is set to US Dollar. However,
you may change the Home Currency to any currency you like.
To manually set the home currency:
- Tap the Menu button on your handheld.
- From the Options menu, tap Preferences...
- Tap General.
- Tap the Home Currency button.
- Select your home currency and tap Use.
IMPORTANT NOTE: If you synchronize with Quicken,
Pocket Quicken's home currency is automatically set if Quicken's
multi-currency support option has been enabled in desktop Quicken. It is
strongly advised that you let the synchronization manager transfer this
setting from the desktop.
If Quicken's multi-currency support has been enabled the
following details are automatically transferred to Pocket Quicken:
- The Currency List (including rates & shortcuts).
- The Home (or base) Currency.
- Currency information for each account.
During the initial setup of Pocket Quicken using the Setup
Wizard, an option to support Foreign Currencies was presented. If you indicated
that you use foreign currencies, Pocket Quicken automatically added a preset
list of currencies. If however you did not add foreign currencies to Pocket
Quicken, you may add the preset list manually.
To add a preset list of foreign currencies:
- Tap the Menu button on your handheld.
- From the Lists menu, tap Currencies.
- Tap the Edit... button.
- Tap Add Preset List.
The currency used is set on an account by account basis.
Unless all of your accounts use the exact same currency, you should configure
the currency used by each account.
To set the currency used by an account:
- View the Account List by tapping the
button.
- Tap the name of the account to edit.
- Tap Edit...
- Tap Balances.
- Tap the box next to Currency.
- Select a currency.
- Tap Use.
IMPORTANT NOTE: If you are synchronizing with Quicken,
the currency used by each account is downloaded from desktop Quicken. It
is strongly advised that you let the synchronization manager transfer this
setting from the desktop.
If you paid a hotel bill in Swiss Francs or purchased gifts
in New Zealand Dollars you can record these transactions and let Pocket
Quicken convert the amounts to the currency you have set for the account.
Two methods are provided:
To enter a foreign amount using the currency list:
- From the transaction edit dialog, enter the foreign amount into
the amount field.
- Tap the currency symbol button
to the left of the amount field to open the currency list.
- Select the local currency of the transaction.
- Tap the Use button.
To enter a foreign
amount using a shortcut letter:
- From the transaction edit dialog, enter the foreign amount into
the amount field.
- Enter the currency shortcut letter.
- Verify the exchange rate in the resulting dialog.
- Tap the OK button.
Pocket Quicken places the original amount (in the foreign
currency) in the memo field for future reference. To indicate the currency
conversion is only an estimate, Pocket Quicken places "Est." into the Ref
field.
The balance displays the transaction in the currency of
the account.
Exchange rates can be updated directly on the handheld or
transferred down from the desktop.
To update an exchange rate on the handheld:
- Tap the Menu button on the handheld.
- From the Lists menu, Tap Currencies.
- Select the currency.
- Enter the new rate in the Edit Rate field.
NOTE: Exchange rates that have been updated on the
handheld are not transferred back to Quicken on the desktop.
If a particular currency does not transfer from desktop
Quicken to Pocket Quicken, it may be due to a duplicate ISO Currency
Code. It is important that when creating a new Currency, that the Currency
Code is unique.
To view the ISO Currency Code used by a currency:
- Launch desktop Quicken.
- Open Currency List.
- Right-Click the Currency that is not transferring to Pocket Quicken.
- Select Edit.
- Note the Currency Code. (Example: U.S. Dollar is USD).
To change the Currency Code, delete the currency and create
a new one with a unique Currency Code.
Reconciling your accounts ensures that all transactions
are present and accounted for, ensuring that the account balance you think
you have, is the account balance that you really have.
NOTE: If you synchronize with Quicken, only unsynchronized
transactions may be reconciled. If some transactions for the statement period
have already been synchronized, reconciliation for that account should be
performed in desktop Quicken.
Benefits to reconciling:
- Ensures checks you have written have been cashed.
- Ensures deposits have cleared and that funds are available.
- Prevents check bouncing.
- Catches bank errors.
Reconciliation works best if started with the bank statement
that contains the transactions which correspond to the earliest transactions
in your Pocket Quicken register. However, if they are not available, you
may begin with your latest bank statement.
To begin reconciling from the Account List:
- Open the Account List view by tapping the
button.
- Tap and hold the account to reconcile.
- Tap Reconcile...
To begin reconciling from the Register:
- View the Register List by tapping the
button.
- Tap the Menu button on your handheld.
- From the Activities menu, tap Reconcile...
All of the information necessary to perform a reconciliation
is listed on the statement you receive from your financial institution.
In order to begin, information from the bank statement needs to be entered
into Pocket Quicken.
Checking and Savings Accounts
Checking
and Savings accounts utilize the same reconcile form in Pocket Quicken.
The following information is needed and should be entered exactly as it
appears on your bank statement.
Enter information for Checking and Savings Accounts:
- Opening Bal Enter the opening balance as it appears in
your bank statement.
- Ending Bal Enter ending balance as it appears in your bank
statement.
- as of This date represents the bank statement's closing
date.
- Tap Start.
In the example to the right, you can see that the Date
of last statement says None Set. After your first reconciliation,
the date will be changed to the as of date.
Credit Card Accounts
Credit
Card accounts require different information than checking and savings accounts
to begin the reconcile process.
Enter information for Credit Card Accounts:
- Charges Use the Pocket Quicken calculator to sum up the
following items and enter it into this field:
- The amount identified as "purchases" on your credit card statement.
This number represents all charges and credits applied to this billing
cycle.
- Cash advances.
- Finance charges.
- Late fees.
- Ending Bal The ending balance (or "new balance") as it
appears in your statement.
- as of This date represents the statement's closing date.
- Tap Start.
In the example to the right, you can see that the Date
of last statement says None Set. After your first reconciliation,
the date will be changed to the as of date. This will help you to
determine when the last reconciliation was performed.
Cash, Asset and Liability Accounts
Cash, Asset and Liability accounts are not reconciled. Instead,
their balances are updated. To see how to update the balance of these types
of accounts,
click
here.
When
the reconcile process has begun, a screen similar to the one here will be
presented that contains your own transactions. By default, this list shows
all transactions. However, the list may be filtered so that only particular
transaction types appear.
Viewing All Items:
- All transactions, including all charges and payments are displayed
on one screen.
- Cleared Bal The sum of all transactions within the register
for the selected account whose balance is NOT already reconciled and
marked with an "R".
- Bank Ending Bal The balance that you entered as the ending
balance from the statement from your financial institution.
- Difference The difference between the Cleared Bal and Bank
Ending Bal. When your account has been properly reconciled, the difference
will read 0.00.
Viewing
Charges only
- Only charges or payments will be displayed. (An example showing
the display of charges only appears to the right.)
- The number of items selected, along with the sum of those items
is displayed. This can be very handy when comparing a cleared balance
in Pocket Quicken to your statement.
Marking Transactions as Reconciled
Place a check next to each item that appears on your bank
statement. As each item is checked, the transaction will be marked as cleared
"c". Don't forget to include items such as finance charges,
late fees and cash advances. These items may not appear along with the rest
of the transactions in your statement.
Once all items from your bank statement have been checked
off, the Difference should read 0.00. If the difference is
not 0.00, see Reconcile Tips.
Editing Transactions
If a transaction has been entered incorrectly into Pocket
Quicken, you may need to edit it to correct the erroneous information.
To add a transaction during reconciliation:
- Tap the transaction to edit.
- Edit the transaction details.
- Tap Done.
Adding Transactions
If a transaction appears in your bank statement but not
in the reconciliation window, you may have forgotten to enter the transaction
into Pocket Quicken.
To add a transaction during reconciliation:
- Tap Edit...
- Tap Add New Transaction.
Altering the Statement Summary
If the Statement Summary was entered incorrectly, your account
will not reconcile properly.
To edit the Statement Summary:
- Tap Edit...
- Tap Statement Summary.
- Enter the updated statement details.
- Tap Resume.
If you are not finished reconciling but would like to continue
later from where you left off, tap the Finish Later button. When
tapped:
- All transactions that have a check mark
will appear in the register as cleared "c". When you return to
the reconcile process. All cleared transactions will then display a
check mark
.
- Your statement summary will be preserved. When you return to the
reconcile process, the statement summary details you entered will reappear.
Unless a change is necessary, tap Resume to continue reconciling.
TIP: The reconcile status of each account is stored
separately. As a result, reconciling a second account will not affect the
first, even if the first is being finished later.
Once your account has been reconciled, tap the Finish
button. Doing so will end the reconcile process. Depending on the value
of the Difference, one of two things will happen:
If
the Difference is 0.00:
- Congratulations, your account has been reconciled!
- All checked transactions, which were marked as cleared "c"
are changed to Reconciled "R".
- The as of date is moved to the Date of last update.
- The Statement Summary is cleared to get ready for next month.
If
the Difference does not 0.00:
- The difference between the Cleared Balance and the Bank Ending Balance
will be displayed
- You may choose to add an adjustment transaction to correct the account
balance.
- Yes Enters an adjustment transaction with a payee of
Adjustment and the category that you have entered.
- No Finishes the reconcile process but does not add
an Adjustment transaction.
- Cancel Returns back to the reconcile process.
Cash,
Asset, and Liability Accounts are unique. These accounts are not reconciled
in the same way as bank accounts or credit card accounts. Instead, the balance
is simply adjusted to reflect a new value that you assign.
The following information is necessary to update the account
balance:
To Update the balance of a Cash, Asset or Liability
Account
- Current Bal Enter the new balance that you wish to assign.
For example, when updating the balance of a cash account, enter the
sum of the amount of cash that you have in your wallet, pockets and
mattress.
- as of The date that this balance is current. By default,
"today's" date will appear.
- Tap OK.
- Enter a category for the adjustment transaction. You may wish to
use a category named Miscellaneous for this purpose.
- Tap Yes.
When the balance has been updated, all transactions in the
register for that account on or before the as of date will be marked as Reconciled "R".
Quick Reports utilizes transactions that are in your Pocket
Quicken register. These transactions include all transactions entered directly
into Pocket Quicken or those that have been downloaded from Quicken. The
more information Pocket Quicken contains, the more reports you can run,
and the more accurate they will be.
Pocket Quicken can create reports that summarize your transactions
based on criteria you define and quickly answer questions such as:
- How many times did you fill up the car with gas last month?
- How much have you spent on entertainment since the beginning of
the year?
- Exactly how much money did I spend at my local coffee shop last
year?
To run a Quick Report:
-
Tap the Menu button on your handheld.
-
Select Activities > Quick Report...
-
Enter the details of your search criteria.
- Tap OK.
TIP: To quickly create a report for a specific account,
tap and hold the account name in the Accounts List view and select "Quick
Report..."
Pocket Quicken gives you the flexibility to examine your
transactions in various ways by allowing you to select from several types
of criteria.
Entering Search Criteria:
-
Payee
contains Select transactions where the Payee name contains a particular
value. For example, if Apple is entered, both Applebee's
and Apple Computer will be found.
- Category is Select transactions where the category exactly
matches the value entered. Tap the
next to Find to select a category from Pocket Quicken's Category
List.
- Class is Select transactions where the Class exactly matches
the value entered. Tap the
next to Find to select a Class from Pocket Quicken's Class List.
- Memo contains Select transactions where the Memo contains
a particular value.
Selecting Account Criteria:
- All Accounts The report will search across all accounts.
- Individual Account Select a specific account to find transactions
only within that account.
Selecting Date Criteria:
- All Dates The report examine transactions with any date.
- Pre-defined Date Range Select from ranges such as Current
Month, Last Month, Last Year to quickly define a date
range.
- Custom Date... You may define your own custom date that
is meaningful to you.
Selecting Include Criteria:
- Credits Include deposits, credit card charges, etc.
- Debits Include payments.
- Uncleared items Include transactions that have not been
cleared.
- Cleared items Include transactions that have a Cleared
"c" status.
- Reconciled items Include transactions that have a Reconciled
"R" status.
NOTE: If conflicting values are unchecked, a warning
icon will appear. For example,
transactions are either debits or credits. If both Debits and Credits are
deselected, no results would appear.
Selecting Case Sensitivity Matching:
- Case sensitive matching Transactions must match the case
entered for the transaction. For example, entering At&t would not find
transactions for AT&T.
Quick Reports may be sorted in various ways.
To sort a Quick Report:
- Tap the
icon.
- Select the desired sort order.
After
a report is run, you may wish to modify the parameters entered in order
to refine the search criteria.
To modify Quick Report parameters:
- Run a desired Quick Report.
- While the report is being displayed, tap the Customize button.
- Refine your search parameters.
- Tap OK to rerun the report with the new parameters.
- Total Inflows Includes the sum of all displayed transactions
that represent money that is flowing in.
- Total Outflows Includes the sum of all displayed transactions
that represent money that is flowing out.
- Net Total Includes the sum of all displayed transactions.
- Number of Items The number of transactions displayed by
the Quick Report.
Pocket Quicken allows you to find transactions quickly based
on criteria that you enter. That transactions found will be displayed together
along with a count of the total number of items found.
To find transactions:
-
Tap the Menu button on your handheld.
-
Select Activities > Find Transactions...
-
Enter the details of your search criteria.
- Tap Find.
Pocket Quicken gives you the flexibility to locate particular
transactions in various ways by allowing you to select from several types
of search criteria.
Entering Search Criteria:
- Payee contains Select transactions where the Payee name
contains a particular value. For example, if Apple is entered,
both Applebee's and Apple Computer will be found.
- Category is Select transactions where the category exactly
matches the value entered. Tap the
next to Find to select a category from Pocket Quicken's Category
List.
- Class is Select transactions where the Class exactly matches
the value entered. Tap the
next to Find to select a Class from Pocket Quicken's Class List.
- Memo contains Select transactions where the Memo contains
a particular value.
Selecting Account Criteria:
- All Accounts The report will search across all accounts.
- Individual Account Select a specific account to find transactions
only within that account.
Selecting Include Criteria:
- Credits Include deposits, credit card charges, etc.
- Debits Include payments.
- Uncleared items Include transactions that have not been
cleared.
- Cleared items Include transactions that have a Cleared
"c" status.
- Reconciled items Include transactions that have a Reconciled
"R" status.
NOTE: If conflicting values are deselected and would
not yield any results, a warning
icon appears. For example,
deselecting both Credits and Debits will cause the warning icon to appear
as all transactions are either one or the other.
Selecting Case Sensitivity Matching:
- Case sensitive matching Transactions must match the case
entered for the transaction. For example, entering At&t would not find
transactions for AT&T.
The list of found transactions may be sorted in various
ways.
To sort a list of found transactions:
- Tap the
icon.
- Select the desired sort order.
After a search is run, you may wish to modify the parameters
entered in order to refine the search criteria.
To modify the search criteria:
- Locate a set of transactions using Find Transactions...
- While the search results are being displayed, tap the Customize
button.
- Refine your search parameters.
- Tap OK to rerun the search with the new parameters.
Pocket Quicken allows you to use transactions you've entered
on the handheld or transferred from Quicken to create and maintain budgets.
Pocket Quicken will help you stick to a spending plan on an ongoing basis
and instantly show you where your money is coming from and going to.
NOTE: Pocket Quicken budgets are autonomous to the
desktop and are not synchronized with Quicken.
The
Budget summary view provides a succinct overview of your financial activity
for a selected group of categories. Pocket Quicken lets you quickly compare
the money you actually spend and receive during a specific time period with
your budgeted amount during the same time period. You can easily add, edit
and delete budgets from this view. This section provides step-by-step instructions
on how to accomplish these tasks.
To access the Budget Summary view:
- Tap the Budgets button
at the bottom of the handheld's screen.
To add a new budget to the budget summary view:
- Tap the Edit... button and select Add Budget Item
from the pop-up menu.
- Select the Category you wish to include in the budget.
- Enter the budget amount and select the period in the resulting dialog.
- Tap the OK button.
To remove a budget from the Budget Summary view:
- Tap and hold the stylus on the budget item in the Summary List.
- Select Delete Budget Item from the pop-up menu.
- Tap the Delete button from the resulting confirmation dialog.
To edit a budget in the Budget Summary view:
- Tap and hold the stylus on the budget item in the Summary List.
- Select Edit Budget Item from the pop-up menu.
- Enter the new Budget amount and/or period.
To automatically calculate a single budget based on
previous transactions
- Tap the stylus on the budget item in the Summary List.
- Select the period for which to calculate.
- Tap the Auto Calc button.
Pocket Quicken automatically updates budgets based on the
category assigned to individual transactions. The Budget overview also allows
transactions to be automatically applied to a selected Budget category.
To apply a new transaction to a budget item:
- Tap and hold the stylus on the budget item in the summary list.
- Select Add Transaction... from the pop-up menu.
- A new transaction will be created with the budget category automatically
entered for you.
- Complete the transaction details.
- Tap the Done button to save the transaction.
TIP: You can use the "Always open at preference" to
make the Budget Summary the initial view shown each time Pocket Quicken
is opened. See the next section for details.
Utilizing the Auto Create Budgets feature, Pocket
Quicken can help you to begin creating a budget in a minimum amount of time.
By examining transactions that have already been entered or synchronized
from the desktop, a list of budgets can be quickly added.
To auto create a list of budgets:
- Tap the Edit... button and select Auto Create Budgets...
from the pop-up menu.
- Select the range of transactions that Pocket Quicken will examine.
- Check Replace matching budgets if you wish Pocket Quicken
to update budgets that already exist. If left unchecked, both the original
and newly calculated budget will appear in the list.
- Tap the OK button to auto create your budgets.
NOTE: The process of Auto Creating budgets may take
several minutes and depends on the speed of your device and number of transactions
to examine. You may wish to reduce the number of transactions by selecting
Last Year rather than All Transactions for the period.
The Budget Overview menu allows you to specify the time
period for calculating the totals. The following options can be selected
from the pop-up menu in the top right hand corner of the screen:
- Current Month, Current Quarter, Current Year.
- Last Month, Last Quarter, Last Year.
- Year-to-date Represents a date range from January 1 of
this year through "today's" date.
- Last Year-to-date Represents a date range from January
1 of last year through this day last year.
- Custom Date... Enter your own custom date range to examine
budgets for a date range that is meaningful to you.
IMPORTANT NOTE: Pocket Quicken's budget figures are
calculated using the transactions that reside on the handheld. If only a
small number of transactions have been entered into Pocket Quicken or downloaded
from the Quicken desktop, there might not be enough data to provide meaningful
results for some selected time frames.
Several options are available in order to customize the
Budget View. See Budget Preferences for
details.
Pocket Quicken provides a range of different options that
allow you to customize the way it works. Selecting the Preferences...
command from the Options menu opens the Preferences window allowing you
to customize the following:
Tap Accounts on the Preferences screen to specify the
following attributes:
- Sort by: Select the default sorting method when the Account
List is opened.
- Row Font Select the font to be used in the Account List.
- Default Account Specify the default account to be used
when a new transaction is created and no account is selected, or when
the Register view is initially opened.
- Display Account Types If enabled, the Account List will
include a column to indicate if the account is a Bank, Cash, Credit
Card, Asset, Liability or Investment Account. (TIP: Disable this
column to display long account names.)
- Display Hidden Accounts (Sync Mode Only) Select to include
hidden accounts in the Account List.
- Display Currency Symbols Select to display currency symbols.
(TIP: If you do not use multiple currencies, you may wish to
disable this feature.)
- Use Row Shading Select to fill alternate lines in the account
list with a background color. To change the color, tap on the Pick
Color... button.
Tap General on the Preferences screen to specify the
following attributes:
- Always open at Specify the default view to display when
Pocket Quicken launches.
- Home Currency The home (base) currency used for calculating
exchange rates. If multi-currency support has been enabled in Quicken,
this option is will be set automatically during a HotSync. It is very
important that it matches the desktop setting.
- Tapping an Amount Field:
- Places an insertion point When a value is tapped, the
location where you tap within the number will place the cursor in
that position. This is the default mode used by most applications
on your handheld.
- Selects the contents When a value is tapped, the entire
value is automatically selected.
- Opens the calculator When a value is tapped, the Pocket
Quicken calculator is opened. The value of the field is automatically
entered into the calculator.
- Double-tap opens calculator Tapping a value field twice
in quick succession opens the calculator. This option is only available
when Tapping an Amount Field is not set to Opens the calculator.
- Confirm Item Deletion Pocket Quicken will prompt before
deleting transactions and list items.
- Include in Global Find Select to include Pocket Quicken
transactions in the handheld's global find function.
- Facilitate Thumb Navigation Enables ThumbNav mode. When
enabled, many buttons, navigation menus, and text menus become larger
so that they may be more easily tapped with your thumb when used in
one-handed operation.
Tap Register on the Preferences screen to specify the
following attributes:
- Sort by: Select the default sorting method when the Register
view is opened.
- Row Font Select the font to be used in the Register view.
- Notify if Transaction is uncategorized Select to be reminded
when you have entered a transaction without choosing a category.
- Display Synchronized Transactions Select to display desktop
transactions in Pocket Quicken's account register.
PLEASE NOTE: If this setting is unchecked the register
will only display transactions which have been newly entered on the handheld.
- Display Year in Date Column Select to display the year
within the date column. For example, when enabled, 4/5/05 is displayed.
When disabled, 4/5 is displayed.
- Use Row Shading Select to fill alternate lines in the Register
with a background color. To change the color, tap on the Pick Color
button.
Pocket Quicken allows you to specify a number of settings
that dictate how transactions, balances and lists are sent to and received
from Quicken. Although the default behavior provides excellent functionality
for most situations, the Sync Options dialog allows you to completely customize
Pocket Quicken's synchronization behavior to suit your needs.
Tap the Receive tab on the Sync Preferences screen
to specify the following attributes:
- Accounts Select to transfer all the account details (i.e.
names, descriptions, balances, notes etc.) from Quicken to the handheld.
Existing accounts in Pocket Quicken are updated with the desktop information.
- Currencies Select to transfer Quicken's currency information
(including rates, shortcuts, ISO symbols etc.) to Pocket Quicken. Pocket
Quicken's existing Currency List (including any updated rates) is replaced.
- Categories Select to transfer Quicken's Category List to
Pocket Quicken. Pocket Quicken's existing Category List is replaced.
- Classes Select to transfer Quicken's Class List to Pocket
Quicken. Pocket Quicken's existing Class List is replaced.
- Transactions dated Select to transfer transactions from
the desktop to the handheld. Tap to also specify the range and type
of desktop transactions to transfer.
- Memorized transactions utilized Select to transfer
Memorized Transactions from the desktop to the handheld. Tap to also
specify the range to transfer.
To specify which desktop transactions are actively
updated on the handheld during each synchronization:
- Ensure the check box next to the Transaction Type button is selected.
- Tap the time frame button (showing 3 months before last sync in
the dialog to the left) to specify the desired transaction date range.
To specify which memorized transactions are actively
updated on the handheld during each synchronization:
- Ensure the memorized transactions checkbox is selected
- Tap the time frame button (showing 1 year before last sync in the
picture to the left) to specify the desired memorized transaction date
range.
Tap the Send tab on the Sync preferences screen to
specify the following attributes:
- Newly entered transactions Check to transfer newly entered
transactions to Quicken. This option is normally left enabled, however,
it can be useful to temporarily disable sending transactions to Quicken
when the handheld is synchronizing to a secondary computer that has
a copy of Quicken installed.
- Export Pocket Quicken data to QIF file on next synchronization
When selected, your Pocket Quicken data will be transferred to a QIF
file. This file may be used later if you wish, to convert from Standalone
Mode to Sync Mode.
- Migrate Button Changes the mode of your handheld from Standalone
Mode to Sync Mode.
Tap Budgets on the Preferences screen to specify the
following attributes:
- Row Font Select the font to be used in the Register view.
- Display Budget Amount and Expenditure Both the Budget Amount
and Actual Spending columns will be displayed in the Budget List. This
feature is best utilized on high density devices or when Dollars
and Cents is disabled.
- Dollars and Cents When enabled, budgets will be displayed
to the exact penny. Disable to round to the nearest whole number.
- Use Row Shading Select to fill alternate lines in the Register
with a background color. To change the color, tap on the Pick Color...
button.
Tap QuickFill on the Preferences screen to specify
the following attributes:
- Automatically complete fields using previous entries Completes
the fields as you enter data. This feature works with Ref, Payee, Category
and Class fields.
- Automatically enter PQ: tag at beginning of memo field Automatically
adds the text tag "PQ:" to the memo field of all new transactions created
in Pocket Quicken. This can be useful for later identifying the transactions
that
originated from Pocket Quicken.
- Automatically memorize newly entered transactions Memorizes
every new transaction you enter and adds it to the Memorized Transaction
List.
Tap Desktop tab to specify the following
attribute:
- Quicken File Password When desktop Quicken Quicken is
launched, are you asked for a password? If so, enter the password
here.
Tap
Handheld tab on the Security Preferences screen to specify the following
attributes:
- Hide Account Numbers Account numbers are not displayed
in the Account Overview or Account Editor displays.
- Require 4-digit PIN on launch Pocket Quicken can restrict
access to your personal finance information using a PIN. Once a PIN
has been assigned, Pocket Quicken cannot be opened without first entering
your secret number.
To assign a PIN number:
- Tap the Menu button on your handheld.
- From the Options menu tap Preferences... > Security.
- Tap the -Unassigned- button.
- Tap in your secret PIN number.
- Tap Enter.
To
remove a PIN number:
- Tap the Menu button on your handheld.
- From the Options menu tap Preferences... > Security.
- Enter your current PIN number.
- Uncheck the Require 4-digit PIN on launch checkbox.
- Tap OK.
To change your PIN number:
- Tap the Menu button on your handheld.
- From the Options menu tap Preferences... > Security.
- Tap the -Assigned- button.
- Tap in your new secret PIN number.
- Tap Enter.
NOTE: If you forget your PIN number, contact LandWare
support for assistance.
If you have made changes to the Pocket Quicken preferences
and wish to return them to their default, you may do so by pressing the
Defaults button.
To return Pocket Quicken preferences to their original
factory defaults:
- Tap the Menu button on your handheld.
- From the Options menu tap Preferences...
- Tap Defaults.
- Tap OK.
NOTE: The Security settings will NOT be returned to
factory defaults upon using the Defaults button.
The Data Summary can be used to determine how much memory
is currently being used to store your Quicken data on the handheld.
To display the Data Summary:
- Tap the Menu button on your handheld.
- From the Options menu, tap Data Summary...
- Information about your Pocket Quicken data will be displayed.
The Pocket Quicken synchronization conduit is the key component
that permits Pocket Quicken on the handheld to communicate with desktop
Quicken.
To open the synchronization conduit in Windows
- Click the HotSync icon
in the bottom right corner of your screen.
- Click Custom...
- Double-click Pocket Quicken 2.5.
Without
this component, Pocket Quicken can not transfer information to and from
desktop Quicken.
During the installation process, the desktop conduit is
installed and enabled.
To configure conduit settings:
- Synchronize with Quicken Indicates that the Pocket Quicken
conduit is enabled. Synchronization will transfer data between Pocket
Quicken and desktop Quicken.
- Do Nothing Conduit is disabled and will not synchronize
with desktop Quicken.
- Set as default Indicates that the selected action will
occur during each sync. If the HotSync action is altered and Set
as default is unchecked, Pocket Quicken sync will be disabled
one time only and then re-enable itself on subsequent sync's.
Pocket Quicken's
Conduit also includes an advanced setting which allows for more advanced
features and troubleshooting. Tap the Advanced button to access the
advanced features.
To
configure advanced conduit settings:
- Synchronize with Last-Used Quicken Data File Instructs
the conduit to synchronize against the last file used by Quicken. This
is the default setting when Pocket Quicken is installed.
- Synchronize with a Specific File Instructs Pocket Quicken
to synchronize with the file that you choose. If you typically synchronize
on a computer that has more than one data file, this setting is recommended.
It will guarantee that Pocket Quicken always synchronizes with the correct
data file.
- Browse... Press this button to select your data file
when "Synchronize with a Specific File" is enabled.
- Full activity audit When checked, Pocket Quicken will create
a detailed activity log. Although not typically needed, this log may
be helpful if trying to debug a synchronization error. A LandWare representative
may ask you to generate this type of log. This setting automatically
deselects itself after a successful synchronization. When a synchronization
occurs with this option unchecked, the contents of the activity audit
log is deleted for security purposes.
- View log... After a synchronization has been performed
while "Full activity audit (of next sync only) is enabled, view the
resulting log by pressing this button.
Using a Compare to Register feature, desktop Quicken
2001 and later attempts to match transactions in order to prevent duplicate
transactions from appearing in the register. In some cases however, desktop
Quicken may match transactions incorrectly, causing Pocket Quicken transactions
to be discarded after synchronization.
The Compare to Register feature affects the
following Quicken features:
- Pocket Quicken transactions
- Financial Institution downloads
- QIF imports
- WebEntry transactions
- QuickEntry imported data
- Bank Sync imported data
Please
review your Pocket Quicken transactions that have been sent to desktop Quicken
prior to accepting them, ensuring that the Status indicates New.
If the Status of a transaction indicates Match and
that transaction does not match a transaction already on the desktop, you
can do one of two things:
- Make all Transactions New (Quicken 2004 or later). If you
are sure that all of your Pocket Quicken transactions are new and do
not match any transactions in the Quicken register, select this item
from the Edit menu to change all transactions at once into new
transactions.
- Make Individual Transactions New (All Quicken versions).
Tap Edit button to the right of the transaction and then select
Make New to change your matched transaction into a new transaction.
Quicken will eliminate any transaction that has a status
of Match in order to prevent a duplicate from being entered into
your Quicken register. As a result, it is important that you review your
Pocket Quicken entries carefully and to Unmatch those that are not
matching transactions before tapping the
or
buttons.
This section will help you to migrate from using Pocket
Quicken in a standalone environment to using it along with desktop Quicken.
Some Standalone Mode features will behave differently when
Pocket Quicken is configured to synchronize with desktop Quicken. Below
is a list of features that is altered when moving from Standalone Mode to
Synchronization Mode.
- Account List New accounts should be added to the desktop
and synchronized to the handheld.
- Hidden Accounts Desktop Quicken allows accounts to be marked
as hidden. It's useful to hide older, unused or obsolete accounts so
that they do not clutter the Account List. To hide an account, see the
desktop Quicken Help file. Accounts that are hidden on the desktop will
be be displayed with as
H
in Pocket Quicken.
- Transactions Once synchronized to desktop Quicken, transactions
are no longer editable on the handheld.
- Memorized Transaction List By default, all transactions
created in desktop Quicken will also appear in the memorized transaction
list, or Payee List. This list is transferred to the handheld during
each synchronization.
- Currency List If you use multiple currencies in Pocket
Quicken, multi-currency support should be enabled in desktop Quicken.
See the Quicken help file for details.
- Category List This list is transferred to the handheld
during each synchronization.
- Class List This list is transferred to the handheld during
each synchronization.
- Reconciliation Synchronized transactions may not be reconciled.
As a result, reconciliation must be performed on the desktop unless
all transactions for the statement period have not yet been synchronized
with desktop Quicken.
1. Back up your Pocket Quicken data
It's always good to have a backup of your data. We therefore
recommend making a backup of your Pocket Quicken data before proceeding. For
instructions, click here.
2. Install desktop Quicken and Create a New Desktop
Quicken Data File
After Quicken has been installed, create a new data file.
This is the file that Pocket Quicken will communicate with during synchronization.
To create a new data file in desktop Quicken
-
Launch desktop Quicken.
-
Select File.
-
Select New.
-
Select New Quicken File.
-
Give the file a new name.
-
If the Quicken Guided Setup
appears, click Exit Setup.
3. Install the Pocket Quicken Conduit
Rerun the Pocket Quicken installation program and select
a Typical installation. This is necessary in order to install the
synchronization conduit. Without this conduit, Pocket Quicken will be unable
to communicate with Desktop Quicken.
4. Configure Pocket Quicken for Synchronization Mode
This step will enable synchronization in the sync preferences
and allow it to communicate with a desktop conduit.
To configure Pocket Quicken for synchronization
mode
- Tap the Menu button on your handheld.
- From the Options menu, tap Preferences...
- Tap Sync.
- Tap the Migrate button.
- Tap OK.
- Synchronize your handheld.
A file named PQAccounts.qif will be created and placed
on the hard drive of your desktop computer.
CAUTION: The file
PQAccounts.qif file created during the migration process may contain
sensitive information such as personal data, credit card
numbers and financial information. You should delete this file
from your desktop computer when it is no longer needed.
5. Import the Pocket Quicken Account List into desktop
Quicken
In order to synchronize with Pocket Quicken, desktop Quicken
must contain an account list that is identical to Pocket Quicken. During
the last step, a QIF file was created which contains your account list.
This list will now be imported into desktop Quicken.
To import the Pocket Quicken QIF file into
desktop Quicken
-
Select File > Import
> QIF File
-
Click Browse and select
the PQAccounts.qif file:
-
Within Quicken account
to import into select <All Accounts>
-
For the items to Include
in import, select only the Account List.
-
Click Next
-
If Quicken presents a box
indicating that transactions were found for an account, click Yes. Quicken
may ask multiple times, once for each account. Click Yes each
time until the import has completed.
6. Synchronize Pocket Quicken
Now that desktop Quicken has been configured, close desktop
Quicken and perform a HotSync. Pocket Quicken will communicate with desktop
Quicken and send all transactions to desktop Quicken.
NOTE: Desktop Quicken must always be closed in order
to perform a synchronization.
Creating a Quicken file from
Pocket Quicken data
Although not a substitute for a true desktop Quicken data
file backup, Pocket Quicken 2.5.1 may be used to help rebuild your desktop
data file in the event of a catastrophic data loss such as through hard
drive failure or virus attack. Recovering your desktop Quicken data using
Pocket Quicken should only be used as a last resort.
NOTE: This process works most reliably with Quicken
2001 and later and is not recommended if you are using Quicken 99 or Quicken
2000. See Finishing the Import Process for details.
When a QIF file is created from Pocket Quicken, only the
following items are included within the export file:
- Account List
- Transactions
- Category List
- Class List
1. Back up your Pocket Quicken data
It's always good to have a backup of your data. We therefore
recommend making a backup of your Pocket Quicken data before proceeding. For
instructions, click here.
2. Exporting Pocket Quicken Data
The first step is to export your Pocket Quicken data to
a QIF file. This file will contain a copy of your Pocket Quicken data and
will be placed into C:\My Documents\PQExport.qif.
To export Pocket Quicken 2.5x data to a QIF
file:
-
Launch Pocket Quicken.
-
Tap the Menu button.
-
Tap Options.
-
Tap Preferences...
-
Tap Sync.
-
Tap the Send tab.
-
Check the box Export Pocket
Quicken data to QIF file on next synchronization.
-
HotSync
Note: If the HotSync does not export your data, ensure that
the Pocket Quicken 2.5 conduit is installed. If you need to install
it again, click here to
download the Pocket Quicken 2.5 installation program.
CAUTION: The file created
during the QIF export process may contain sensitive information such
as personal data, credit card numbers and financial information.
You should delete this file from your desktop computer when it is no longer
needed.
3. Selecting the Type of Import to Perform
Importing into a New Quicken Data File (Recommended)
We recommend that a new desktop Quicken data file is used
when importing Pocket Quicken data. In this way, it's easier to see which
Accounts and Transactions were created using the Pocket Quicken data.
To create a new data file in desktop Quicken
-
Launch desktop Quicken.
-
Select File.
-
Select New.
-
Select New Quicken File.
-
Give the file a new name.
-
If the Quicken Guided Setup
appears, click Exit Setup.
Importing into an Existing Quicken Data File (Advanced
Users Only)
Using an existing Quicken data file may produce better results
than using a new data file as the extra information not exported by Pocket
Quicken may already exist in your existing data file.
First, make a backup of your existing Quicken data
file and work only with the backup file. This will ensure that you
can roll back to your last known good Quicken backup in case the import
does not go as expected.
CAUTION: Always use a
backup when importing into an existing Quicken data file.
4. Importing Pocket Quicken data into desktop Quicken
To import the Pocket Quicken QIF file into
Quicken
-
Select File > Import
> QIF File
-
Click Browse and select
the PQExport.qif file:
-
-
Within Quicken account
to import into select <All Accounts>
-
Check only the following
items within Include in import:
-
Transactions
-
Account List
-
Category List
-
Click Next
-
If Quicken presents a box
indicating that transactions were found for an account, click Yes. Quicken
may ask multiple times, once for each account. Click Yes each
time until the import has completed.
5. Finishing the Import Process
Once the Pocket Quicken transactions have been imported
into Quicken, they must be accepted in order to place them in the register.
This process varies depending on the version of Quicken you are using.
To ensure an accurate import, duplicate entries should be
be entered into the Quicken register. Duplicate entries may exist for one
of two reasons:
- Transactions were imported into an existing Quicken data file rather
than a new data file.
- Transactions that contain transfers to other accounts will cause
a duplicate.
Quicken 2001 and later compare QIF
transactions to the Quicken register to determine whether the transaction
already exists. If so, the transaction is marked as a Match and that
transaction will not be imported into the Register.
This feature will help you to prevent duplicate transactions
from becoming entered into the register. If you are using Quicken 99 or
2000, duplicate entries will be entered into the register and may cause
balances to be incorrect. So although Pocket Quicken's data is imported
into Quicken, there may be quite a lot of manual work involved to remove
the duplicate transactions.
Once the PQExport.QIF file has been imported, transactions
will appear below the register for each account. A matching status will
be displayed to the left of each transaction:
- New If accepted, the transaction will be placed in the
register.
- Match If accepted, the transaction will be discarded and
NOT placed in the register.
Press the Accept All button for each account that
has transactions to be imported. Quicken will ensure that duplicate entries
will not be imported into the register.
Although Pocket Quicken exports all details from the Account
List, limitations in Quicken's import QIF routine only allow the following
items to be imported into Quicken:
- Account Name
- Account Number
As a result, additional details account details such as
the Description, Contact Name, Phone Number, Notes and Credit Limit/Minimum
Balance may need to be typed into desktop Quicken manually.
Several desktop Quicken features will not be restored by
Pocket Quicken. These include but are not limited to:
- Currency List
- Quicken Calendar
- Scheduled Transactions
- Alerts
- Online Banking Information
- Mileage Tracking
- Planning Modules
- Reports
- Tax Information
- Quicken Home Inventory
However, if you have completely lost your desktop Quicken
data file, Pocket Quicken can be a useful tool to help you recover some
of your desktop Quicken information.
Backups should be made regularly in desktop Quicken and
are easy to perform. Select File > Backup. Backing up to a separate
folder on your internal hard drive will not protect you from a hard drive
crash, theft, fire or virus attack. It is recommended that your backups
are stored off site, away from the computer that runs Quicken.
Intuit Resources
Alternate solutions are available which use the Internet
as a backup location. Please visit
Quicken Online
Backup for details.
These tips will help you get the most of Pocket Quicken
while using your Treo 600/650.
There are two modes for scrolling through lists:
- Page Mode Scrolling Up/Down will move the list one screen
at a time. This mode allows for fast movement through a long list. Press
the "right" button to switch to Line Mode.
- Line Mode Scrolling up/down will move an on-screen cursor
line by line, from one entry to the next. This mode allows for the selection
of an individual account. Press the "left" button to return to Page
Mode.
TIP: The left/right arrow of the 5-way navigation
button is used to switches modes while viewing the Account List, Register,
and Budgets. Up/down scrolls through the list.
While viewing the register for "All Accounts", pressing
left will take you to the account list. Once in the account list,
pressing up/down will scroll your account list page by page up/down. If
you then hit right it will highlight an individual item. Now up/down
will scroll item by item. Pressing left again puts you back into page up/page
down mode.
If you are in Line Mode in the Account List and you press
"right" you'll be taken to the register for the selected account. This may
provide a bit more flexibility than the picker at the top in some cases.
Maximizing the size of your transaction history and minimizing
your synchronization time.
Retrieving transactions from Quicken is the most time consuming
process for the Pocket Quicken conduit.
It is recommended that the Transaction Receive option
is initially set to encapsulate the range of historical transactions you
want to populate Pocket Quicken with. Once this subset has been downloaded
the setting should be set to a smaller time frame that just encapsulates
the regular transaction edits that take place in Quicken. Any alterations
made to transactions that fall outside this date range will not be reflected
on the handheld.
This same advice applies to the Memorized Transaction List.
Ensure System/Backup conduit is set to
Handheld overwrites Desktop.
This section covers the most common issues you might encounter
with Pocket Quicken, and provides solutions for them. If the issue is not
covered in this section we also encourage you to visit our online support
center at: www.landware.com/help
Our online support center contains a significant amount
of support information including solutions to frequently asked questions,
latest versions and numerous operational tips. The vast majority of support
issues can be solved using the detailed solutions provided by the knowledge
base.
Can I use Pocket Quicken with multiple data files? Multiple
computers? Multiple handhelds?
Answer...
My Quicken Budget and Scheduled Transaction information
was not transferred to the handheld after a synchronization.
Due to architectural restrictions imposed by Quicken,
Pocket Quicken budgets and scheduled transactions are autonomous to
the desktop and are not synchronized with Quicken.
common synchronization
issues
I received an err #8 (Invalid Quicken file password)
when I synchronize Pocket Quicken.
Answer...
I received an err #21 (os err -43 Unable to open Quicken
data file) when I synchronize Pocket Quicken with my Macintosh.
This error will occur if your Quicken data file has been
moved, renamed or deleted. You must reconfigure the Palm OS conduit to specify
the location of the new file.
To specify the Macintosh Quicken data file location:
- Launch the Palm Desktop application.
- Select the HotSync > Conduit Settings menu.
- Double-click the Pocket Quicken list entry.
- Click Choose and select your Quicken data file.
- Click OK to close the conduit settings dialog.
- Quit the HotSync Manager application and synchronize your handheld.
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