Table of Contents 1. Introduction: PocketMoney Know your Palm Computing Device What’s Included Installing PocketMoney Purchasing PocketMoney Registering PocketMoney 2. Basics Opening PocketMoney on Palm OS Accounts Transactions Data Entry Screen Register Screen Menus Options Register View Tools Record Lists Account View Report 3. Samples Starting Balance for Checking Starting Balance for Visa Transfer Transaction Withdrawal Transaction Deposit Transaction Transaction in Foreign Currency 4. Features List Editor Category Splits Preferences Account Info Currency & Exchange Rate Creating an Account Deleting an Account On Screen Reports Filtered Balance Category Expenses Payee Expenses Account Expenses Custom Filters Reconciling Accounts Rolling Up Transactions Recompute Balances Recurring Transactions/Standing Orders 5 . Interfacing PocketMoney with Desktop Applications Installing Macintosh Conduit Installing Windows Conduit Import and Export Formats Tab-delimited Format (TDF) Quicken Interchange Format (QIF & QIF-Old) Conduit Settings Exchanging Data Upload from Palm to Desktop Download from Desktop to Palm HotSync Scenarios IR Sync Option (IR, Bluetooth, SMS)

1. Introduction: PocketMoney for Palm OS Thank you for purchasing the powerhouse of Palm OS finance programs – PocketMoney. PocketMoney was designed to do one thing and do it very well – track your finances quickly with the smallest amount of work. PocketMoney tracks finances for you, but you might have other Palm OS programs that do things better than PocketMoney can - like tracking upcoming bills, tracking business expenses, calculating the tip at restaurants, or tracking car expenses. Why are we talking about other programs? Well these programs handle your money, too - like the $20 you spent on gas to fill up your Range Rover. MPG will figure out your Range Rover is only getting 14 miles per gallon and that you put $1000 worth of fuel in it for the year, but you shouldn’t have to enter the $20 into your finance program again...so MPG and PocketMoney work together to track your finances quickly with the smallest amount of work. PocketMoney has an open standard that the above programs support. This standard allows MPG to save that $20 gas purchase to PocketMoney with just two taps of the stylus. PocketMoney has a few reports which most users will find adequate, but for the financial power users, PocketMoney also gives you a way to create complicated financial reports. For this task, PocketMoney lets you export to your desktop finance program, spreadsheet or database. Upload PocketMoney data to most desktop applications, and from the desktop create the color graphs, P&Ls, balance sheets, cash flow reports, and integrated QuickTime movies of your dreams. Know your Palm Computing Device This manual assumes that you are already familiar with basic Palm OS operation including: • Writing and editing. • Accessing and using the keyboard. • Launching applications. • The Up and Down scroll buttons. If not, consult your Palm Computing Device User Manual before you proceed. What’s Included You will find the following files on the PocketMoney disk or in the archive (.zip or .sit): • PocketMoney .prc - the PocketMoney application. • Readme.txt - contains late-breaking information on this version of PocketMoney. • PocketMoney Conduit - allows uploading and downloading of data to Quicken, MS Money and other finance programs via QIF files or to a spreadsheet and database via TDF files. Use Stuffit Expander for Macintosh or Windows to uncompress the .zip or .sit.hqx files. http://www.aladdinsys.com/ Installing PocketMoney Refer to the documentation that came with your Palm Computing Device for instructions on installing software. Purchasing PocketMoney There are several ways to purchase PocketMoney. • Credit Card Online - Kagi processes credit card payments for Catamount Software. Go to <http://order.kagi.com/?HM> if you have a credit card and want to pay online. This is typically the fastest way to pay for the software. It still takes a few days for me to turn around your registration code. • Cash - I’ll accept cash payments in any currency that is equivalent to the current price of PocketMoney. Send to address below. • Checks/Cheques - I can only accept US checks and Canadian cheques. Canadian cheques need to take into account the current exchange rates. • International Postal Money Orders - I can accept IPMOs. They are usually inexpensive to purchase. Mail payments to: Catamount Software PO Box 8276 Essex VT 05451, USA Registering PocketMoney The registration code is based on your device’s HotSync name. This is most likely your name. I will email a code to you. Enter it in the Registration Code field on the About PocketMoney screen accessed from the Options menu. Chapter 2