Pocket quicken 2.5 torrent

Thus with just two taps the consumer can quickly check how many times they have filled up at the gas station this month or used their new credit card to rent movies at Blockbuster in the past 90 days. Pocket Quicken has greatly enhanced its ability to display financial account details. As with the previous versions of the software, there is no limit to the number of accounts the consumer can track or the length of historical transactions they wish to keep on their organizer.

When using foreign currencies, the program allows the customer to seamlessly record a hotel bill paid in Swiss Francs or gifts purchased in New Zealand dollars with an American credit card, while the program automatically takes care of the currency conversion.

The program now allows the consumer to maintain an extensive editable list of currencies including rates, symbols, shortcut keys, etc. Pocket Quicken 2. Consumers who have purchased Pocket Quicken 2. The following comments are owned by whoever posted them. PalmInfocenter is not responsible for them in any way.

Please Login or register here to add your comments. One of Pocket Quicken's appeals was that it didn't try to be a complete personal financial manager; it left that role to Quicken. Instead, it complemented Quicken by being with users where Quicken couldn't, allowing them to enter transactions on the spot and sync with Quicken later.

I wouldn't even consider upgrading, but 2. I think Pocket Quicken 2. RE: Pocket Quicken 2. I'll be glad to kick down a couple bucks for the upgrade Most of the time, I use PQ exclusively for reference. Results can be customized at any stage. Pocket quicken helps you track how much you've spent on different items and keep to a spending plan.

Fully featured reconciliation ensures you and your bank records are kept in sync. Safeguard your data. PIN number access helps keep your financial information private. Keep your finances organized from day one by quickly categorizing transactions at the time of entry.

Getting started is easy. Answer a few simple questions and Pocket Quicken will automatically configure itself to best suit your needs. 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. 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. ATM withdrawals, check payments, salary deposits, credit card charges, and the transfer of funds between accounts. A new transaction will automatically be generated. 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. Results will automatically be placed in the amount field.

As you enter data, Pocket Quicken will fill in matching data based on the current 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 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.

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. 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. 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 K.

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. 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.

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. 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:. Pocket Quicken provides several options that allow you to configure the way transactions are displayed. The pop-up menu at the top right of the screen is used to select which account to display. 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. 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. 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.

Flexible scheduling allows transactions to be automatically entered once on a custom date, or on a repeating basis. Transactions that have been scheduled will appear on the date when they are due when Pocket Quicken is 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.

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 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. 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. In addition to standard calculator functions, Pocket Quicken's built-in calculator also provides the following functionality:.

Apply Tax — Quickly multiply the displayed value by the stored tax rate. Memory Store — Move the contents of the calculator display into memory. Memory Add — Add the displayed calculator value to the memory contents. Several options are available in order to customize the Register List view. 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. 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. 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. Memorized transactions may be entered directly into the Memorized Transaction List.

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. If a transaction that you wish to memorize is already in the register, it can be quickly added to the Memorized Transaction List. View the Register List by tapping the button. Pocket Quicken provides three distinct ways of recalling memorized transactions.

Recalling a Memorized Transaction using QuickFill:. You can run a Quick Report directly from the Memorized Transaction List in order to find transactions assigned to a particular payee.

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. Each month your cable bill is the same. When your new transaction is saved with the payee Cablevision , the memorized transaction will be updated with the new values:. To prevent the values from changing, mark the memorized transaction as locked.

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. 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.

Categories provide a powerful mechanism for specifying where the incoming payment came from e. 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. If you have a large number of categories, you can view them by type, grouping together categories of a similar type.

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. 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. You can run a Quick Report directly from the Class List in order to find transactions assigned to a particular category. Pocket Quicken allows you to track accounts and enter amounts in foreign currencies. With Pocket Quicken you can:. The Currency List view allows you to review, select, update, and delete foreign currencies on the handheld.

However, you may change the Home Currency to any currency you like. 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:. 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. 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.

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 a shortcut letter:. 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. Exchange rates can be updated directly on the handheld or transferred down from the desktop. NOTE: Exchange rates that have been updated on the handheld are not transferred back to Quicken on the desktop.

It is important that when creating a new Currency, that the Currency Code is unique. 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.

If some transactions for the statement period have already been synchronized, reconciliation for that account should be performed in desktop Quicken.

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. 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 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. 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 require different information than checking and savings accounts to begin the reconcile process.

This will help you to determine when the last reconciliation was performed. 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.