PocketMoney Sync Help

Concepts

About PocketMoney Sync
Requirements

How to

Synchronize PocketMoney®
Import and Export QIF and TDF Files
Change Preferences
Uninstall PocketMoney


 

Synchronize PocketMoney®

Here are the steps to activating/deactivating the PocketMoney sychronization between your PC and Windows CE device. Upon installation, the PocketMoney synchronization is activated.

  1. Ensure PocketMoney Sync is installed.

  2. Right click on the ActiveSync icon in your System Tray and select Open Microsoft ActiveSync from the popup menu or double click on the icon.

  3. Click the Options button.

  4. Scroll down until you find PocketMoney.

    If you see the text 'Not Installed' and no checkmark next to the PocketMoney entry, please undock and redock your device. Then repeat the above steps.

  5. Uncheck the PocketMoney entry if you want to stop synchronization. Check it if you want activate it.

  6. Click OK.

  7. Depending on your choice, ActiveSync will either remove PocketMoney from the list of items to synchronize, or re-add it to the list and launch a sychronization.
If synchronization is active for PocketMoney the following list of databases and records will be synchronized. All changes are combined during synchronization, so record totals will reflect a total of all changes made since the last time synchronization was performed.
  • PMAccounts
  • PMT_*
  • PMLookups
  • PMSplits
  • PMFilters
  • PMCurrencies
  • PMRecurrencies