PocketMoney Sync Help

Concepts

About PocketMoney Sync
Requirements

How to

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

Change Preferences

NOTE     PocketMoney Sync must already be activated and fully synched at least once before you can modify its Preferences. Please follow the steps found here to activate it and then return to this section to continue reading.

To modify the PocketMoney Sync Preferences on the desktop, please perform the following:

1. On your Desktop PC, either:

   a) Right click on the Microsoft ActiveSync icon located in your System Tray (lower right of your desktop) and select Open Microsoft ActiveSync from the popup menu or simply double click on the round icon, or

   b) Select Start > Programs menu and click on Microsoft ActiveSync in the list of shortcuts.

2. Next, choose from one of these two ways to open Preferences:

   a) Find PocketMoney in the list shown and eiher right click on it and select Settings... from the popup menu or simply double click on it, or

   b) Scroll down, highlight PocketMoney and click on the Settings... button found to the upper right of the list.

Import

This tab is used to specify which desktop PC folder is used when importing your financial data from a 3rd party. You can also control whether or not certain lists are imported and whether or not duplicate transactions are removed prior to synchronizing with the Windows CE device. Read on for more.

Properties include:

• Import Active - This option determines whether or not the import process is performed each time your Wndows CE device is synchronized with your desktop PC.

  To activate importing, mark the Import Active check box. All the other features will be now be enabled.

  To deactivate importing and disable all import features, unmark this checkbox.

• Import File(s) Location - This path denotes where the import engine should look for financial data to import. To specify this folder, click the Browse... and highlight the desired folder.

  NOTE     This path can not be the same as the export path.

• Remember on Import - When your data is processed, you have some control over whether or not Categories, Payees and Classes are automatically added to your Windows CE picker lists.

  Mark the checkboxes you want automatically added, and unmark those that you don't. On the next import session, if the process finds any new lookups matching what you have marked, they will be added.

• Remove Duplicate Transactions - Marking this checkbox will display a very verbose description about what it means to activate this option. Read the message and close it.

  Sometimes the same account information can be found in two different QIF files, especially if you've exported your QIF data from your favorite 3rd Party desktop financial application at multiple times in the past.

  Once all QIF or TDF files are processed, and this option is enabled, the plugin will then go through and compare all the transactions, removing any that it finds be an exact match among others.

  Please note that sometimes a duplicate transaction is desired. You may want to review your data on handheld after synchronization is complete to be sure all transactions are accounted for.

• Import Now - After synchronization is complete and ActiveSync is idling, you may want to import some new data. Move that data file into your specified import folder and click this button to manually kick off the import process.

Export

This tab is used to specify which desktop PC folder is used when exporting your financial data. Read on for more.

Properties include:

• Export Active - This option determines whether or not the export process is performed each time your Wndows CE device is synchronized with your desktop PC.

  To activate exporting, mark the Export Active check box. All the other features will be now be enabled.

  To deactivate exporting and disable all export features, unmark this checkbox.

• Export File Location - This path denotes where the export engine will put you exported financial data.

  The file will be called PocketMoney.ext where ext will be either QIF or TDF depending on your Formats settings.

  To specify this folder, click the Browse... and highlight the desired folder.

  NOTE     This path can not be the same as the import path.

• Export Now - After synchronization is complete and ActiveSync is idling, you may want to export any new data that you've just exported. Move that data into your specified import folder and click this button to manually kick off the import process.

Formats

This tab is used to specify what file type to import and export and what date/time and number formats to use in the process. This requires some prior knowledge of your 3rd Party's QIF or TDF data format options. Please check their appropriate Knowledge Bases for more information on what they are capable of doing. Those options will determine what settings you apply here.

For convenience, the most common settings are set by default. However, if you see any warning message boxes appear during an import/export session, please adjust the various settings to a more appropriate format.

My Data

This tab is currently only used for one thing ... to delete all the data from the desktop database and subsequently from your Pocket PC.

After docking and all synching, importing and exporting is completed, open Preferences, switch to this folder tab and click the Clear All Data button. Preferences should then automatically close (depending on how you open Preferences it may not, so be sure only the main remains open) and synchronization will automatically occur, deleting all data from your PDA.