Custom Solutions

In order to backup and restore your PocketMoney and MPG data and preferences to your desktop, you need to follow a few steps.

INSTALLATION:

1. Download SyncDocs (the desktop component) by click on this link.
   OS X download from SourceForge
   Windows download from SourceForge
   Save the SyncDocs.jar java Windows file or SyncDocs.app (OS X) where you would like to have your backups stored.
2. Make sure port 5353 (Bonjour Service) is opened in your firewall software or you disable your firewalls
3. Launch SyncDocs.app (OSX) or SyncDocs.jar (Windows) (*If it doesn’t launch, then you need to install Java.)
4. Enter a name for the Bonjour Name and click OK. This name will appear in a list on your iPhone which you will later select.

You have now completed the setup of the Desktop component.

PERFORMING A BACK-UP:

1. Launch SyncDocs if it is not already running.
2. From within PocketMoney or MPG, go to the Accounts or Vehicles View and tap on the arrow icon in the lower right corner.
3. Select “Backup to desktop…”
4. Tap on the name that appears the list that matches the name you entered as the Bonjour Name when installing SyncDocs.

That completes the backup procedure.

On your desktop, you will see a folder named “downloads.”
In it you will find these two files:
•com.catamount.pocketmoney.plist or com.catamount.mpg.plist
•PocketMoneyDB.sql or MPGDB.sql

You are free to move these files and archive them as you wish. The set of three files represents a complete “backup.” Each time you perform a backup, these three files will be copied to the download folder. If they exist already, they will be replaced with a new set of files.

I recommend creating folder with the backup date and moving the backups into that folder. For example in your SyncDoc’s folder you would have downloads/20080901/ and copy your PocketMoney or MPG data files into there so you have a some chronological ordering of your backups.

PERFORMING A RESTORE:

1. Launch SyncDocs if it is not already running.
2. Locate the three files created from a previous backup and drag them into the SyncDocs window.
   •com.catamount.pocketmoney.plist or com.catamount.mpg.plist
   •PocketMoneyDB.sql or MPGDB.sql
3. From within PocketMoney or MPG, go to the Accounts or Vehicle View and tap on the arrow icon in the lower right corner.
4. Select “Restore from backup…”
5. Tap on the name that appears the list that matches the name you entered as the Bonjour Name when installing SyncDocs.
6. Tap Quit and relaunch PocketMoney or MPG.

That completes the restore procedure.

PERFORMING AN IMPORT:

1. Launch SyncDocs if it is not already running.
2. Drag and drop your PocketMoney or MPG for Palm pdb files, or QIF files into SyncDocs window.
3. From within PocketMoney or MPG, go to the Accounts or Vehicle View and tap on the arrow icon in the lower right corner.
4. Select “Import from desktop…”
5. Tap on the name that appears the list that matches the name you entered as the Bonjour Name when installing SyncDocs.
6. Tap Quit and relaunch PocketMoney or MPG.

That completes the import procedure.

PERFORMING AN EXPORT: (PocketMoney)

1. Launch SyncDocs if it is not already running.
2. From within PocketMoney, go to the Accounts or Transaction list view, adjust the Customer filter if you only want to export certain transactions, and tap on the arrow icon in the lower right corner.
3. Select “Export…”
4. Tap on the name that appears the list that matches the name you entered as the Bonjour Name when installing SyncDocs.

That completes the import procedure.

On your desktop, you will see a folder named “downloads.”
In it you will find a file with a name in the format of PocketMoney-yyyymmddThhmmss.qif.

SYNCDOCS ISN’T WORKING

• Troubleshooting page for SyncDocs.
• Take a look in our support forum for SyncDocs.