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Account transfer options

The first time you transfer accounts to your H/PC, you should set the transfer options. Pocket Finance Administrator remembers your settings so you'll only need to do this once.

1. Dock your H/PC to the PC on which you use Quicken or Money.
2. Start Pocket Finance Administrator. Your PC should establish a connection to the H/PC. If it does not, see the online help for Microsoft's Handheld PC Explorer.
3. From the Configure menu, choose Options.
4. Make changes to the fields as described below.
5. Click OK when you have finished setting.

Options tab

• Use Multiple Accounts: If you plan to transfer more than one account to your H/PC, put a check mark in this box.
• Ask Starting Balance: If you followed the steps in the "Dealing with large accounts" section and made Quicken export only recent transactions, put a check mark in this box.
• Smart synchronize: If you want to allow Pocket Finance Administrator to synchronize all your accounts at once, follow the steps in the "Smart Synchronization" section.

QIF Processing tab

The H/PC has a limited amount of file storage space, so it's best to transfer only recent records. You can use this tab to specify which records count as "recent" by choosing a date, a number of days, or a number of records.

Pocket Finance Administrator automatically computes the starting balance for the starting point you select.

If you choose a specific date, records for the date you type are transferred. That is, if you choose to transfer records after 1/1/98, Pocket Finance Administrator calculates the ending balance on December 31, 1997 and transfers records dated January 1, 1998 and later.

If you choose a specific date, you can change that date in the future if the number of records transferred becomes too large.

QIF Year 2000 Format tab

Quicken and Money handle the "Year 2000 Problem" differently. In this tab, choose the first option if you use Quicken and the second option if you use Money. Pocket Finance Administrator converts the dates automatically.

Here's how years are handled:

• Quicken lets you enter and export dates from 1900-1949 and 2050-2099 using a format like 12/31'51.
• Money lets you enter and export dates from 2000-2099 using a format like 12/31'51.
• Pocket Finance lets you type only 2-digit years. Any year from 61 to 99 is in the 1900s. Any year from 00 to 60 is in the 2000s.

If you are using Windows CE 2.0 or later, you can modify the Regional Settings to choose a different date display format. The Regional Settings on your H/PC have no effect on the import or export format.

QIF Export and Import Date Format tabs

Most versions of Quicken and Money import and export QIF files using the U.S. date format (MM/DD/YY). However, some versions use the date format from your Regional Settings control panel.

If dates are incorrect when you transfer accounts to your H/PC, follow these steps:

1. Use WordPad on your PC to open the QIF file you exported from Quicken or Money.
2. Find a date in that file.
3. Select that date format in the QIF Export Date Format tab.
4. Select the same date format in the QIF Import Date Format tab.
5. If dates are still incorrect when you transfer accounts back to your PC, adjust the QIF Import Date Format as needed. Some international versions of Quicken or Money may export and import QIF files using different date formats.