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Personal Finance software for a PDA

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Topic: Personal Finance software for a PDA    
LanMan
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Registered: Oct 1999
Location: Kansas City, MO
Posts: 295

Question

I am new to PDA's, so I have a lot of questions. In fact I'm so new, that I haven't bought one yet, but I'm leaning toward the Visor.

My question for now is, does anyone have any recommendations for personal financial software on a PDA? I run Quicken on my desktop, and I feel a handheld version of Quicken would be the killer-app for me.

I have already read reviews about QMate and Pocket Quicken by Landware, but I am still not clear about which is better. Or maybe there are other products that I'm not familar with that some of you might have experience.

Thanks for any direction you can provide.
MB <><

LanMan is offline Old Post 10-18-1999 07:35 PM
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Scalpel
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Registered: Sep 1999
Location: Seattle, Wa, USA
Posts: 66

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I like QuikBudget (www.quikbudget.com). I believe it has Quicken support.


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Scalpel is offline Old Post 10-18-1999 07:48 PM
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cheesehead
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Registered: Oct 1999
Location: West Michigan
Posts: 26

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I've used both Qmate and Pocket Quicken, and I prefer the latter. I don't know what Qmate has done lately, but PQ has been *much* easier to sync. Also, if I remember right, PQ is the only one of the two to store categories on the handheld, and utilize "quickfill". I'd have to recommend Pocket Quicken.

cheesehead is offline Old Post 10-18-1999 07:54 PM
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gene
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Registered: Sep 1999
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Is there a shareware version of Pocket Quicken that I can try before I buy?

I don't want to spend $40 and find the program bites.

gene is offline Old Post 10-18-1999 08:31 PM
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LanMan
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Registered: Oct 1999
Location: Kansas City, MO
Posts: 295

Lightbulb

Gene, you can get a 14-day trial of Pocket Quicken from Landware at www.landware.com

That's what I intend to do when I get my PDA.

Thanks for the replies so far. Any other thoughts on personal finance on a PDA?

MB <><

LanMan is offline Old Post 10-18-1999 08:45 PM
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LanMan
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Registered: Oct 1999
Location: Kansas City, MO
Posts: 295

Question

Can anyone tell where I can find any good reviews regarding personal finance software?

MB <><

LanMan is offline Old Post 10-18-1999 08:57 PM
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jawalsh
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Registered: Oct 1999
Location: Bloomington, IN, USA
Posts: 30

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I'd check out PocketMoney from Catamount software www.catamount.com I used it for years on my Apple Newton. They have a version for the PalmOS which I'll be trying as soon as my new Visor arrives! It does export QIF files which can be imported into desktop Quicken, but I found PocketMoney did everything I needed, and I abandoned Quicken.

Keep in mind I haven't tried the Palm version, but I have nothing but the highest praise for the Newton version, and the company in general.

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[This message has been edited by jawalsh (edited 10-18-1999).]

jawalsh is offline Old Post 10-18-1999 09:05 PM
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LanMan
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Registered: Oct 1999
Location: Kansas City, MO
Posts: 295

Question

Jawalsh, did you abandon Pocket Quicken in favor of PocketMoney, or did you just stop using the desktop version of Quicken?

LanMan is offline Old Post 10-18-1999 09:16 PM
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LanMan
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Registered: Oct 1999
Location: Kansas City, MO
Posts: 295

Question

Jawalsh, did you abandon Pocket Quicken in favor of PocketMoney, or did you just stop using the desktop version of Quicken?

LanMan is offline Old Post 10-18-1999 09:16 PM
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mportuesi
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Registered: Sep 1999
Location: San Francisco, USA
Posts: 75

Thumbs up

I'll second the recommendation for PocketMoney. I'm a satisfied user of PocketMoney on the Newton right now, and I plan to switch over to the Palm version as soon as I order my Visor.

I've played with the Palm version via the Palm OS Emulator, and it looks like a pretty good adaptation. That still isn't the same as a real user endorsement, but PocketMoney is the undisputed leader among finance apps in the Newton world, and it has a very devoted user following.

mportuesi is offline Old Post 10-18-1999 10:59 PM
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ruexp67
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Registered: Sep 1999
Location: Streamwood, IL USA
Posts: 118

Post

I have used Pcoket Quicken for about 6 mos. and it is great. I love the security and the ease of sync. The auto-fill is better than the one on the desktop.

Just remember that Quicken must be closed on the desktop to sync.

ruexp67 is offline Old Post 10-18-1999 11:27 PM
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LanMan
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Registered: Oct 1999
Location: Kansas City, MO
Posts: 295

Cool

From my Springboard topic:

I think that Quicken and Money should be loaded on a Springboard. This would allow for a true handheld personal finance app. You could keep your entire account register in the Springboard memory. You could also transfer all of your accounts instead of the dozen or so that most pocket finance packages now allow.
What do you think?
MB <><

LanMan is offline Old Post 10-19-1999 03:27 PM
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jawalsh
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Registered: Oct 1999
Location: Bloomington, IN, USA
Posts: 30

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LanMan,

I both abandoned Pocket Quicken in favor of Pocket Money, *and* stopped using desktop Quicken. Obviously desktop Quicken will do
things no Palm finance app can do, but I found Pocket Money does everything I need, including pretty flexible reporting by account, category, payee, etc.

Again, I only have experience with Newton versions of these apps (Pocket Quicken and Pocket Money), but I expect a high quality product in the Palm version of Pocket Money. Pocket Quicken on the Newton was *really* lame and *really* expensive.

[This message has been edited by jawalsh (edited 10-19-1999).]

jawalsh is offline Old Post 10-19-1999 04:24 PM
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LanMan
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Registered: Oct 1999
Location: Kansas City, MO
Posts: 295

Post

Can anyone compare features/differences in the Palm versions of PocketMoney, and Pocket Quicken? I hate to switch my desktop from Quicken to Money, but may do so if Pocket Money is a much superior product. I sure would like to see that Quicken Springboard!

MB <><

LanMan is offline Old Post 10-19-1999 10:02 PM
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mportuesi
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Registered: Sep 1999
Location: San Francisco, USA
Posts: 75

Post

LanMan,

I think you're getting a little confused by the name. PocketMoney on the Palm isn't dedicated to Microsoft Money on the desktop - in fact, it has nothing to do with MS Money. You can use PocketMoney on the Palm with Quicken or MSMoney, if you like.

PocketMoney is developed by a small, one-person development company located in Vermont (Catamount Software). The owner/author is Hardy Macia, and he's pretty responsive to user comments and requests. This is another nice thing about PocketMoney - there's actually a real person behind it, and you can actually send him email.

mportuesi is offline Old Post 10-19-1999 10:46 PM
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