Financial Apps for NX70V?

[noto]

Hey Guys!
Just traded in my N760C for a NX70V at Best Buy because my screen was going out on it. Even exchange! :)

I was using Ultrasoft Money 2.03 on my N760C but it does not work on my NX70V. Might be because the NX70V comes with PALM OS 5.x.

Should I get the new version of Ultrasoft Money? Or would you recommend a better app to sync up with MS Money on my desktop?

Thanks!

[mike808]

I've checked out a number of financial programs...You can argue which is the better desktop app -- the two top contenders being Quicken and Money. IMHO though the handsdown winner for a palm companion is Ultrasoft Money (works only with MS-Money). If you were a Quicken advocate, I believe your only 2 choices would be Pocket Quicken or Splash Money, but I don't think they hold a candle to Ultrasoft Money!!! Given that you are already using MS Money, I would stick with UM!!

I'm running UM 3.3 (MS-Money 2002) on an NX-80 without any problems. Just checked the website, and they are still supporting / updating 2.x for MS-Money 98-01. UM 2.4.5 is Palm OS 5 compatable.

Hope this helps

Mike808

[n2ifp]

This new app Looks very nice and comprehensive, now all you need is some money!

Sorry for being a little commercial and descriptive. We would like to
offer 40% discount to all the users of this group for a limited time.
Please mention code checkmoney-first when sending hotsync id. We
sincerely want users to see what we have to offer!

checkMoney offers recurring bills, deposits, account reconciliation,
custom reports, and synchornization with Excel, Quicken as well as
Money by allowing users to import/export from/to PC. It has built-in
security feature as well as the capability to send the handheld
reports to the desktop.

It has more features than any other comparable product in the market
yet it is priced lower. I am summarizing the features for your
information. Please download and review the product. Please let me
know if you have any questions.

You can take a peak at
http://www.pdachampion.com/checkMoney/screens/

Jim and the support team
http://www.PDAchampion.com/checkMoneyPlus.htm

====== Detail about checkMoney Plus 2.0 ========

Features
- The best conduit in the market
- Support for color handhelds and Palm OS 5
- Support for accounts of various types
- Support for international decimal and date formats
- Export to QIF and CSV format files. Customize your export filter by
selecting a date range and/or by selecting the cleared status of
transactions (Cleared, Uncleared or Unreconciled or all
transactions).
- Import transactions from your desktop or bank into handheld.
checkMoney can import both the QIF or CSV formatted transactions
- Export checkMoney reports to your desktop so that you can integrate
with Excel or any third party application or simply keep them for
reporting purposes
- Backup the entire checkMoney data to your desktop, anytime
- Restore transactions and accounts from your desktop
- Reconcile accounts to ensure that all transactions shown on your
bank statement are properly recorded and cleared in checkMoney
- Powerful custom filter reports capabilities. You can get reports
based on Payees, Categories and sub-categories, Accounts, Date range,
Type of transactions, Void or cleared transactions, Scheduled
transactions Or any combinations of the above filters
- Support for multiple currencies. Define your own currencies and
exchange rates at the account level as well as at a specific
transaction level
- "Double click" feature - just like in PC, you can double click on
the account or a transaction record to open it.
- Support for three operations : withdrawal/bill, deposit and transfer
- Support for transactions of various types - ATM, Card, Cash, EFT
and Check
- Built-in checkMoney calculator
- Select payees and payers from your address book or define new ones
- Strong encryption and security to safeguard your valuable data
- Scheduled and memorized transactions
- Built-in list of categories and sub-categories
- Add/modify your own categories and sub-categories
- Supports unlimited accounts and transactions
- Delete, purge and rollup transactions capabilities
- Adjust account's balance
- Over-limit and account minimum alerts
- Allows split transactions into unlimited number of categories
- Real-time account's balance at the time of creating a transaction
- Display transactions in seven different ways

checkMoney sets itself apart from its competitors by providing a clean
user friendly interface, a fast and highly secured operational
environment, a set of robust custom reports, ability to schedule
transactions, purge functions, and a very strong conduit to manage
QIF and CSV files. checkMoney is the only product in the market to
offer a complete set of backup and restore, and export/import
features.

[avventura]

Thanks for info.

[mike808]

I'm not religously trying to convert anyone over to Ultrasoft Money...It works great for me, and if it doesn't work for you that's fine...

CheckMoney looks very interesting and if I wasn't happy with what I had I would look into it...The one thing that I find inconsistent is their statement "best conduit on the market", yet it uses importing / exporting of data files???

I'll stay with the seamless conduit in UM...no importing / exporting / accepting of transactions. Just hotsync, and ALL data between desktop and clie is up to date...

Mike808

[philzhub]

i would upgrade to the new one since you are already famillar with it

[Gabo]

I agree, UM have the better integration with money is complete transparent.

[noto]

Thanks for the input guys! Decided to upgrade to the new Ultrasoft Money.

[mathwhiz99atucb]

Good choice, been using Ultrasoft Money for ages (since Money 2001, I think). Integration is seamless. Haven't used a paper register for at least a year now. I still do make paper backups of my Money register (as well as my Online Banking statements).

I hope you enjoy it.
~Nick~

[charlesjagus]

As for the checkmoney, I first downloaded and tried it before buying it. I would suggest you to try it our yourself. The software download comes with the complete conduit as well.

You have to export or import QIF to/from Money and Quicken.
You can also export into CSV or import from CSV.

The best feature I like about it is the ability to exports reports to CSV, realtime balances, scheduling and simple yet powerful screen layouts. The conduit also lets me backup the whole checkMoney data into my PC. Here is the link http://www.pdachampion.com/checkMoneyPlus.htm

Charles

[Julie]

Charles, thanks for your suggestions. I had recently downloaded checkMoney and yesterday, I bought it. It seems pretty good. Julie

[mary_tesa]

Charles and Julie, checkMoney guys have released 2.1 just yesterday. Check it out, you will like it from what I have seen so far. And, it is free to 2.0 users. Until later, bye

[mcsony]

Mary, I don't have 2.1 but want to buy it. Where do I get it from? does checkmoney available from their website?

[Unregistered]

thanks for the info. I just downloaded it

[Scott]

Man, this is fully loaded. I can throw my Quicken out the window. checkmoney got almost everything what I do everyday for tracking my finances.

[Nk023]

Scott, try new income/expense reports which are freely available to existing checkmoney customers. Try release 3.0

[Rick]

yes checkMoney 3.0 is great!

[jonrule]

I have the Zodiac 2 and I am simply interested in this app in only my PDA. I do not need it to sync it with Money or Quicken. The Zodiac OS is 5.2.6 I believe. Larry, nice to see a post from you again in Cliesource. Can I download this and try it out for free?

[*YellowRose*]

Originally posted by noto
Should I get the new version of Ultrasoft Money?Isn't the upgrade free? Isn't your 'old' info in that format? Why NOT keep the same thing, if it works for you and you're used to it?

If it ain't broke, don't fix it . . . heh.:D

[apd]

you got it, I don't use desktop any more. I simply export checkmoney reports to my PC.

[clicclic]

Checkmoney does Splits!

I just purchased it. The UI looks scary (I'm a PocketQuicken user) but the ability to use splits is very important. I look forward to trying this software on my NX70.
-clicclic

[Nk023]

Yes, I don't use desktop apps anymore either. programs like checkmoney and expenseplus are good enough for tracking and getting reports in my pc.

[Josh]

I don't use quicken anymore. I rely on checkmoney to keep tracking of my credit cards, checks and cash expenses, and then reconcile with my bank at the end of the month.