Description

Thank you for trying TealAuto, the advanced automobile mileage and expense-tracking program for PalmOS. TealAuto can be used to record fill-ups, trip distance, service and expenses for multiple vehicles. The program is highly configurable, supporting custom services, gas brands, gas grades, service stations and billing accounts. Unmatched reporting capabilities also allow exporting and summarizing of information in charts, graphs, memos, or documents.

Contents

This archive contains the following files:

Program files:

TEALAUTO.PRC The TealAuto program file

TPSETUP.EXE Windows easy-installer program

Document files:

AUTODOC.PDF This document in Adobe Acrobat (PDF) format

AUTODOC.PDB This document in Palm (TealDoc) format

AUTODOC.HTM This document in HTML format (sans images)

REGISTER.HTM TealPoint Registration form in HTML format

REGISTER.TXT TealPoint Registration form in text format

Installing

Use the Palm Install Tool that comes with your organizer to install the program file TEALAUTO.PRC. The Palm Install Tool can be found as an icon along the left hand side inside the Palm Desktop program on your desktop computer.

Instructions on how to use the PalmOS Install Tool are in the User Handbook that came with your Palm, Handspring, CLIE, WorkPad, or other PalmOS handheld.

You may also wish to install the manual file AUTODOC.PDB, which is this document in handheld-friendly format for reading with our product TealDoc.

On a Windows PC, you can alternatively run the automatic installer program double-clicking on the TPSETUP.EXE installer program, and following the on screen prompts.

Terms used in this document

Hardware Buttons:

The four physical buttons (typically labeled Date, Address, To Do, and Memo) on the bottom of the handheld.

Scroll Up/Down Buttons:

The physical rocker switch or separate buttons at the bottom center of the handheld.

Graffiti:

The special letter-like symbols you write to enter text with your stylus.

Graffiti Entry Area:

The rectangular area at the bottom of the display screen where you can write letters using the graffiti input language.

Silkscreen Buttons:

The four, printed circular, tap areas (typically labeled Home, Menu, Calculator, and Find) to the left and right of the graffiti drawing area.

Menus:

The drop-down menus you get when tapping on the silkscreen Menu button.

Overview

TealAuto is a convenient and powerful data collection and analysis system, allowing you to easily enter fueling, service, and trip information while on the road. Powerful summary and analysis tools allow you to track and graph that information as well, all while still on the move. It even features a handy meter minder countdown timer with an alarm to keep those pesky parking tickets at a minimum.

TealAuto is a standard PalmOS application program. While it contains facilities for importing and exporting data to a desktop computer through the Palm Desktop, it does not contain a PC-component, and thus is compatible with PC’s, Macs, and any type desktop computer that can HotSync to the handheld.

Using TealAuto

Once installed, run TealAuto by tapping on the “TealAuto” application icon on the PalmOS application launcher screen, reachable by tapping the “Home” silkscreen button on the handheld.

TealAuto is easy to use, and consists of six basic interface screens, reachable by six icons in the upper right corner of each screen. From left to right and top to bottom, the icons correspond to: Fueling Entries, Trip Entries, Service and Expense Entries, Reports and Summaries, Configuration, and Meter Minder.

Fueling Logs

The Fueling Logs screen is used to log information about gas station stops, and records the date, station, odometer readings, notes, billing account, and the price, quantity, and grade of the fuel purchased.

Trip Logs

The Trip Logs screen logs trip, accident, and memo reports. Trip entries contain a date, start and stop odometer reading and allow assigning the elapsed mileage between up to three billing accounts. Accident and memo reports contain only one odometer reading, and can be used to store information relating to an event associated with a particular date or mileage.

Service and Expense Logs

Services and Expenses are logged into this screen, which stores the cost, date, vendor, and mileage associated with this event. Services and expenses can be chosen from a configurable list of entries. Services can also be assigned a repeating time or mileage interval, so TealAuto can remind you when regular maintenance is due.

Reports and Summaries

TealAuto features unmatched reporting and graphing capabilities, features accessible from the Reports and Summaries screen. Here, data can be summarized or exported to external formats including the memos, Doc files, and comma separated value (CSV) files. A wealth of analysis tools is available, allowing the break down of data records into text reports, bar charts, or timeline graphs.

Configuration

TealAuto is extremely configurable. In the Configuration screen, the user can define a virtually unlimited number of vehicles, gas brands, gas stations, gas grades, payment types, billing accounts and service/expense types.

Meter Minder

A simple but useful feature, the Meter Minder functions as a straightforward countdown timer with an alarm and multiple retries.

Fueling Logs

The Fueling Logs screen displays all fueling log entries for the current vehicle along with the date and selectable information about each entry, such as the type, odometer reading, calculated fuel efficiency, gas station, payment method, etc.

Tap “Edit” to enter the Fueling Entry screen to see or modify details for an existing entry or “New Entry” to create a new entry from scratch.

Fueling Entry Screen

Use the Fueling Entry screen to enter details for a stop to the gas station. An on-screen keypad is available for easy Graffiti-free entry of numerical values. When the “enter” button is pressed on the keypad, the next empty text field is automatically activated.

Fueling Types

Three fill-up “types” can be selected: Full, Partial, and Estimated. While all three accept the same data, distinguishing between different fueling stops with different types allows for selective report generation (see “Reports and Summaries”). For instance, it’s possible to generate fuel efficiency reports that ignore any results calculated using data from “estimated” fueling log entries.

Data Fields

Through drop down menus, the gas station (location), gas grade (octane), payment type, and billing account can be selected for the fueling stop. These selections come from the user-defined list of available choices.

Fuel Quantity and Price

TealAuto supports two methods of entering gas quantities. While the amount purchased can be entered as a straightforward number of gallons (or litres), it can also be entered as a price per gallon. If so, the gallons purchased are calculated automatically when the total fuel cost is entered. The latter method is often preferable, as the fuel price can be entered while gas is being pumped, leaving only one quantity (the total cost) to be entered after pumping is done.

Notes

A freeform note or memo can be associated with each entry. The first line appears on the fueling entry screen. To expand the note to full screen, tap on paper-shaped the “note” icon.

Trip Logs

The Trip Logs screen displays trip, memo, and accident entries for the current vehicle along with the date and selectable information about each entry, such as the type, odometer reading, elapsed miles, or note.

Tap “Edit” to enter the Trip Entry screen to see or modify details for an existing entry or “New Entry” to create a new entry from scratch.

Trip Entry Screen

The Trip Entry also features an on-screen keypad. As on the Fuel Entry screen, when the “enter” button is pressed on the keypad, the next empty text field is automatically activated.

Trip Types

Unlike fueling entries, trip entries contain a selectable type which affect which data fields are available. “Trip” entries contain both a start and end odometer reading, and are used to record events associated with traveling a specified distance. The end odometer reading can be specified as an actual final value, or as an elapsed distance (trip miles).

“Accident” and “Memo” entries, however, are used to record notes and events associated with a single location and time, such as an accident report or notable sighting.

Accounts

The elapsed mileage for “Trip” events can be divided by up to three separate billing or tracking accounts. This allows for, say, a trip to be easily billed as 50% business and 50% personal without creating two separate trip entries. Enter the miles to assign to the second and/or third account, and the remaining balance will automatically be calculated and assigned to the first account.

Notes

As with fueling entries, a freeform note or memo can be associated with each entry. To expand the note to full screen, tap on paper-shaped the “note” icon.

Service and Expense Logs

The Service and Expense Logs screen displays non-fueling transactions that have an associated cost. This can include simple expenses such as parking and tolls, or scheduled maintenance items such as oil changes and tire rotation.

When scheduled services exist, the numbers of miles and days until the next scheduled service are shown under the heading “Services Due”. To view individual scheduled services, tap on the “Schedule” button to enter the Scheduled Services screen.

Scheduled Services Screen

The Scheduled Services screen shows all services attached to the current vehicle, along with the next date and/or miles at which the service is scheduled. Services listed only include those that have been explicitly linked to the current vehicle. To link or unlink services from the global available list, tap on the “Edit Services” button.

Vehicle Services Screen

While the global list of services is defined in the Configuration screen, services must be linked to a specific vehicle before they can be used. This customization process allows them to have periodic service intervals that vary from one vehicle to the next.

Tap on the “Add” or “Rem” buttons to link or unlink, services from the available global list. Tap on the “Edit” button to modify an unlinked service, or “New” to create a new service.

Once services are linked (“active”), they can be scheduled to issue a reminder after a specified number of weeks and/or miles. When so selected, the date or mileage of the first (next) scheduled service should be set. Future services continue at the specified intervals.

Services Entry Screen

The Services Entry screen is similar to both the Fuel and Trip Entry screens.

Service/Expense Types

Entries can be designated as “Service”, “Expense”, or “Misc” types. A scrolling list of services and expenses presents items to be selected for the transaction. When a “Service” or “Expense” type is selected, only corresponding entries are selectable. When “Misc” is set, all items are displayed.

Data Items

Standard drop down lists and text entry fields allow for entry of odometer readings, total cost, entry location, payment, and billing account.

Notes

As with fueling entries, a freeform note or memo can be associated with each entry. To expand the note to full screen, tap on paper-shaped the “note” icon.

Reports and Summaries

The Reports and Summaries screen presents powerful tools to analyze trends and compute statistics from transaction logs entries.

The transactions used in the reports are specified by a range of dates, which default to the full range of entries present in the log when the screen is first entered. While start and end dates can be modified individually, on-screen buttons allow the start time to be easily set to encompass the 1-month, 3-months, or 1-year interval preceding the current end date.

Summary Reports

The first of eight report options, Summary Reports summarize statistics calculated from selected transactions in the specified date range. If the “Show individual transactions” checkbox is selected, they can also optionally show details of individual transactions, or export these transactions to external file formats for importing into spreadsheets, word processors, or other programs.

Reports can be generated in the following formats:

Text

Displays the information in a scrollable window. The text can be copied or edited, or printed to an attached printer if the program TealPrint is installed. Text reports are limited to 32k in size, however; so large reports should be output to Memo or Doc File format instead.

Memo Pad

Exports the report to one or more Memo Pad memos. As memos are limited to 4k in size, TealAuto creates new memos as needed to fit all the text in the report. As text in memos can be selected and copied from the Palm Desktop software, exporting to the Memo Pad can be a handy way to export data to the desktop.

Doc File

Standard Doc files are a simple text file format supported by most PalmOS document readers like TealDoc. This option creates a new uncompressed document with a name of your choosing. If you have a desktop conduit installed as part of a PalmOS word processor that supports Doc format, this can be an alternate way to import data to the desktop.

CSV Formats

By default, three data formats above output text in human-readable form. Alternatively, data can be output in comma-separated-value (CSV) format commonly supported by most desktop spreadsheet and database programs. See the “Exporting Data” section of this document for more information on using CSV files to export data to a spreadsheet program.

Summary Statistics

Summary reports calculate some basic statistics about the transactions in the date range, including:

Days of operation

Days between first and last transactions in date range

Fueling entries

Number of applicable fueling entries in date range

Trip log entries

Number of applicable trip entries in date range

Service/expenses

Number of applicable service and expense entries in date range

Total fuel purchased

Amount of gasoline purchased (gallons/litres)

Average fuel purchased

Average amount of gasoline purchased per fueling transaction (gallons/litres)

Average fuel efficiency

Average fuel efficiency in time period (mpg/kpl)

Total trip distance

Total distance assigned to trip log entries in date range (miles/km)

Total distance

Total distance traveled (miles/km)

Total fuel cost

Total cost of fuel purchased ($)

Average fuel cost

Average cost of fuel per transaction ($)

Total service and expense cost

Total spent on service and expense entries ($)

Total operation cost

Total service, expense, and fuel cost ($)

Average cost per mile

Total operation cost divided by total distance ($ per mile/km)

Approximate total cost per month

Projected total cost of operation per month ($ per month)

Projected annual distance

Projected annual mileage based on date range (miles/km per year)

Adjusted direct expenses

Total fuel and service expenses, adjusted by each account’s direct rate ($)

Adjusted travel expenses ($)

Total assigned trip miles, adjusted by each account’s mileage adjustment rate ($)

Adjusted travel miles ($)

Total miles assigned to accounts (miles/km)

Comparison Reports

Comparison reports are designed to track a single statistic relating to a range of transactions, and analyze how that figure varies over time or in relationship to a particular variable. For instance, average fuel efficiency can be calculated for a range of dates, and compared from vehicle to vehicle. Additional conditions can be specified for each report, such as only including transactions from a specified account, for instance. Available choices differ by variable field.

Six different variable options are supported, each summarizing the following statistics:

Vehicles

· Average Fuel Efficiency

· Average Fuel Prices

· Total Fuel Purchased

· Average Fuel Purchased per Transaction

· Total Cost

· Average Cost per Transaction

· Elapsed Total Distance

· Total Trip Distance

· Projected Annual Distance (mileage)

Accounts

· Average Fuel Prices

· Total Fuel Purchased

· Average Fuel Purchased per Transaction

· Total Cost

· Average Cost per Transaction

· Total Trip Distance

Payment Types

· Average Fuel Prices

· Total Fuel Purchased

· Average Fuel Purchased per Transaction

· Total Cost

· Average Cost per Transaction

Fuel Stations

· Average Fuel Efficiency for Travel Prior to Fueling

· Average Fuel Efficiency for Travel After Fueling

· Average Fuel Prices

· Total Fuel Purchased

· Average Fuel Purchased per Transaction

· Total Cost

· Average Cost per Transaction

Service Stations

· Total Cost

· Average Cost per Transaction

Fuel Grades

· Average Fuel Efficiency for Travel After Fueling

· Average Fuel Prices

· Total Fuel Purchased

· Average Fuel Purchased per Transaction

· Total Cost

· Average Cost per Transaction

Fuel Brands

· Average Fuel Efficiency for Travel After Fueling

· Average Fuel Prices

· Total Fuel Purchased

· Average Fuel Purchased per Transaction

· Total Cost

Report Types

In addition to the standard text-based reports, comparison reports can be displayed in graphic bar and line charts for easy judging of trends.

Bar Charts

Bar Charts show the same calculated statistics summarized in a text report, but displays them as a simple bar chart with one bar for each variable item. The bars are identified with a single letter, corresponding to an off-screen legend, reachable by tapping on the “Legend” button.

Timeline Graphs

Timeline Graphs show the actual data points used to calculate averages and totals found in the text reports. For a calculated average such as average fuel efficiency, for instance, a timeline graphs shows a data point for each transaction with that entry’s calculated fuel efficiency. For a calculated total such as elapsed travel distance, however, a data point is shown for the accumulated mileage up to each data point, so trends can be seen in how fast the miles add up.

Configuration

The configuration screen allows for the creation and customization of database entries used as selections for entries in fuel, trip, and service logs. This customization allows for a near unlimited number of vehicles, services, accounts, etc.

Vehicles

Vehicle Entries support a number of general purpose utility text fields such as VIN number, license plate, tire size, oil type and/or quantity, and a general purpose note field. Of particular interest is the “miles” field, which is used to calculate initial fuel efficiency for the first fueling and the estimated time and mileage before initial service is due.

Also present are two buttons used to view currently due services or attach services to the vehicle.

Fuel Stations

Fuel stations support a general-purpose note field, typically used to store the station’s location, address, or phone number. In addition, it can also be linked to a gas brand if the station is a member of a chain.

Fuel Grade

Fuel Grades are typically used to track the type of gas used in a fueling, such as “regular”, “premium”, “plus”, or “surpreme”, or the octane rating for fuel.

Fuel Brands

Fuel Brands support a note field and typically track the company, chain, or brand name associated with the gasoline.

Service Locations

Service Locations include garages and service stations which perform automobile maintenance, or parking structures and lots that charge itemized expenses.

Services

Services are expense items that can be charged to a vehicle. Entries in this screen can be designated to appear as a service or expense item or to appear for both types of service log entries. If neither is checked, the item will not be selectable. Items can also be set to require regular scheduled service by mileage and/or elapsed weeks. The schedule settings set on this screen are only used as initial settings when a service is first applied to a vehicle. Once added, the service intervals can be individually adjusted in the vehicle’s separate service screen.

Accounts

Account entries are generally used to track the billing purpose of expenses or trip mileage, and are thus set to general categories such as “business”, “personal”, or “commuter”. They can also be used to assign expenses or travel to specific clients or customers as well.

In addition to a general-purpose note field, account entries support two rate fields used in summary reports.

The first, an “adjusted trip” rate, assigns a cost-per-mile value to mileage assigned to this account, while the second, an “adjusted direct expense” rate assigns a percentage to be applied to fueling and expense entries assigned to this account.

When generating summary reports, the “adjusted rate” values for corresponding transactions are calculated and totaled for transactions where an account has been specified. The precise use of these fields is not enforced, but they are typically used to expenses reimbursed by employers at different rates, or estimate tax deductions for expenses with differing deductibility rates.

Payment Types

Payment types are typically used to track how an expense was paid for, be it cash, check, credit card, or more specific selections, such as a particular checking account or card.

Meter Minder

The meter minder provides a handy countdown timer to warn when your parking meter is about to expire. The alarm can be set to sound 1-10 minutes before the timer expires, or to retry a specified number of times through settings in the program settings screen.

Settings

Units

In program settings screen, various global preferences can be set, such as date format, measurement units, currency symbols, and decimal points to display for various quantities.

It’s important to note that changing unit preferences only changes the text labels used throughout the program and does not modify the data or calculations performed. Thus, once measurement units are chosen, data should consistently be entered in the same units from that point onwards.

Services

The services warning period can also be set here. Whenever TealAuto is run, it checks to see if the current mileage and date fall within the warning period for any scheduled service, and will put up a reminder message if that is the case.

Meter

The meter minder can be set to resound the alarm if the initial alarm is not answered. The duration and retry count can be set on this screen.

Using Services

In order to use TealAuto to track services and issue reminder when they are due, they must first be created in the global services list and then attached to each vehicle to which they apply. Once done, TealAuto will check for services due every time the program is run, and bring up a reminder if any are required.

When TealAuto is first run, it creates a default list of commonly needed services set to typical services intervals. Services and service intervals vary from vehicle to vehicle, however, so you should adjust these entries according to you vehicle maintenance manual.

Maintenance manuals typically break down service into minimum regular intervals; corresponding to the most frequently needed service--oil changes--which are needed every 3000-7500 miles, depending on the vehicle and severity of use. Other services, such as tire rotation, wheel alignment, and coolant service, occur at less frequent regular intervals, such as every 2, 3, 4, or more oil changes.

When adding a service to a vehicle in TealAuto, the date and/or mileage of the first scheduled service should be set to when the next service is due. With a new vehicle before its first oil change, this is typically the same as the service interval. For instance, if tire rotations are required every 6000 miles, then the first tire rotation is usually done at 6000 miles. Some vehicles require a special service after the initial break-in period, however, so some adjustment may be necessary for the first service interval.

Advanced Reports

Tracking expenses and mileage would be of little use without reporting tools, and TealAuto’s report generation tools can be used to generate a wide range of reports and summaries.

Fuel Efficiency

Fuel efficiency is the most common statistic compiled from the logs. Tracking fuel efficiency gives a good snapshot of the health of a vehicle, as an unexpected drop in efficiency can warn of low tire pressure, improper tuning, or required service. Fuel efficiency can be tracked either as a calculated item in a summary report, or as a graph or chart when plotted by vehicle, fuel, or station. It tracking fuel efficiency, note that one can easily omit the use of estimated or partial fill-ups by un-checking them from the list of acceptable transactions prior to generating the report.

Pump Accuracy

Ever wonder if that gas station down the street really gives you all the gas you’ve paid for? By charting fuel efficiency as a function of fuel station, you can check for sure.

Note that you should track the fuel efficiency for the travel before fueling when evaluating the pumps, and limit the reports to one particular grade of gas for consistent values. Also take into account that some variance can occur between gas stations if you tend to go to them under different circumstances. For instance, a gas station located along a long stretch of highway is likely to report better mileage due to increased highway driving when compared to one located along a route for short errands within city limits.

Quality of Gas

Gas brands sometimes generate loyalty from their customers. Is justified from a fuel efficiency point of view? By tracking the fuel efficiency after a transaction, you can check when gas from a particular brand or station really gives you better gas mileage. When tracking as a function of gas station, it might let you know if a station is really giving you that Premium gas you’ve paid for.

Octane Mileage

Most manufacturers recommend you use gasoline with an octane recommended in your owner’s manual. Nevertheless, many of us sometimes like to “treat” our cars with a nice dose of the expensive stuff from time to time. While we can’t really track whether our vehicle particularly enjoys this little treat, we can track the mileage as a function of gas grade to see how many more miles we get per gallon when we use the “good” stuff.

Expense Summaries

Use expense summaries to total expenditures for a specified date range. Reports can be limited by vehicle or account, or only include specified transaction types. In summary reports, totals are reported both as raw numbers and as values modified by each account’s “adjusted” rates.

To summarize the results for all accounts at once, use the “Account” report button to generate a comparison report of total expenditures as a function of account.

Lease Mileage

Of particular interest to many people who lease their vehicles is the number of miles they put on their cars annually. This is because most leases charge fees for excessive miles beyond a typical cap of 12000 miles per year.

Both summary and vehicle comparison reports can calculate the projected annual mileage for a vehicle based on the usage to date. To calculate the projected mileage, set the report start date to the beginning of the lease year. When creating a timeline of the annual mileage, the plot will show the estimated mileage as it is calculated using all the accumulated data so far from the start date. Thus, the “projected” miles for the beginning of the term will vary more in the beginning, but will settle to a more stable value as more data points are added to reach a stable value.

Exporting Data to a Spreadsheet

Data logs from TealAuto can be exported to desktop programs and spreadsheets using the summary report generation tool. To do so, generate a summary report, making sure “Show individual transactions” is checked and by selecting a CSV export type. You may want to export certain transaction types, depending on what data you find relevant. The most common format to use in exporting data is CSV Memo.

Format

CSV (comma separated value) files are simple text files supported by most desktop database and spreadsheet applications. In CSV files, data in cells in output column by column and row by row, with the data for each cell separated by commas and a line break between rows. Data for each cell is typically enclosed in quotation marks, which is required if a cell contains a comma character inside. Quotation marks in a cell are denoted by two quotation marks (“”) next to each other.

TealAuto exports data in 22 columns, in the following order, preceded by a single line containing the column headers:

1. Vehicle

2. Date

3. Type

4. Beg Miles

5. End Miles

6. Fuel $

7. Expense $

8. Payment

9. Account1

10. Account2

11. Account3

12. Miles1

13. Miles2

14. Miles3

15. Gallons

16. Grade

17. Fuel $

18. M.P.G.

19. Station

20. Expense Loc

21. Services

22. Note

As not all fields apply to all types of log entries; cells are left blank if they do not apply to a particular transaction type.

Example:

Below is a simple example of a one-transaction CSV entry. Note that the label line would actually appear as a single very long line, and multiple sequential commas indicate blank data fields.

"Vehicle","Date","Type","Beg miles","End miles","Fuel $","Expense $","Payment",

"Account1","Account2","Account3","Miles1","Miles2","Miles3","Gallons","Grade",

"$/gal","M.P.G.","Station","Exp Loc","Services","Note"

"Eclipse Spyder","10/21/98","Service",,"15200",,,,,,,,,,,,,,,,"Oil Change","Regular Service"

Getting it to the Desktop

Once a CSV is generated, the trick is then to get that data into a desktop program. When outputting to a CSV Memo, simply HotSync to transfer the data to the Palm Desktop.

In the Palm Desktop, the memo should now appear with the exported CSV data. If the report is large, it might appear split across several memos.

To create the final CSV file, start with a new blank document in a text editor such as NotePad or WordPad. Copy the text from each of the memos, skipping the initial title line, which is not part of the CSV data, and paste the text together to reassemble the file. Then save the document with a .TXT or .CSV file extention (such as CARDATA.CSV) and you should then have a file that can be imported into most any spreadsheet application.

Importing Data from a Spreadsheet

To help transfer records entered externally in a spreadsheet or importing data when upgrading from another program, TealAuto supports a powerful, flexible data import system.

File Format

TealAuto accepts data imported from the MemoPad in the same or similar CSV format generated by exporting a summary as a CSV Memo. The import system is flexible, however, allowing for different column orders, missing columns, optional headers, and tab-separated files in addition to comma-separated ones.

Start by making sure the data begins in the top-leftmost cell in the spreadsheet, ideally reserving the first row as labels for each column of data. It is helpful, but not necessary, to set up the columns in the same order as the import headers described in the previous section. If labels are included, name them using the standard TealAuto label names, as this will help TealAuto auto-detect the contents of each column when converting the data.

While most columns are optional, you should define both a “date” and a “type” column for best results, so TealAuto will know which type of log file to create for each entry. Contents of the “type” column should be set to one of the 9 standard log type names:

1. Full Fill-up
2. Partial Fill

3. Estimated

4. Trip
5. Accident
6. Memo
7. Service
8. Expense
9. Misc

When done, save the file in CSV file format (preferably comma separated) to continue.

Getting the Data from the Desktop

To import the data into the Palm Desktop, you must first open the CSV file into a text editor so it can be seen as text. To do this, open a text editor like NotePad. Choose the Open menu and load in the CSV file. You may need to change the file types control to show “All files” to see your CSV file. Then select all text and choose Copy from the Edit menu.

Now enter the Palm Desktop and go to the Memo screen. Choose Paste from the Edit menu to create a new memo with the contents of the CSV file. If the CSV is large it will be split across multiple memos.

Selecting the Memo

To begin the import process, start TealAuto and select Import Records from the Program menu. You’ll be presented with a list of available memos.

Select the memo to import, or the first memo of a sequence if the data is split across multiple memos. If there are multiple memos and they appear out of order, go into the MemoPad program and place them in the correct order before continuing.

Setting Options

Once a memo is selected, TealAuto analyzes the file to guess the correct import options. However, you should verify them carefully to insure proper importing:

Default Vehicle

Defines which vehicle to assign to new entries when a vehicle column is not defined.

Number of Memos

The number of sequential memos to import.

Data Columns

The number of data columns in each row.

Skip title line before memo(s)

Check this item if each memo contains a title line which is not part of the CSV. The Palm Desktop automatically adds this sort of title line when pasted data needs to be split across multiple memos.

First line holds column labels

Check this item if the first row of data contains labels and does not hold actual record data.

Column Separator

Set to “comma” or “tab” depending on the CSV file format.

Date Format

Set to the month-day-year order of dates contained in the imported data.

Selecting Columns

The last step when importing records is to select the contents of each column. Sample data from the first line of the CSV is presented, along with potential choices for each column. If the first line contains text labels, they will be shown as the sample data. If the labels match standard label names, TealAuto will detect them and preset those entries with the correct definition.

Undoing Changes

TealAuto backs up the configuration and log entries before starting an import operation. To restore the previous settings after an unsuccessful import, select the Undo Import/Purge menu item from the Program menu.

Purging old Records

When old records are no longer needed, they can be deleted using the “Purge Records” item under the Program menu.

Records are backed up before deleting, so you can restore purged records from the backup if you make a mistake by immediately selecting the “Undo Import/Purge” menu item.

APPENDIX A – Registering

Registering TealAuto entitles you to use it beyond the 30 day evaluation period and turns off reminder messages.

Currently, you may register by snail mail, electronically through our website at www.tealpoint.com with a credit card and a secured server. For the first option, the enclosed registration form is provided for your convenience. You may use this form or simply send the following to the address above.

§ Product Name

§ E-Mail Address

§ HotSync User ID (Palm Name Required for Passkey generation. It can be found in the upper right hand corner of the HotSync application screen on the handheld or as "Welcome ________" in older models.

§ Check (drawn off a US Bank) or Money Order for ($16.95 US) to TealPoint Software. No international checks or money orders please.

TealPoint Software

TealAuto Registration

454 Las Gallinas Ave #318

San Rafael, CA 94903-3618

APPENDIX B - Products

Visit us online at http://www.tealpoint.com for our complete product line, including:

TEALAGENT (http://www.tealpoint.com/softagnt.htm)

A PC-based Palm data converter, installer, and web clipper which formats local, network, and web-resident data into standard Palm formats.

TEALDOC (http://www.tealpoint.com/softdoc.htm)

Powerful reader for Palm documents, e-books, and newspapers, supporting advanced features such as pictures, links, and flash cards.

TEALECHO (http://www.tealpoint.com/softecho.htm)

Digital ink lets you see what you write, vastly increasing graffiti writing speed and accuracy. No more writing blind!

TEALGLANCE (http://www.tealpoint.com/softglnc.htm)

Pop-up utility show time, date, appointments and to-dos, and other useful information at powerup. See your day at a glance.

TEALINFO (http://www.tealpoint.com/softinfo.htm)

A system for creating and browsing interactive databases, reference works, and mini-application folios; a handheld reference library.

TEALLAUNCH (http://www.tealpoint.com/softlnch.htm)

A pop-up application launcher and mapping utility for launching apps and special functions from pen taps, graffiti strokes, or button presses.

TEALLOCK (http://www.tealpoint.com/softlock.htm)

Secure automatic locking program with optional data encryption and numerous activation and customization options.

TEALMAGNIFY (http://www.tealpoint.com/softlens.htm)

An ever-ready magnifying glass that works with most any program, TealMagnify saves your eyes when looking at tiny text.

TEALMASTER (http://www.tealpoint.com/softmstr.htm)

A supercharged Hackmaster replacement with 100%-compatibility and enhanced stability, configuration, diagnostic and activation features.

TEALMEAL (http://www.tealpoint.com/softmeal.htm)

A personal restaurant database and selection wizard. Keep a database of your favorites and easily find them by type or category.

TEALMEMBRAIN (http://www.tealpoint.com/softmemb.htm)

Memory monitor and stack manager which helps identify conflicts and greatly improves stability running multiple hacks and drivers.

TEALMOVER (http://www.tealpoint.com/softmovr.htm)

File management utility for beaming, deleting, renaming, and copying files both in memory and on VFS-compatible storage cards.

TEALMOVIE (http://www.tealpoint.com/softmovi.htm)

High-quality multimedia system with video and synchronized sound. Includes audio/video player and Windows AVI converter program.

TEALNOTES (http://www.tealpoint.com/softnote.htm)

Insert freehand graphic Sticky notes into memos, to-do lists, address book entries--almost anywhere you currently have editable text.

TEALPAINT (http://www.tealpoint.com/softpnt.htm)

The most powerful paint and sketch app on Palm OS handhelds, featuring 16 tools, 16 patterns, 12 brushes, color, and desktop image conversion.

TEALPHONE (http://www.tealpoint.com/softphon.htm)

A powerful Address Book replacement with superior interface, display, search, and indexing options.

TEALPRINT (http://www.tealpoint.com/softprnt.htm)

The all-in-one text and graphic printing solution for Palm OS, supporting infrared, serial, and HotSync printing to any Windows printer.

TEALSCRIPT (http://www.tealpoint.com/softscrp.htm)

An improved, tuneable, Graffiti text recognition system that lets you modify the handwriting recognition to suit your handwriting.

TEALTOOLS (http://www.tealpoint.com/softtool.htm)

Six pop-up desk accessories, including a calculator, clock/stopwatch, preferences panel, editing panel, memopad, and a file/backup manager.

APPENDIX C - Credits

Manual by Vince Lee, Sara Houseman, and Tex Tennison.

APPENDIX D - Contact Info

TealAuto by TealPoint Software

©2002 All Rights Reserved.

TealPoint Software

454 Las Gallinas Ave #318

San Rafael, CA 94903-3618

We look forward to hearing from you.

Please visit us at www.tealpoint.com, or email us at support@tealpoint.com.

APPENDIX E - Revision History

May 10, 2002 Version 1.00

· Initial Release

Disclaimer

We at TealPoint Software are committed to providing quality, easy-to-use software. However, this product is provided without warranty and the user accepts full responsibility for any damages, consequential or otherwise, resulting from its use.

This archive is freely redistributable, provided it is made available only in its complete, unmodified form with no additional files and for noncommercial purposes only. Any other use must have prior written authorization from TealPoint Software.

Unauthorized commercial use includes, but is not limited to:

§ A product for sale.

§ Accompanying a product for sale.

§ Accompanying a magazine, book or other publication for sale.

§ Distribution with Media, Copying or other incidental costs.

§ Available for download with access or download fees.

This program may be used on a trial basis for 30 days. The program will continue to function afterwards. However, if after this time you wish to continue using it, please register with us for the nominal fee listed in the program.