PMT – Personal Money Tracker – Version 4.4
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Congratulations, you’ve found PMT™, the Personal Money Tracker™ for Palm Computing® connected organizers. This document informs you of your responsibilities if you use PMT, provides installation information, a Reference to PMT’s features, and a conduit user's guide. If you are not familiar with tracking your finances, there is a Tutorial to help you step by step get started with your own personal book keeping. |
PMT is Shareware, and is protected by copyright. If you find it useful, please register it. Registered users receive free updates of PMT for one year. You can get your registered copy of PMT at:
http://www2.viaweb.com/pilotgearsw/charlesmorris.html
What is PMT?
PMT™ is a tool used by the author to make his very useful PalmPilot™ connected organizer even more useful. With PMT you enter all the financial transactions you need to keep track of. PMT lets you record which account was used (Check, Savings, Credit card, etc), and what kind of expense it was (gas, groceries, and so on). PMT will show you all your transactions for each account, and summary balance sheet and income/expense reports showing the totals for each account. PMT also helps you reconcile your bank statements: mark the items that have cleared, and PMT will tell you what the bank statement balance should be. By entering your regular income and expenses in advance, you can see at a glance how you are doing, and whether you will be able to pay your bills on time.
PMT™ has been tested and used extensively on version 2.04 of Palm OS™ on the PalmPilot™ Professional, and has been tested extensively under the version 3.0 Palm OS Emulator. PMT is designed to work on all Palm Computing® connected organizers, and in addition to the above, has been tested on emulators for the Palm IIIx and Palm V. Backup of the database and the PMT Conduit™ have been tested with a PalmPilot™ Professional using HotSync® 2.0 and HotSync® 3.0 on an IBM® PC compatible computer.
License Agreement and Warranty Disclaimer
CAREFULLY READ ALL OF THE TERMS AND CONDITIONS OF THIS AGREEMENT BEFORE USING THE SOFTWARE DELIVERED IN THE ZIP FILE WITH THIS DOCUMENT. BY INSTALLING AND USING THE SOFTWARE, YOU INDICATE YOUR COMPLETE AND UNCONDITIONAL ACCEPTANCE OF THESE TERMS AND CONDITIONS.
This documentation is a legal agreement between you (the purchaser and end-user of the Software) and the developer of the Software ("Vendor") concerning its use.
THIS AGREEMENT CONSTITUTES THE COMPLETE AGREEMENT BETWEEN YOU AND VENDOR.AGREEMENT
1. LICENSE: Vendor grants you a non-exclusive license to use the Software in the manner described in the materials accompanying it. Vendor retains title to and ownership of the software that it may contain and in the patents, copyrights, trade secrets and other proprietary interests therein. You may make copies of the software for backup. You may not make alterations or modifications to the software, or attempt to discover the source code of the software. The software may not be sublicensed, rented, or leased. Both the license and your right to use the software terminate automatically if you violate any part of this agreement. You may not disassemble, decompile or otherwise reverse-engineer the Software or otherwise attempt to learn the inner workings, source code, structure, algorithms, or ideas underlying them.
2. LIMITED WARRANTY: If you discover defects in the zip file in which the software or the accompanying materials are distributed, Vendor will replace the zip file for a period of ninety (90) days after purchase by you. You must within the warranty period provide Vendor with proof of purchase.
VENDOR AND ITS DISTRIBUTORS DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, PERFORMANCE AND FITNESS FOR A PARTICULAR PURPOSE. VENDOR AND ITS DISTRIBUTORS WILL NOT BE LIABLE FOR ANY BUG, ERROR, OMISSION, DEFECT, DEFICIENCY, OR NONCONFORMITY IN ANY SOFTWARE. AS A RESULT, THE SOFTWARE IS SOLD "AS IS," AND YOU ASSUME THE ENTIRE RISK AS TO ITS QUALITY AND PERFORMANCE.
3. LIMITATION OF LIABILITY.
VENDOR AND ITS DISTRIBUTORS SHALL IN NO EVENT BE LIABLE FOR DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONTINGENT, OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN THE SOFTWARE OR ITS ACCOMPANYING MATERIALS, INCLUDING DAMAGES FROM LOSS OF DATA, DOWNTIME, GOODWILL, DAMAGE TO OR REPLACEMENT OF EQUIPMENT OR PROPERTY, AND ANY COSTS OF RECOVERING, REPROGRAMMING, OR REPRODUCING ANY PROGRAM OR DATA USED IN CONJUNCTION WITH THE SOFTWARE, EVEN IF ONE OR MORE OF THEM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. YOU AGREE THAT VENDOR'S AND ITS DISTRIBUTORS' LIABILITY ARISING OUT OF CONTRACT, NEGLIGENCE, STRICT LIABILITY IN TORT OR WARRANTY SHALL NOT EXCEED ANY AMOUNT PAID BY YOU FOR THIS SOFTWARE. ANY WRITTEN OR ORAL INFORMATION OR ADVICE GIVEN BY OTHERS WILL IN NO WAY INCREASE THE SCOPE OF THIS WARRANTY. NOR MAY YOU RELY ON ANY SUCH WRITTEN OR ORAL COMMUNICATION. It is your responsibility to decide if the Software is useful for your purposes. Paying the license fee entitles you to use the registered version of the Software with its expanded features, but it does not reduce the limitations outlined in this disclaimer. Vendor will accept no responsibility for any damages you may suffer because of data lost through the use of the Software (either Palm Computing® connected organizer data, or any other host PC data). No responsibility will be accepted for any loss of use of any software or hardware resulting from the use of the Software. Neither will any responsibility be accepted for damages resulting from incorrect, incomplete, or misleading information being generated by the Software.
4. OTHER TERMS AND CONDITIONS
Users of the Shareware version of the Software are entitled to use that version on as many Palm OS™ devices as they choose, and are permitted to install and use the PMT Conduit on as many host PCs as they normally use to synchronize their Palm OS™ device. They are also permitted to copy the shareware zip file and distribute it to others, so long as the complete and unchanged zip file is distributed. Users of the Software who pay the license fee and become registered users are entitled to install and use the registered version of the Software on one Palm OS™ Device for each license fee paid. The Software and all the associated documentation are protected by copyright. Under no circumstances may they be altered or reverse engineered. Under no circumstances may the registered version of the Software be distributed to third parties without the express written consent of Vendor.
This Agreement shall be governed and construed in accordance with the laws of Canada, exclusively in courts located in the Province of Quebec.
Support
Registered users of PMT are entitled to support for one year from the date of purchase. Support consists of providing free updates for all versions of PMT released during the year of support. If you believe you have discovered a bug, please report it to the author by email at
pmthelp@ibm.net.
DO NOT run the install.bat program until you have read the section on the PMT Conduit. When you unzip PMT, you will find 5 files in your target directory: pmt.prc, install.bat, pmtcond.dll, pmtcond.hlp, and pmtcond.reg. The install.bat file is ONLY for the conduit, not for the PMT application being installed on your Palm Computing® connected organizer. You may or may not want to install the PMT Conduit: read the PMT Conduit documentation first, as it outlines the considerations.
PMT is installed like any other Palm Computing® connected organizer application, using the install application. Once installed, you invoke it by tapping on the PMT icon from the applications launcher. PMT will then create its own database. This database will be backed up to your PC each time you invoke synchronize. You should save copies of this backup database (called pmtdb.pdb) on a different drive from your desktop as often as you think necessary to protect the information you enter into PMT.
If you have previously installed the Shareware version, and wish now to install the registered version, DO NOT delete the PMT application from the handheld (unless, of course, you were just experimenting and want to start over again) – this would delete the program AND your data as well. Simply install the registered version of pmt.prc, and it will continue to work with the database you created with the shareware version. The PMT database has been designed so that future releases of PMT will be able to work with an existing database from a previous release. When you install and run a new version of PMT, an alert displays when it first starts telling you it recognizes you have a new version.
Note: the internal format of the PMT database changed with version 3.8. If you install version 3.8 or higher where an earlier version of PMT was in use, the database will be converted automatically.
Backup Your Files
Don’t forget to keep backup copies of your pmt.prc and pmtdb.pdb files. Especially be sure to do this before installing a new version of PMT – this will enable you to return to your current situation without difficulty in case you run into any problems with the new release. If for any reason you need to return to an earlier version of PMT and or your pmtdb.pdb database, it is best to delete the PMT app and its related files first, and then reinstall them.
Shareware Version Limitations
This document describes all the features of PMT. The Shareware version has the following limitations:
The author can be reached at
pmthelp@ibm.net, and news and updates will be available at www.pilotgear.com.Thank you for supporting Shareware.
© Copyright 1998, 1999 Charles Morris. All rights reserved. No part of this document may be reproduced without the expressed written consent of Charles Morris. PMT, Personal Money Tracker, and the PMT Conduit are trademarks of Charles Morris. Palm Computing and HotSync are registered trademarks, and Palm III and PalmPilot are trademarks of Palm Computing, Inc, 3Com Corporation, or its subsidiaries. All other brands and product names may be trademarks or registered trademarks of their respective holders.