Directions for installing and using the PocketMoney Windows Conduit (v.2.2)


1. Installing and Upgrading PocketMoney Conduit
	a. Quit HotSync.
	b. Copy "P$COND.DLL" to the same directory that the HotSync application is in. 
	   (It is probably C:\Palm\  or C:\pilot\).
	   (If you do not see the P$COND.DLL file it is probably because Windows is set 
	    to hide all .DLL files. Set Windows to show .DLL files and then you will 
	    be able to copy it.)
	c. Double Click on the P$COND.REG file. This will add and update some necessary 
	    data to the Windows Registry for the PocketMoney Conduit. 
	d. Launch Hotsync and sync.


2. PocketMoney Conduit Options:
	a. You can choose to upload from PocketMoney to the Palm or download from 
		the desktop to PocketMoney.
	b. Check All Transactions if you want PocketMoney to upload all transactions 
		everytime. Otherwise the conduit will only upload the transactions that 
		have been changed since the last upload. * If you have All Transactions 
		checked the the PocketMoney.qif or PocketMoney.tdf file is deleted before 
		uploading the full set of transactions again. If you do not have it checked 
		then the conduit appends the new records to the end of the file.
	c. File Formats: 
		QIF - is Quicken Interchange Format - use this to upload and download 
			between PocketMoney and Quicken or MS Money
		TDF - is Tab Delimited Format - use this to upload and download between 
			PocketMoney and spreadsheets or databases.
	d. Date Format - pick the date format that you want the conduit to use.
	e. Number Format - pick the number format that your desktop system uses.
	   
3. Download data from desktop to Palm - QIF File Format
	a. Open Quicken or MS Money, choose Export from the File menu, select what you want 
	   to export. 
	b. Save the export file in the "ToPalm" folder located in the user hotsync 
	   directory in the PocketMoney directory. "C:\Palm\SmithJ\PocketMoney\ToPalm". 
	   (SmithJ will be your personal hotsync directory and most likely be your 
	   last name and your first initial of your first name.)
	   You must end the file name with the .QIF extension or PocketMoney won't download it.
	
	
4. Download data from desktop to Palm - TDF File Format
	a. Create a TDF file for the PocketMoney conduit to download. The column
	   format is:
Date<tab>TransactionType<tab>Folder<tab>Account<tab>Category<tab>Payee<tab>ChkNum<tab>Amount<tab>Xrate<tab>Cleared<tab>Memo<cr> 
	   *The best idea is to upload some transactions from PocketMoney to see 
	   the format it is looking for.
	b. Save the export file in the "ToPalm" folder located in the user hotsync 
	   directory in the PocketMoney directory. "C:\Palm\SmithJ\PocketMoney\ToPalm". 
	   (SmithJ will be your personal hotsync directory and most likely be your 
	   last name and your first initial of your first name.)
	   You must end the file name with the .TDF extension or PocketMoney won't download it.

	
5. Upload data from Palm to Quicken or MS Money - QIF File Format
 	a. A file called PocketMoney.qif will be created in your user directory:
	   "C:\Palm\SmithJ\PocketMoney\FromPalm" directory.
 	c. Import the .qif file into Quicken or MS Money.
	d. After you import the .qif file you should delete the PocketMoney.qif file 
	   from the FromPalm directory.

6. Upload data from Palm - TDF File Format
 	a. A file called PocketMoney.tdf will be created in your user directory:
	   "C:\Palm\SmithJ\PocketMoney\FromPalm" directory.
 	c. Import the .tdf file into a spreadsheet or database.
	d. After you import the .tdf file you should delete the PocketMoney.tdf file 
	   from the FromPalm directory.


*** NOTE to Windows Users: If PocketMoney is not saving your PocketMoney Conduit settings then you  need to delete the old Windows Registry setting for PocketMoney. Open RegEdit.exe (Choose Run from the Start Menu and enter RegEdit.exe). Then select HKEY_CURRENT_USER\Software\U.S. Robotics\Pilot Desktop\ApplicationP$ and delete it. 

**To uninstall the current version of the PocketMoney Conduit you need to run RegEdit and delete the registry setting: HKEY_CURRENT_USER\Software\U.S. Robotics\Pilot Desktop\ApplicationPocketMoney


Hardy Macia
Catamount Software
pocketmoney-palm@catamount.com
http://www.catamount.com/ 

last modified: December 29, 2000