Quik Budget Overview | Quik Budget Manual | Download
Purchase | Support | History | Why did I write it?

Using Quik Budget With Account Managers

Quik Budget can work with any account manager that supports the Financial Posting Interface. A list of account managers that support FPI is provided below. In most cases, FPI is built right into the account manager but some venders distribute their FPI support as a separate plug-in. When you have installed an FPI-compliant account manager on your handheld, Quik Budget will recognize it automatically. To see if it is working properly, start the account manager and then start Quik Budget. At the top of the main screen, there should now be two tabs. One says Wallet and the other has the name of the account manager. If there is just the tab that says Wallet then you probably have an older version of the account manager or they haven't added in the plug-in yet and you will need to get it from them as a separate file

When you have an account manager installed on your device and it is working with Quik Budget, any transaction created in Quik Budget will also be created in your account manager and the balances will be adjusted accordingly.

Note: With the exception of Accounts & Loans and PocketMoney 3.0, this is one way only. If you make any changes to the transaction from your account manager, the transaction will not be updated in Quik Budget.

For more information on making a program FPI compliant, see below.

Supported Account Managers

Accounts & Loans (ANL) - Accounts and Loans is an account manager to help you keep track of your bank accounts and loans in one single application. It features automatic loan payment entries and recurring transaction entries. It also allows automatic reminder in Date Book, To Do List, or Memo Pad for recurring / loan transactions. You'll never forget to pay your bills again! You can also predict your account balances for any future date and the balances will reflect any recurring / loan transactions you may have. You'll never unexpectedly overdraw money from your accounts again!

BankBook3 - Exports to Quicken, MS-Money. Note: Quik Budget will only work with BankBook3. It will not work with any earlier or later versions.

Complete Finance - Exports to Quicken, MS-Money.

MAM - This is a dead program. It has been replaced by a new program that does not currently have a plug-in to work with Quik Budget. If you have MAM, it will work with Quik Budget. If you don't, chooses one of the other options.

PocketMoney 3.0 - PocketMoney was designed to do one thing and do it very well - track your finances quickly with the smallest amount of work. On the Palm OS, PocketMoney interfaces with CheckPlease, MPG, Interstate Guide and now two way sycning with QuikBudget to keep the amount of data entry to a minimum and at the same time giving you a great amount of flexibility. Unlimited accounts, categories, subcategories let track your data your way. Powerful filtering capabilities let you report your data your way. PocketMoney lets you upload and download data with your desktop programs such as Quicken, MS Money, spreadsheets and databases on the Macintosh, Windows, or Linux desktops. PocketMoney is available in English, French, German, Italian, and Spanish.

Qmate

SplashMoney 3.x only - SplashMoney is a personal finance application that can be used stand-alone on your handheld device or as a companion to desktop software such as Quicken or Microsoft Money. It supports an unlimited number of accounts. Its simple, inutitive interface makes entering transactions a snap with auto-fill, memorized transactions, automatic check numbering and more. Powerful reporting features allow you to track and report on transactions by payee, category or class. And, transactions can be uploaded to Quicken or MS Money on the desktop.

Ultrasoft CheckBook - Don't use desktop finance software? Ultrasoft CheckBook is designed for you. It's a complete Personal Financial Manager right on your Palm OS handheld computer. Record transactions in seconds, update accounts and categories, schedule recurring and one-time bills and deposits, analyze your spending, even balance your accounts on the go.

Ultrasoft Money - All the power of Ultrasoft CheckBook, plus seamless, bi-directional synchronization with Microsoft Money. Just drop your Palm OS handheld in its cradle and press the button. Handheld Computing Best of 2001 finalist in Best Desktop Companion category.

More information on making a program FPI compliant.

If your favorite account manager is not on this list, have the vendor contact us at

to learn how they can update their product to be FPI compliant. We also have two pages set up to explain how to set it up.

To set up a program as an FPI client, go here: http://www.quiksense.com/FPI/FPI-Client.htm or download this file: FPIClientSDK.zip

To set up a program as an FPI server so that you can write plug-ins to allow other programs to link to your program, go here: http://www.quiksense.com/FPI/FPI-Server.htm or download this file: FPIServerSDK.zip