QMate User's Guide

QMate 2.0 User's Guide

Synchronization

QSync saves the .QIF files it generates in the QMate output directory you specify in the QSetup program. If you're using Quicken 6, 98 or 99 and have selected the Single QIF File Format setting then QSync will save all transactions to a single file called "QMate.QIF". To ensure that this feature operates correctly, your QMate and Quicken account names must match exactly. If you're not using the Single QIF File Format setting, then the file names QSync uses for the .QIF files match your QMate account names. For example, if you have accounts called "Checking" and "VISA" entered in QMate then you will end up with two .QIF files after a HotSync: "Checking.QIF" and "VISA.QIF". Depending on the settings you specify in QSetup, QSync will either append transaction information to any existing .QIF file or overwrite the .QIF file with any new information. To import the transactions in these QIF files into Quicken, use Quicken's import command (File->File Operations->Import menu command) and select the QIF file(s) that QSync generated. Important: when importing the single QMate.qif file into Quicken (version 6 or later) you should check the Transactions and Account List checkboxes on Quicken' QIF Import dialog and leave all others unchecked.

Importing Transactions

To import transactions from Quicken into QMate, use Quicken's export command to create a QIF file containing the transactions you wish to import into QMate (your Quicken manual and online help will have more information on how to perform this step). Important: the filenames you use for the data exported from Quicken must match your QMate account names exactly (not including the ".qif"extension). For example, if you have a QMate account called "Checking" then the QIF file to import into that account must be called "checking.qif" (case doesn't matter). Also, the import files must be located in the input directory you specified in QSetup when you installed QSync (rerun QSetup as often as you like to change this or any other setting). After each QIF file is imported it is moved to a subdirectory of your input directory called "Imported" (QSync will create it automatically, if necessary). This prevents the files from being imported more than once and alleviates the need for you to move or delete them manually. Files already stored in the Imported directory (e.g., those which have already been imported) will be overwritten with newer imported files. If you experience any problems importing files, first check your HotSync log for any helpful messages and feel free to send me an email if the problem persists.

Importing Categories

QSync looks for a file called CatList.qif in your QMate input directory during a HotSync. It understands the file format that Quicken uses for importing and exporting categories. To create a CatList.qif file please follow the following steps:

Choose the export menu command (in Quicken 6 it is: "File:File Operations:Export"; in Quicken 99 it is: "File:Export").

In the ensuing dialog, type a path and file name in the "QIF File to Export to:" field. The path must match your QMate input directory; use "CatList.qif" as the file name.

Pick an account (checking, savings, etc.) in the "Quicken Account to Export from:" list.

In the "Export Items" section, uncheck all boxes except the Category List box. Select OK.

After following the above steps, you will have a properly formatted file that QSync will use to import categories into QMate during the next HotSync. If you have problems importing categories after you have created the CatList.qif file, please check your HotSync log for messages and see the synchronization tips I have posted online.

Note: QSync will only import category information into QMate if the category list on your Palm device is empty. This is the case after you install QMate and run it for the first time or when you select the "Delete Categories..." command from the Lists menu in QMate.

Importing Memorized Transactions

To import memorized transactions, follow the instructions in the previous section for creating a category export file from Quicken. Call the file "memorized.qif" and place it in your QMate input directory. Also, instead of checking the Category List checkbox select only the Memorized Transactions checkbox. Perform a HotSync and the transactions in that file will be available in QMate as memorized transactions.

Using QSync for Mac

There are two settings panels in QSync Mac. The first pertains mostly to QMate. The second, accessible from the "Expense..." button pertains to the Palm Expense application. The main QSync Settings panel allows you to configure the following options:

QMate database folder

QSync reads the QMate accounts and transactions contained in the QMate databases that are generated by the HotSync program. The two files that QSync needs are "QMateAccountsDB.pdb" and "QMateTransactionsDB.pdb" (other QMate PDB files may be present on your system but they are not used at this time). HotSync saves these files in the backup folder contained in your Pilot user folder. Use the finder's find file command to locate the files if necessary.

Output folder

This instructs QSync where to save the QIF files it generates. Choose a location that is convenient for you when importing these files into Quicken. If you leave this field blank then QSync will output the QIF files in the folder from which you ran it.

Date format

For most users, MM/DD/YYYY will be the correct format.

QIF File Mode

If you intend to import your QIF files to Quicken after each HotSync, choose Overwrite. If you intend to perform more than one HotSync in between importing your QIF files to Quicken then you should use Append. In the latter case, make sure you delete the QIF files after importing them to avoid duplicate transactions in Quicken. If you're using Quicken 98, select the Quicken 98 QIF File Format checkbox to have QSync save all of your transactions to a single file called "QMate.qif" that you can import into Quicken. When you import this QIF file into Quicken, all of the transactions will be entered in the appropriate account (provided the account names match exactly).

Quit when finished generating QIF files

This instructs QSync to automatically quit after it has finished generating QIF files for the unsynced transactions. If this feature is turned off, QSync will display a dialog that tells you how many accounts were processed and how many transactions were transferred. You can find a more detailed report in the QSyncLog file (see below).

Auto-run

If you check this option then QSync will not display its settings dialog when you run it. Instead it will automatically generate QIF files and quit. This is a time-saving measure to help make QSync as quick and easy to use as possible. If you want to display the settings panel after turning this option on, simply hold down the command key as you run QSync and the auto-run feature will be bypassed for that run.

The Expense Settings panel allows you to specify which fields ofthe Expense records should be included in the comma separated values(CSV) file that QSync generates. You can also indicate whether youwant the field names to be included as the first line in the CSVfile.

Synchronizing QMate data

Perform a HotSync. This will create or update the QMate databases (pdb files) on your Mac.

Run QSync. If you haven't already done so, configure the QSync settings so that it can locate the necessary pdb files and output the QIF files to the location and with the format you desire.

Press the "Process Files..." button.

Run Quicken and import the QIF files that QSync generated.

Synchronizing Expense data

Perform a HotSync. This will create or update the Expense databases (pdb files) on your Mac.

Run QSync. If you haven't already done so, configure the QSync settings so that it can locate the ExpenseDB.pdb file and output the CSV file to the location and with the format you desire.

Press the "Process Files..." button.

Run Excel or any other CSV-compatible program (e.g., FileMaker Pro) and import the CSV file that QSync generated.

Importing categories using QSync Mac

Using Quicken 98 for Mac you can createa CatList.qif file using these steps:

In Quicken select the File->Export... menu command.

In the ensuing dialog, choose the "Custom Export" radio button and the "Categories" checkbox.

Click the "Export" button and save the file as CatList.qif in your QMate input folder.

In Quicken 6 for Mac, you can use these steps to create aCatList.qif file:

Using Quicken, display your category list window.

Choose the "File:Export Categories..." menu command.

You will be presented with a save dialog. Navigate to the QMate database (input) folder, enter "CatList.qif" as the file name and click "Save".

After creating the CatList.qif file use the following steps toimport the categories into QMate:

Run QSync Mac and press the "Process Files..." button. Provided you have specified the input folder and CatList.qif filename correctly, QSync Mac will create a QMateCategoriesDB.pdb file in your output folder.

Use the Install App program to install the QMateCategoriesDB.pdb file onto your Pilot.

Perform a HotSync and you will have your categories imported into QMate.

Note: QSync will translate the CatList.qif file to a QMateCategoriesDB.pdb file each time you tell it to process the files in your input folder. Your QMate categories will only be installed or updated, however, when you use Install App and HotSync to install the QMateCategoriesDB.pdb file onto your Palm device. To accelerate the running time of QSync, you can move your CatList.qif to a location other than your QMate database folder after you successfully import your categories.

Each time you run QSync it outputs to a file how many accounts were processed and how many transactions were transferred (and skipped) for each of those accounts. The output file is called "QSyncLog" and can be found in the folder you specified as your Output folder.

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	QMate 2.0 User's Guide
Getting Started Overview User's Guide Download More Info Usage Tips Support About QMate	Introduction Installation Accounts Transactions Synchronization
	Synchronization QSync saves the .QIF files it generates in the QMate output directory you specify in the QSetup program. If you're using Quicken 6, 98 or 99 and have selected the Single QIF File Format setting then QSync will save all transactions to a single file called "QMate.QIF". To ensure that this feature operates correctly, your QMate and Quicken account names must match exactly. If you're not using the Single QIF File Format setting, then the file names QSync uses for the .QIF files match your QMate account names. For example, if you have accounts called "Checking" and "VISA" entered in QMate then you will end up with two .QIF files after a HotSync: "Checking.QIF" and "VISA.QIF". Depending on the settings you specify in QSetup, QSync will either append transaction information to any existing .QIF file or overwrite the .QIF file with any new information. To import the transactions in these QIF files into Quicken, use Quicken's import command (File->File Operations->Import menu command) and select the QIF file(s) that QSync generated. Important: when importing the single QMate.qif file into Quicken (version 6 or later) you should check the Transactions and Account List checkboxes on Quicken' QIF Import dialog and leave all others unchecked. Importing Transactions To import transactions from Quicken into QMate, use Quicken's export command to create a QIF file containing the transactions you wish to import into QMate (your Quicken manual and online help will have more information on how to perform this step). Important: the filenames you use for the data exported from Quicken must match your QMate account names exactly (not including the ".qif"extension). For example, if you have a QMate account called "Checking" then the QIF file to import into that account must be called "checking.qif" (case doesn't matter). Also, the import files must be located in the input directory you specified in QSetup when you installed QSync (rerun QSetup as often as you like to change this or any other setting). After each QIF file is imported it is moved to a subdirectory of your input directory called "Imported" (QSync will create it automatically, if necessary). This prevents the files from being imported more than once and alleviates the need for you to move or delete them manually. Files already stored in the Imported directory (e.g., those which have already been imported) will be overwritten with newer imported files. If you experience any problems importing files, first check your HotSync log for any helpful messages and feel free to send me an email if the problem persists. Importing Categories QSync looks for a file called CatList.qif in your QMate input directory during a HotSync. It understands the file format that Quicken uses for importing and exporting categories. To create a CatList.qif file please follow the following steps: Choose the export menu command (in Quicken 6 it is: "File:File Operations:Export"; in Quicken 99 it is: "File:Export"). In the ensuing dialog, type a path and file name in the "QIF File to Export to:" field. The path must match your QMate input directory; use "CatList.qif" as the file name. Pick an account (checking, savings, etc.) in the "Quicken Account to Export from:" list. In the "Export Items" section, uncheck all boxes except the Category List box. Select OK. After following the above steps, you will have a properly formatted file that QSync will use to import categories into QMate during the next HotSync. If you have problems importing categories after you have created the CatList.qif file, please check your HotSync log for messages and see the synchronization tips I have posted online. Note: QSync will only import category information into QMate if the category list on your Palm device is empty. This is the case after you install QMate and run it for the first time or when you select the "Delete Categories..." command from the Lists menu in QMate. Importing Memorized Transactions To import memorized transactions, follow the instructions in the previous section for creating a category export file from Quicken. Call the file "memorized.qif" and place it in your QMate input directory. Also, instead of checking the Category List checkbox select only the Memorized Transactions checkbox. Perform a HotSync and the transactions in that file will be available in QMate as memorized transactions. Using QSync for Mac There are two settings panels in QSync Mac. The first pertains mostly to QMate. The second, accessible from the "Expense..." button pertains to the Palm Expense application. The main QSync Settings panel allows you to configure the following options: QMate database folder QSync reads the QMate accounts and transactions contained in the QMate databases that are generated by the HotSync program. The two files that QSync needs are "QMateAccountsDB.pdb" and "QMateTransactionsDB.pdb" (other QMate PDB files may be present on your system but they are not used at this time). HotSync saves these files in the backup folder contained in your Pilot user folder. Use the finder's find file command to locate the files if necessary. Output folder This instructs QSync where to save the QIF files it generates. Choose a location that is convenient for you when importing these files into Quicken. If you leave this field blank then QSync will output the QIF files in the folder from which you ran it. Date format For most users, MM/DD/YYYY will be the correct format. QIF File Mode If you intend to import your QIF files to Quicken after each HotSync, choose Overwrite. If you intend to perform more than one HotSync in between importing your QIF files to Quicken then you should use Append. In the latter case, make sure you delete the QIF files after importing them to avoid duplicate transactions in Quicken. If you're using Quicken 98, select the Quicken 98 QIF File Format checkbox to have QSync save all of your transactions to a single file called "QMate.qif" that you can import into Quicken. When you import this QIF file into Quicken, all of the transactions will be entered in the appropriate account (provided the account names match exactly). Quit when finished generating QIF files This instructs QSync to automatically quit after it has finished generating QIF files for the unsynced transactions. If this feature is turned off, QSync will display a dialog that tells you how many accounts were processed and how many transactions were transferred. You can find a more detailed report in the QSyncLog file (see below). Auto-run If you check this option then QSync will not display its settings dialog when you run it. Instead it will automatically generate QIF files and quit. This is a time-saving measure to help make QSync as quick and easy to use as possible. If you want to display the settings panel after turning this option on, simply hold down the command key as you run QSync and the auto-run feature will be bypassed for that run. The Expense Settings panel allows you to specify which fields ofthe Expense records should be included in the comma separated values(CSV) file that QSync generates. You can also indicate whether youwant the field names to be included as the first line in the CSVfile. Synchronizing QMate data Perform a HotSync. This will create or update the QMate databases (pdb files) on your Mac. Run QSync. If you haven't already done so, configure the QSync settings so that it can locate the necessary pdb files and output the QIF files to the location and with the format you desire. Press the "Process Files..." button. Run Quicken and import the QIF files that QSync generated. Synchronizing Expense data Perform a HotSync. This will create or update the Expense databases (pdb files) on your Mac. Run QSync. If you haven't already done so, configure the QSync settings so that it can locate the ExpenseDB.pdb file and output the CSV file to the location and with the format you desire. Press the "Process Files..." button. Run Excel or any other CSV-compatible program (e.g., FileMaker Pro) and import the CSV file that QSync generated. Importing categories using QSync Mac Using Quicken 98 for Mac you can createa CatList.qif file using these steps: In Quicken select the File->Export... menu command. In the ensuing dialog, choose the "Custom Export" radio button and the "Categories" checkbox. Click the "Export" button and save the file as CatList.qif in your QMate input folder. In Quicken 6 for Mac, you can use these steps to create aCatList.qif file: Using Quicken, display your category list window. Choose the "File:Export Categories..." menu command. You will be presented with a save dialog. Navigate to the QMate database (input) folder, enter "CatList.qif" as the file name and click "Save". After creating the CatList.qif file use the following steps toimport the categories into QMate: Run QSync Mac and press the "Process Files..." button. Provided you have specified the input folder and CatList.qif filename correctly, QSync Mac will create a QMateCategoriesDB.pdb file in your output folder. Use the Install App program to install the QMateCategoriesDB.pdb file onto your Pilot. Perform a HotSync and you will have your categories imported into QMate. Note: QSync will translate the CatList.qif file to a QMateCategoriesDB.pdb file each time you tell it to process the files in your input folder. Your QMate categories will only be installed or updated, however, when you use Install App and HotSync to install the QMateCategoriesDB.pdb file onto your Palm device. To accelerate the running time of QSync, you can move your CatList.qif to a location other than your QMate database folder after you successfully import your categories. Each time you run QSync it outputs to a file how many accounts were processed and how many transactions were transferred (and skipped) for each of those accounts. The output file is called "QSyncLog" and can be found in the folder you specified as your Output folder.
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