QMate User's Guide

QMate 2.0 User's Guide

Transactions

The Transactions form is very similar to the Accounts form with only a couple of differences: 1) at the top is an account pop-up which controls which transactions are displayed; 2) selecting (single tapping) a transaction brings up the Transactions Details dialog; and 3) there is a "Show" button which allows you to change how transactions are displayed.

To enter a new transaction, tap the "New" button on the transaction form. This brings up the New Transaction dialog. There is help associated with the New Transaction dialog which can be accessed by tapping the "i" icon in the dialog's title bar. This help dialog explains the basics. Some advanced topics not covered in the online help are discussed here.

Entering category information

QMate supports QuickFill(tm) for fast category entry. To take advantage of this feature, you must import your list of Quicken categories into QMate. The process for doing this is desribed in the Using QSync section below.

Memorized Transactions

To make entering often repeated transactions easier QMate supports memorized transactions. Once a transaction is memorized QMate will use QuickFill(tm) in the payee field to quickly match the desired transaction. Once you exit the payee field after a match is found, QMate will fill in the rest of the transaction fields with the values used in the previous entry of that memorized transaction. There is one difference between the way QMate and Quicken fill out fields after a memorized transaction has been "matched." In QMate, if your memorized transaction contains a number field value (non-special value) and the account into which you are entering the new transaction is not a credit card account type, QMate will automatically enter the next number in sequence for that account. To see the list of transactions which are presently memorized, press the"Payee" button on the New/Edit Transaction dialog. This will display the Select Payee dialog which allows you to view, delete and use items from your memorized transactions list.

To memorize a transaction simply select the Memorized checkbox in the New/Edit Transaction dialog box prior to pressing "OK". That transaction will then be memorized. To delete a memorized transaction, use the Delete button on the Payee Selection dialog or deselect the Memorized checkbox prior to pressing "OK" in the Edit Transaction dialog.

Split Transactions

Split transactions are a way of breaking down a transaction into parts, each part of which can have a separate amount, category and memo. The main category (what is used as the category in a non-split transaction) is not used in the split case (since each split has its own category) but the main memo field may be used (in addition to any memos used for the splits).

To enter a split transaction in QMate, tap the Split... button on the New/Edit Transaction dialog. This will display the Split Transaction dialog. If you enter an amount on the New/Edit Transaction dialog before tapping on the Split... button then the amount for the entire transaction will remain fixed as you enter splits. If you do not enter an amount before tapping the Split... button then the amount will tabulate as you enter splits.

Any payee and amount information you entered on the New/Edit Transaction dialog is displayed at the top of the Split Transaction dialog. When you enter the Split Transaction dialog for any non-split transaction, the first split line will read "<new split>" with the amount matching what you entered for the transaction (or 0.00 otherwise). Adjust the amount and enter a category and memo (the latter only if desired) and tap the Save button. The "<newsplit>" line will be updated and a new one created for you. Any remaining transaction amount is entered as the amount for the next split. You may enter up to 6 splits for a transaction (this is a QMate limitation).

To delete a split, select it in the splits list and tap the Delete button. QMate will prompt you to confirm the deletion. To delete all of the splits and convert the transaction to a non-split transaction, tap the Clear button. Again, QMate will prompt you for confirmation.

When you are finished entering splits for a transaction tap the OK button. This will automatically save any modified split information and return you to the New/Edit Transaction dialog. The category for a split transaction will read "<split>" and cannot be modified.

Moving a transaction from one account to another

To move a transaction from one account to another, select a transaction on the Transactions form. This will display the Edit Transaction dialog for that transaction. Change the selection in the account pop-up and tap "OK." The account balance for the two affected accounts will be updated according to the transaction amount, taking into account the currencies of the two accounts.

Transfer transactions

QMate also supports account transfer transactions. There are two ways to enter a transfer:

Tap the Xfer button in the New/Edit Transaction dialog. This will display the Transfer dialog. Choose an account to transfer money to and the amount to be transferred. After you tap OK in the Transfer dialog QMate will enter the appropriate values in the New/Edit Transaction dialog.

Just like in Quicken, you use the "[account-name]" category entry to specify a transaction. Also like Quicken, QMate offers a QuickFill(tm) feature for matching account names. For example, if you have accounts called Checking and Savings, you only need to enter "[s" into the category field of a transaction (without the quotes, of course), and QMate will fill in the rest.

An important note about transfer categories is that in QMate only one of the accounts will contain a entry for the transaction, but both balances will be updated as per the rules of transfers. The reason only one account contains an entry for each transaction is that some versions Quicken will automatically add a corresponding entry for the account which does not contain the actual transfer transaction. To support the largest number of Quicken users possible I have opted for the present design.

Currency Symbols

QMate supports mutliple currencies, up to 32, including conversion rates. Each account in QMate can use a different currency symbol. Similarly, each transaction can have a different currency used for the amounts it contains. By default, transactions inherit the currency specified for the account in which they are created. To change the currencies QMate uses along with their conversion rates, choose Edit Currencies from the Lists menu. You can enter up to three characters for any currency. You also specify a base currency on this dialog. QSync will use the information in the Edit Currencies dialog to convert all amounts to your base currency when you perform a HotSync.

Purging Unwanted Transactions

You may not want to store transactions on your Palm device indefinitely. Once you've synced your QMate transactions, you can quickly delete them by selecting the "Options:Purge..." menu item. In the purge dialog you can specify what criteria QMate should use to determine the transactions that should be purged. The criteria include account (individual or all), cleared and synced status and number of days old. Additionally you can instruct QMate to interpret the settings of the cleared, synced and number of days old settings in one of two ways. Selecting the "And" button means that all specified criteria must be met for a transaction to be purged; selecting the "Or" button means that if any of the specified criteria is met then QMate will purge the transaction. Use the purge feature carefully as it cannot be undone.

Setting the Synced and Cleared Status for All Transactions

If you want to resync transactions for any reason, you can quickly clear the synced status of all transactions by selecting the "Options:Synced/Cleared Status..." menu item and selecting the "No" option next to the Synced label. Similarly, if you want to prevent all transactions from being synced, set the synced status by selecting the "Yes" option next to the Synced label. Selecting "No Change" will leave the Synced status unchanged for all transactions.The cleared status can be updated in the same way. The synced and cleared status can also be set or cleared for individual transations via the Transactions Details dialog.

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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
	Transactions The Transactions form is very similar to the Accounts form with only a couple of differences: 1) at the top is an account pop-up which controls which transactions are displayed; 2) selecting (single tapping) a transaction brings up the Transactions Details dialog; and 3) there is a "Show" button which allows you to change how transactions are displayed. To enter a new transaction, tap the "New" button on the transaction form. This brings up the New Transaction dialog. There is help associated with the New Transaction dialog which can be accessed by tapping the "i" icon in the dialog's title bar. This help dialog explains the basics. Some advanced topics not covered in the online help are discussed here. Entering category information QMate supports QuickFill(tm) for fast category entry. To take advantage of this feature, you must import your list of Quicken categories into QMate. The process for doing this is desribed in the Using QSync section below. Memorized Transactions To make entering often repeated transactions easier QMate supports memorized transactions. Once a transaction is memorized QMate will use QuickFill(tm) in the payee field to quickly match the desired transaction. Once you exit the payee field after a match is found, QMate will fill in the rest of the transaction fields with the values used in the previous entry of that memorized transaction. There is one difference between the way QMate and Quicken fill out fields after a memorized transaction has been "matched." In QMate, if your memorized transaction contains a number field value (non-special value) and the account into which you are entering the new transaction is not a credit card account type, QMate will automatically enter the next number in sequence for that account. To see the list of transactions which are presently memorized, press the"Payee" button on the New/Edit Transaction dialog. This will display the Select Payee dialog which allows you to view, delete and use items from your memorized transactions list. To memorize a transaction simply select the Memorized checkbox in the New/Edit Transaction dialog box prior to pressing "OK". That transaction will then be memorized. To delete a memorized transaction, use the Delete button on the Payee Selection dialog or deselect the Memorized checkbox prior to pressing "OK" in the Edit Transaction dialog. Split Transactions Split transactions are a way of breaking down a transaction into parts, each part of which can have a separate amount, category and memo. The main category (what is used as the category in a non-split transaction) is not used in the split case (since each split has its own category) but the main memo field may be used (in addition to any memos used for the splits). To enter a split transaction in QMate, tap the Split... button on the New/Edit Transaction dialog. This will display the Split Transaction dialog. If you enter an amount on the New/Edit Transaction dialog before tapping on the Split... button then the amount for the entire transaction will remain fixed as you enter splits. If you do not enter an amount before tapping the Split... button then the amount will tabulate as you enter splits. Any payee and amount information you entered on the New/Edit Transaction dialog is displayed at the top of the Split Transaction dialog. When you enter the Split Transaction dialog for any non-split transaction, the first split line will read "<new split>" with the amount matching what you entered for the transaction (or 0.00 otherwise). Adjust the amount and enter a category and memo (the latter only if desired) and tap the Save button. The "<newsplit>" line will be updated and a new one created for you. Any remaining transaction amount is entered as the amount for the next split. You may enter up to 6 splits for a transaction (this is a QMate limitation). To delete a split, select it in the splits list and tap the Delete button. QMate will prompt you to confirm the deletion. To delete all of the splits and convert the transaction to a non-split transaction, tap the Clear button. Again, QMate will prompt you for confirmation. When you are finished entering splits for a transaction tap the OK button. This will automatically save any modified split information and return you to the New/Edit Transaction dialog. The category for a split transaction will read "<split>" and cannot be modified. Moving a transaction from one account to another To move a transaction from one account to another, select a transaction on the Transactions form. This will display the Edit Transaction dialog for that transaction. Change the selection in the account pop-up and tap "OK." The account balance for the two affected accounts will be updated according to the transaction amount, taking into account the currencies of the two accounts. Transfer transactions QMate also supports account transfer transactions. There are two ways to enter a transfer: Tap the Xfer button in the New/Edit Transaction dialog. This will display the Transfer dialog. Choose an account to transfer money to and the amount to be transferred. After you tap OK in the Transfer dialog QMate will enter the appropriate values in the New/Edit Transaction dialog. Just like in Quicken, you use the "[account-name]" category entry to specify a transaction. Also like Quicken, QMate offers a QuickFill(tm) feature for matching account names. For example, if you have accounts called Checking and Savings, you only need to enter "[s" into the category field of a transaction (without the quotes, of course), and QMate will fill in the rest. An important note about transfer categories is that in QMate only one of the accounts will contain a entry for the transaction, but both balances will be updated as per the rules of transfers. The reason only one account contains an entry for each transaction is that some versions Quicken will automatically add a corresponding entry for the account which does not contain the actual transfer transaction. To support the largest number of Quicken users possible I have opted for the present design. Currency Symbols QMate supports mutliple currencies, up to 32, including conversion rates. Each account in QMate can use a different currency symbol. Similarly, each transaction can have a different currency used for the amounts it contains. By default, transactions inherit the currency specified for the account in which they are created. To change the currencies QMate uses along with their conversion rates, choose Edit Currencies from the Lists menu. You can enter up to three characters for any currency. You also specify a base currency on this dialog. QSync will use the information in the Edit Currencies dialog to convert all amounts to your base currency when you perform a HotSync. Purging Unwanted Transactions You may not want to store transactions on your Palm device indefinitely. Once you've synced your QMate transactions, you can quickly delete them by selecting the "Options:Purge..." menu item. In the purge dialog you can specify what criteria QMate should use to determine the transactions that should be purged. The criteria include account (individual or all), cleared and synced status and number of days old. Additionally you can instruct QMate to interpret the settings of the cleared, synced and number of days old settings in one of two ways. Selecting the "And" button means that all specified criteria must be met for a transaction to be purged; selecting the "Or" button means that if any of the specified criteria is met then QMate will purge the transaction. Use the purge feature carefully as it cannot be undone. Setting the Synced and Cleared Status for All Transactions If you want to resync transactions for any reason, you can quickly clear the synced status of all transactions by selecting the "Options:Synced/Cleared Status..." menu item and selecting the "No" option next to the Synced label. Similarly, if you want to prevent all transactions from being synced, set the synced status by selecting the "Yes" option next to the Synced label. Selecting "No Change" will leave the Synced status unchanged for all transactions.The cleared status can be updated in the same way. The synced and cleared status can also be set or cleared for individual transations via the Transactions Details dialog.
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