PMT – Personal Money Tracker – Version 6.3
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Congratulations, you’ve found PMT™, the Personal Money Tracker™ for Palm OS® handhelds. 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 the
Palm OS® handheld 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 3.3 of Palm OS® on the Palm™ Vx, and has been tested extensively on
versions 2.0, 3.0, and 3.5 of Palm OS® using the Palm OS® Emulator. PMT is
designed to work on all Palm OS® handhelds. Backup of the database and the PMT
Conduit™ have been tested with a Palm™ Vx using HotSync® version 3.03 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 OS® handheld 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® handhelds 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® handheld. 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® handheld 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@attglobal.net.
PMT is installed like any other Palm OS®
handheld application, using the Install Application. Use this application to
install the pmt.prc file on your handheld.
On PCs this is usually done by double-clicking on the pmt.prc file from
Windows Explorer. You can also use the
Setup utility by double clicking on the Setup.exe program. This will first invoke the Install App –
just respond to the prompts as usual.
Then the PMT Conduit Installation dialogue will be displayed. You may or may not want to install the PMT
Conduit: read the PMT Conduit documentation first, as it outlines the
considerations.
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:
1.
A combined total of 16
accounts and income/expense categories can be defined (an alert informs you
when you reach the limit). In the registered version this limit is 126.
2.
A total of 16
"descriptions" for different kinds of transactions can be defined (an
alert informs you when you reach the limit). In the registered version this
limit is 126.
3.
A total of 100
transactions may be entered (an alert informs you when you reach the limit). In
the registered version, the only limitation is available memory in the Palm OS®
handheld (as transaction records are very small, there is no effective limit).
4.
The registered version
allows you to enter a transaction and specify that it is to be repeated every
specified number of weeks or months. In the Shareware version, the interface to
this feature is present to allow you to see how repeats can be entered, but the
feature is disabled (an alert reminds you that repeats are not available in the
Shareware version).
5.
The registered version
provides a "Purge Transactions" command. This command totals entries
in the database for each asset and liability account up to the date specified,
makes the appropriate starting entries for the next accounting period, and then
deletes all the entries up to the specified date. This feature is not provided
with the shareware version.
6.
The registered version
provides a "Select DB" command. This command allows you to maintain
up to 9 different PMT databases. In the Shareware version, the interface to
this feature is present to allow you to see how databases can be selected, but
the feature is disabled (an alert reminds you that the feature is not available
in the Shareware version).
The author can be reached at pmthelp@attglobal.net, and news will be available at www.palmgear.com.
Thank you for supporting Shareware.
© Copyright 2001 D. Joan McBride. All rights
reserved. No part of this document may be reproduced without the expressed
written consent of D. Joan McBride. PMT, Personal Money Tracker, and the PMT
Conduit are trademarks of D. Joan McBride. HotSync is a registered trademark,
and Palm is a trademark of Palm Inc.
Third party brand and product names may be trademarks or registered
trademarks of their respective holders.