SPB Finance Entry

SPB Finance Entry allows you to enter transactions with just a few fingertip taps, without taking the stylus out. User just needs to select a payee using the fast seach list and the memorized transaction data will be automatically inserted to the corresponding fields. It'll take just a few seconds to add a new transaction with SPB Finance Entry.

• Square Screen devices support
• Fast and simple in use
• Designed for fingertip taps
• Supports quick search in lists
• Has embedded calculator
• Supports skins

Powerful Register View

Customizable list of your transactions.

For each transaction you can see its date, payee, reference, category, cleared status and amount, and switch between full and brief views. There is an option to sort transactions by any field, both ascending and descending.

• Categories/classes/memo/payees
• One/two-line modes
• Search
• Sort by date/category/payee/etc
• Running balances
• Account balance
• Account selection

Reports

You can visualize your finance data using reports.

• Saving reports data
• Net Worth
• Account Balance
• Profit and Loss statement
• Income and Expence
• Spending by Category
• Transaction
• Each report is fully customizable
• Line, bar, pie charts and table view

Synchronization

With SPB Finance Money Edition and Quick Edition you will be able to seamlessly synchronize your financial data on Treo 750 with desktop financial programs (Microsoft Money and Quicken). The synchronization is done via ActiveSync, just like Contacts or Calendar Appointments.

You can create, edit and delete the following automatically synchronized items:

• Categories
• Classes
• Payees
• Transactions
• Accounts
• Budgets (Money Edition only)
• Currencies (Money Edition only)
• Memorized Transactions (Quick Edition only)
• Budgets (Quick Edition only)

For your convenience, not-yet-synchronized transactions are shown in bold on Treo 750.

Import/Export

The import/export feature allows you to handle QIF files understood by Quicken, Microsoft Money and other desktop finance managers.

• OFX/QFX Import/Export
• Export to Excel
• Export to CSV
• Import from MS Pocket Money
• QIF Import/Export
• Program independent QIF format
• Export filters
• Backup/Restore

Many Other Features

SPB Finance has many other useful and important features:

• Advanced Today plug-in
• Scheduled transactions
• Multi-currency support
• Budgets
• Strong secure password protection
• Backup
• Transaction highlight colors
• Inventory
• And many other

Localization