PalmPilot: The Ultimate Guide, Second Edition

Expense

The Expense program (not available on original Pilot models) is made in heaven for businesspeople who rack up travel expenses that are then reimbursed by the company (see Figure 5.7). When you return from your business trip, a HotSync transfers your expenses into a finished report, ready for tweaking, printing out, and submitting to your boss. On the Macintosh, you can HotSync this data into Informed Filler (from Shana Corp.); on Windows, Expense data flows into Microsoft Excel (several ready-to-use Excel documents came with your PalmPilot).

Figure 5-7. The Expense application. The home page, normal (left) and with the Expense Type pop-up menu open (right).

To open the Expense program, tap Applications → Expense. (Alternatively, you can launch Expense using any of the program-launching methods described in Chapter 1.)

Don’t upgrade your Pilot just because current models offer an Expense program. The PalmPilot world offers many similar, and for some purposes superior, programs, such as Expense Director ($100 from Iambic Software) or ExpensePlus (from WalletWare).

And don’t despair if you’re a Quicken fan. The delightful PocketQuicken, included with this book, tracks your financial transactions until your next HotSync—at which point it exports them into your Quicken file.

Recording an Expense

The first time you use the program, you may be baffled: Expense looks like an empty screen. ...