The Bottom Line
SplashMoney for Palm, Pocket PC, iPhone, BlackBerry or other Smartphone is recommended for:
- Those who want to keep accounts organized and updated without using desktop software or in conjunction with SplashMoney Desktop.
- People who are new to using financial software on a PDA.
SplashMoney is not recommended for:
- Those who actively track investments.
- Those who want to synchronize data with Quicken or Microsoft Money.
Pros
- Can be used entirely independent of desktop software.
- Reconcile accounts without desktop financial software.
- Synchronizes with SplashMoney desktop software for PC or Mac.
- Navigate using keys on PDA or Smartphone.
- One tap to see transactions for a budgeted category.
Cons
- No true synchronizaton with Quicken or Microsoft Money.
- Does not support investment accounts.
Description
- Support for checking, savings, credit card, cash and other accounts.
- SplashMoney downloads transactions directly on your device via wifi.
- Reconcile accounts on your PDA or Smartphone.
- SplashMoney has solid budget and account reporting features.
- Create a budget, monitor spending goals with budget reports and graphs.
- Data transfers to Quicken, Microsoft Money or a spreadsheet, using QFX, OFX or CSV respectively.
Guide Review - SplashMoney for Palm, Pocket PC, BlackBerry and Smartphones
To navigate SplashMoney, tap on icons to create a new transactions, go to your budget, view reports or to go online to download transactions. Use the top menu bar in SplashMoney for a number of activities, including:
- View upcoming transactions.
- Edit payees, categories, classes, currencies, scheduled transactions and transaction types.
- Change the font, row and header colors and security options.
Time-saving features in SplashMoney are ideal for using a stylus or small keys on a PDA. These features include auto-fill and memorized transactions, scheduled transactions with reminders, and multiple currency support with currency converter.
Importing Data to Desktop
Importing data into Quicken or Microsoft Money Plus from SplashMoney is awkward. SplashMoney only exports QIF data for Quicken, so only cash accounts (no credit card accounts) import into Quicken 2005 and later. Importing data into Microsoft Money Plus goes smoothly, but forget to delete QIF file after importing it into Money Plus and you get duplicated transactions in your register. SplashMoney exports CSV data for spreadsheets and databases, which I did not test.
If you want to synchronize with desktop software, it is easiest to use SplashMoney Desktop, which is included with SplashMoney for Palm, Pocket PC or Smartphone. The two SplashMoney products synchronize quickly and accurately, and both are easy to use and have a decent feature set for people who do not want more advanced features like retirement calculators in their financial software.
SplashMoney for Palm, Pocket PC or Smartphone has a fully-functional 30 day free trial, and costs $29.95 (includes SplashMoney Desktop).
