• Improved Treo D-Pad navigation

• Added page scroll mode to register

• Cut/Copy/Paste now available in Account Details

• Miscellaneous reliability enhancements

Pocket Quicken 2.5 might look familiar, however much has changed since version 2.0. In particular significant work has been done in the engine room to facilitate some planned features for future versions. Some of the version 2.5 highlights include:

Account List View

• Fast access to account details

• Flexible row display options (details, font, etc)

• Option to display "preferred" accounts only

Account Details Display

• New "at a glance" page summary of account details

• Improved field layout

• Improved Account Notes editor

AutoFill/AutoComplete Improvements

• Now parallels Quicken's behavior

• Improved support for two-stroke Graffiti 2 characters

• Page up/down key cycles through AutoFill entries

• Transaction auto-complete overwrites all data within the new transaction

Budget Improvements

• Ability to track Savings Budgets

• Concurrent display of Actual, Budgeted and Remaining amounts

• Support for eight different budget periods (Weekly, Bi-monthly etc)

• Custom date ranges now supported in Budget summaries

• Budget grand totals now displayed

• Optionally display/hide cents in overview summaries

• Auto-calculate Budget amount from past financial activity

• Auto-create Budgets from past financial activity

• Support for foreign currencies

Calculator Improvements

• More efficient use of screen real estate

• Customizable shortcuts for opening (i.e. double tap etc)

• Now accessible in all amount fields.

Category/Class List improvements

• Category/Class transaction list now supports incremental lookup

• Filter Category list by income, expense and transfer type

• Category/Classes can now be independently edited

Foreign Currency Support Improvements

• Improved editing and exchange rate update UI

• Reassigning home currency now recalculates all rates

• Split amounts can now be entered in a foreign currency

• Transfer Money dialog supports amounts in foreign currencies

High Resolution Display Support

• Supports 320x480 portrait and landscape modes

• Includes higher resolution fonts and graphics

• Updated user interface aesthetic

Memorized Transaction Improvements

• Memorized transactions now limited by available memory only

• Memorized transaction list now supports incremental lookup

• Display of categories and amounts in Memorized list now optional

• Memorized transactions can now be independently edited

Security Improvements

• Enhanced PIN entry screen

  • Full screen with larger number buttons

  • Auto open upon correct PIN entry

  • Improved behavior on device sleep

• Account details are encrypted on handheld

Standalone Operation

• Pocket Quicken no longer requires the use of Quicken on the desktop

• Category/Classes can be added/edited on the handheld

• Currencies can be added/edited on the handheld

• Memorized transactions can be added/edited on the handheld

• Auto generation of default category, currency and account lists

• Account reconciliation

Smartphone Optimizations

• Supports navigation via Treo D-Pad and palmOne 5-way navigation button

• ThumbNav™ Mode further facilities thumb navigation of User interface

• Popup Menus enlarged and pre-selected for fast thumb or D-Pad based activation

• Primary controls enlarged and positioned at the bottom of the screen

• Transaction priority mode. Press any character in the main list views to create a new transaction

• AutoDial bank contacts on Treo and Kyocera 7135 phones

Scheduled Transactions

• Auto enter transactions on a recurring basis

• Choose from 11 schedule frequencies

Split Category Editing Improvements

• Transactions can now be split 30 ways

• Split Classes are now supported

• Improved editing behavior

  • Split remainder auto entered into amount field

  • Single split items revert back to non split transaction

  • Tapping amount/category fields now open split editor

• Adjust total function now parallels Quicken's behavior

• New Categories and Classes can be created on the fly

• Split memo icon now colored red if memo is set

• Split amounts can now be specified as a percentage of total

• Split amounts can now be entered in a foreign currency

Transaction Searching Improvements

• Search by Account, Payee, Category, Class, Memo, Amount, and/or Status

• Fully configurable search results summary

• Improved transaction synopsis display in global find list

Transaction Register Improvements

• Flexible row display options (details, font, row shading, etc)

• Support for two line register display

• (Optionally) display year in the date column

• Single tap transaction scheduling and duplication

• Improved "Go to date" behavior

  • Now advances to closest transaction if no exact match exists

  • Highlights transaction if an exact match is found

  • Prompts to sort transactions by date if not already sorted

Transaction Overview Improvements

• Tap to display entire transaction memo

• Splits listed with class and memo details

• Tap split entry to display full details/and memo

• Day of transaction now displayed

• Single tap access to split transfer parent details

Miscellaneous Improvements

• Integrated Help System with operational tips, etc

• Simplified Transaction Trimming UI

• New selector gadget provides single tap access to accounts, register and budgets

• New Preferences interface