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Quick Reports
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Flexible quick reports based on one or more of: Account, Date,
Payee, Category, Class, Ref, Memo, Amount, and Type
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Any
number of criteria can be included in a single report
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Date
can be a preset value (current month, current year, etc.) or a
specific range
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Reports can be saved for rapid access in the future
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Existing reports can be modified and saved with a new name
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A
simple report mode option for find in any field.
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Rapid
access to category, class, payee, etc. reports directly from
registers and lists
Category/Class List improvements
Standalone Operation
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Pocket Quicken no longer requires the use of Quicken on the desktop
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Category/Classes can be added/edited on the handheld
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Currencies can be added/edited on the handheld
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Memorized transactions can be added/edited on the handheld
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Auto
generation of default category, currency and account lists
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Account reconciliation for standalone accounts
Register Improvements
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Running balance display (for 2-line register display modes)
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Option to scale the display font as per System preferences setting
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Greatly enhanced speed performance, especially for large number of
transactions
ActiveSync Enhancements
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Significantly improved synchronization speed for Windows Mobile 5 users
(requires Quicken 2006 or later)
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Dramatically improved sync performance with Quicken 2006/2007
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Improved synchronization reliability
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Compatible with Window Vista
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Can
export QIF file
Enhanced Display Support
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Enhanced support of landscape modes
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Support for slide out keyboards
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Support for high resolution (VGA) screens
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Updated user interface aesthetic
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Column settings are maintained for portrait and landscape modes
Memorized Transaction Improvements
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Memorized transactions storage increased by five fold
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Memorized transactions can now be independently edited, deleted
Scheduled Transactions
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Auto
enter transactions on a recurring basis
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Choose from 11 schedule frequencies
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Automatic reminders of transactions due
Transaction Searching
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Search by Account, Payee, Category, Class, Memo, Amount, and/or
Status
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Fully
configurable search results summary
Budget Improvements
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Ability to track Savings Budgets
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Concurrent display of two budget amounts (Actual, Budgeted and/or
Remaining)
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Support for eight different budget periods (Current Month Quarter,
Last Month, etc)
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Custom date ranges now supported in Budget summaries
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Budget grand totals now displayed
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Support for foreign currencies
Foreign Currency Support Improvements
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Improved editing and exchange rate update UI
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Reassigning home currency now recalculates all rates
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Split
transfers adjusted correctly for foreign currencies
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Ability to enter a default list
Miscellaneous Improvements
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Support for 240x240 devices including Treo 700w
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Setup
Wizard to walk through initial program settings
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Can
be configured to work with a built-in keyboard
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Enhanced support for 5-way navigation button
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Enhanced support for tap and hold through-out
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File-based database volume for Windows Mobile 5 devices for easier
backup
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Improved user experience when application is run from external media
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Enhanced today screen balance fidelity
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Additional reliability enhancements
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