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Spb Finance - New Update! 2.8
Commercial $24.95
Summary: Spb Finance is a personal financial manager that can be used as a standalone expense tracker or as an automatically synchronizing pocket companion for MS Money and Intuit Quicken.
Requirements: Pocket PC 2002/2003, Windows Mobile 5 Pocket PC, Windows Mobile 6 Classic or Professional, English or German version of Quicken 2003-2006, MS Money 2002-2008 - Windows 2000/XP/Vista
Downloads: 48,786
Last updated: 29-Sep 2009
Download trial:
(6452K)
Features:
Application Description
Spb Finance is a most comprehensive personal financial manager for Pocket PC. You may use Spb Finance as a
standalone expense tracker or as an automatically synchronizing pocket companion for the world's
most popular personal finance management software: Microsoft Money or Intuit Quicken.
Features:
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| Windows Mobile 6 Support | * | * | * |
| Windows Vista Support | * | * | |
| Spb Finance Entry | * | * | * |
| Custom Reports | * | * | * |
| Advanced Today Plug-In Compatible with Spb Pocket Plus | * | * | * |
| Transaction Scheduling with Notification | * | * | * |
| Powerful Register View | * | * | * |
| OFX/QFX import | * | * | * |
| Multicurrency Support | * | * | * |
| Transaction Splits | * | * | * |
| Budgets | * | * | * |
| Export to CSV, Excel | * | * | * |
| Synchronization with Money (2002-2008) | | * | |
| Synchronization with Quicken (2003-2006) | | | * |
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
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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
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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
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Synchronization
With Spb Finance Money Edition and Quick Edition you will be able to seamlessly synchronize your financial
data on Pocket PC 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 Pocket PC.
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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
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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
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Localization
Download localized versions from Spb website: www.spbsoftwarehouse.com/products/finance/download.html
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User Reviews

3-Aug 2005 by Derek Weber using Other
Currently using iPaq hx2755 (not listed in menu), on WM2003SE v 1.10.09.
I avoid synchronizing my desktop with my handheld in terms of Desktop Quicken, as I use the two applications for totally different purposes. SPB Finance is the best one that fits my needs for achieving my "independence" from the desktop for a financial tracking application. The built in reports are constantly being improved. While the gui design is average, in so far as all PPC applications go, it's stability is excellent. In short, I highly recommend that if you are in the market to purchase a Financial Tool for your handheld, that you consider this application first before you buy. Good luck.

28-Jul 2004 by Lee Maher using O2 XDA II
I moved over to Spb QE after finding its functionality and feel more closely aligned to Quicken's PC-based product than Quicken's Pocket PC offering. The product also boasts superior data analysis tools. Synchronisation with Quicken works faultlessly and I like the way it can import/export raw QIF files to the product.

9-Jan 2004 by Michael Zarelli using iPAQ 2215
I've used previous version of this program and I did not really like the synchronization... Now, the new synchronization works perfectly! It is fast and it synchronizes the data in the background. I would give this program 6 stars!
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