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SPB Finance

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SPB Finance 2.8 by SPB Software | Support

Download "SPB Finance" iPAQ.
star 16 ratings

SPB Finance is a financial manager. You can carry it in your pocket. Do you use Microsoft Money or Quicken at your desktop? SPB Finance has special features for synchronization with these products.

Updated: 06.11.2009

Requirements: Pocket PC 2002, Windows Mobile Pocket PC 2003, Windows Mobile 5 Pocket PC, Windows Mobile 6 or 6.1 Classic or Professional device

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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:

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)*

Register View

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

Register View

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

Reports

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

Synchronization

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.


Import/Export

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

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

Localization

Download localized versions from SPB website:
www.spbsoftware.com/pocketpc-software/finance/download



Ratings and Reviews

***** by gavey h // 2009.08.21
Spb Finance 2.8 is a beneficial,convenient and helpful financial manager.It will help us keep track of our expenses.Especially now during recession times,it will really come in handy.
***** by Vitaliy // 2009.04.01
Давно пользуюсь и вам рекомендую
***** by Baykock // 2009.01.24
Potente y de gran utilidad. Te permite llevar la contabilidad de tu casa de forma fácil y eficiente.
***** by Philip C // 2006.04.04
I really like the fact that the Pocket PC can now be a complete finance management system in its own right rather than being dependent on a desktop PC.
***** by Ted P // 2006.04.01
If you're familiar with Quicken or MS Money, then you already understand how Spb Finance works. This is a great application that is flexible enough to let you do real-time tracking of your basic daily financial transactions as well as doing more comprehensive budgeting and planning work. Within the limitations of the PocketPC platform, the reporting capabilities are excellent.
***** by Stephen S // 2006.04.01
For basic money management you can use Spb Finance 2.0 to meet all your needs, I see no need for a desktop application. It is quite complete with categories, budgets and income/expense reports that will allow you to monitor how you spend your hard earned paycheck. As an adjunct to Microsoft Money or Intuit Quicken, it makes a great companion for the road. The filtering feature in the ActiveSync synchronization add in and other advanced features put Spb Finance head and shoulders over Microsoft Money Pocket PC Companion.



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