MoneyClip

MoneyClip is a full featured personal finance manager for your Hiptop (Sidekick) device. With it, you can gain  control of your finances. By setting up your accounts and logging your income and expenses, you will always have a complete picture of your portfolio at your fingertips.

There is the ability to set up a complete set of categories to set up your finances to as much details as you would like. MoneyClip also offers a comprehensive budgeting feature. Create budgets and monitor your progress of expenses against your budget amount. It will also provide a break down of how your money is being spent within that budget so you will know where all your money is going. Set your goals, track your progress and watch your savings grow.

 

MoneyClip (Sidekick) FAQs | Download Application Guide(pdf)

 

Features available in MoneyClip:

Account Management

  • Add/Edit/Delete Accounts to track your entire portfolio
  • Export Accounts in the Quicken Interchange Format (QIF) to your desktop application
  • Exclude Accounts from overall balance (ability to view Net Worth or Available Cash)


Income and Expense Categories

  • Add/Delete Categories to identify and isolate your expenses
  • Auto-generate Categories using the Add Defaults feature
  • Export Categories as a QIF file to your desktop application


Add/Edit/Delete Transactions for each of your Accounts

  • Quick re-entry of Transaction description using type-ahead text
  • Assign Categories to each Transaction for budgeting and analysis
  • Flag a Transaction state for checkbook balancing or reference: Open, Void, Cleared, Reconciled
  • Export Transactions as a QIF file based on Account and date range
  • Transaction Roll-up feature
  • Perform quick balance transfers between Accounts
  • Calculate your balance for a specific date using the "Balance As Of..." feature
  • Simplified Transaction amount entry, one-click method for credit or debit amount
  • Transaction Roll-up confirmation
  • Use the Quick Entry List to enter Transactions with just a few wheel clicks
  • Have Recurring Transactions that are automatically entered in your Accounts Transaction list on a set schedule


Quick Entry and Recurring Transactions

  • Add/Edit/Delete Quick Entries to allow you to quickly enter common Transactions with a few simple clicks
  • Set up Recurring Transactions to have the system automatically log the Transactions for you
  • Set the frequency for a Recurring Transaction: Daily, Weekly, Every Other Week, Twice a Month, or Monthly
  • Enhanced Quick Entry feature allows you the option to update the amount from the Quick Entry item without having to go back and edit the created transaction


Budgets

  • Add/Edit/Delete Budgets to help you set goals and see where your money is going
  • Set a date range to define the Budget's period of focus
  • View your budget's current totals and compare against your target amount
  • View a percentage breakdown of the expenses for each Category in your budget
  • Use Unassigned categories in your Budgets to track any and all expenses logged
  • View Budget details - see a detailed list of the transactions that contribute to a Budget category


Password Protection

  • Optionally set a password to shield your data from unauthorized viewing
  • Choose from one of the three password options: No password, Combination Lock, or Text Password
  • Set a password hint to help remind you of your password in case you forget


Categories

  • Up to 75 user-defined categories can now be created


Transaction States

  • New Transaction State called "Future" -   Transactions created with a future date are automatically tagged as "Future"
  • Transactions tagged as "Future" do not contribute to the Account Balance
  • When the date of the "Future" Transaction arrives, the system will automatically change the state to "Open"


Transaction Reminder Service

  • Transactions can be flagged with a Reminder
  • A Notification Icon appears in the Title Bar on the Reminder Date
  • A Reminders View allows you to view all of the upcoming Transaction Reminders
  • Old Reminders are deleted automatically
  • Reminder Service integrated into Recurring Transactions - get reminders for your monthly recurring transactions


Transaction View Shortcuts

  • While in the Transaction view, use the following keys to update each transaction without having to open each one up:
  • = Open
  • = Cleared
  • = Reconciled
  • = Void
  • = Future


Budgets

  • Roll Date Ranges to quickly reassign the date range for a selected set of Budgets
  • Pie Chart graphs for each Budget


Password Protection/Login

  • "Flip-free" login - A text password using just '0's and '1's allows you to encode a button sequence using the Left (0) and Right (1) Shoulder buttons


Help

  • Enhanced Help dialog to provide easier navigation using the Left and Right Shoulder buttons