ExCHANGE and Wildcat

Table of Contents:
	What does ExCHANGE do?
	What does Wildcat do?
	How to Use - On Macintosh
	How to Use - On Windows
	Contact Information


-----------------------------------------------------
What does ExCHANGE do?
-----------------------------------------------------

	ExCHANGE allows you to upload your PocketMoney data to Quicken
Interchange Formatted (QIF) files or Tab Deliminated Formatted (TDF)
files.

	QIF files can be imported into Quicken, MSMoney, MacMoney, Managing
Your Money. 

	TDF files can be imported into Excel, FileMaker, ClarisWorks and
other spreadsheets or databases. 


-----------------------------------------------------
What does Wildcat do?
-----------------------------------------------------

	Wildcat is a program that runs on the desktop that will collect data
sent to it from ExCHANGE. After it is finished receiving data it will
prompt you to save the file.

	WildCat is not bundled with PocketMoney, but it is free and can be 
downloaded from the same site you downloaded PocketMoney from. This will
save download times because you will only need to download WildCat once 
as it is not likely to change as often as PocketMoney. If you cannot
find WildCat where you download this file then you can download Wildcat
from the Catamount Software website/ftp site at
<http://www.catamount.com/PocketMoney.html> 
	or 
<ftp://www.catamount.com/packages/>


-----------------------------------------------------
How to Use - On Macintosh
-----------------------------------------------------

1. Install ExCHANGE.pkg onto the Newton

2. Launch Wildcat on the Macintosh.
	a. Select the Port in the Config menu that you will be talking to
the Newton thru.
	b. The selected Tool MUST be modem. The other options are not
supported yet.
	c. Click the Upload button. 

3. Launch PocketMoney on the Newton.
	a. Set the filter to show the transactions you want to upload. This
should be set to a specific account because Quicken can only import one
QIF file per account. For example, set it to your Savings Account,
	b. Tap the envelope and select ExCHANGE,
	c. Set the Format to "QIF" or "Tab Deliminated" depending on what
program you are importing this data into on the desktop.
	d. Set the Connection to "Wildcat",
	e. Tap Upload

4. When Wildcat is finishing reading the transactions uploaded by
PocketMoney it will ask you to save the file. For example, save it as
"savings.qif".

5. All of the transactions in the currently found set will be uploaded.
You can do a couple different things now...
	a. nothing - do nothing is you want to keep all of your transactions
in your Newton
	b. delete the PocketMoney entries that you don't need anymore by
tapping the envelope and selecting Rollup Items. (This will delete all
of the transactions in the currently found set and replace them with one
transaction that was equal to the sum of the deleted transactions...this
way the balance will still be correct in PocketMoney)


-----------------------------------------------------
How to Use - On Windows
-----------------------------------------------------

1a. Install ExCHANGE.pkg onto the Newton
1b. Install Wildcat.exe, cdil_dll.dll, and fdil_dll.dll onto your
Windows machine.
		cdil_dll.dll and fdil_dll.dll should be installed in the /Windows
directory

2. Launch Wildcat in Windows.
	a. Set the Comm Port in the Wildcat menu that you will be talking to
the Newton thru.
	b. Click the Upload button. 

3. Launch PocketMoney on the Newton.
	a. Set the filter to show the transactions you want to upload. This
should be set to a specific account because Quicken can only import one
QIF file per account. For example, set it to your Savings Account,
	b. Tap the envelope and select ExCHANGE,
	c. Set the Format to "QIF" or "Tab Deliminated" depending on what
program you are importing this data into on the desktop.
	d. Set the Connection to "Wildcat- Serial (Win)",
	e. Tap Upload

4. When Wildcat is finishing reading the transactions uploaded by
PocketMoney it will ask you to save the file. For example, save it as
"savings.qif".

5. All of the transactions in the currently found set will be uploaded.
You can do a couple different things now...
	a. nothing - do nothing is you want to keep all of your transactions
in your Newton
	b. delete the PocketMoney entries that you don't need anymore by
tapping the envelope and selecting Rollup Items. (This will delete all
of the transactions in the currently found set and replace them with one
transaction that was equal to the sum of the deleted transactions...this
way the balance will still be correct in PocketMoney)


-----------------------------------------------------
How to Use - With a terminal emulator
-----------------------------------------------------

1. Install ExCHANGE.pkg onto the Newton

2. Launch Terminal (the communication program) in Windows 
	a. Set the baud rate to 19,200
	b. Set the Parity to None
	c. Set the Databits to 8
	d. Set the Stopbits to 1
	e. Hook up the serial cable that you use for Newton Connection Kit
or Newton Backup Utility to your PC and Newton device.
	f. Turn on Start Capture of incoming Text (Start Capture, Receive
Text or something similiar) 
* I do not have a Windows machine here to validate the steps right now,
but I will by the next version.

3. Launch PocketMoney on the Newton.
	a. Set the filter to show the transactions you want to upload. This
should be set to a specific account because Quicken can only import one
QIF file per account. For example, set it to your Savings Account.
	b. Tap the envelope and select ExCHANGE.
	c. Set the Format to "QIF" or "Tab Deliminated" depending on what
program you are importing this data into on the desktop.
	d. Set the Connection to "Terminal Emulator"
	e. Tap Upload

4. When Wildcat is finishing uploading the transactions stop Text
Capture and save the file as appropriate (for example: "saving.qif" if
you just finished uploading your Savings account transactions. ** There
could be a problem with these files due to the Terminal Emulator
removing the Line Feed characters...please let me know ***

5. All of the transactions in the currently found set will be uploaded.
You can do a couple different things now...
	a. nothing - do nothing is you want to keep all of your transactions
in your Newton
	b. delete the PocketMoney entries that you don't need anymore by
tapping the envelope and selecting Rollup Items. (This will delete all
of the transactions in the currently found set and replace them with one
transaction that was equal to the sum of the deleted transactions...this
way the balance will still be correct in PocketMoney)


-----------------------------------------------------
Contact Information
-----------------------------------------------------

Hardy Macia 
Catamount Software
P.O. Box 8276 
Essex VT 05451, USA
(802) 372-9512

internet   : support@catamount.com  
 
URL:  http://www.catamount.com/

