PilotMoney
1.10
Personal finances for the US Robotics 
Pilot




FEATURES:	5
THE MAIN SCREEN	7
PROGRAM TITLE BAR	7
TRANSACTION LIST	8
1. The Date Column.	8
2. The transaction description column	8
3. The transaction amount column.	8
4. The total column.	8
5. The Note column.	9
SUMMARY LINE	9
MAIN SCREEN MENU ITEMS:	9
Actions->Run Report	10
Actions->Preferences	10
Actions->Balance Checks	11
Actions->Enter Repeating	11
Actions->Get Info	11
Goto->First Record	11
Goto->Last record	11
Goto->Today	12
Goto->Specific Date	12
ADDING & EDITING TRANSACTIONS:	13
ADDING A NEW TRANSACTION:	13
EDITING A TRANSACTION:	13
TRANSACTION EDIT SCREEN:	14
REPEATING TRANSACTIONS	16
IMPORTANT NOTE ABOUT REPEATING 
TRANSACTIONS AND HOW THEY WORK:	17
TRANSACTIONS WHICH HAVE CLEARED:	18
MARKING CLEARED TRANSACTIONS:	18
ROLLING UP OR DELETING MARKED TRANSACTIONS:	18
PILOTMONEY PREFERENCES	20
EXPORTING DATA TO QUICKEN AND 
OTHER APPS.	22
EXPORTING TRANSACTIONS:	22
SELECTING TRANSACTIONS TO EXPORT:	23

Introduction:
PilotMoney is a personal finances package for the US 
Robotics Pilot organizer. It has been written as a 
handy piece of software to keep track of your day-to-
day expenses etc.


Disclaimer:

THE SOFTWARE IS PROVIDED "AS IS" WITHOUT 
WARRANTY OF ANY KIND, EITHER EXPRESS OR 
IMPLIED, INCLUDING, WITHOUT LIMITATION, ANY 
WARRANTY OF MERCHANTABILITY AND FITNESS FOR A 
PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE 
RESULTS AND PERFORMANCE OF THE SOFTWARE IS 
ASSUMED BY YOU, AND STINGERSOFT AND ITS 
AUTHORIZED DISTRIBUTORS ASSUME NO 
RESPONSIBILITY FOR THE ACCURACY OR APPLICATION 
OF OR ERRORS OR OMISSIONS IN THE SOFTWARE. IN NO 
EVENT SHALL STINGERSOFT OR ITS AUTHORIZED 
DISTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, 
SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES 
ARISING OUT OF THE USE OR INABILITY TO USE THE 
SOFTWARE, EVEN IF STINGERSOFT OR ITS AUTHORIZED 
DISTRIBUTORS HAVE BEEN ADVISED OF THE 
LIKELIHOOD OF SUCH DAMAGES OCCURRING. 
STINGERSOFT AND ITS AUTHORIZED DISTRIBUTORS 
SHALL NOT BE LIABLE FOR ANY LOSS, DAMAGES OR 
COSTS, ARISING OUT OF, BUT NOT LIMITED TO, LOST 
PROFITS OR REVENUE, LOSS OF USE OF THE SOFTWARE, 
LOSS OF DATA OR EQUIPMENT, THE COSTS OF 
RECOVERING SOFTWARE, DATA OR EQUIPMENT, THE 
COST OF SUBSTITUTE SOFTWARE OR DATA, CLAIMS BY 
THIRD PARTIES, OR OTHER SIMILAR COSTS. 

SOME STATES DO NOT ALLOW EXCLUSION OR 
LIMITATION OF IMPLIED WARRANTIES OR LIMITATION 
OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL 
DAMAGES; SO THE ABOVE LIMITATIONS OR 
EXCLUSIONS MAY NOT APPLY TO YOU.


Features:

? Keeps track of 16 different accounts.
? Records and displays running balances for each 
transaction.
? Records are only sorted when needed, and totals 
are only calculated when needed.
? A note can be attached to each transaction. Up to 
400 characters
? Displays minimum, maximum, ending or current 
balance on main screen.
? Displays if any account at any time is or will be 
overdrawn.
? Generates reports: Ending Balance, Minimum 
Balance, Maximum balance,
? Total of unpaid checks, Number or unpaid 
checks and number of transactions all accounts.
? Automatically enters repetitive transactions on a 
weekly, bi-weekly, monthly or "End of month" 
basis.
? Setting for how far ahead (in days) repeating 
transactions are entered
? Transactions can be replicated or one-time 
copied using Duplicate Transaction menu.
? Transactions can be marked as "Cleared" and 
then "Rolled up".
? Transactions can be marked private.
? PilotMoney is lockable using the security 
application.
? Goto any transaction using: Goto First Record, 
Last Record, Today or "Select Date" menu at 
main screen.
? Displays the transaction you just edited in the 
center of the transaction list
? Standard support for Copy, Cut Paste etc. menus.
? When launched, PilotMoney displays the list so 
that today’s transactions are shown at startup.
? Move between transactions from the edit screen 
using the hardware scroll buttons
? Main title bar indicates if your daily balance 
drops/will drop below $0.00 at any time.
? Transaction dates and times are recorded.
? Clicking on the date of a transaction marks it a 
"cleared" for easy account reconciliation.
? Multiple display formats for checks and 
descriptions on the main screen:
 Chk#: Description
 Description: Chk#
 Description
? User selectable currency indicator ($ sign can be 
changed)
? Added a Debit/Credit popup item so you do not 
have to enter - signs on debits.
? Dynamically resizes Total and Amount columns 
for best screen usage
? Integrated fully with the Pilot “Find” function to 
find checks by number, description or note field.


The Main Screen

The PilotMoney main screen displays several things 
about your accounts. On the top right is the usual 
"Category" selector which is used to select which 
account you’re looking at. 

 
Program Title Bar

The main title on the top right shows the name of the 
program and also in brackets a “+” or “-“. This 
indicates whether the current account balance is ever 
negative. If the balance on the currently selected 
account is ever below 0, the title will show (-). If not, 
the title will show (+) This makes it easy to tell if 
your account will be overdrawn any time in the 
future as a result of any transaction you might enter.
Transaction List

The main screen of PilotMoney shows a list of 
transactions. Each item in the list shows the 
following information in the following columns: 

1. The Date Column.
If the transaction occurs on or before the 
current date and time, the date is displayed 
as white-on-black. 

2. The transaction description column
If the transaction has been marked as 
"Cleared" the description will appear in 
brackets. ()
If the transaction is a repeating transaction, 
the description will have a small vertical line 
on the left hand side.
If the transaction has a check number the 
check number will also appear. You can set 
how this is to be displayed in the 
Preferences screen.

3. The transaction amount column.
This is the amount (- or +) of the transaction 
and will be shown using the formatting you 
specify in the program’s preferences screen.

4. The total column.
This column can be turned off in the 
preferences to make more space for the 
description column. The total column will 
keep an up-to-date running balance of the 
current account.

5. The Note column.
If there is a note attached to the transaction a 
small note icon is listed in this column. You 
may click on the I to go directly to the not 
field. If there is no note icon in the column, 
it indicates that the note for the transaction 
is empty. You may click on the space where 
the note icon would be to enter a note, or 
you can enter notes from the transaction edit 
screen.

Summary Line

Under all the transactions is a single line with the 
New button on it. This line also displays the current 
accounts Balance, Ending Balance, Minimum 
balance or Maximum balance. Clicking on the 
balance text itself cycles through the options.

Main screen menu items:


There are several menus on the main screen of 
PilotMoney. They are used to find transactions, run 
reports, enter repeating transactions or edit the Pilot 
Money preferences.

 
Actions->Run Report
This opens the report screen. From there you can 
select a variety of different reports to run. 
PilotMoney will generate the following reports:
? Ending Balances
? Minimum Balances
? Maximum Balances
? Total of unpaid checks
? Current Balances
? Number of unpaid checks
? Number of transactions
Actions->Preferences
This menu option allows you to open the Preferences 
screen. On this screen you can set:
? The description line check # display format.
? Number display format.
? Number of days in advance to enter repeating 
transactions.
? Whether to automatically enter repeating 
transactions on startup.
? Whether to disallow access to PilotMoney if the 
“Show Private Records” option in the security 
control panel is turned off.
? Whether or not to display the main screen’s 
“Total” column.
? The designator for the currency you use: E.g.:  $ 
Actions->Balance Checks
This menu item causes PilotMoney to delete all 
transactions marked as “Cleared” and apply their 
amounts to the account starting balance.
Actions->Enter Repeating
This menu item causes PilotMoney to enter all the 
upcoming repeating transactions.
Actions->Get Info
Shows the Information screen with PilotMoney tech 
support information as well as version numbers.
 
Goto->First Record
Positions the main screen’s list at the “top” of the 
transaction list.
Goto->Last record
Positions the main screen’s list at the “bottom” of the 
transaction list.
Goto->Today
Positions the main screen’s list so that the current 
day’s entries are displayed on screen.
Goto->Specific Date
Allows you to position the main screen’s display to 
show any date’s transactions.

Adding & editing Transactions:
 
Adding a new transaction:
To add a new transaction, click on the button labeled 
NEW on the main screen. This will create a new 
transaction, and set it’s time and date to the current 
time and date. It will also take you directly into the 
transaction edit screen to enter the information about 
the transaction.
Editing a transaction:
 To edit an existing transaction, just click on it’s 
description in the main view. Alternately, if you have 
just used the “Find” command, and you click on 
“GoTo…” PilotMoney opens up in the transaction 
edit screen.


Transaction Edit Screen: 
The transaction edit screen lets you enter or modify 
the properties of the transaction you selected, or the 
new transaction you just created. There are several 
fields on this screen. They are:

? The date that the transaction will/or did occur on.
? The time that the transaction will/or did occur.
? A description - which will appear on the main 
screen.
? A check number if the transaction is a check.
? An amount of the transaction. The little DR/CR 
popup menu lets you easily enter debits or 
credits without having to use the - sign which is 
difficult to enter using Graffitti.
? How often this transaction is to repeat (E.g.: 
Rent may repeat each month)  - See the 
“Repeating Transactions” section for more info.
? The Type of transaction. This field is for 
reporting, so you can keep track of what types of 
transactions you used.
? Whether you received a receipt for this 
transaction. (For expense tracking) 
? Whether the transaction or check has cleared 
your account. (This is used for reconciling - See 
the “Transactions that have cleared” section later 
in the manual) 
? Whether this transaction is flagged to be 
exported to Quicken or to Excel. Check the 
“Export” checkbox if you want to export the 
transaction.
? Whether this transaction is private and should be 
hidden when you have security turned on.
? The note button. Click this to enter notes about 
the transaction (up to 400 characters). The note 
will appear with no writing on the pad if there is 
no note attached to the transaction. If there is a 
note attached, the notepad icon will appear with 
text on the page. 
 


None of the fields are mandatory and you can leave 
the ones you are not using blank. Clicking on the 
Done button will return you to the main screen. 
Clicking on the Delete button will delete the 
transaction. 

I suggest that you always add a "Balance" transaction 
first with your current account balance


Repeating Transactions

Any transaction in Pilotmoney can be set to 
automatically repeat.

To do this, you need to edit the transaction by 
clicking on it from the main screen. Once you are 
editing the transaction you will notice that there is a 
popup list labeled Repeat. From this list you can 
select how often the transaction is to repeat itself.  
Once you have selected the repetition interval, click 
Done to return to the main screen. 

You will notice that repeating transactions have a 
small vertical line next to them. This line indicates 
that this transaction is a repeating transaction. 

Transactions which are marked as repeating 
transactions are entered automatically into the Pilot 
in two ways: 

1. If you select "Enter Repeating" from the main 
screen menu 
2. Each time the program is loaded. 

You can set how far in advance the transactions will 
be entered by selecting Preferences from the main 
screen menu. On the preferences screen you can set 
two items. The first is how many days in advance the 
transactions will be entered (in days). You enter this 
value in the Repeat Range field.
The second is the Enter Repeating Transactions on 
Startup checkbox. Check this if you want your 
transactions entered automatically each time you start 
the program. 

Important note about repeating 
transactions and how they work:
 You will notice that after repeating, only the last 
transaction in the repeat group is marked to repeat 
again. It is the last transaction and it is the one that 
will reproduce itself as time progresses. If two were 
selected they would both repeat themselves and you 
would have duplicates.
 

Transactions which have 
cleared:
As transactions clear your accounts you will probably 
want to mark them off as having been posted to your 
account. By doing this you can also remove them 
from the PilotMoney database and also update the 
starting account balance at the same time.
Marking cleared transactions:
To do this, you can edit the transactions themselves 
and check the "Cleared" check box.

Alternately you can click once on their Dates in the 
main screen. Each time you click on the date of a 
transaction, it toggles between cleared and not-
cleared. 

You can do an account "rollup" once you have 
marked all the transactions you want as cleared. 
Selecting Balance Checks from the main screen's 
menu will do this. 

Rolling up or deleting marked 
transactions: 
When you select the Balance Checks menu item, 
PilotMoney deletes each and every transaction in the 
current account which has been marked as cleared.

PilotMoney adds or subtracts the value of each 
transaction from the very first transaction in that 
account (which should probably be labeled as 
Balance).

This in effect "cleans up" all completed transactions. 
For example: 


Screen Before "Balance Checks": 

8/1
Balance
1000.00
1000.00
8/4
(802:Rent)
600.00
400.00
8/7
(803:Food)
60.00
340.00
8/7
(804:Telephone)
100.00
240.00
8/9
(Paycheck)
1200.00
1440.00
8/10
Beer!
40.00
1400.00
8/16
Bonus
500.00
1940.00




Screen After "Balance Checks": 

8/1
Balance
1440.00
1440.00
8/10
Beer!
40.00
1400.00
8/16
Bonus
500.00
1940.00




PilotMoney Preferences

The preferences screen which is accessible through 
the menu on the main PilotMoney screen is where 
you can change several settings which affect 
PilotMoney’s operation.


 

? The description line check # display format.
 This allows you to change whether the check number 
is displayed in the Description column on the 
main display, as well as where it is displayed - 
before or after the description.
? Number display format.
 This entry lets you select how you wish to display the 
amounts in the list views. You can choose not to 
display cents, and also not to display the 
Currency character.
? Number of days in advance to enter repeating 
transactions.
 The repeating transactions in PilotMoney will be 
replicated up to this many days in advance.
? Whether to automatically enter repeating 
transactions on startup.
? Whether to disallow access to PilotMoney if the 
“Show Private Records” option in the security 
control panel is turned off.
? Whether or not to display the main screen’s 
“Total” column.
? The designator for the currency you use: E.g.:  $   
R   ¥   £


Exporting Data to Quicken and 
other Apps.

Included in this archive is a program which runs on a 
PC Windows 95 or higher OS. This app allows you 
to select the MoneyDB.PDB file that is created each 
time you hotsync. You can then view the 
transactions, or use the Export function to quickly 
make a QIF Quicken file or a CSV file for Excel.
2