

Installation and Usage:
=======================

What you need to run expense.awk is an application called awk. Mind you that
you need the gnu version of awk (usually called gawk) which supports
case insensitive search.

You can find  this at my site:
Http://www.geocities.com/SiliconValley/Way/4696


	1. Extract expense.awk from the zip file, if you are reading this
	you should have already done that.

	2. Copy the file expense.awk and gawk.exe into the pilot desktop
	expense. This directory can be found usually under:
		C:\Program Files\Pilot\<yourname>\Expense
	the <yourname> is to be substituted with 6 characters of your last
	name and first character of your first name. For example: my name
	is Narayan Natarajan --- directory is NataraN

	3. I have added a small BATCH file called MKEXPENSE.BAT
		Double click on the MKEXPENSE.BAT -- this should run the 
		command to convert the expenses.
		
	4. This should create files with respect to each account. How the
	accounts are defined can be found inside the expense.awk file. Use
	a text editor to view or edit this file. It should not be too
	difficult to change the strings being compared to your own needs.
	If the expense.awk is used as is it will create:

		My account      --  QIF filename  -- Pilot Account
		--------------------------------------------------
		AT&T Mastercard -- AT_T.QIF       -- MasterCard
		Cash            -- CASH.QIF       -- Cash
		Discover Card   -- DISCOVER.QIF   -- Credit Card
		Citibank Visa   -- CITIVISA.QIF   -- Visa
		Checking        -- CHECKING.QIF   -- Check

	5. Start MSMONEY, and from FILE menu select Import. Go to the
	expense directory and select the QIF files that were made using
	expense.awk.  Follow the prompts.

	6. The imported records are clearly marked in MSMONEY in the
	Check number field as "Pilot".

Notes On using PalmPilot Expense...
===================================

	1. Categories:
	--------------
	The expense.awk matches two categories:
		Personal, and
		Business
	If you wish to make it handle more, or different categories, you
	will have to change the expense.awk code. This should be fairly
	easy to do since the code is well commented (I tried).

	So, for normal use, create two categories called Personal, and
	Business on your Pilot.

	2. How to fill in the data on your Pilot
	----------------------------------------
	For best use of the translator, give it as much info as possible.
	Use the "Details" button to fill in more info. When you push the
	Details button you will see:
		Category: <choose personal or business>
		Type    : <choose type of expense: lunch, supplies, etc>
		Payment : <choose account type: mastercard, etc>
		Vendor  : <Vendor name will appear in the memo zone>

		All other fields Ignored.

	Special Note:
	~~~~~~~~~~~~~
	The payee "Supplies"  is being used from Groceries. This was the
	closest to Groceries. If you fill in the Vendor field with the name
	of the grocery store, the expense.awk will take that as a Payee and
	insert that instead of the word "Supplies" in the record. Also, the
	category for Supplies has been mapped to "Food:Groceries". The
	following are the mappings for Groceries:

	case ignored for vendor
	Vendor name as entered   	Payee name generated
	-------------------------------------------------
	safeway                  	Safeway
	q.f.c                   	Q.F.C
	qfc                     	Q.F.C
	meijer                  	Meijer
	kroger                  	kroger
	food town               	Food Town
	L&L                     	L&L 

	Note that the case has been fixed for the Payee name. I did this
	because I was not sure whether MSMONEY would create a new Payee for
	a different case payee name. I am pretty sure it does.

Bugs
====

	Circumvented IGNORECASE bug. The gawk that is available is not gnu
	enough :-). It was screwing up on if statements with == matching
	strings. It does, however, handle "searches" correctly. So I have
	changed all "=="s to "~" and the rhs string to /string/.


Other Notes:
============

I have Personal and Business as two Categories in my pilot. Between
this and the Payee I can map the MSMONEY category.  For example:
If Category is Personal and Payee is Dinner, then it is Food:Dining Out
But if Category is Business and Payee is the same, then it is
Travel Expense:Food



Narayan Natarajan
venkman1@ix.netcom.com

