VPFinance 2.0

In this page you can download the FREE financial planner VPFinance. It is made using SuperWaba (a modified version of Waba), the java virtual machine for Palm OS.

I had made it primarily to control myself and my finances. Every month i had to make an (very huge!) list of things to pay. Since i play with palm, i was willing to make such program. So here it is!

Note: If you're downloading version 2.0, and you use a version prior to 1.3, you must first upgrade to 1.3 and then to 2.0. This is needed so that version 1.3 changes the database to the format that is compatible with 2.0. VPFinance 2.0 does not has the upgrade feature, and you may corrupt your data if you don't upgrade correctly!

Download VersaPalm Finance 2.0!

Download VersaPalm Finance 1.3!

Instructions

Below are instructions of how to install the program, how to update from a previous instalation to keep your data safe, and how to use the program.

Instalation

You must install the following files in your PalmOS compatible device:

• The VPFinance files
  • Finance.prc
  • VPFinance.pdb
  • One of the language files: vpfPortugues.pdb, vpfFrancais.pdb, vpfEnglish.pdb, vpfEspanol.pdb or vpfDeutsch.pdb. (install only one!). By installing this file, you always reset your VPFinance configuration.
• The SuperWaba VM files
  • SuperWaba.prc
  • SuperWaba.pdb
  • SWNatives.prc

Upgrade instructions

In order to upgrade from version 1.3 to 2.0, you need to:

1. Remove the old Waba VM, that will be replaced by the new SuperWaba VM.
2. Remove the Finance Setup program. It is no longer used.
3. Don't remove the Finance program, otherwise, you will loose your data!
4. Install the new VPFinance files over the previous ones, as described above.

   The database file where the values are stored is called VPFV.pdb. The old configuration file was called VPFC.pdb. It will be automaticaly deleted once the program starts. The new configuration is stored in the language files.

VPFinance 2.0

The only thing to keep in mind is: the program can be slow sometimes, so be patient!

This version contains some requests from users and also upgrades VPFinance to use SuperWaba 2.x. This means that the program is twice fast than before. All the hidden functions in the previous version are now available through the menus.

Some menu functions are disabled: they will be enabled in a future shareware version. It will be very cheap: US$7.90.

When you upgrade from an older version, you can scan your records to rebuild the previous sources list by selecting File / Rescan Sources. This will delete all current sources and replace by the ones in the current records. Note that this will only work if you have more than 20 records in the database. To restore the sources list with the factory defaults, reinstall the language file.

In the main screen there are 4 tabs in the top: List, Edit, Reports, Config (english version).

1. List tab
   • You have an grid with 5 columns: <empty>, Date, Source, Doc# and Amount.
   • The <empty> column is where you mark what you had paid (checked) or not (not checked).
   • At the bottom of the screen there is a label that indicates the period that is being shown and the total that remains of money (the sum of the total debits and credits) in that period.
2. Edit tab
   • Here you can insert, delete and change records.
   • There is a numeric pad that can be used to enter digits in the edits.
   • All the fields are self explaining.
   • If there is a line selected in the grid in the List tab, switching to Edit will let you edit the selected line. You can then click change to update the changes in that record.
   • Add through is very useful if you use this same operation every month, so you can repeat it through a period. If you type a number in Doc#, that number will be incremented by 1 at each month added.
   • To do an action (change,add,delete,clear), choose the action and press the yes button.
3. Reports tab
   • After pressing the Compute button, it displays several calculations.
   • It includes the balance of the last period, and at the bottom how much you had paid with each kind of money. If you want to change the balance, type a new value in the field Last Period.
4. Config tab
   • Tax (in portuguese, CPMF) are applied to every debit in your account. This is only shown in the computation of the totals.
   • Doc # precision is used to set the number places for the doc #.
   • Max Value is used only to make more space available in the grid.
   • Period Start is very important: this sets the period that all the main calculations are done; usually, this is the day that you receive your payment.
   • To edit the sources list (which are customized to my life):
     • Clicking in the left arrow removed the selected item from the list and places in the edit.
     • Clicking on the right arrow inserts the text from the edit in the list again, in alphabetical order.

There are also some popup windows.

Important: when pressing the key to invoke the popup window, there can be a short delay until the window is shown.

1. Keyboard
   • When you are in an edit field, you can press the abc or 123 special keys to bring a keyboard.
   • This is a modified version of the original keyboard, with all accentations and numeric chars
   • To close, press again the abc/123 keys or hit the done button.
2. Calendar
   • When the edit field is a date, pressing the abc/123 special keys will bring a popup Calendar instead of the Keyboard.
   • Click the day to select it
   • Or click again the abc/123 special keys to close the window
3. Calculator
   • When the edit field is for numbers or amounts, pressing the abc/123 special keys will bring a popup Calculator instead of the Keyboard. Enter two numbers and press the operation. You can then paste the computed value or the first operand.
   • Or click again the abc/123 special keys to close the window
4. Find
   • At any time, pressing the Find button will bring a find engine. With it, you can search for records with a set of filters.
   • The filters operate together like an AND operation.
   • There are 5 filters:
     • Date start to date end
     • Doc # start to doc # end
     • Amount (Debit or Credit)
     • Type list
     • Source list
   • In the edit's with start/end fields, you must insert the lower value in the start field and the biggest value in the end field; if not, the program will invert the values.
   • After filling the desired fields, press the find button. A message will appear and a hourglass will keep flashing in the title bar at every 20 records searched.
   • When the search is done, the total number of records matching the search criteria will be shown. If greater than zero, the window will be closed and the grid will display the results. The program will be now in Find Mode.
   • You now can edit the records shown.
   • If you delete a record, the search mode will automatically be canceled.
   • To go back to Normal Mode, select the menu item Finish Find or press the Find button and close the window without doing a search.
   • You can delete all records in the current grid mode in the find view. to do that, select menu item Found / Delete all found.

Tips!

• In the comboboxes (e.g.: type, source), you can enter a letter to select the first item matching that letter.
• To cancel a press in the rectangle shape buttons (e.g.: numeric pad), drag the mouse outside the button region.
• When adding a record for an extended period, if you want set the date to the last day of each month (e.g.: 3/31, 4/30, 5/31, etc), use the special day 99 (e.g.: 3/99). This is necessary because if you are in april and try to insert an day 4/31, it will give you an invalid date message.
• Since version 2.0, all hidden functions are presented in the menus.
• You can use the up/down keys in the grid and in the comboboxes.
• You can use the clipboard functions (cut,copy and paste) within the program.
• When the grid is searching for records, it displays a hourglass.
• All popup windows are moveable! Just drag the title and move it to a new position.

New Translations

If you want to translate the program to another language, you can download this file (right click and choose save as) and translate each string (between "") replacing them. Be sure to translate everything, and be careful with long names, because they may not appear correctly in the program. If you want to translate from another language, ask me and i'll send it to you. After you finish, e-mail it to me. Thanks!

Enjoy!