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HP Jornada 520 and 540 Series PDAs - Setting Up the Jornada to Work with Microsoft Money on the Desktop PC

Introduction
This document explains how to configure and synchronize Microsoft Money for the Pocket PC with Microsoft Money 2000 or 2001 on the desktop PC.
Instructions
Microsoft Money for the Pocket PC is a stand-alone program that runs on Pocket PC devices. You can synchronize the Money data file in Money for the Pocket PC with the Money 2000 or 2001 data file on your desktop PC. To do so, the following conditions must exist:
  • Money for the Pocket PC must be installed on a compatible device. Currently, Money for the Pocket PC runs on Pocket PC devices only.
  • Money for the Pocket PC is installed on the ROM of any qualifying Pocket PC device. You cannot download or purchase Money for the Pocket PC.
  • Microsoft ActiveSync must be installed on your Desktop computer from the ActiveSync 3.1 CD-ROM. (You can download Microsoft ActiveSync 3.5 from Microsoft's website.)
  • The Pocket PC and the desktop computer must be connected and have an established partnership.
  • Microsoft Money 2000 or Microsoft Money 2001 must be installed on the desktop computer.
To set up Money for the Pocket PC to synchronize with Money on the Desktop PC, use the method below that matches your version of Money:
Microsoft Money 2000
  1. Connect the Pocket PC device to the desktop computer.
  2. Insert the Microsoft ActiveSync 3.1 CD-ROM into the CD-ROM or DVD-ROM drive. Press and hold down the SHIFT key when you insert the ActiveSync 3.1 CD-ROM to prevent ActiveSync Setup from starting automatically.
  3. Click Start, Settings and then click Control Panel.
  4. Double-click Add/Remove Programs.
  5. Click Install.
  6. Click Browse, and then browse to the following folder on the CD-ROM: Extras\MSMoney\PocketPC.
  7. Double-click Setup.exe, and then click Next.
  8. Follow the instructions on the screen to install Money for the Pocket PC on the desktop computer.
  9. When Setup is finished, you can synchronize Money for the Pocket PC with Money 2000 on the desktop computer.
To synchronize Money for the Pocket PC data files with Money 2000, your system must meet the following requirements:
  • You must synchronize your Money for the Pocket PC-compatible device with your desktop computer before you create or update Money for the Pocket PC data files on the device.
  • You must select the accounts that you want to synchronize on the desktop computer.
  • To select the accounts that you want to synchronize:
    1. Start Microsoft ActiveSync on the desktop computer.
    2. Click Options.
    3. On the Sync Options tab, click to select the Microsoft Money Data check box, then click Settings.
    4. On the Transactions and Investments tabs, click to select the accounts that you want to synchronize, then click OK.
       note:
      You can only create cash, checking, credit card, line of credit, and savings accounts on your Pocket PC. These are also the only account types that display transactions in an account register. Although you can synchronize other account types, you can only view their balances on your Pocket PC.
    5. Click OK to complete the process.
Microsoft Money 2001
  1. Connect the Pocket PC device to the desktop computer.
  2. Connect to the Internet and go to Microsoft's Money website.
  3. Download the Money 2001 upgrade.
  4. Double-click Msmnyppc.exe to start Setup.
  5. Follow the instructions on the screen to install Money for the Pocket PC to the desktop computer.
  6. When Setup is finished, you can synchronize Money for the Pocket PC with Money 2001 on the desktop computer.

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