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AccountTrak

Author:Rick Chappell [Send Author Email]
Homepage:
Date
Added:

November 23, 2000
Description:This applet is for keeping all of your credit card, bank account, PIN numbers, and loan information conveniently stored in your Palm unit for when credit references or other loan information are needed. Automatically calculates total of all monthly payments for each account (based on monthly payment and term). Automatically keeps track of amount paid and remaining balances (based on monthly payment, first payment, and term). Be sure to apply the password protection.
Has Data:No
Has Forms:No
Filters:Filter on account type. Filter on items with a remaining balance (set filter's lower limit to any value above 0). Filter on active or inactive accounts.
Sorting:Sort by type, interest rate, first payment, balance, etc.
Reports:Run report on monthly payments to find total and average monthly payments.
Comments:Remember to apply the password protection. Includes customizable, pre-populated pop-up menus for account type and institution. Other fields include account #, PIN #, expiration date, limit, loan amount, interest rate, monthly payment, first payment date, term, and notes. Also includes a check box for 'active' accounts. I re-posted this file on 11/23/00 since some people apparently had problems downloading it. If you have any more problems, please E-mail me and let me know.
Price:FREE
Version:HanDBase v.2.7x or greater
File:accounttrak1.zip          Downloads: This Month 12 / Total* 5547
Note:MAC Users will need to enter the filename accounttrak1.zip when saving this file.
* since October 1, 2000.

Other Titles from Rick Chappell

11/16/2000 HomeInsure [Financial]
This applet is for tracking your posessions for insurance purposes. It automatically calculates the age of each item based on purchase date and keeps a running total of replacement value in the list view. Fields include category, brand, model #, serial #, description, cost, replacement value, purchase date, and store. Includes check boxes for items with 'payments pending' and 'have receipt'. Has pre-populated, customizable pop-up menus for category, brand, and store. Also includes a 'sketch note' field for drawing any relevant markings or identifying features of any item.