This app is for Budget Kit Spreadsheet users. It makes it possible for you to enter expenditures into your smartphone while away from your computer. Then from time to time you can synchronize the smartphone data with the spreadsheet. Here’s how it works:
You save the spreadsheet on your computer to the phone. You do a “Mobile Update” on the phone (this merges the spreadsheet and phone data). You then retrieve the updated spreadsheet from the phone and save it to your computer’s storage.
Before you can start using the app you need to do an initial setup to load your existing spreadsheet. Detailed instructions appear below.
WHAT YOU WILL NEED
- A USB cable to connect the smartphone with your computer.
- A file manager app for your phone – many are available for free on the Android Market.
- Basic knowledge of Excel and file management procedures.
Initial one time setup:
- Create a directory on your phone called “MoneyTracker” (no space, case sensitive, without the quote marks).
- Perform steps 1 and 2 of the synchronization procedure described below.
- Your smartphone app is now ready for use.
Step 1. Connect phone and computer with a USB cable. From your existing Excel spreadsheet do a “Save As” budgetkit.xml to the MoneyTracker folder on your phone . The file name is case sensitive and must end in “.xml” more details here. If you encounter a compatibility warning answer “Yes” to ignore it. It is recommended you then CLOSE the Spreadsheet on your computer as part of this step, leaving the empty Excel Application open.
Step 2. Disconnect the USB cable and, from the App’s splash page, press the phone’s “Menu” button and select the “Mobile Update” menu option. This will update the file you saved to the phone. It will only work with the cable disconnected.
Step 3. Reconnect the USB cable and,
from the EMPTY Excel Application on your computer, do an “Open” and choose budgetkit.xml in your phone’s MoneyTracker folder to retrieve the updated file.
Step 4. Do an Excel “Save As” to replace the old spreadsheet on your computer with the updated spreadsheet you just opened from the phone. Make sure you correctly specify the name AND file extension as it exists for the Excel file on your computer.
TIP: You might find it more convenient to permanently rename the file on your computer as “budgetkit.xml”. It will function just like a regular Excel file though some functions such as Save take a bit longer.