Company:

Ilium Software

Price

Free

License:

Freeware

Rating:

4 Star Rating: Recommended

Ilium Software Keep Track 2.0

John Ottini | Handheld PC Reviews
September 1, 2008

Ilium Software, is best known for their award-winning eWallet and ListPro software, but they also created the lesser known, Keep Track 2.0, which is an excellent bill-tracking and financial-transaction software.

Keep Track 2.0 allows you to keep abreast of all your bill and credit card payments, loan payments, and, of course, helps you in reconciling all your bank accounts. I've been using this software on my Handheld PC for many, many years, and although it doesn’t offer all of the bells and whistles available on some other financial and bill tracking software, what it does offer, may be more than enough to meet the needs of many Handheld PC users.

 

Keeping it Simple

The beauty of Keep Track has always been its simplicity. You begin by setting up one or more account(s) that you wish to track, such as checking, savings, credit card, etc., and then enter a starting balance for each account. Next you use the Transaction Entry screen to record all additions and deductions to or from each individual account. This information can be entered directly on your H/PC or on your desktop PC, by using the sister version of the software and then synchronizing it with your H/PC using ActiveSync.

Figure 1: The Transaction Entry screen is where you enter all debits and credits

The Transaction List screen allows you to view transactions located in one or in all your accounts. If you have reoccurring payments or charges that you enter on a regular basis, then you should use the One-Touch screen buttons, where you can store and have quick access to 15 different transaction types, thereby saving yourself a lot repetitious typing in your Entry screen.

Figure 2: The Transaction List screen is where you view all entries, account balances and running totals

 

Figure 3: One -Touch buttons allows you to store up to 15 recurring monthly transactions

This software really simplifies the process of tracking your finances, you just enter all the information required and Keep Track does all of the boring math and displays accurate running totals of all your accounts. The software is fairly easy to master, but if you run into trouble you can consult the built-in help files or if you enjoy reading user guides, then you will really love Ilium’s well written and informative 21-page manual, provided in Acrobat PDF format.

 

What can it do?

Here is a list of features that might be of interest to H/PC users.

  • Create and track an unlimited number of accounts
  • Edit or Delete Accounts
  • Transaction Categories and Names can be created and referenced to each transaction
  • Easy display of all Account totals for All, Selected, Marked or Unmarked entries
  • 15 One-Touch Buttons can be configured, to enter transactions that you do frequently
  • Sort by column in the Transaction List
  • Edit any entry in the Transactions List
  • Save and retain Categories and Payee Names
  • Reconcile and delete checks and deposits, cleared in your latest bank statement
  • Setup Password protection
  • Synchronize data with the desktop PC version
  • Import and Export to tab-delimited text file, CSV or QIF files

 

What it can’t do!

Here are a few features that are missing from Keep Track, which may or may not be important to HPC users.

  • There is no Find function available
  • There is no filtering function
  • Font type, size and color are not adjustable
  • You cannot create forms, reports or graphs
  • Account fields/columns in Transaction List are preset and can’t be edited
  • The H/PC version has no printing function

 

Will it work for you?

As mentioned previously, Keep Track is easy to use and does a wonderful job of keeping tabs on your financial situation, but it does lack a number of features that some users are accustomed to using in higher end software packages.

Therefore, whether Keep Track fulfills your financial monitoring needs, greatly depends on what your requirements are in bill-tracking and financial-transaction software. I have very basic needs, so Keep Track is perfect for me.

Do I wish it had some of the missing functionality mentioned above? -Yes!

Do I really need it? – No!

Will Keep Track work for you? Well ….. that’s one of those questions only you can answer!

 

Where can I get my copy?

The HPC version of Keep Track is distributed as freeware and the down load is exclusively available here on HPC:Factor

 

System Requirements:

Windows CE 2.00 or higher
StrongArm/XScale, SH3, MIPS

Rating

 

 

Cost:

5 Star Rating: Exceptional

Pros: Easy to use, great interface, enough functionality to meet the moderate financial demands of most HPC owners and best of all – it’s free!

Cons: Does not provide printing, sorting or filtering functionality and may not include options suitable for power users with complex financial needs. The H/PC version of the software is no longer supported by the developer.

Usability:

4 Star Rating: Recommended

Built-In helps:

4 Star Rating: Recommended

Customer Service:

 

Overall:

4 Star Rating: Recommended

 

 

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