Just like other software, I popped in the CD followed the instructions and everything loaded onto my Pocket PC with the greatest of ease. All of my transactions (the last 3 months), account information, memorized transactions, everything. I printed off the intructions and I'm off and running. Seriously easy to use, I'm just amazed.
If you like to use Quicken, and have a Pocket PC, this software is a MUST have! I absolutely don't regret spending the money on it now.