Crash331, am I right that you have a T3?- If yes, quite honestly you can use your included Docts2Go to make a checkbook (I admit I am not familiar with the software you mentioned)- that can look any way you need to understand your data- and- simply pick it up on the PC desktop after HotSync or other transfer method, and import, work, expand the data as you need to.
Hope this helps- and maybe saves you some money-