D!! CheckStar IV Main Menu 42642D!! Check Register Menu 46989D!! Transaction status 48162D!! Adding transaction 49335D!! Reviewing transactions 51543D!! Correcting transaction 53130D!! Erasing transaction 53751D!! Searching for transaction 54303D!! Blocking transaction(s) 55959D!! Moving transaction 56994D!! Clearing/Unclearing transactions 58029D!! Unposting transaction 58788D!! Posting transaction 60444D!! Voiding/Unvoiding transactions 61341D!! Printing the check register 62307D!! Modifying a group of transactions category number 62859D!! Sorting the check register by date 63894D!! Sorting the check register by check number 64377D!! Block operations 64860D!! Using the Mini Calculator (Check Register Menu) 66309D!! Accounts Menu 67206D!! Adding account 67758D!! Importing QUICKEN transactions 70035D!! Selecting account 73968D!! Renaming account information 74451D!! Backing up account(s) 75003D!! Restoring account 77418D!! Erasing account 79143D!! Closing account 79833D!! Copying information from one account to another 81765D!! Logging on to different data location 83283D!! Printing account list (Net Worth report) 84525D!! Recalculating Ending Balance 85215D!! Displaying Memorized Entry list from all accounts 85905D!! Using the Mini Calculator (Accounts Menu) 86319D!! Memorized Entry Menu 87492D!! Adding Memorized Entry 88182D!! Recalling Memorized Entry 90390D!! Reminders Menu 94737D!! Adding reminder 95910D!! Renaming reminder 96462D!! Erasing reminder 96876D!! Updating reminder 97221D!! Manual reference: Page 181 97842D!! Printing reminder list 97980D!! CheckStar IV's built-in text editor 98394D!! Reports Menu 104259D!! Creating report 104880D!! Printing created report 105432D!! Editing existing report 105984D!! Printer Code Menu 106812D!! Renaming/Editing printer codes 107157D!! Viewing text file 107985D!! RPN Calculator 110262D!! Financial Calculator 111918D!! Algebraic Expression Evaluator 112539D!! Category Menu 113229D!! Adding category 113643D!! Renaming category 114471D!! Erasing category 114885D!! Moving category 115437D!! Printing category list 116265D!! Setting up budget 116679D!! Setting up Cash Reservation 118680D!! Recalculating Reserved Amount 119370D!! Changing Reserved Amount 119991D!! Calendar 120474D!! Split transactions 123165D!! Adding split transaction 123924D!! Report Options 126477D!! Directory Help 138276D!! Note Pad 139104D!! Reconciliation 140553D!! Printing check 142002D!! Configuring check layout 143106D!! Command Line Options 145728D!! DOS Drives, File Names and Directories 151800D!! User Setup Options Menu 154974D!! User Setup Options 155388D!! Printer setup for printing checks 158493D!! Printer setup for printing reports 159735D!! Registering your copy of CheckStar IV 162702D!! Memorizing transaction 165117D!! Exchanging data disks 165324D@ 10350D$MainMenuC 10419D$EnterMenuC 12765D$TransactionEntry1C 17733D$TransactionEntry2C 18423D$TransactionEntry3C 19113D$TransactionEntry4C 20148D$TransactionEntry5C 20700D$TransactionEntry6C 21735D$TransactionEntrySP1C 22701D$TransactionEntrySP2C 23253D$TransactionEntrySP4C 23874D$DateEntryC 24357D$AccountsMenuC 24840D$CalculatorC 26634D$CalculatorCAEE 27462D$CategoryMenuC 27945D$MemorizedEntryMenuC 28842D$ReminderMenuC 30222D$MultipleMemorizedEntryMenuC 30774D$EditorC 31050D$ReportsMenuC 35466D$PrinterCodesMenuC 36777D$FinancialMenuC 37191D$CalendarC 37467D$FileViewC 38157D$OptionMenuC 39606D$HelpIndexC 40020D$GeneralCommands 40296D$PopUpDirC 41193D$VerticalBarC 41676D$HorizontalBarC 42228D$MainMenu 42642D$EnterMenu 46989D$AccountsMenu 67206D$MemorizedEntryMenu 87492D$MultipleMemorizedEntryMenu 94530D$ReminderMenu 94737D$Editor 98394D$ReportsMenu 104259D$PrinterCodesMenu 106812D$FileView 107985D$CalculatorF2 110262D$CalculatorAF2 111918D$CalculatorCF2 112539D$CategoryMenu 113229D$Calendar 120474D$SplitTransactions 123165D$TransactionEntry 124821D$ReportOptions 126477D$DirectoryHelp 138276D$ 139104D$Reconciliation 140553D$ 142002D$ 145728D$DosFileHelp 151800D$UserSetupOptionsMenu 154974D$UserPreferences 155388D$SettingUpCheckPrinter 158493D$SettingUpReportPrinter 159735D$Horizontal&VerticalLock 161874D$ 162702D$PasswordR 164427D$PasswordU 164910D$ 165117D$N/A 165669D@ 10419D$MainMenuC D20 Hot Keys (Available from most locations) D31 ─────────────────────────────────────────────────────────────────D62 F1 - Help D62 Ctrl-F1 - Help Index D62 F5 - Command List D62 Alt-C - Calendar D62 Alt-R - RPN Calculator D62 Alt-A - Algebraic Expression Evaluator D62 Alt-F - Financial Calculator D62 Alt-N - Note Pad D62 Alt-O - OS Shell (DOS gateway) D62 Alt-I - Display system information D62 Alt-L - Display CheckStar IV logo D62 Alt-S - Start / Stop scrolling reminders D62 Alt-V - Activate screen saver D16 D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 Ctrl-R - Register your copy of CheckStar IV D16 1 - Check Register Menu D16 2 - Accounts Menu D16 3 - Category Menu D16 4 - Reports Menu D16 5 - Reminders Menu D16 Q - Quit CheckStar IV D16 R - Reset "Time Tracker" information D16 + - Increase the scrolling speed of reminders D16 - - Decrease the scrolling speed of reminders D16 - Go to next command D16 - Go to previous command D16 ──┘ - Select highlighted command D16 F6 - User Setup Options Menu D16 F9 - Display Memorized Entries of all accounts D$EnterMenuC D08 Transaction entry commands D31 ─────────────────────────────────────────────────────────────────D16 C - Enter check D16 D - Enter deposit D16 W - Enter withdrawal D16 S - Enter bank charge D16 I - Enter interest earned D16 A - Enter cash debit D16 B - Enter cash credit D16 Ctrl-U - Use highlighted transaction information for D16 new transaction entry D16 D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 M - Correct highlighted transaction D16 E - Erase highlighted transaction D16 K - Clear / Unclear highlighted transaction D16 V - Void / Unvoid highlighted transaction D16 P - Post / Unpost highlighted transaction D16 X - Post all transactions D16 R - Recalculate Ending Balance D62 Y - Change all transaction conditions from * to Y D16 Ctrl-B - Balance with bank statement (Reconcile) D16 Ctrl-E - Edit check configuration D16 Ctrl-G - Change a group of category numbers D16 Ctrl-P - Print highlighted check D16 Ctrl-L - Close current account D16 Ctrl-D - Set 43/50 lines check register D62 Ctrl-Z - Setup printer port and driver for printing checks D16 F4 - Edit/View printer codes D16 F6 - User Setup Options Menu D16 F9 - Memorized Entry Menu D16 ──┘ - Repeat previous command D16 D08 Search commands D31 ─────────────────────────────────────────────────────────────────D16 Ctrl-F - Search transaction D62 U - Search first or next uncleared transaction D62 * - Search first or next newly cleared transaction D16 Ctrl-PgUp - Search backward D16 Ctrl-PgDn - Search forward D16 D08 Block commands D31 ─────────────────────────────────────────────────────────────────D16 F7 - Mark beginning point D16 F8 - Mark ending point D16 Alt-M - Move marked transactions D16 Alt-C - Copy marked transactions D16 Alt-E - Erase marked transactions D16 Alt-P - Print all checks within marked transactions D62 Alt-D - Sort marked transactions by date D62 Alt-B - Sort marked transactions by check number D16 Alt-K - Clear / Unclear marked transactions D16 Alt-G - Print Check Register D16 Alt-W - Write marked transactions to the file D16 Alt-J - Read transactions from the file D16 Alt-H - To Hide / Redisplay marked transactions D16 D08 Quick Menus D31 ─────────────────────────────────────────────────────────────────D16 Alt-2 - Accounts Menu D16 Alt-3 - Category Menu D16 Alt-4 - Reports Menu D16 Alt-5 - Reminders Menu D16 D08 Mini Calculator commands D31 ─────────────────────────────────────────────────────────────────D16 + - Add highlighted transaction to calculator D16 - - Subtract highlighted transaction from the calculator D16 Del - Clear the calculator total D16 Ins - Display calculator total D$TransactionEntry1C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Save transaction D16 ──┘ - Go to next field D16 - Go to next field D16 - Go to previous field D16 + - Increase date by one D16 - - Decrease date by one D16 Ctrl-P - Print check D$TransactionEntry2C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Save transaction D16 ──┘ - Go to next field D16 - Go to next field D16 - Go to previous field D16 + - Increase check number by one D16 - - Decrease check number by one D16 Ctrl-P - Print check D$TransactionEntry3C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Save transaction D16 ──┘ - Go to next field D16 - Go to next field D16 - Go to previous field D62 nn - Enter the number to recall memorized Payee/Payor D16 PgDn - Go to next page of memorized Payee/Payor list D16 PgUp - Go to previous page of memorized Payee/Payor list D16 Ctrl-P - Print check D16 Ctrl-A - Memorize entered Payee/Payor D16 Ctrl-E - Erase single memorized Payee/Payor from the list D16 Ctrl-D - Erase ALL memorized Payee/Payor from the list D16 Alt-P - Print Payee List D$TransactionEntry4C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Save transaction D16 ──┘ - Go to next field D16 - Go to next field D16 - Go to previous field D16 Ctrl-P - Print check D$TransactionEntry5C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Save transaction D16 ──┘ - Go to next field D16 - Go to next field D16 - Go to previous field D62 nn - Enter the number to recall memorized Memo D16 PgDn - Go to next page of memorized Memo list D16 PgUp - Go to previous page of memorized Memo list D16 Ctrl-P - Print check D16 Ctrl-A - Memorize entered Memo D16 Ctrl-E - Erase memorized Memo from the list D16 Ctrl-D - Erase ALL memorized Memos from the list D16 Alt-P - Print Memo List D$TransactionEntry6C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Save transaction D62 M - Type M to split transaction by Memo D62 P - Type P to split transaction by Payee/Payor D62 B - Type B to split transaction by Memo and Payee/Payor D16 ──┘ - Go to next field D16 - Go to next field D16 - Go to previous field D16 PgDn - Go to next page of Category list D16 PgUp - Go to previous page of Category list D16 Ctrl-P - Print check D16 Ctrl-A - Add new Category D$TransactionEntrySP1C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Go to main transaction D16 ──┘ - Go to next field D16 - Go to next line D16 - Go to previous line D16 Ctrl-A - Add new Category D$TransactionEntrySP2C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 Ctrl-C - Compute the formula typed at the Payee, Payor or Memo D16 prompt and paste the result to current split amount D16 F10 - Go to main transaction D16 ──┘ - Go to next field D16 - Go to next line D16 - Go to previous line D$TransactionEntrySP4C D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 F10 - Go to main transaction D16 ──┘ - Go to next field D16 - Go to next line D16 - Go to previous line D$DateEntryC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 ──┘ - Go to next field D16 + - Increase date by one D16 - - Decrease date by one D16 F10 - Process D$AccountsMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 A - Add new account D16 E - Erase highlighted account D16 G - Change highlighted account's information D16 R - Recalculate ending balance of highlighted account D16 Spacebar - Tag/Untag highlighted accounts D16 B - Backup tagged account(s) D62 Ctrl-B - Backup tagged account(s) (modified files only) D62 C - Copy memorized lists from a named account to D62 the highlighted account D16 P - Print account list (Net worth report) D16 L - Log on to different disk drive / directory D16 S - Restore account D16 I - Import Quicken transactions D16 F6 - User Setup Options Menu D16 F9 - Display Memorized Entries of all accounts D16 ──┘ - Select highlighted account D16 D08 Mini Calculator commands D31 ─────────────────────────────────────────────────────────────────D16 + - Add account balance to calculator D16 - - Subtract account balance from calculator D16 Del - Clear the calculator total to zero D16 Ins - Display calculator total D$CalculatorC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 P - Paste result at the cursor location D16 R - Read amount into calculator D16 Del - Clear the calculator total D16 PgDn - Move calculator to the bottom D16 PgUp - Move calculator to the top D16 Home - Move calculator to the first column D16 End - Move calculator to the last column D16 - Move calculator one line up D16 - Move calculator one line down D$CalculatorCAEE D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 PgDn - Move calculator to the bottom D16 PgUp - Move calculator to the top D16 - Move calculator one line up D16 - Move calculator one line down D$CategoryMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 A - Add new category after highlighted bar D16 R - Rename highlighted category D16 E - Erase highlighted category D16 Spacebar - Tag / Untag category D16 M - Move tagged category after highlighted category D16 B - Set up monthly budget for highlighted category D16 Ctrl-R - Reserve income/expense for highlighted category D16 U - Recalculate cash reserved for highlighted category D16 C - Change total reserved D16 P - Print Category List D$MemorizedEntryMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 A - Add new Memorized Entry D16 F10 - Enter Memorized Entry in the check register D16 Ctrl-F10 - Enter Memorized Entry in the check register without D16 updating a date D16 R - Rename Memorized Entry information D16 Ctrl-R - Reassign marked transaction(s) to Memorized Entry D16 E - Erase highlighted entry D16 U - Update highlighted entry date without entering D16 transaction(s) in the check register D16 P - Print Memorized Entry list D16 D08 Mini Calculator commands D31 ─────────────────────────────────────────────────────────────────D16 + - Add highlighted item calculator D16 - - Subtract highlighted item from the calculator D16 Del - Clear the calculator total D16 Ins - Display calculator total D$ReminderMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 A - Add new reminder D16 R - Rename highlighted reminder D16 E - Erase highlighted reminder D16 P - Print reminder list D16 U - Update highlighted reminder D$MultipleMemorizedEntryMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 No commands available for this feature. D$EditorC D08 Cursor movement commands D31 ─────────────────────────────────────────────────────────────────D16 LeftArrow │ - Character left D16 RightArrow │ - Character right D16 Ctrl-LeftArrow │ Ctrl-A - Word left D16 Ctrl-RightArrow │ Ctrl-F - Word right D16 UpArrow │ Ctrl-E - Line up D16 DownArrow │ Ctrl-X - Line down D16 │ Ctrl-W - Scroll up D16 │ Ctrl-Z - Scroll down D16 PgUp │ Ctrl-R - Page up D16 PgDn │ Ctrl-C - Page down D16 Ctrl-PgUp │ Ctrl-Q R - Beginning of file D16 Ctrl-PgDn │ Ctrl-Q C - End of file D16 Home │ Ctrl-Q S - Beginning of line D16 End │ Ctrl-Q D - End of line D16 Ctrl-Home │ Ctrl-Q E - To of screen D16 Ctrl-End │ Ctrl-Q X - Bottom of screen D16 │ Ctrl-Q B - Go to beginning of block D16 │ Ctrl-Q K - Go to end of block D16 │ Ctrl-K 0..3 - Set marker 0..3 D16 │ Ctrl-Q 0..3 - Go to marker 0..3 D16 │ Ctrl-Q P - Previous location D16 D08 Editing text D31 ─────────────────────────────────────────────────────────────────D16 ──┘ │ Ctrl-M - New line D16 │ Ctrl-N - Insert line D16 │ Ctrl-P - Insert control character D16 Tab │ Ctrl-I - Tab D16 Del │ Ctrl-G - Delete current character D16 Backspace │ Ctrl-H - Delete character left D16 │ Ctrl-T - Delete word D16 │ Ctrl-Y - Delete line D16 │ Ctrl-Q Y - Delete to the end of line D16 │ Ctrl-Q L - Restore line D16 D08 Search commands D31 ─────────────────────────────────────────────────────────────────D16 Ctrl-S T │ Ctrl-Q F - Search text D16 Ctrl-S R │ Ctrl-Q A - Search and replace text D16 Ctrl-S N │ Ctrl-L - Search next D16 D08 Block commands D31 ─────────────────────────────────────────────────────────────────D16 F7 │ Ctrl-K B - Block begin D16 F8 │ Ctrl-K K - Block end D16 Alt-C │ Ctrl-K C - Block copy D16 Alt-D │ Ctrl-K Y - Block delete D16 Alt-M │ Ctrl-K V - Block move D16 Alt-T │ Ctrl-K T - Mark word D16 Alt-W │ Ctrl-K W - Write block to disk D16 Alt-R │ Ctrl-K R - Read and insert text file D16 Alt-P │ Ctrl-K P - Block print D16 Alt-H │ Ctrl-K H - Block hide D16 D08 Misc. commands D31 ─────────────────────────────────────────────────────────────────D16 │ Ctrl-K D - Save file and continue editing D16 │ Ctrl-K Q - Exit editor without saving file D16 Ins │ Ctrl-V - Toggle insert mode D16 │ Ctrl-O I - Toggle autoindent mode D16 │ Ctrl-O T - Toggle fixed tabs D$ReportsMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 ──┘ - Select highlighted report to process D16 R - Redefine highlighted reports template default options D16 V - View a report file from disk D62 P - Print a report file from disk (Background printing) D16 F4 - Edit/View report printer codes D16 F6 - User Setup Options Menu D16 Ctrl-E - Modify a report file on disk D16 Ctrl-V - View previously created report on screen D16 Ctrl-W - Write previously created report on screen to disk D62 Ctrl-Z - Setup printer port and driver for printing reports D16 D20 Read the manual before trying these commands. D31 ─────────────────────────────────────────────────────────────────D16 A - Add new reports template D16 E - Erase the highlighted reports template D16 H - Add a report group heading D$PrinterCodesMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 R - Rename/Edit highlighted item D16 S - Send highlighted printer code to printer D16 P - Print Printer Code list D$FinancialMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 ──┘ - Select highlighted item to process D$CalendarC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 Arrow keys - Select a day to view Memorized Entries or RemindersD16 PgDn - Go to next month D16 PgUp - Go to previous month D16 Ctrl-PgDn - Go to next year D16 Clrl-PgUp - Go to previous year D16 C - Go to current month D16 S - Search for Memorized Entry or Reminder D$FileViewC D08 Viewing commands D31 ─────────────────────────────────────────────────────────────────D16 PgDn - Go to next page D16 PgUp - Go to previous page D16 Ctrl-Home - Go to first page D16 Ctrl-End - Go to last page D16 UpArrow - Scroll one line up D16 DownArrow - Scroll one line down D16 RightArrow - Scroll one column right D16 LeftArrow - Scroll one column left D16 Home - Go to first column D16 End - Go to last column D16 Ctrl-RightArrow - Scroll 8 columns right D16 Ctrl-LeftArrow - Scroll 8 columns left D16 D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 V - Lock viewing Vertically D16 H - Lock viewing Horizontally D16 C - Clear Horizontal/Vertical lock D$OptionMenuC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 ──┘ - Select highlighted item D16 UpArrow - Scroll bar up D16 DownArrow - Scroll bar down D$HelpIndexC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 ──┘ - Select highlighted Help Index to review D$GeneralCommands D08 Editing commands D31 ─────────────────────────────────────────────────────────────────D16 LeftArrow - cursor moves to your left D16 RightArrow - cursor moves to your right D16 Backspace - deletes character left D16 Delete - moves character left & deletes D16 Insert - insert mode on / off D16 Ctrl-Y - deletes entire line D16 Ctrl-R - recalls deleted line D16 Ctrl-Q - delete to the end of line D16 Home - cursor moves to first column D16 End - cursor moves to the end D$PopUpDirC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 ──┘ - Select highlighted file to process D16 E - Erase highlighted file D16 R - Rename highlighted file D16 C - Copy highlighted file to another file D$VerticalBarC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 RightArrow - Move bar to the right D16 LeftArrow - Move bar to the left D16 Tab - Move bar to the right D16 Shift-Tab - Move bar to the left D62 ──┘ - Set the vertical lock D$HorizontalBarC D08 General commands D31 ─────────────────────────────────────────────────────────────────D16 DownArrow - Move bar down D16 UpArrow - Move bar up D62 ──┘ - Set the horizontal lock D$MainMenu D!! CheckStar IV Main Menu D16 The Main Menu lists CheckStar IV's main activities. Highlight theD62 item by pressing or then press ──┘. You may also D16 select the activity by typing its first letter. D16 D20 Check Register Menu D16 Select this menu to enter, erase, search, clear, memorize or viewD16 transactions. You can also reconcile accounts from this menu. D16 D20 Accounts Menu D16 Select this menu to create, erase, rename, back up or change D16 accounts. D16 D20 Category Menu D16 Select this menu to add, erase, rename categories, set up monthlyD16 budgets, or enter cash reservation amounts. D16 D20 Reports Menu D16 Select this menu to create, view, or print reports. D16 D20 Reminders Menu D16 Select this menu to enter personal reminders such as birth dates,D16 auto maintenance or other activities. D16 D20 Quit CheckStar IV D16 Select this option to save all information and quit CheckStar IV.D16 D08 Additional commands from the Main Menu D31 ─────────────────────────────────────────────────────────────────D20 User Setup Options D16 CheckStar IV offers a wide variety of user configurable options. D62 To review or change these options, press F6. D16 D20 View Memorized Entries D62 Press F9 to view a combined list of Memorized Entries from all D16 accounts. D16 D62 Adjusting the speed of scrolling reminders D16 To increase or decrease the speed of these scrolling reminders, D62 press + or -. When you are satisfied with the speed, press D16 any key to save this scrolling rate. D16 D20 Hot Keys D31 ─────────────────────────────────────────────────────────────────D62 The following commands qualify as Hot Keys, since they are D16 available from most locations within the program. D16 D62 F1 - Help D62 F5 - Command List D62 Alt-C - Calendar D62 Alt-R - RPN Calculator D62 Alt-A - Algebraic Expression Evaluator D62 Alt-F - Financial Calculator D62 Alt-N - Note Pad D62 Alt-O - OS Shell (DOS gateway) D62 Alt-I - Display system information D62 Alt-L - Display CheckStar IV logo D62 Alt-S - Start / Stop scrolling reminders D62 Alt-V - Activate screen saver D16 D31 Manual reference: Pages 29-31 D!! D$EnterMenu D!! Check Register Menu D20 Overview D16 The Check Register Menu offers you many useful tools for managingD16 your check register. You can modify, erase, view or search for D16 transactions, memorize groups of transactions for quick data D16 entry, print checks, reconcile your account and much more. In D16 fact, most of the time you spend working in CheckStar IV, will D16 probably be spent in the Check Register Menu. To select this D62 menu, press 1 from the Main Menu. D!! D16 There are 7 transaction types available. There are checks, D16 deposits, interest earned, withdrawal, bank (service charge) D16 charges, cash debits, and cash credits. The last two types, cash D16 debits and credits, do NOT affect the check register balance. D16 They can be used to document expenses you want reflected in your D16 CheckStar IV reports. D16 D!! Transaction status D16 Transactions can have more than one status. First they have a D16 bank status. This is seen on the right hand margin of the Check D16 Register Menu display, just to the right of the transaction D62 amount. You will find either an N, a Y or an *. The N D62 indicates the transaction has not cleared the bank. The Y D62 indicates that it has cleared. The * is an intermediate D16 indicator. It marks all NEWLY cleared transactions. It is helpfulD16 when balancing your account to know which transactions are D16 cleared in the current statement. The second status is not D16 visible unless it is applied to a transaction. It has two forms, D16 the VOID and UNPOSTED. Either accomplishes the same purpose in D16 that they leave the transaction intact while removing its affect D16 on the register balance. Obviously they have distinctly differentD16 purposes. However, either one can be reversed with a key stroke D16 if necessary. D!! D!! Adding transaction D16 You enter a transaction in the check register much like you wouldD16 record it manually. Enter the command for a transaction and a D16 form pops up requesting the necessary information. When you have D62 finished, press F10 and the transaction is entered in the D16 register. Here is a list of the commands you use to enter D16 transactions in the Check Register Menu. D16 D62 C - Enter check D62 D - Enter deposit D62 W - Enter withdrawal D62 S - Enter bank charge D62 I - Enter interest earned D62 A - Enter cash debit D62 B - Enter cash credit D16 D16 Let's add a check in the check register. From the Check Register D62 Menu, press C to add a check. The input window will appear. D62 Type the date and press Enter. Type the check number and press D62 Enter. Type the payee and press Enter. Type the check amount D62 and press Enter. Type any comments you would like here in the D62 memo and press Enter. Type the category number from the D16 category list displayed on the left side of your screen. Use D62 PgUp and PgDn to view the entire category list top to bottom.D62 Press F10 to save this check. D16 D16 This check is now displayed in the check register. Other types ofD16 transactions are entered in the same manner. You simply select a D16 different command as shown above to indicate the transaction D16 type. D31 Manual reference: Pages 61-63 D!! D!! Reviewing transactions D16 Scroll through the check register to look at any or all your D62 transaction entries. The UpArrow or DownArrow keys will move D62 the highlighted bar from the first to the last entry. The PgUp D62 and PgDn keys will jump you through one full screen at a time. D62 The Home and End keys will take you to the top or bottom of D16 your register. As you move through the check register, you may D16 have noticed a bright indicator in the far left and and right D16 hand margins that moves up and down as the highlighted bar moves.D16 This is a positional indicator which displays your relative D16 position in the check register. D16 D16 If you have an EGA or VGA monitor, you can choose viewing more D16 transactions per screen using the high resolution text mode. You D62 can toggle this mode on and off by pressing Ctrl-D. CheckStar D16 IV automatically detects your monitor type and chooses the D16 appropriate viewing mode; the 43 line mode for the EGA monitors D16 and the 50 line mode for the VGA monitors. The high resolution D16 mode is supported for viewing only. Commands other than those D62 related to viewing (ie. PgUp & PgDn, Arrows, Home & D62 End) are not supported in this mode. D31 Manual reference: Page 63 D!! D!! Correcting transaction D16 You can change any transaction in the check register. Here is howD16 it is done. From the Check Register Menu, highlight the D62 transaction you want to change and press M. The screen used to D16 enter transactions will appear complete with the data from this D62 transaction. Make the necessary changes. Press F10 to save the D16 changes. D31 Manual reference: Pages 63-64 D!! D!! Erasing transaction D16 You can erase any transaction in the check register. Once a D16 transaction is erased, it cannot be recovered. Here is how to D16 erase a transaction. From the Check Register Menu, highlight the D62 transaction you want to erase and press E. At the prompt, pressD62 Y to verify your intentions. D31 Manual reference: Page 64 D!! D!! Searching for transaction D16 Transactions can be located very easily in CheckStar IV. You can D16 use one or more search criteria at a time. Here is how to search D62 for a transaction. From the Check Register Menu, press Ctrl-F. D16 A pop-up window similar to the transaction entry window will D16 appear. Enter only the data which is part of the search criteria.D16 CheckStar IV ignores upper or lower case in a search. You begin D16 the search and choose the direction of the search at the same D62 time with your choice of commands. The Ctrl-PgUp initiates a D16 search from the current cursor position towards the top of the D62 file. The Ctrl-PgDn initiates a search toward the bottom of theD16 file. D16 D16 If CheckStar IV finds a match, it will highlight the transaction.D16 To repeat the search for another match, just press Ctrl-PgUp orD62 Ctrl-PgDn again. If CheckStar IV does not find a match, it willD16 tell you "No matching transaction found". D16 D62 Note: If you wish to clear the date from a search criteria, D62 enter the special date of Jan-01-80. This will cause D16 CheckStar IV to ignore the date criteria in its transactionD16 search. D31 Manual reference: Page 64 D!! D!! Blocking transaction(s) D16 From within the Check Register Menu it's possible to work with D16 groups of transactions instead of one at a time. A block refers D16 to a group of one or more contiguous transactions which have beenD16 marked. Here is how to block transactions. From the Check D16 Register Menu, highlight the first transaction you wish to D62 include in the block and press F7. This marks the beginning of D16 the block. (You may not see anything happen yet.) Now highlight D16 the last transaction you wish to include in the block and press D62 F8. You will now see that all the transactions are clearly D16 marked by a change of color. A single transaction can be marked D62 the same way by pressing F7 and F8 consecutively. To hide andD62 redisplay a block, press Alt-H. D31 Manual reference: Page 65 D!! D!! Moving transaction D16 Unlike other programs, CheckStar IV is very flexible in allowing D16 you to organize the location of transactions in the check D16 register. By default, CheckStar IV adds new transactions at the D16 end of the check register. But you can tell CheckStar IV to add aD16 new transaction after the highlighted bar by changing a Check D16 Register Setup Option (See chapter 22.). Still there may be timesD16 when you just want to move transactions around. Well, here's how D16 to move transactions. From the Check Register Menu, block the D16 transaction(s) you want to move. Refer to the previous section D62 titled Blocking transaction(s) for details. Move the D16 highlighted bar to a position in the register above the place D62 where the block is to be moved. Press Alt-M to move the block. D31 Manual reference: Page 65 D!! D!! Clearing/Unclearing transactions D16 All entered transaction have a status which is in one of three D62 states. An N, indicates the transaction is not cleared. A * D16 indicates a temporarily cleared status used when balancing an D62 account. A Y indicates the transaction is cleared. From the D16 Check Register Menu, highlight the transaction whose status is D62 to be changed and press K. When you press K, the highlighted D62 transaction status will toggle from N to *, * to Y, or D62 Y to N. D31 Manual reference: Pages 115-116 D!! D!! Unposting transaction D16 CheckStar IV supports unposted checks and deposits. They can be D16 unposted using either of two methods. First, you can have D62 CheckStar IV automatically unpost all post-dated checks and D16 deposits as they are entered by selecting Check Register Setup D16 Option 14. See chapter 22 for more details. D16 D16 To manually unpost a transaction, highlight the transaction D62 to be unposted in the Check Register Menu and press P. This D16 command will toggle the status of the transaction. If the D16 transaction is unposted, this command will post it and vice D16 versa. D16 D62 When a transaction is unposted, CheckStar IV marks it Unposted D16 in the check register column where the running balance is D16 normally displayed. The Ending Balance is NOT affected by an D16 unposted transaction. D16 D16 You can think of unposted checks as your Accounts Payables. D16 Likewise, you can think of unposted deposits as your Accounts D16 Receivables. Using your unposted transactions, you can generate D16 an Account Payable or Receivable report from the Reports Menu. D31 Manual reference: Pages 65-66 D!! D!! Posting transaction D16 Unposted transactions can be posted in 2 ways. One method D16 involves letting CheckStar IV test each unposted transaction dateD16 in the current account to see if it is the same or earlier than D16 the current date. If true, then the transaction will be D16 automatically posted. Here is how this is done. From the Check D62 Register Menu, press X. D16 D16 The other method is to post the transactions manually. To do D16 that, follow the procedure. From the Check Register Menu, D62 highlight the transaction you want to post. Press P. D31 Manual reference: Page 66 D!! D!! Voiding/Unvoiding transactions D16 CheckStar IV allows you to undo the financial effect of the D16 transaction and yet leave its data intact. This is called VOIDINGD16 a transaction. (It's not like erasing. You can easily undo it.) D16 When you void a transaction, the entire transaction stays in the D16 check register for your records. CheckStar IV marks these D62 transactions with the word Void over the ledger balance at thatD16 point. By default, all voided transactions are excluded from the D16 reports. Here is how to void a transaction. From the Check D16 Register Menu, highlight the transaction you want to void/unvoid.D62 Press V. If you have voided the wrong transaction, press V D16 again to reverse the status. D31 Manual reference: Page 67 D!! D!! Printing the check register D16 You can get a printout of part or all of your check register. If D16 you have not yet set up your printer as explained in chapter 9, D16 do so before beginning this procedure. From the Check Register D62 Menu, block the transactions you wish to print. Press Alt-G. D62 Turn on your printer and press Y at the verify prompt. D31 Manual reference: Page 67 D!! D!! Modifying a group of transactions category number D62 The Ctrl-G command from within the Check Register Menu is used D16 to modify the category number of a group of transactions. For D16 example, if you delete a category before moving all the assigned D16 transactions to a different category, the orphaned transactions D62 will be placed in category 0. You can still rescue these D16 transactions easily. Here is how you do it. D16 D62 From the Check Register Menu, press Ctrl-G. Type the current D16 category number at the "Change category number from" prompt and D62 press Enter. Type the new category number at the "To category D62 number" prompt and press Enter. If the information you entered D62 is correct, press Y at the verify prompt. D31 Manual reference: Page 68 D!! D!! Sorting the check register by date D16 CheckStar IV allows you to sort transactions within a block basedD16 on their date. Here is how to do that. From the Check Register D16 Menu, block the transactions you wish to sort by date. Press D62 Alt-D. Press Y at the verify prompt. D31 Manual reference: Page 68 D!! D!! Sorting the check register by check number D16 CheckStar IV also allows you to sort transactions within a block D16 based on their check numbers. Here is how to do that. From the D16 Check Register Menu, block the transactions you wish to sort by D62 check number. Press Alt-B. Press Y at the verify prompt. D31 Manual reference: Page 69 D!! D!! Block operations D16 CheckStar IV offers special block commands. Here is a list. D62 Alt-E: Erase a group of transactions. D62 Alt-C: Duplicate transactions instead of reentering them. In D16 the long term, using Memorized Entries is a better way to D16 duplicate transactions. D62 Alt-P: Block print a group of checks. CheckStar IV will do it! D16 See chapter 10 on printing checks. D62 Alt-K: Clear/Unclear a block of transactions. D62 Alt-W, Alt-J: D16 Read or Write a block of transactions to a separate file. D16 This could be useful for swapping transactions between D16 accounts (i.e. when you've entered data in the wrong D16 account, etc.). D31 Manual reference: Page 69 D!! D20 User Setup Options D16 CheckStar IV offers you a lot of flexibility by offering you manyD16 configurable options. To review or change these options, press D62 F6 from the Check Register Menu. See chapter 22 for details. D16 D!! Using the Mini Calculator (Check Register Menu) D16 CheckStar IV provides you with an easy way to add or subtract D16 transaction amounts from the Check Register Menu. By pressing D62 + or -, you can add or subtract the amount of the highlightedD16 transaction to the calculator total. To see the calculator total,D62 press Ins. To clear the calculator total, press Del. D!! D20 Recalculating Ending Balance D16 There may arise an occasion when your Ending Balance needs to be D16 recalculated - e.g. in case of a power failure or a hardware D16 failure while you were using CheckStar IV. To recalculate the D62 Ending Balance, press R from the Check Register Menu. D$AccountsMenu D!! Accounts Menu D16 All financial operations performed in CheckStar IV are done D16 within the accounts. Typically these accounts are checking, D16 credit card, savings or other types of accounts where you can D16 make deposits, withdrawals, write checks or document any D62 financial information you wish. Press 2 from the Main Menu to D16 select the Accounts Menu. D!! D!! Adding account D62 From the Accounts Menu, press A. The "New Account Information" D62 screen will appear. D62 Account name: This name is limited to eight characters and willD16 be used by CheckStar IV to name DOS files related to this D16 account. If you attempt to enter characters not usable by DOS,D16 CheckStar IV will simply not accept the entry. Enter a name D62 which you can easily identify, then press Enter. D62 Description: Enter an account description of your choice and D62 press Enter. One good option is your account number. D62 Starting balance: Enter the balance you have for this account D16 as of the last bank statement you received or the statement D16 from which you wish to begin entering your data. You can D16 easily change the starting balance by modifying the first D16 transaction in this account from the Check Register Menu. D62 Select category: CheckStar IV offers you two category lists youD16 may use to start your account. As named, they relate to D62 Personal or Business type categories and can be easily D16 expanded. You may also choose to start your list from scratch D62 by choosing the Neither option. See appendix C to review theD62 Personal and Business Category Lists. It is very importantD16 that you begin your account with some form of category list toD16 get the most from CheckStar IV. D62 Cash Reservation: This feature enables CheckStar IV to D16 automatically update the Cash Reservation option for your D62 budget. Generally you will want to respond Y to this D16 feature. Only disable it on accounts which are no longer D16 active, as it will speed up the time it takes CheckStar IV to D16 load. (See chapter 18 for details). D16 D62 Now review all your entries. When you are satisfied, press F10.D31 Manual reference: Pages 35-36 D!! D!! Importing QUICKEN transactions D16 If you have been using QUICKEN as your checkbook management D16 program we have provided a conversion utility which will import D16 your QUICKEN data into CheckStar IV. Here's what you need to do: D16 D62 1: Run QUICKEN and make certain your transactions are in the D16 MM/DD/YY data format. QUICKEN allows you to configure the D16 date option of your choice, as does CheckStar IV. D62 2: From QUICKEN's Accounts Menu, select the account D16 you want to export. D62 3: From the Main Menu, press 2. D62 4: From the check register, press F2 for Account/Print D16 pull-down window. D62 5: Select the export option, 5. D62 6: At the first query, enter a DOS file name to which the dataD62 will be exported such as CSIMPORT.TXT. D16 D62 Note: It is better to leave the exported file in your D16 QUICKEN directory. Do this by entering a DOS file name D16 for your export file without a path. You will be able D16 to import the file into CheckStar IV from its current D16 location. Do not use an export file name which is the D16 same as an existing CheckStar IV account name. D16 CheckStar IV will not be able to import that file. D16 D62 7: At the next query, enter a starting and ending date D16 which covers the data you want to export. D62 8: When export is complete, exit QUICKEN and run CheckStar IV.D62 9: To import the data, go to the Accounts Menu by pressing 2D16 from the CheckStar IV Main Menu. D62 10: Press I to select CheckStar IV's import option. D62 11: Enter the full file name, including the path (i.e. D16 C:\QUICKEN3\CSIMPORT.TXT). The new account name, CSIMPORT D16 will be added to the CheckStar IV account list. D62 12: Press G (change account information) key to change D16 account name, description, etc. D62 13: Select the new account and double check the Category List, D16 transactions etc. for any possible errors. D16 D20 Notes You will need to memorize transactions from the Check D16 Register Menu for this account. See chapter 14. D16 D16 Up to four lines of addresses are imported, sorted and D16 added to the memorized Payee List. CheckStar IV D16 memorizes Payees and addresses up to 88 in number. If D16 you have more addresses, they will be ignored. D16 D16 QUICKEN splits transactions up to 30 ways. CheckStar IV D16 splits transactions up to 16 ways. Splits in excess of D16 16 will be ignored by CheckStar IV. Total number of D16 categories exceeding 200 will be ignored. D16 D16 You may have to rearrange the Category List from the D16 Category Menu - i.e. rearranging subcategories, etc. SeeD16 chapter 7. D31 Manual reference: Pages 217-218 D!! D!! Selecting account D16 CheckStar IV displays a list of all your accounts in the current D62 data directory. From the Accounts Menu, highlight the account of D62 your choice and press Enter. The highlighted account is now D16 loaded and you are in CheckStar IV's Main Menu. D31 Manual reference: Page 37 D!! D!! Renaming account information D16 You can rename account information such as account name, account D16 description, or enable/disable Cash Reservation feature. Here's D62 how it is done. From the Accounts Menu, highlight the account D62 whose data needs to be changed using the arrow keys. Press G. D62 After making the necessary changes, press F10 for processing. D31 Manual reference: Pages 37-38 D!! D!! Backing up account(s) D16 Backing up your accounts to a separate disk or drive is a smart D16 idea. If something happens to your account files, you'll count D16 your blessings if you've got a backup or spare copy. You can backD62 up several accounts at once by tagging them with Spacebar D62 before you begin. There are two commands (B and Ctrl-B) D62 available for backup. The B command will backup all the files D16 associated with the selected accounts. Use this command once a D16 month or when you are backing up to a new destination. The D62 Ctrl-B command only backs up files which have been changed D16 since your last backup. Use this command for daily or weekly D16 backups. This command is a faster process. Here is how to back upD16 one or several accounts. D16 D16 From the Accounts Menu, you must tell CheckStar IV which accountsD16 to back up by tagging them. To do this, highlight the selected D62 account and press Spacebar. An arrow on the far left side of D16 the menu appears indicating that this account is tagged. Tag all D16 the accounts you want to include in your backup in the same way. D62 Now, press B or Ctrl-B. A default backup location will D62 appear. Change the backup location if needed or press Enter to D16 accept the default location. If you have entered a new backup D16 location, CheckStar IV will remember it automatically. If you D16 have entered a new directory name which does not yet exist, D16 CheckStar IV will prompt you for approval, and then create it forD62 you. Press Y to verify the backup process. If you are backing D16 up on a floppy disk drive, be sure to insert your BACKUP DISKETTED62 in the proper drive and close the drive door before pressing Y.D16 If you need to format a floppy disk for backup purposes, you can D62 temporarily exit to DOS by pressing Alt-O. Use the standard DOSD16 command to format your diskette. (See your DOS manual for D16 instructions.) When you are finished, return to CheckStar IV by D62 typing EXIT. D31 Manual reference: Pages 39-40 D!! D!! Restoring account D16 If you have lost data and need to restore your account, use the D62 S command from the Accounts Menu. (This is a last resort to be D16 used if you cannot recover your data by other means. You could D16 loose data unless you have just completed a backup!). If you are D16 a floppy user, simply use your backup disk. If you are a hard D16 disk user, follow the procedure below to restore data. There are D16 two options ("Restore single account", "Restore all accounts") D62 available when you select the S command. If one or a few D16 accounts are damaged, select the option "Restore single account".D16 If you need to restore all your accounts, select the option D16 "Restore all accounts". In either case, you will be prompted to D16 enter the location of the data. D16 D62 From the Accounts Menu, press S to restore an account. D62 Highlight the option of your choice and press Enter. If you areD16 restoring from a floppy disk, insert the floppy disk in the D62 floppy drive. Enter the full backup location and press Enter. D16 See your DOS manual for more information on DOS "paths". If you D16 elected to restore a single account, you will be prompted to D16 enter the account name. You will be prompted to verify your D62 intent to overwrite an existing account. Press Y to begin the D16 restoration. D31 Manual reference: Page 40 D!! D!! Erasing account D16 You may permanently erase all information for any account. Once D16 an account is erased, CheckStar IV cannot recover the data. You D16 should make sure you have a current backup of the account before D16 you proceed. Here is how to erase an account. From the Accounts D62 Menu, highlight the account you want to erase and press E. D62 Enter ERASE and press Enter. Press Y to verify the erasing D16 process. D31 Manual reference: Page 41 D!! D!! Closing account D16 At first glance it may seem unnecessary to close a CheckStar IV D16 account. However, there are situations where you may find this D16 feature very useful. What CheckStar IV does is allow you to blockD16 off a portion of a currently active account and transfer these D16 transactions to a separate account name along with the category D16 list. What this can do is make the size of an active file smallerD16 and faster. It can also permit you to group your older account D16 data in logical groups for easier management. For example you D62 might choose to transfer data from an account named PERSONAL toD62 an account called PERS_89 maybe PER88-90. The data you D16 transfer is still fully accessible as before, but is simply kept D16 in a separate account. Here's how you go about closing out a D16 portion of an account. From the Check Register Menu, mark the D62 transactions using the beginning of block (F7) and end of blockD62 (F8) keys. These marked transactions will be removed from this D16 account and written to a new account which CheckStar IV will D62 create. Press Ctrl-L. CheckStar IV will notify you of any D16 uncleared transactions in the blocked data. All transactions mustD16 be cleared before they can be closed out. Enter the new account D62 name and press Enter. Choose a name you will recognize in the D16 future. Enter the path or location for this new account and pressD62 Enter. See your DOS manual for instructions on "path". Press D62 F10 to start the closing process. If there are any problems D16 encountered during this process, CheckStar IV will allow you to D16 correct the problem and repeat the closing process. D31 Manual reference: Pages 41-42 D!! D!! Copying information from one account to another D16 CheckStar IV allows you to copy information such as category D16 list, payee list, memo list, Memorized Entries and reports D16 templates from one account to another. Obviously, you will need D16 more than one account to do so. When you create a new account, itD16 may be easier to copy such information from a previous account D62 rather than reentering it. One word of CAUTION! If you copy a D16 category list TO an account which ALREADY contains data, the D16 CATEGORY DATA in the transactions already entered will become D16 INVALID. This procedure is best used to get your new account on D16 line quickly. Here is the method you use to copy information fromD16 one account to another. D16 D16 From the Accounts Menu, highlight the account to which you want D62 to copy information. Press C. Tag the menu items you want to D62 copy using Spacebar. To untag an item, highlight it and press D62 Spacebar again. After making your selections, press Enter. D62 Enter the account name you want to copy from and press Enter. D62 Press Y if all information is correct or press N if you are D16 not sure. D31 Manual reference: Pages 43-44 D!! D!! Logging on to different data location D16 CheckStar IV allows you to select different data locations D16 without exiting the program. Hard drive users can use this D16 feature to change to different subdirectories and/or drives. D16 Floppy disk users should use this feature to change diskettes, D16 even though the data may remain on the same drive. CheckStar IV D16 uses this procedure to reread the account data. Here is how to D16 change data locations. D16 D62 From the Accounts Menu, press L. Enter the full DOS path and D62 press Enter. Floppy users should enter the drive letter such asD62 B: etc. Hard disk users must provide full path name such as D62 C:\CS\DATA etc. See your DOS manual for instructions on DOS D16 "paths". CheckStar IV will read and display the available D16 accounts in this location. If no account is present, you will D16 have the option to add a new account. D31 Manual reference: Page 44 D!! D!! Printing account list (Net Worth report) D16 You can send the current list of accounts to the printer. If you D16 have more than one account, CheckStar IV will group the accounts D16 by their balances. All accounts will be grouped and subtotaled D16 by positive and negative balances. Then the Net Worth balance D16 (the total) will be computed. To print an account list, press D62 P from the Accounts Menu. Turn the printer on and press Y to D16 start printing. D31 Manual reference: Page 45 D!! D!! Recalculating Ending Balance D16 There may arise an occasion when your Ending Balance needs to be D16 recalculated - e.g. in case of a power failure or a hardware D16 failure while you were using CheckStar IV. To recalculate the D16 Ending Balance of any account, you can highlight the account fromD62 the Accounts Menu and press R. CheckStar IV will recalculate D16 the entire account from beginning to end and display the new D16 balance. D31 Manual reference: Page 45 D!! D!! Displaying Memorized Entry list from all accounts D16 You can review a composite list of all Memorized Entries from allD62 current accounts within the Accounts Menu by pressing F9. The D16 list is sorted by account. D31 Manual reference: Page 45 D!! D!! Using the Mini Calculator (Accounts Menu) D16 The Mini Calculator is a miniature version of the standard D16 CheckStar IV calculator. You can quickly add or subtract amounts D16 taken from a highlighted item to the calculator's total. From theD16 Accounts Menu, this feature lets you total Ending Balances of D16 highlighted accounts. Here is how to use the Mini Calculator. D16 D62 From the Accounts Menu, press Delete to clear any existing D16 total. Highlight an account whose Ending Balance you want to D62 total. Press + or - to add or subtract its balance from the D16 current calculator total. Repeat with as many accounts as you D62 wish. The total is carried in the RPN Calculator's (Alt-R) D62 memory. When you are done, press Esc. If you wish to pop up theD62 calculator without making an entry, press Insert. D31 Manual reference: Pages 45-46 D!! D$MemorizedEntryMenu D!! Memorized Entry Menu D16 CheckStar IV can memorize any transactions that are entered from D16 the check register. When memorizing, CheckStar IV lets you D16 schedule them with or without a repeat cycle. Once you have D16 memorized transactions, they can be recalled and entered in the D16 check register very quickly. When recalling memorized D16 transactions, you also have a choice to change any or all parts D16 of a transaction before entering it in the check register. Press D62 F9 from the Check Register Menu to go to this menu. D!! D!! Adding Memorized Entry D62 Let us explain what we mean by a Memorized Entry. A Memorized D16 Entry is a record containing memorized transaction(s), a D16 scheduled date and a repeat cycle. So instead of saying D16 memorizing transactions we will say Memorized Entries. D16 D16 To memorize an entry, you must already have entered the D16 transactions you wish to memorize in your check register. Any D16 transaction type or consecutive group of transactions can be D16 memorized including split transactions. Here is how it is done. D16 Block the transaction(s) you want memorize from the Check D62 Register Menu. Press F9 to go to Memorized Entry Menu. If you D16 are memorizing an entry for the first time in this account, you D16 will already be in "Memorized Entry Information" window. If not, D62 then press A to get to this window now. Enter a name or a shortD16 description which will remind you of the contents of this D16 Memorized Entry. Next, you need to enter the repetition cycle of D16 this entry. There are several different cycles to choose from. D16 See chapter 14 in the manual for details. Enter the date which D16 represents the start of the cycle you have chosen. Enter the D16 number of days in advance of the due date you wish to be D16 reminded. If you will need to change part of the transaction D16 before it is entered such as the amount on the telephone bill, D62 answerY to the query "Modify transaction(s) when entered D62 (Y/N)?". If you are satisfied with the entries, press F10 to D16 save the Memorized Entry. D16 D16 The Memorized Entry you just saved is now listed in the MemorizedD16 Entry Menu. You just created a Memorized Entry, which can now D16 save you time and effort. D31 Manual reference: Pages 127-131 D!! D!! Recalling Memorized Entry D16 Once you have a Memorized Entry, you can recall it with a minimumD62 of keystrokes. Here is how it works. Press F9 from the Check D16 Register Menu. From the Memorized Entry Menu, highlight the D62 Memorized Entry you want to recall or process. Press F10 to D16 process. D16 D16 The Memorized Entry is either already entered in the check D62 register, or waiting for you to modify and save it using F10. D16 CheckStar IV automatically reschedules the date of that MemorizedD16 Entry to the next cycle. D31 Manual reference: Pages 131-132 D!! D20 Renaming Memorized Entry D16 If you want to change the Memorized Entry information such as theD16 name/description, frequency, scheduled date, advance reminder D16 days, or modify transaction when entering, etc. follow the D62 procedure below. From the Check Register Menu press F9 to go toD16 the Memorized Entry Menu. From the Memorized Entry Menu, D62 highlight the Memorized Entry you want to rename and press R. D16 Change the options of your choice and press F10 key to save it.D31 Manual reference: Page 132 D16 D20 Changing memorized transaction data D16 Transaction information in a Memorized Entry cannot be changed D16 directly. It must be changed in the check register and then D16 reassigned to the Memorized Entry. Here is how it is done. From D62 the Check Register Menu press F9 to go to the Memorized Entry D16 Menu. Highlight the Memorized Entry whose data needs to be D62 changed. Press Ctrl-F10 to enter the current Memorized Entries D16 into the Check Register Menu. Modify the transactions informationD16 as needed. Note: you can add or delete transactions to this D16 Memorized Entry group. Block these transaction(s) for D62 reassignment to the Memorized Entry. Press F9 to reenter the D16 Memorized Entry Menu. Highlight the Memorized Entry that needs toD62 be changed. Press Ctrl-R to reassign the highlighted D16 transactions to the Memorized Entry. At the verification prompt, D62 press Y. D31 Manual reference: Pages 132-133 D16 D20 Erasing Memorized Entry D16 If the Memorized Entry is no longer in use, you may want to eraseD16 it. Here is how to erase a Memorized Entry. From the Memorized D16 Entry Menu, highlight the Memorized Entry you want to erase. D62 Press E to erase. Press Y to verify the process. D31 Manual reference: Pages 133-134 D16 D20 Printing Memorized Entry list D16 You can also send the entire Memorized Entry list to the printer.D62 From the Memorized Entry Menu, press P. Press Y to verify theD16 process. D31 Manual reference: Page 134 D16 D20 Using the Mini Calculator D16 CheckStar IV provides you with an easy way to add or subtract D62 Memorized Entry amounts. By pressing + or -, you can add or D16 subtract the amount of the highlighted entry to the Mini D62 Calculator total. To see the total, press Ins. To clear the D62 calculator total, press Del. D$MultipleMemorizedEntryMenu D16 This option allows you to view Memorized Entries from all D16 accounts in the current drive and data path. D$ReminderMenu D!! Reminders Menu D16 Reminders do just that - they flash a message across the bottom D16 of the screen reminding you about your spouse's birthday, D16 Mothers' Day or that it's time to change the oil in the car, etc.D62 Press 5 from the Main Menu to go to the Reminders Menu. D16 D62 Note: Remember that your financial obligations can be D16 documented using the Memorized Entry feature. D16 D16 What makes the reminder feature so powerful is its D16 programmability: D62 You select how many days in advance you want to be reminded D16 of the event. D62 You can also program it to repeat itself at selected D16 intervals for repetitive events like birthdays, car tune-ups, D16 etc. D!! D!! Adding reminder D62 Press A from the Reminders Menu. The "Reminder Information" D16 screen will appear. This pop-up window will guide you through D16 each step. In the event an option is entered incorrectly, you D16 will be able to go back and reenter the data until you are D62 satisfied. Press F10 to save the reminder. D31 Manual reference: Pages 177-180 D!! D!! Renaming reminder D16 From the Reminders Menu, highlight the reminder to be completely D62 redefined and press R. Make the necessary changes and press D62 F10 when done. D31 Manual reference: Page 180 D!! D!! Erasing reminder D16 From the Reminders Menu, highlight the reminder you want to eraseD62 from the file and press E. Press Y to confirm the process. D31 Manual reference: Page 180 D!! D!! Updating reminder D16 When a reminder is past due, you should update it. When you D16 update a reminder, if it is to be repeated, then the next due D16 date will be calculated and the reminder will be updated and D16 stored into the data file with the new due date. If the reminder D16 is a one time only reminder, it will be removed from the file D16 permanently. Here is how to update a reminder. From the RemindersD62 Menu, highlight the reminder you want to update and press U. D62 Press Y to confirm the process. D!! Manual reference: Page 181 D16 D!! Printing reminder list D62 To get a print out of all reminders, press P from the RemindersD62 Menu. Turn the printer ON and press Y to start printing. D31 Manual reference: Page 181 D!! D$Editor D!! CheckStar IV's built-in text editor D20 Overview D16 While writing CheckStar IV, it became obvious to us that you the D16 user would need a text editor for customizing check layouts, D16 editing reports, and creating notes. So we decided to provide ourD16 own built-in text editor for your ease of access. This editor is D16 NOT intended as a word processor, but will offer you features D16 that make simple text editing easy. D16 D20 Usage D16 The text editor is used in several places in the program. These D16 are: D16 D62 Alt-N This Hot Key allows you create or add notes in the NoteD16 Pad feature. D62 Ctrl-E To edit check layouts from the Check Register Menu. D62 Ctrl-E To edit reports from the Reports Menu. D62 Ctrl-S To edit Style Sheets from the Reports Menu. D62 CS E <file name> Using Command Line Option as a stand-alone D16 text editor. D16 D16 If you have previously used a text editor, you should need littleD62 help using the one in CheckStar IV. The Home, End, PgUp, D62 PgDn, Tab and Arrow keys are generally standard in their D16 function. A complete Command List is readily accessible while youD62 are using the editor by pressing F5. D16 D20 Command List (F5 key) D16 The Command List is split into three vertical columns. The first D16 two (separated by a line), are ALTERNATIVE key stroke options forD16 the function, which is described on the right. Whichever key D16 stroke option you choose will work. D16 D20 New user D16 Entering text with this editor is done in the same way you would D16 type characters on a typewriter. But there are many features D16 which make an editor the much faster of the two. Firstly, you canD16 work on any portion of your document at any time. On a D16 typewriter, you must type everything onto the page in the proper D16 order. Secondly, portions of your text in an editor can be copiedD16 or moved with ease throughout your document. Try that one on a D16 piece of paper! Thirdly, your document is kept permanently in theD16 computer and can be easily changed and reprinted as necessary. D16 Your typewritten document will serve its purpose, but you may notD16 see it again. Fourthly, storage on a computer disk is far more D16 compact than storage of paper in a filing cabinet. D16 D20 Firsttime edit D16 Your screen is like a piece of paper. A blinking cursor tells youD16 where on the "page" a character will be placed when you type it D62 on the keyboard. Controlling the cursor is done with Arrows, D62 Ctrl, Home, End, Enter, PgUp and PgDn. See the D62 Command List (F5 key) for specific details. When your document D16 becomes too large to fit the screen, the program will scroll the D16 data up or down as needed to allow you full access to your data. D16 D20 An overview of the features D16 CheckStar IV's editor has extensive built-in features such as D62 block, search, find, goto, restore, auto-indent, etc.D16 As a CheckStar IV user you may not need all the advanced featuresD16 of this editor, but if you do, they're there. D16 D20 Calling the editor using Command Line Option D16 You don't have to run CheckStar IV to use the built-in editor. D62 Type the command CS E from the Dos prompt. The editor will ask D62 if you want to create a file using the default name NEWFILE.TXT.D62 If you answer Y, you will go straight into the editor. To edit D16 a particular file, you would type the file name following the D16 command. D16 D16 For example, the command below would let a hard disk user edit D16 his AUTOEXEC batch file. D62 Example: CS E C:\AUTOEXEC.BAT D16 D16 If you need a list of the files from which to choose, use the D16 next example. D62 Example: CS E *.* D16 D16 You can also use wild card designators as well as drive and path D16 assignments as in the next example. D62 Example: CS E C:\*.BAT D16 This would list all files on drive C: with extensions of BAT fromD16 which you can choose to edit. D!! D$ReportsMenu D!! Reports Menu D16 In CheckStar IV, we have provided you with as many choices as D16 possible without making reports generation difficult. There are D16 multiple sets of options which you can change, save or duplicate.D16 This means you can create your own reports in addition to the D16 many already available. This menu allows you to create, view and D62 print reports. Select option 4 from the Main Menu to go to D16 Reports Menu. D!! D!! Creating report D16 To create a report, highlight the report of your choice from the D62 Reports Menu and press ──┘. D!! D20 Viewing created report D62 To view an existing report, press V from the Reports Menu. D62 Highlight the report to be viewed, and press ──┘. D16 D!! Printing created report D62 To print an existing report, press P from the Reports Menu. D62 Highlight the report to be printed, and press ──┘. D!! D20 Configuring printer to print reports D16 To change printer configurations for printing reports, press D62 Ctrl-Z from the Reports Menu. D16 D!! Editing existing report D62 To edit or modify existing report, press Ctrl-E from the D16 Reports Menu. D!! D20 Viewing/Changing printer codes D62 To view or change printer codes, press F4 from the Reports D16 Menu. D16 D20 Viewing/Changing Report Setup Options D62 To view or change Report Setup Options, press F6 from the D16 Reports Menu. D$PrinterCodesMenu D!! Printer Code Menu D16 This menu allows you view and customize printer codes for almost D62 any printer. Press F4 from either the Check Register Menu or D16 Reports Menu. D!! D!! Renaming/Editing printer codes D62 To rename or edit a highlighted printer code, press R from the D16 Printer Code Menu. D!! D20 Testing printer code D62 To test a highlighted printer code on printer, press S from theD16 Printer Code Menu. D16 D20 Printing printer code list D62 To print a list of printer codes, press P from the Printer CodeD16 Menu. D$FileView D!! Viewing text file D16 CheckStar IV has a built-in file viewing program that allows you D16 to view reports and text files. When using this program, you may D62 press F5 for complete list of the viewing commands. You can D62 also view any text file by invoking CheckStar IV with a special D62 Command Line Option. The format is CS V followed by the drive D16 (optional), path (optional), and the filename with extension of D16 the file you wish to view. To view your AUTOEXEC.BAT file, use D16 the following example: D20 CS V C:\AUTOEXEC.BAT D16 D16 The viewing program offers a unique feature which will assist youD16 in viewing columnated data. It is the ability to lock headers D16 either on the vertical or horizontal plane of the viewing window.D16 (Advanced spreedsheet users are familiar with this feature.) D16 This feature allows the user to maintain the column or row D16 headings in view while scrolling the data left to right, or top D16 to bottom. See the details below for the setup. D16 D20 Vertical Locking D16 To lock the left side of text when scrolling left or right, D62 press V. Move the vertical bar using Left or Right D62 arrows and press ──┘ when done. D16 D20 Horizontal Locking D16 To lock the top portion of the text when scrolling up or down, D62 press H. Move the horizontal bar using Up or Down D62 arrows and press ──┘ when done. D16 D08 Clearing vertical/horizontal lock D62 To clear vertical or horizontal lock, press C. D!! D$CalculatorF2 D!! RPN Calculator D16 This RPN Calculator offers four basic math functions: add, D16 subtract, multiply and divide. The data entry style, RPN, is D16 familiar to most Hewlett Packard calculator users. If you are notD16 familiar with this data entry style, CheckStar IV makes it easy D16 to understand. In the RPN Calculator, you must have two numeric D62 entries before choosing the mathematical function such as + D62 (addition), - (subtraction), * (multiplication) or / D16 (division) keys. To do this, type in the first number, then pressD62 Enter. Now type in the second number, then press the function D62 key +, -, /, or * of your choice. For step-by-step D16 examples, see chapter 19. D16 D16 This calculator not only allows you to perform calculations, it D16 also allows you read in amounts from the cursor location and D16 paste the computed result back again. To do this, try entering a D16 test transaction in the Check Register Menu. At the amount D16 prompt, enter any test amount. Call up the RPN Calculator using D62 Alt-R. Press R to read the test amount into the calculator. D16 Perform any calculation you wish. To paste the result back to theD62 cursor position, press P. D31 Manual reference: Pages 161-164 D!! D$CalculatorAF2 D!! Financial Calculator D62 This calculator is designed specifically to calculate LOAN D62 PAYMENTS or INVESTMENTS/ANNUITIES values. Call up this D62 calculator using Alt-F. Select the desired calculation and D16 enter the requested information. When the entries are complete, D62 press F10. The calculation will be completed. D31 Manual reference: Pages 164-168 D!! D$CalculatorCF2 D!! Algebraic Expression Evaluator D16 This is a single line entry calculator designed to solve D62 algebraic expressions. Call up this calculator using Alt-A. D16 Just type the equation you want to solve in the expression line. D16 The result will be displayed immediately. You can use multi-levelD16 parenthetical entries in your equation. Spaces can be used D16 between the terms for ease of viewing. D31 Manual reference: Pages 168-169 D!! D$CategoryMenu D!! Category Menu D16 This menu provides the utilities necessary to build and maintain D62 a CATEGORY LIST for the current account. Press 3 from the D16 Main Menu to select this menu. You can also access this menu fromD62 the Check Register Menu by pressing Alt-3. D!! D!! Adding category D16 From the Category Menu, move the highlighted bar to the position D16 in the existing list where you want to add the new category, thenD62 press A. (The category will be inserted BELOW the highlighted D16 bar.) Enter the category name (up to 30 characters long) and D62 Enter. If you are adding a subcategory, leave the appropriate D16 number of spaces, ie. the number of spaces in that of the parent,D16 plus one. Your new category will be permanently added to the listD16 at the current cursor location. All subsequent categories will beD16 automatically renumbered. D31 Manual reference: Page 54 D!! D!! Renaming category D16 You can change the name of an existing category. From the D16 Category Menu, highlight the category you wish to rename. Press D62 R. Enter the new category name and press Enter. D31 Manual reference: Pages 54-55 D!! D!! Erasing category D16 When you erase a category, CheckStar IV will assign a category D62 number of 0 to any transaction currently assigned to that D16 category. You can avoid this problem. See the manual for details.D16 From the Category Menu, highlight the category you wish to erase.D62 Press E. Press Y at the confirmation prompt. D31 Manual reference: Page 55 D!! D!! Moving category D16 If you want to reorganize your category list by moving a categoryD16 description from one position in the list to another, here's how D16 you can do it. From the Category Menu, highlight the category youD16 wish to move. Tag the highlighted category. Pressing Spacebar D16 will tag or untag a highlighted category. (You can only move ONE D16 category at a time.) Move the highlight bar to a position just D16 above the location you have chosen for the category to be moved. D62 Press M to move it. Press Y at the confirmation prompt to D16 make the move permanent. D31 Manual reference: Page 56 D!! D!! Printing category list D16 You can print your entire list of categories if you need a paper D62 copy. Press P from the Category Menu. Turn the printer ON and D62 confirm the printer status by pressing Y to start printing. D31 Manual reference: Page 56 D!! D!! Setting up budget D16 To plan a successful budget, you must start with realistic goals.D16 This may be difficult if you have never done it before. CheckStarD16 IV can help you in this regard. First, categorize your expenses. D16 The more categories you use, the easier it will be to track D16 expenses. After entering several months of data into CheckStar D16 IV, you can generate a summary report showing what your average D16 expenses were for each category. Now you are ready to start D16 setting realistic budget limits. Note, do not forget that you mayD16 have expenses that occur once or twice a year which may not show D16 up in your initial budget. You can change your budgetary D16 projections at any time as needed. In fact this is the method youD16 can use to reallocate your resources. When you review your budgetD16 with one of CheckStar IV's special budget reports, you can then D16 decide if you wish to change your budget for any category. D16 D16 Once you have defined the budget limits you want to assign to anyD16 of the categories you have established, enter the amount as D16 follows. D16 D16 From the Category Menu, highlight the category in which you wish D62 to enter a budget amount. Press B. Type the budget amount into D62 the first month and press Enter. CheckStar IV will D16 automatically fill the rest of the months with the same amount. D62 If you wish to change any of these amounts, use the Arrow keys D16 to highlight the amount to be changed and enter accordingly. WhenD62 you are done, press F10 to save your entry. D31 Manual reference: Pages 137-138 D!! D!! Setting up Cash Reservation D16 To reserve an amount for the cash reservation fund, highlight a D62 category and press Ctrl-R from the Category Menu. The cash D16 reservation window will prompt for an amount or a formula, a D16 cycle of a fixed time interval or deposit event, and two D16 variables which indicate how the reserved amount is to be D16 cleared. For step-by-step examples, see chapter 18 on Cash D16 Reservation in the manual. D31 Manual reference: Pages 151-157 D!! D!! Recalculating Reserved Amount D16 The reserved amounts which are based on a deposit are the only D16 ones which can recalculated using this feature. To recalculate a D16 reserved amount, first block the transactions in the Check D16 Register from which the amount is to be calculated. Then, from D16 the Category Menu, highlight the category to be recalculated and D62 press U. D31 Manual reference: Page 157 D!! D!! Changing Reserved Amount D16 To change a reserved amount, highlight the amount to be changed D62 and press C from the Category Menu. Enter the new amount and D62 press Enter. D31 Manual reference: Page 157 D!! D$Calendar D!! Calendar D16 The calendar format is a paged month by month display, columnatedD16 by the days of the week. You can move your cursor using the arrowD62 keys to highlight any day in the current month. Use PgUp and D62 PgDn to change the month. The Ctrl-PgDn or Ctrl-PgUp key D16 combinations will change the current display forward or backward D16 by an entire year. At the bottom of the calendar display, the D16 date of the current cursor position is shown in a Day-Month-Year D16 format along with the number of days from or to the current date.D16 D16 You can choose to have your CheckStar IV reminders and/or your D16 Memorized Entries marked on your calendar with a small dot. When D16 you highlight a date marked with an entry, the contents of the D16 entry are displayed beside the calendar. See chapter 22 to set D16 these options. To enter reminders, see chapter 21. To enter D16 Memorized Entries, see chapter 14. D16 D62 To recall the calendar from within CheckStar IV, press Alt-C. D16 You can also recall this utility from the DOS prompt by typing D62 CS C. Initially the current date is highlighted. The dates to D16 which reminders or Memorized Entries have been assigned are D16 easily identifiable by the small dot. D16 D20 Searching for reminders and Memorized Entries D16 You can search all entries for the occurrence of a specified D16 string of characters. All searches are done from the current dateD16 forward. The search involves matching the contents of an entry D16 with the contents of the search string you will enter at the D16 search prompt. The search will stop at the first occurrence of a D62 match or the end of the entries. Press S to do a search. Type D62 in the text for which you are searching and press Enter. D16 D16 If CheckStar IV finds a match, it will move the cursor to the D16 date of the match and displays the entry. To repeat the search, D62 press S again followed by pressing Enter. If there are other D16 occurrences, they will be displayed. D31 Manual reference: Pages 173-174, 212 D!! D$SplitTransactions D!! Split transactions D16 A split transaction is a combination of two or more transactions D16 (up to 16) whose dollar amounts are reflected as one entry in theD16 check register, but whose categories, payees and memos may be D16 different. An example might be a deposit of several checks which D16 come from different sources, but whose total would appear as one D16 entry on a bank statement. The Main portion of the split D62 transaction has a special category of either a P, an M or a D62 B. This reflects whether a separate Payee, Memo, or Both D16 will be entered or default to that of the main entry. D16 D!! Adding split transaction D16 To enter a split transaction from the Check Register Menu, begin D16 your transaction entry as usual. At the category entry point, D62 type M, P, or B and press Enter. A special entry window D62 will pop up at this point. Did you notice that the Amount D62 remaining decreased by the amount of the sub-transaction you D16 entered? This amount should be zero before you exit this window. D62 When you have entered all the necessary data, press F10 to D62 return to the main transaction and F10 again will save the D16 entire transaction to the check register. D31 Manual reference: Pages 121-123 D!! D$TransactionEntry D20 Transaction data D16 All transactions include a date, a Payee/Payor, an amount, a D16 memo, and a category number. Checks additionally include a D16 check number. This information is entered when the transaction D16 is created in the Check Register Menu. All data in a D16 transaction can be modified after it has been entered in the D16 Check Register. D16 D20 Optimized data entry D16 All data entry can be made conventionally via the keyboard, but D16 there are several methods that can be used to optimized the D62 process. The + and - keys will add or subtract one count to D16 either the date or the check number. Direct entries from both D16 the Payee/Payor and Memo lists can be made by entering their D62 list numbers at the beginning of the data field. Entire D62 transactions can be memorized and entered with two key D16 strokes. See chapter 14 on Memorized Entries. D16 D62 While entering Payee/Payor, Memo, or category, use PgUp and D62 PgDn to view the entire list top to bottom. D16 D16 When you are done entering all transaction information, press D62 F10 to save this transaction. D$ReportOptions D!! Report Options D20 Overview D16 There are twelve different Report Options available for D16 defining and directing the report. For more detailed information,D16 refer to chapter 11 of the CheckStar IV manual. D16 D20 Option Selection Methods D16 Before we look at options, we need to discuss the three basic D16 entry methods used to configure options. When you want to change D62 an option, highlight it (using UpArrow & DownArrow) and pressD62 Enter. The option window will appear and the current selected D62 option will be visible. It will appear either as a HIGHLIGHTED D62 selection, a TAGGED selection, or a TYPED selection. D16 D62 1: Highlighted selections D16 The HIGHLIGHTED selection is used where only ONE of several D16 options can be chosen. To change this option, just move the D62 cursor to highlight the option of your choice. The Enter keyD16 will hide the option window and save your option. D16 D62 2: Tagged selections D16 The TAGGED selections are used where more than one of several D16 options can be chosen. To make your selections, highlight an D62 option and press Spacebar to tag or untag that option. A D16 marker will appear at the left of each tagged option. The D62 Enter or Esc keys will hide the option window and save D16 your options. D16 D62 3: Typed selections D16 The TYPED selections are used in situations too general for D16 predefined selections. This would include DOS filenames or D16 paths, or numerical entries. These options appear as a single D16 entry line. You can edit the current entry or erase it and D62 type in a new one. The Enter or Esc keys also save this D16 entry. D16 D20 Report options descriptions D62 1: Report name D16 This is the name which will be printed on top of your report. D16 If you prefer a different report name, simply type over the D62 old one and press Enter to go to next Report Option. D16 D62 2: Send report to D16 Here you have 3 options (Screen, Printer, and File) from whichD16 to choose. D16 D62 1: The "Screen" option sends the report directly to the VIEWD16 utility provided by CheckStar IV. When you are finished D62 viewing your report, Esc will let you exit. D16 D62 2: The "Printer" option sends the report directly to the D16 printer. If you have NO spooler installed, you will have toD16 wait for the printer to finish printing the report before D16 you can continue using CheckStar IV. If you have your DOS D16 print spooler installed, AND your Report Setup Options to D16 use this print spooler permits, CheckStar IV will create a D16 default file for your report, and pass it to the spooler. D16 You can then continue your work. D16 D62 3: The "File" option sends your report to disk. You will be D16 prompted to enter a DOS file name for this file. At any D16 time in the future, you can view, print or edit this file D16 as needed. D16 D62 The CheckStar IV's default is the Screen. To select a D62 different option, HIGHLIGHT your choice and press Enter. D16 D62 3: Starting date D16 This option limits the report data retrieval to transactions D16 whose date is equal to or later than this date. You can enter D62 a new date and press Enter, or just press Enter to D16 use the default. D16 D62 4: Ending date D16 This option limits the report data retrieval to transactions D16 whose date is equal to or earlier than this date. You can D62 enter a new date and press Enter, or just press Enter D16 to use the default. D16 D62 5: Payee/Payor D16 There are three options available: INCLUDE, EXCLUDE, or ALL. D16 With the first option INCLUDE, you can choose to include in D16 your report only those transactions whose Payee/Payor match D16 your specified entry. With the second option EXCLUDE, you can D16 choose to exclude from your report all transactions whose D16 Payee/Payor match your specified entry. In either case, you D16 will be prompted for the specified Payee/Payor. With the last D16 option ALL, you choose to include all transactions in your D16 report regardless of their Payee/Payor content. D16 D62 6: Memo D16 Here you have the same three choices: ALL, INCLUDE, EXCLUDE. D16 As before, you can choose to include or exclude transactions D16 from your report by entering the memo to be in/excluded. The D16 ALL option bypasses any MEMO criteria. D16 D62 7: Tag transaction type to include D16 As a quick review, CheckStar IV offers 7 transaction types. D16 These are checks, deposits, withdrawals, bank charges, D16 interest earned, cash debits and cash credits. (For more D16 details, see the chapter 8 on transactions.) You can choose D16 to include any of these transaction types in your report by D62 tagging them from within this menu. Use UpArrow and D62 DownArrow to highlight your choice, then tag or untag it D62 with Spacebar. (An arrow character on the left indicates theD16 choice is tagged.) D16 D62 8: Tag transaction status to include D16 You can include or exclude transactions from your report basedD16 upon their status. The status options are, Cleared, D62 Outstanding, and Newly cleared. Again use Spacebar to tag D62 or untag any status. Use Enter to advance to the next D16 Report Option. D16 D62 9: Categories D16 Here as before, you have the three options INCLUDE, EXCLUDE, D16 or ALL. If you want to in/exclude any group of categories, D16 select the Include or Exclude option. To enter your selection D16 of in/excluded category numbers use the following convention: D16 D62 1: Separate each category number with a comma D16 D62 Example: 1,2,3,4,5,12,13,14,15 D16 D62 2: Consecutive ascending number groups can be represented byD16 2 periods between the first and last number of that group. D16 D62 Example: 1..5,12..15 D16 D62 Note: The previous two examples included the same group of D16 numbers by the definition of the convention. D16 D16 In these examples, categories 1 through 5 and 13 through 15 D16 will be in/excluded from your report. Even though you don't D16 see it on the screen, the total length of this input line is D16 255 characters long. If you keep typing in numbers, the line D16 will scroll to the left to permit the full 255 character D16 entry. D16 D62 10:Amount range D16 This option include the three choices as covered before, D16 INCLUDE, EXCLUDE, or ALL. What you can choose to in/exclude D16 here is a dollar amount range. If you select either include orD16 exclude, you will be prompted to enter the FROM (lower) and TOD16 (upper) limits of that range. ALL of course, bypasses any D16 restrictions based on dollar amounts. D16 D62 11:Subtotal by D16 This option is available only on certain reports based upon D16 the Style sheet options. Your choices include subtotaling by D16 NONE, WEEK, TWO WEEKS, HALF MONTH, MONTH, QUARTER, HALF YEAR, D16 and YEAR. D16 D62 12:Use current account only D16 If you want to generate a report which covers more than one D16 account, respond by highlighting the NO option. CheckStar IV D16 will display all the accounts available in your current data D16 location. Tag the accounts you wish to include by highlightingD62 your choice and pressing Spacebar. When the report is D16 generated, data from these accounts will be included in your D16 report. D16 D62 Note: Data from other accounts will be combined with data D16 from the current account ONLY if their CATEGORY D16 DESCRIPTIONS and PARENTS match. The category numbers areD16 insignificant when crossing account boundaries. D16 D62 Press F10 to create report. D31 Manual reference: Pages 97-100 D!! D$DirectoryHelp D!! Directory Help D16 The directory window presents a list of files which pertain to D16 different CheckStar IV functions. At the top of the window is theD16 file parameter used to search for data files which are displayed.D16 To select a file, highlight the file name of choice and press D62 Enter. In some cases, the option ..New File.. allows the D16 creation of a new file. D16 D16 Other file related functions which can be performed from this D62 window include renaming, copying and erasing any of the D16 files listed. D$ D!! Note Pad D62 The Hot Key (Alt-N) calls up the Note Pad. Basically, the Note D16 Pad is one application of CheckStar IV's built-in text editor. D16 You can use this feature just as you would a standard note pad, D16 to make notes to yourself about information you want to remember D16 and recall later. The Note Pad utilizes the built-in editor, but D16 there are two features that distinguish it from the editor. The D16 first is that all Note Pad files use a fixed file name extension.D16 The second is that the Note Pad files have a fixed data path. TheD62 default extension is TXT and the default data path is the D16 current CheckStar IV program location. You can change both D16 defaults from the General Setup Options (See chapter 22.). When D16 you invoke the Note Pad, the first window you see is a listing ofD16 the existing note files. You can select one of these for D16 editing/viewing, printing, copying or erasing. The last file D16 listed, (or the only one if there are NO other files available) D62 is the NEW FILE. This option will prompt you for a new file D16 name (without the extension) and take you straight into the D16 editor. See chapter 23 for more information on using the editor. D!! D$Reconciliation D!! Reconciliation D16 Reconciling a checking account with a bank statement can be done D16 using the following procedure. From the Check Register Menu pressD62 Home, then press U to highlight the first uncleared D16 transaction. Look for this transaction in the current bank D62 statement. If found, press K to mark the transaction as newly D16 cleared. The cursor will automatically advance to the next D16 uncleared transaction. (The automatic advancement can be turned D62 off in the Check Register Setup Options.) If not found, press UD16 to highlight the next uncleared transaction. Repeat this D62 procedure until all the transactions in the bank statement haveD16 been matched by newly cleared transactions in the Check Register.D62 Do not forget to enter the bank charges. Now press Ctrl-B and D62 enter the ending balance from the bank statement. Press F10 D16 to begin the reconciliation. If the reconciliation fails the D62 difference will be displayed. Press Esc to review the newly D62 cleared transactions, or press F10 a to enter a corrective D16 transaction which will allow the account to balance. D31 Manual reference: Pages 115-117 D!! D$ D!! Printing check D20 Overview D16 CheckStar IV prints CHECKS and YOU get to pick the style! You do D16 not need to buy special checks. In CheckStar IV you can customizeD16 a check layout to fit virtually any check. If your printer can D62 micro step the paper advance and hold on to the checks you are D16 using, you are virtually guaranteed a good fit. Even without the D62 micro step feature (which most all dot matrix, daisy wheel and D16 laser jet printers have), if your printer can hold the check, D16 CheckStar IV can print it. D16 D16 Before you get started printing checks, you must first set up D16 your printer and configure your check layouts. Set up the printerD62 to print checks as explained in the chapter Printer setup. The D16 next section describes how to configure a check layout. D16 D!! Configuring check layout D16 CheckStar IV uses a simple but effective technique to format its D16 data. It uses a standard ASCII file as a template. You will be D16 using CheckStar IV's built-in editor to create and/or modify the D16 layout. The layout consists of special commands (with the first D62 character an @ sign) or fixed messages (everything else). D16 Special commands have two purposes. They define what data is to D16 be included in the layout and where it is to go. See chapter 10 D16 for step-by-step procedure on how to configure a check layout. D!! D20 Printing check D16 After you have set up your printer and laid out your check, you D16 are ready to print checks. Here is how it is done. D16 D62 Press 1 from the Main Menu. If not yet entered, enter the checkD62 you want to print. Highlight this check and press Ctrl-P. The D62 list of check layouts will appear. Make sure the printer is ON.D62 Highlight your check layout and press Enter. D16 D62 Note: If you want to print Payee/Payor addresses on checks, youD16 must memorize Payee/Payors with their addresses. See D16 chapter 17 for details. D16 D20 Printing a group of checks D16 You might want to enter several checks at one time and batch D16 print them later. Here is how you would do that. D16 D62 Press 1 from the Main Menu. Enter all the checks you want to D16 print just as you would normally. Block all the checks you want D62 to batch print using F7 and F8. See the section Blocking D62 transaction(s) in chapter 8. Other transaction types within theD62 block will be ignored. Press Alt-P. The list of check layouts D62 will appear. Make sure the printer is ON. Highlight your check D62 layout and press Enter. D16 D31 Manual reference: Pages 83-90 D!! D$ D!! Command Line Options D20 Overview D16 The extensive use of DOS Command Line Options makes CheckStar IV D16 an exceptional value. You can access the program's internal file D16 viewer, editor, calculators, reminders, Memorized Entries and D16 even account balances from the DOS prompt - without loading the D16 entire program! These utilities alone are reason for using D16 CheckStar IV. D16 D16 If you are in CheckStar IV, you will need to quit the program by D62 pressing Q from the Main Menu. At the DOS prompt, check to see D16 that you are in the drive/directory where the CheckStar IV D16 program is located. We will be trying different Command Line D16 Options from here. D16 D20 Reminders D16 If you want a quick way to check your reminders without going D16 through the entire CheckStar IV installation try the following: D62 At the DOS prompt, type CS R and press Enter. Your CheckStar D16 IV reminders will immediately come into view. D16 D20 Memorized Entries D16 If you want a quick review of your Memorized Entries, the CommandD62 Line Option you should use is CS M. Enter this option as beforeD16 from the DOS prompt. D16 D20 Calculators D16 The three calculators found in CheckStar IV can be accessed in D62 the same way. Entering CS C will load the conventional four D62 function calculator. If you enter CS A, you will directly enterD62 the Algebraic Expression Evaluator. The command CS F will pop D16 up the Financial Calculator for your immediate use. D16 D20 Calendar D62 How about a quick look at the Calendar? Enter the command CS L D16 and there it is. You will even see your reminders and Memorized D16 Entries marked with little dots on the corresponding days they D16 are due. D16 D20 Editor D16 There is always a need for a good, quick text editor to create orD16 modify batch files, etc. You may already know that CheckStar IV D16 has such an editor. However you don't have to run CheckStar IV toD62 use it. Just type the command CS E. The editor will ask you if D62 you want to create a file using the default name NEWFILE.TXT. D62 If you answer Y, you will go straight into the editor. To edit D16 a particular file, you would type the file name following the D16 command. D16 D16 For example, the command below would let a hard disk user edit D16 his AUTOEXEC batch file. Example: CS E C:\AUTOEXEC.BAT D16 D16 If you need a list of the files from which to choose, use the D62 following example. Example: CS E *.* D16 D16 You can also use wild card designators as well as drive and path D62 assignments as in the following example. Example: CS E C:\*.BAT D16 This would list all files on drive C: with extensions of BAT fromD16 which you can choose to edit. D16 D20 File viewer D16 CheckStar IV also offers you a text file viewing utility. This D16 one can be accessed from the DOS command line in the same way as D62 the editor. Simply substitute the E with a V in the command D16 of your choice. All the examples apply. D16 D62 Examples: CS V C:\AUTOEXEC.BAT D62 CS V *.* D62 CS V C:\*.BAT D16 D20 Redirect data path D16 If you wish to run CheckStar IV using a data path you don't D16 normally access, use the following Command Line Option to D16 redirect CheckStar IV's data path. D62 CS D <CheckStar IV data location> D16 You can use this capability to review data that may be archived D16 on a diskette or in a separate subdirectory on your hard drive. D62 Example: CS D C:\CS\BACKUP D16 D20 What are the Command Line Options? D16 If you can't remember any other CheckStar IV Command Line D62 Options, just remember this one. CS ? Using this option will D16 give you a listing of all the Command Line Options CheckStar IV D16 offers. D16 D31 Manual reference: Pages 211-213 D!! D$DosFileHelp D!! DOS Drives, File Names and Directories D20 Disk Drives D16 Disk drives are assigned letter names in DOS followed by a colon.D16 The first floppy drive found by DOS during bootup is assigned theD62 letter A:. The next is assigned the letter B:. The first hardD62 drive found is assigned the letter C:, the next is D:, etc. D16 D20 File names D16 Each file in DOS has a name composed of one to eight characters D16 with an optional three character extension. When used, the D16 extension follows the name and is separated with a period as in D62 the example BUSINESS.DAT. Certain characters can NOT be used inD16 filenames, but all letters and numbers can be used, with no D16 differentiation being made by DOS between lower and upper case D16 letters. D16 D20 Directories D16 Since there can be quite a few files on a disk, there is a D16 structure provided which allows files to be organized. This D16 structure is referred to as a subdirectory structure. Files can bD16 grouped in subdirectories according to their function. The main D16 directory from which subdirectories are built is called the D62 ROOT directory. Each disk when formatted has a ROOT directory D16 which remains un-named. Subdirectories are named in similar D16 fashion to DOS file names except they aren't assigned extensions.D16 Since any subdirectory can have another subdirectory within it, D16 there is a DOS convention which defines each subdirectory in D16 terms of its parent directory. Thus a subdirectory's name is a D16 concatenation of its own name and those of its parents. The namesD62 are separated by a special character, the \ or backslash. Thus D62 if DIRECT1 is a subdirectory under DIRECT2, its complete DOS D62 name would be \DIRECT2\DIRECT1. D16 D20 The DOS Path D16 It is no surprise to learn that when DOS needs to find a file, D16 it uses all the information above together to create a name D16 complete with the drive, location and filename. In this example D62 C:\DOS\FORMAT.COM it can be seen that the Drive is C:, the D62 subdirectory is \DOS and the file name is FORMAT.COM. Normal D16 convention when naming only the DOS Path without a filename does D62 not require the trailing \. D16 D16 For complete details on DOS drives, directories and filenames, D16 refer to DOS reference manuals. D!! D$UserSetupOptionsMenu D!! User Setup Options Menu D16 The User Setup Options Menu is divided into four groups. Their D16 area of reference in CheckStar IV is explicit in their names. D62 Highlight your choice and press Enter. D!! D$UserPreferences D!! User Setup Options D20 Introduction D16 CheckStar IV offers you more user definable options that most D16 programs you will ever try. You may not need these options D16 initially which is why we have chosen defaults for you. But as D16 you continue to use the program, customizing these user options D16 can help increase your productivity and make CheckStar IV more D16 intuitive for you personally. This chapter will list and briefly D16 define each option. You can use it as a reference when a questionD16 arises, or simply read through it to increase your familiarity D16 with the available CheckStar IV options. D16 D20 Option Selection Methods D16 There are three basic entry methods used to configure options. D62 When you want to change an option, highlight it (using the Up D62 & Down arrow keys) and press Enter. The option window will D16 appear and the current selected option will be visible. It will D16 appear either as a HIGHLIGHTED selection, a TAGGED selection, or D16 a TYPED selection. D16 D62 1: Highlighted selections D16 The HIGHLIGHTED selection is used where only ONE of several D16 options can be chosen. To change this option, just move the D62 cursor to highlight the option of your choice. The Enter D16 key will hide the option window and save your option. D16 D62 2: Tagged selections D16 The TAGGED selections are used where more than one of several D16 options can be chosen. To make your selections, highlight an D62 option and press Spacebar to tag or untag that option. A D16 marker will appear at the left of each tagged option. The D62 Enter or Esc keys will hide the option window and save D16 your options. D16 D62 3: Typed selections D16 The TYPED selections are used in situations too general for D16 predefined selections. This would include DOS filenames or D16 paths, or numerical entries. These options appear as a single D16 entry line. You can edit the current entry or erase it and D62 type in a new one. The Enter or Esc keys also save this D16 entry. D16 See chapter 22 for detailed information on each user options. D31 Manual reference: Pages 185-199 D!! D$SettingUpCheckPrinter D!! Printer setup for printing checks D20 Selecting printer port D62 From the Check Register Menu, press Ctrl-Z. Highlight the D16 printer port to which your printer is connected and press D62 Enter. The most common selection is LPT1. If you select either D16 COM1 or COM2, enter the "Serial Printer Information" requested D62 and press F10. D16 D20 Selecting printer driver D16 At this point you will be prompted to select a printer driver. IfD16 you added a new printer driver choose that driver or highlight a D16 printer driver which most closely approximates your printer type D62 and press Enter. D16 D62 Press F10 to save the setup information you have entered. D31 Manual reference: Pages 73-79 D!! D$SettingUpReportPrinter D!! Printer setup for printing reports D20 Selecting printer port D62 From the Reports Menu, press Ctrl-Z. Highlight the printer portD62 to which your printer is connected and press Enter. The most D16 common selection is LPT1. If you select either COM1 or COM2, D62 enter the "Serial Printer Information" requested and press F10.D16 D20 Selecting printer driver D16 If you added a new printer driver choose that driver or highlightD16 a printer driver which most closely represents your printer type D62 and press Enter. D16 D20 Setting up printer to print graphs D62 If you are going to be printing graphs, press Y at the prompt. D16 Once again select your graphics printer (probably the same one D16 you selected in the last screen). D16 D16 Select the resolution you want. The better the resolution the D16 sharper the graph but the longer it will take to print. D16 D16 Now type the graph width and length in inches. The default or D16 initial settings are 1.5 by 1.5 inches. D16 D16 Finally, select the Portrait or Landscape graphics mode. In the D16 Landscape mode, the graphic image is wider than it is tall. In D16 the Portrait mode, the graphic image is taller than it is wide. D16 D62 Press F10 to save and exit. D31 Manual reference: Pages 73-79 D!! D$Horizontal&VerticalLock D16 Horizontal and Vertical lock D16 The Horizontal and Vertical locking feature allows you to keep D16 portions of the screen still while other portions scroll. This D16 allows you to keep column and/or row HEADERS visible while the D16 DATA scrolls past. Some of CheckStar IV's reports pop up with D16 this feature enabled. While viewing reports or text files, press D16 V (Vertical lock) or H (Horizontal lock). After selecting D62 Horizontal or Vertical lock command, press LeftArrow or D62 RightArrow and you will see the edge of the window move left D62 or right. When you hit Enter, the window scroll point is lockedD16 in that position. D$ D!! Registering your copy of CheckStar IV D16 Before you get more involved with installing and learning D16 CheckStar IV, please take a moment and fill out the enclosed D16 yellow registration card. D16 D20 Benefits of registering D62 In return, we will provide you the password that you will D62 use one time to register your copy of CheckStar IV for D62 free. When you type in this password, CheckStar IV will D62 automatically change the text New User or Demo User to D16 your name or the company name that you will provide to us. D62 Registered users get free technical support (8 am - 5 pm D16 Central Time, Mon - Fri (713) 464-3713). D62 You will receive information about program upgrades and D16 other special offers! D16 D16 Your completed registration card is your personal link to us D16 and our link to you! D16 D20 Here is how to use the password D62 When we send you the password, run CheckStar IV. D62 From the Main Menu, press Ctrl-R. D62 Type the password and press Enter. D!! D$PasswordR D16 Password to register CheckStar IV D16 Type the password that we provided to register your copy of D62 CheckStar IV and press Enter. If you do not have a password, D16 please take a moment and fill out the enclosed yellow D16 registration card. In return, we will send you the password at D16 no charge. D$PasswordU D16 Password to run CheckStar IV D62 Type the password and press Enter. D$ D!! Memorizing transaction D62 Press F1 now and select Adding Memorized Entry item. D!! D!! Exchanging data disks D62 Press F1 now and select Logging on to different data locationD16 item. D!! D$N/A D62 Sorry, the help is not available at this location. D62 Please refer to your manual.
