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manual.txt
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1993-09-28
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Cash for Kids User's Manual
------------------------------------------------------------
Contents
--------
License Agreement
Cash for Kids Order Form
Getting Started
- What You Need
- Installing Cash for Kids
- Re-Installing Cash for Kids
- Entering and Exiting Cash for Kids
- Getting Help
- The README.TXT File
Basic Operations
- Keeping Your System Date Accurate
- International Dates
- Creating a Bank Account
- Using the Kid's Register
- Depositing Money
- Withdrawing Money
- Editing Transactions
- Deleting Transactions
- Viewing the Graph
- Printing a Report
- Using the Calculator
- Using the Calendar
Using the Memorized List
- Adding Memorized Transactions
- Editing Memorized Transactions
- Deleting Memorized Transactions
- Recalling Memorized Transactions
Setting Goals
- Graphing and Goals
Account Security
- Passwords
- Setting Permissions
Account and File Management
- Editing an Account Name
- Deleting an Account
- Changing the Account Order
- Backing Up Your Data File
- Cash for Kids Files
License Agreement
------------------------------------------------------------
Cash for Kids Version 1.0T is a Shareware Program. Shareware
is a form of software marketing that allows you to "try
before you buy". Shareware has low advertising costs that
result in lower software prices.
You are encouraged to freely copy Version 1.0T and distribute
to friends, etc.
You may not alter the program or documentation in any way.
It must be left in its original form.
Cash for Kids Order Form
------------------------
Fill out this form and mail it to:
Adrian-Thomas Make Check or Money Order
782 Harlequin Crescent payable to Adrian-Thomas
Orleans, Ontario, Canada
K1E 2P3
Name ____________________________________________________
Address ____________________________________________________
City _____________________ Prov/State ___________________
Country _____________________ Postal Code / Zip ____________
Phone ( ) ______ - ________
DESCRIPTION PRICE
------------------------------------------------------------
Cash for Kids Commercial Version (all funds in U.S dollars)
Windows version $29.95 each ...................... $ ____
DOS version $29.95 each ...................... $ ____
Shipping and Handling
$3.00 US and Canada (Other countries $10.00) ..... $ ____
Total ..... $ ____
------------------------------------------------------------
Cash for Kids includes both 3.5" and 5.25" diskettes
How did you hear about Cash for Kids? ______________________
____________________________________________________________
THANK YOU for your order!
Getting Started
------------------------------------------------------------
What You Need
-------------
- a Microsoft Windows compatible computer.
- Microsoft Windows Version 3.0 or later running in Standard
or Enhanced modes.
- a VGA or compatible display adapter or better.
- a Windows compatible mouse, trackball or other pointing device.
- a Windows compatible printer.
- Windows Operational Knowledge
Cash for Kids is very easy to learn if you know how to
operate Microsoft Windows. If you don't, it is recommended
that you learn the basics of operating Windows first. Refer
to your Windows Manual or the many books available on
operating Windows.
Installing Cash for Kids
------------------------
Follow these directions to install Cash for Kids on your PC's
hard disk:
1. Insert the Cash for Kids diskette in your diskette drive
and close the door.
2. Open the Windows Program Manager and choose File / Run.
3. Type A:INSTALL.
(If you are installing from drive B, type B:INSTALL)
4. Choose OK.
5. Specify the complete path to the directory where you want
to install Cash for Kids. C:\CFK is the default path.
6. Choose OK. The Cash for Kids files are copied to your hard
disk.
7. At the Create Cash for Kids Icon dialog box, choose Create
Icon to add an icon on the Main group of the Program
Manager. Choose skip to skip this step.
Re-Installing Cash for Kids
---------------------------
If you are installing over a previous copy of Cash for Kids,
the installation program will not alter your data file.
Install to the same directory and skip the creating of a
Cash for Kids icon.
Entering and Exiting Cash for Kids
----------------------------------
Running the Program
-------------------
From the Windows Program Manager, double-click the Cash
for Kids icon to run the program.
Exiting the Program
-------------------
While viewing the Cash for Kids Main Menu, choose the Exit
button to exit the program. Another way is by choosing
Close from the Control Menu.
Getting Help
------------
You can view help by choosing Help on the menu. Context
sensitive help is available by pressing F1 while viewing
most screens and dialog boxes.
The README.TXT File
-------------------
The README.TXT file in your Cash for Kids directory contains
last minute changes made after the manual was printed. You
can view it using the Windows Notepad program.
Basic Operations
------------------------------------------------------------
Keeping Your System Date Accurate
---------------------------------
Cash for Kids uses your system date to determine when to add
recurring transactions like allowances. It is important that the
date is correct. A warning message reminds you whenever the
system date is more than a month apart from the date of your
Cash for Kids data file. If the system date is incorrect, exit
Cash for Kids and correct it at the Windows Control Panel.
International Dates
-------------------
Cash for Kids allows you to use the default Month-Day-Year
format or the Day-Month-Year format. Choose
Administration / Program Options from the Main Menu and
choose the format.
Creating a Bank Account
-----------------------
The Cash for Kids Main Menu is the screen with a picture
of a bank. Buttons for each account appear to the right of
this picture.
While viewing the Main Menu, choose Administration / New
Bank Account to view the Create a New Bank Account dialog
box. Type the Account Name and Starting Balance and choose OK.
Adding More than 6 Accounts
---------------------------
Cash for Kids can have 6 accounts per DOS subdirectory. If
you need more, install Cash for Kids again. This time choose
another path like C:\CFK2.
Using the Kid's Register
------------------------
After adding one or more Kid's accounts, choose an account
name button to view the Kid's Register.
...With Register Screen Keys
Cursor Up Move the Gray Rectangle up one transaction.
Cursor Down Move the Gray Rectangle down one transaction.
Home Move to the first transaction in the register.
End Move to the last transaction in the register.
Page Up Page backwards through the register.
Page Down Page forwards through the register.
...With the Mouse
Click Move the Gray Rectangle to the transaction
under the mouse pointer.
Double-click Move the Gray Rectangle to the transaction
under the mouse pointer and edit this
transaction.
Scrollbar Control movement through the Kid's Register.
100 Transactions per Kid's Register
-----------------------------------
Each Kid's Register holds 100 transactions. When you need to
add more than this, Cash for Kids throws away the oldest to
make room available. This keeps account management simple.
Cash for Kids shows your child the future rather than
dwelling on the past.
No Account Reconciliation Required
----------------------------------
While the Kid's Register looks similar to that of adult
checkbook programs, no reconciliation or balancing of
accounts is needed.
Depositing Money
----------------
Choose the Deposit button to view the Deposit dialog box.
Type in the Description (e.g. "Gift") and Amount of the
transaction.
Use the keys to the right of the Date to change the date.
Choose OK to add this transaction to the Kid's Register.
Withdrawing Money
-----------------
Choose the Withdraw button to view the Withdraw dialog box.
Type in the Description and Amount of the withdrawal in the
same way as for Deposits (see above).
Editing Transactions
--------------------
Choose the Edit button to edit or change the transaction
marked by the Gray Rectangle. You can change the transaction's
Date, Description or Amount in the same manner as in the
Deposit dialog box.
Deleting Transactions
---------------------
Choose the Delete button to delete the transaction marked
by the Gray Rectangle. A confirmation box appears. You can
perform the delete or cancel. Choose OK to delete the
transaction.
Viewing the Graph
-----------------
Choose the Graph button to view the graph showing the
expected cash growth for this account. The graph displays
a projection of the money expected to accumulate in this
account. It includes memorized deposits (e.g. allowances).
It also shows the effect of withdrawals for purchasing
"Goals". See "Goals" for more information.
Graphs show important trends. The graph bars should increase
over time. Otherwise your child is spending more than he or
she is receiving. Perhaps spending will need to be decreased.
Otherwise, your child must negotiate for a larger allowance.
Printing a Report
-----------------
While viewing the Kid's Register, you can print out a handy
report by choosing Print from the menu. Cash for Kids prints
to the default printer defined by the Windows Control Panel.
Choose OK at the Print dialog box to start printing.
If the message "An active printer is not set up" appears,
go to the Windows Control Panel and correct the problem.
Using the Calculator
--------------------
Choose the Calculator button when visible to run the Windows
Calculator. You can return to Cash for Kids by closing or
minimizing the Calculator. Another way is by clicking on
the Cash for Kids window.
You can Copy and Paste numbers between the Calculator and
Cash for Kids. Use Ctrl+Insert to Copy from one and
Shift+Insert to Paste to the other.
Using the Calendar
------------------
Choose the Calendar button when visible to view the Calendar.
Use the < > keys to change months. Choose Current to view the
current month. Choose OK to exit the Calendar.
Using the Memorized List
-----------------------------------------------------------------
Use the Memorized List to remember frequently used transactions
like Allowances. You can have as many as 20 memorized
transactions per account.
While viewing the Kid's Register, choose Memorized to view the
Memorized List dialog box.
Some memorized transactions have information in the Next and
Frequency columns. These transactions are automatic deposits
or withdrawals.
Automatic transactions may occur weekly, bi-weekly, monthly,
bi-monthly, quarterly, semi-annually, annually or only once.
Any time you use weekly, the actual day of the week will
appear instead of the word Weekly. For example, if you have
a weekly allowance that is deposited on Saturday, you will
see the word Saturday in the Frequency column.
Adding Memorized Transactions
-----------------------------
Select Add Deposit or Add Withdrawal to add a transaction to
the Memorized List. The Add Memorized Deposit or Add Memorized
Withdrawal dialog box appears.
Description Type the Description of this memorized
transaction.
Amount Leave this as "0" if the amount of this
transaction varies whenever it is used.
Otherwise, type in a fixed amount.
Auto Insert Choose On to automatically insert this
transaction in the Kid's Register at regular
intervals. Set the Next Date for this
transaction to occur and set the Repeat
Frequency. For example, to set a weekly
allowance of $5, enter the following:
Description = Allowance
Amount = 5
Auto Insert = On
Next Date = next date of occurrence
Repeat Frequency = Weekly
Press the OK button to add this transaction to the Memorized
List.
If you set the Next Date value of a memorized transaction to
a date that is the same or earlier than the System Date,
the message "Next Date is on or prior to the System Date
so transactions will be added to the register" appears.
This message alerts you that Cash for Kids will add one or
more transactions to the Kid's Register. Choose OK to accept
this.
One-Time Insertions
-------------------
Set the Repeat Frequency to One-Time if the transaction is
to be inserted only once. After this memorized transaction
is inserted in the Kid's Register, Auto Insert is turned off.
Editing Memorized Transactions
------------------------------
Select a transaction and choose the Edit button to edit a
memorized transaction.
Deleting Memorized Transactions
-------------------------------
Select a transaction and choose the Delete button to delete
a memorized transaction. Choose OK at the confirmation dialog
box to confirm the delete request.
Recalling Memorized Transactions
--------------------------------
Whenever you Deposit, Withdraw or Edit Transactions while
viewing the Kid's Register, you can use the Recall button
to enter Descriptions and Amounts quickly. Follow these steps:
1. Choose Deposit, Withdraw or Edit.
2. Choose the Recall button to search the Memorized List
for matching transactions. The Select from Memroized List
dialog box appears:
3. Choose the desired transaction by double-clicking on it
or selecting it and choosing OK. It is loaded into the
Deposit, Withdraw or Edit window.
Other Rules:
- Only transactions in the Memorized List with Auto Insert
off will appear in the Select from Memorized List dialog box.
- Only transactions matching the characters in the
Description field at the time the Recall button is pressed
will appear in the Select from Memorized List dialog box.
For example, if the Description field contains the characters
"SA" when the Recall button is pressed, only transactions
starting with "SA" will appear. Note that Cash for Kids is
not case sensitive. If you leave the Description field
blank, all transactions will be visible in the listbox.
Setting Goals
------------------------------------------------------------
Setting goals is an important habit for children to develop.
It encourages planning ahead for major purchases.
With Cash for Kids, your child establishes the "what, when
and how much" for each goal. Use the Graph button to view
the future cash prediction and see if a goal is realistic.
Cash for Kids allows your child to set a maximum of 10
goals per account.
Don't try to set too many goals. One or two is sufficient
in most cases. Older children will tend to have more
goals while younger children may have one goal (or
perhaps none).
Viewing the Goals Dialog Box:
From the Kid's Register, choose the Goals button to
view the Goals dialog box.
Adding Goals:
Choose the Add Goal button to view the Add Goal
dialog box. Type the Description and the Amount
of the goal. Select the Date when you want to
reach this goal. For example, if you want to buy
a new bicycle in July of 1993 for $200, enter these
values in the entry fields. Choose OK to add the
new goal to the Goal List.
Editing Goals:
Choose the Edit button to edit the Description, Amount
or Date of the selected goal. Make the changes in the
Edit Goal dialog box and choose OK.
Deleting Goals:
Choose the Delete button to delete the selected goal.
Choose OK at the confirmation dialog box to confirm
the delete request. Remember to delete a goal when
it has been achieved!
Graphing and Goals
------------------
Choose the Graph button to see if your child can achieve
his goals.
Achievable Goals:
Goals are achievable if the graph bars are far away
from the zero line. Your child will have enough money
to purchase the goal items with additional funds
remaining for miscellaneous expenditures.
Unachievable Goals:
Goals are unachievable if the bars fall below zero.
Even if the bars are slightly above zero, this means
that your child must avoid all spending to reach the
desired goals. Whenever goals look unachievable, your
child has several options:
1. Reduce the purchase amount. For example, buy a
less expensive bicycle.
2. Delay the date of purchase. For example, wait
several months longer before buying the bicycle.
3. Eliminate some goals. If there are several goals,
keep the more important ones and eliminate the
unimportant ones.
4. Negotiate for a higher allowance.
5. Do special chores (ones that the family would
normally pay an outsider to do) for additional income.
Account Security
------------------------------------------------------------
Cash for Kids provides optional "account security". When
you first install Cash for Kids, security is off.
Turning on security enables you to:
- keep each child's records confidential to prevent
siblings from comparing account balances.
- prevent tampering by siblings.
- prevent children from accidentally destroying their
data.
Choose Administration / Passwords and Permissions from
the Main Menu to turn on security. You see the Passwords
and Permissions dialog box.
Passwords
---------
There are two kinds of passwords:
1. Account Passwords: When used, your child will need
to enter an Account Password to view or change the
account.
2. Supervisor Password: There is only one Supervisor
Password and it is for parental use. The Supervisor
Password lets you view or change any account.
Even if Account Passwords are not needed, setting up
a Supervisor Password will prevent your children from
using the Administration pull down menu. This means
only "supervisors" can add or delete accounts and set
passwords and permissions.
Setting Passwords:
While viewing the Passwords and Permissions dialog
box, type in a password. Choose OK when finished.
If you add or change the Supervisor Password, a
Confirm Supervisor Password Change dialog box appears.
Key in the Supervisor Password again and choose OK to
confirm the change.
DON'T FORGET THE SUPERVISOR'S PASSWORD. Choose a
password that you won't forget or write this password
down and keep it in a safe place.
Change or set passwords only when the children are
not present. You don't want them to see the passwords.
Removing a Password:
Type in blanks for the password while viewing the
Passwords and Permissions dialog box. You can remove
the Supervisor Password as well as Account Passwords.
Using Account Passwords:
To view a password protected account:
1. Choose the account button from the Main Menu. An
Enter Password dialog box appears.
2. Type the password. Passwords are not case sensitive
so you can type upper or lower case characters.
3. Choose OK. You see the Kid's Register if the
entered password is correct.
If you forget the Account Password, just look at the
Passwords and Permissions dialog box.
Using the Supervisor Password
To turn on the Supervisor Mode:
1. Choose the Supervisor menu item. An Enter Password
dialog appears.
2. Type the Supervisor Password.
3. Choose OK. The Supervisor (key) icon appears. Now
you can view any account and use the Administration
pull down menu.
Turn off the Supervisor icon by choosing the Supervisor
menu item again.
Setting Permissions
-------------------
Use the Passwords and Permissions dialog box to set
account permissions.
Supervisor Update Only:
Only Supervisors can add, change or delete transactions
in this account if you check this box. Your child will
be able to view this account, but not alter it. You must
turn on the Supervisor icon to make any changes.
Hide Main Menu Balance:
Check this box to prevent the account balance from
being visible on the Main Menu. Then only the owner
of the account or the Supervisor can see how much
money is in the account.
You should assign an account password for this to be
effective. Otherwise, anyone can easily click on the
account button and view the Kid's Register.
Account and File Management
------------------------------------------------------------
Editing an Account Name
-----------------------
1. From the Main Menu, choose Administration / Bank
Account Administration. You see the Bank Account
Administration dialog box. Note: If you set up a
Supervisor Password, you must turn on the Supervisor
icon before you can choose the Administration menu
item.
2. Select the account name in the listbox.
3. Choose the Edit Account Name button. Change the
Account Name in the Edit Account Name dialog box.
Deleting an Account
-------------------
1. From the Main Menu, choose Administration / Bank Account
Administration. You see the Bank Account Administration
dialog box.
2. Select the account name in the listbox.
3. Choose the Delete Account button.
4. Choose OK at the Delete Account dialog box to confirm
the delete.
Changing the Account Order
--------------------------
1. From the Main Menu, choose Administration / Bank
Account Administration. You see the Bank Account
Administration dialog box.
2. Select the account name in the listbox.
3. Choose either the Move Up in List or Move Down in
List buttons to change the account order.
Order your accounts alphabetically or by the oldest
child first.
Backing Up Your Data File
-------------------------
All data for Cash for Kids is stored in the file
KIDSDATA.CFK. You can back this up with your normal
backup procedure. Otherwise, copy this file to a
diskette periodically.
Cash for Kids Files
-------------------
CFK.EXE Executable program file
CFK.HLP Help file
KIDSDATA.CFK Data file
INSTALL.EXE Installation program file
README.TXT Last minute document changes.
MANUAL.TXT This document.
All files are installed on your hard disk with the
exception of INSTALL.EXE.