APress Ctrl-B to obtain a balance of each account. Use the cursor keys to check your balance on other days, or from the menu, select 'Jump to' to go to a specific date.
If more than eight accounts are in use, the second page can be accessed by pressing [Enter].
ABankPlus allows for 16 accounts, which can be credit or debit accounts.
Funds can be transferred between accounts.
Standing Orders are paid automatically.
Items can be verified against statements from your bank.
'Categories' allow transaction types to be logged.
ly orders).
^A'Uncleared' means that an item has not appeared on your bank statement.
When you receive your statement, use 'Check' (Ctrl-C) to clear items that appear on your statement. The 'Cleared' amount displayed should match the statement balance.
Items with a transaction date greater than today's date will not affect the current balance until that date.
APress Ctrl-B to obtain a balance of each account. Use the cursor keys to check your balance on other days, or from the menu, select 'Jump to' to go to a specific date.
If more than eight accounts are in use, the second page can be accessed by pressing [Enter].
jAStatements can be printed via a parallel or serial lead, or as a text file for printing outside of BankPlus.
Users of PsiWin will need to use RPRINT.EXE to print via the 3-link serial lead. Set 'Print to:' to 'Serial'
Data can be exported as comma or tab delimited text for insertion into a database or spreadsheet. Basic Quicken export has also been included.
AUp to 30 optional categories can be used. Set up under 'Category settings' and enable from 'Options'
View a summary using Ctrl-G. The date range and account can be changed from the menu. It is also possible to select 'All Accounts' for a global category summary.
If more than 15 categories are in use, the second page can be accessed by pressing [Enter]. Categories can be hidden to make only selected visible on screen.
ABankPlus allows for 16 accounts, which can be credit or debit accounts.
Funds can be transferred between accounts.
Standing Orders are paid automatically.
Items can be verified against statements from your bank.
'Categories' allow transaction types to be logged.
7AAt the beginning of each month, BankPlus checks and pays standing orders for the current month and the next month by default. This can be extended from the 'Settings' option.
Start and end dates can be specified for all orders.
Individual months can be included/excluded (for bi-monthly or quarterly orders).
BBankPlus is released as shareware. If you find this program useful, please support the shareware concept by sending the author a cheque for
8 (UK pounds sterling). Registration ensures notification of new releases by email, plus a code to remove the nag screens.
Online Credit card payments can be accepted can be made via Regnet (www.reg.net), quoting ID #3771 . See BANKPLUS.TXT for details.
A copy of the latest version can be sent for an extra
1, or on receipt of disk & return postage.
Users upgrading from BankPlus for the Series 3a/3c or Siena should contact the author for a Series 5 registration code.
See BANKPLUS.TXT and 'Contacting the Author' (in Help) for more.
LAWhen an account is selected, the main screen shows the 10 most recent items, starting with items due in the next 7 days.
To access BankPlus commands, press [Menu] or use the hotkeys.
To change to another account, select from the menu, or press Ctrl M. You can also press the first letter of the account name from the main screen.
zAtements
Select 'View' (Ctrl-V), or press the View key.
Use [Up/Down] & [Pg Up/Pg Dn] keys to scroll. Press [Menu] to select highlighted item for editing.
Symbols used in View:
x - Uncleared item
'D' - (At end of line) indicates a debit balance
- Indicates current balance
Statements can be displayed with the balance shown after the item, or with an accruing total.
APress Shift-Ctrl-J to setup currency name & conversion rate.
"Allowing conversion during entry" will change the 'New' entry screen to allow foreign transactions to be converted.
Select either home, or the specified currency. You will be prompted to confirm the converted amount, if applicable.
You can edit either the currency or converted amount once the exact converted amount appears on your statement.
Press Ctrl-J to use the conversion rate calculator.
`ATidy - Items can be deleted after a specific period, shown in Settings. Items are deleted by selecting Tidy. You should normally only tidy items which have been 'cleared'.
Archiving - This option will copy (and not delete) entries from all accounts into an archive file. Old archives can be reviewed or added to. Archives hold no balance information.
APete Sipple can be mailed at:
6 The Lodge
109 Kingswood Chase
Leigh-on-Sea
Essex SS9 3BE
United Kingdom
Email: bankplus@petesipple.co.uk
Web: www.petesipple.co.uk/bankplus.html
Telephone support/registration is not available
Please quote the BankPlus version number in all correspondence. (Ctrl-A)
Latest versions of BankPlus can be downloaded from the BankPlus homepage, usual shareware sources, or direct from the author by sending
1 for disk and postage.
(8F$<
Overview
Setting up accountsdUse 'Setup accounts' to create or delete accounts.
Specify either Bank or Credit card account type
Using BankPlus
BankPlus Settings
Date, number and currency formats are set from 'International'.
Password protection can be added. 'Enhanced' password will activate when BankPlus is exited via the touchbar.
Standing Orders
Viewing Statements
Categories
Currency Converter
Explanation of 'Clearing'
Balances
Printing & Exporting
Tidying & archiving
Graph View
Press Ctrl-D to view a graph of an account's activity.
Either a one month, a three month or annual view is available.
A graph showing all accounts can be viewed.
Registering BankPlus
Contacting the author
Disclaimer
The author accepts no responsibility for any loss of data, or for any problems experienced as a result of using this software. Please report any bugs to the author.
As with all computers and software, regular backups are advised.
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