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- Overview:
- This window is used to enter catagory information. Catagories
- are classifications of expenses you want to maintain. By
- maintaining catagories, you can monitor your expenditures as they
- occur, comparing them to a budgeted amount and the amount spent
- last year.
-
- Fields:
- Catagory - To change information for an existing catagory, select
- it from the combo box, then change any desired fields. To add
- a new catagory, type over any existing name. When adding a
- new catagory use the "Edit - Clear Fields" menu selection if
- you want to start with blank fields.
-
- Description - Description of this catagory. This field is optional.
-
- Budget amount - Budgeted amount for this catagory. This field is
- optional.
-
- Total payments:
- This year - This field shows the total payments made to this
- catagory, this year. To adjust this total, use the "Edit -
- Change Total Payments - This Year" menu selection.
-
- Last year - This field shows the total payments made to this
- catagory, last year. To adjust this total, use the "Edit -
- Change Total Payments - Last Year" menu selection. To roll
- this year's totals to last year, run a "Catagory Summary Report".
-
- Last payment:
- Company - This field shows the company to whom the last payment
- was made for this catagory.
-
- Amount - This field shows the last payment amount made to this
- catagory.
-
- Date - This field shows the date of last payment made to this
- catagory.
-
- Check # - This field shows the check number of the last payment
- made to this catagory.
-
- Buttons:
- Ok - Update all catagory information.
-
- Cancel - Return to previous window. Do no update any information
- not "Ok'ed" so far.
-
- Menu Bar:
- File:
- Exit - Leave this program. An option will be presented to take
- a back-up of all files. This option is recommended.
-
- Edit:
- Clear Fields - Blanks all fields in the window. Useful for
- adding new catagories.
-
- Delete Catagory - Deletes the currently selected catagory.
- Only a catagory with no budget amount or activity this year
- can be deleted.
-
- Change Total Payments
- This Year - Allows adjustment of the total payments made
- to this catagory, this year.
-
- Last Year - Allows adjustment of the total payments made
- to this catagory, last year.
-
- Windows:
- Bank Accounts - Opens another window for bank account
- information. You can use this option to select a new
- bank account, or change the account information.
-
- Catagories - You found this option, it is your current window.
-
- Check Register - Opens another window to select and display
- the check register for the current bank.
-
- Company Information - Opens another window for company
- information. You can use this option to add a new
- company for bill entry.
-
- Enter Bills - Opens another window to enter bills. Bills
- can be entered as soon as they are received.
-
- Pay Bills - Opens another window to select and pay bills.
- Bills can be selected for payment by company, catagory, or
- due date.
-
- Reports:
- Catagory Summary Report - Prints a statistical report for all
- catagories. The information printed is similar to this
- window.
-
- Help:
- I'm Stuck - You found this option, it is what you are
- currently reading.
-
- Error Messages - Shows all fatal error messages and their
- corrective actions.
-
- About - Shows information about this program. Including how
- to register.
-