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1991-03-11
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Savings Account Management Program
Annual Expenditure Report
This report produces a table of the total amounts spent per month for
every budget category. Totals are given for each month and each category.
Budget categories are displayed in alphabetical order. You will be asked to
supply the last two digits of the year the report is to cover.
When this report is chosen, the screen displays:
╔══════════════════════════════════════════════════════════╗
║ Expenditure Report ║
║ ║
║ Beginning January first of which year? ║
║ ____ ║
╚══════════════════════════════════════════════════════════╝
Enter the year the report is to cover. (If you have defined a fiscal year
other than the calendar year, the month appearing here will be the first month
of your fiscal year. Enter the year for that month.) You have a choice of
three things to enter here. These are:
<Q> <enter> - Quit - Return to the Report Menu.
The four digits of the year. For example, 1989. You must then press
<enter>.
The last two digits of the year, for example, 89. You must then press
<enter>.
The program will then search for the components of the report. One of three
messages will appear on the screen next. These are:
╔══════════════════════════════════════════════════════════╗
║ Expenditure Report ║
1. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ More than 50 categories. Some will be omitted. ║
║ Category = xxxxxxxxxx ║
╚══════════════════════════════════════════════════════════╝
If this message appears, your report will be incomplete. The category (or
categories) listed will not appear on the report. However, the program will
continue and will eventually display message 3 below.
╔══════════════════════════════════════════════════════════╗
║ Expenditure Report ║
2. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ Nothing to report ║
╚══════════════════════════════════════════════════════════╝
If this message appears, your data file has no withdrawals for this year.
Press any key to continue. The Reports Menu will then reappear.
Page 39
Savings Account Management Program
╔══════════════════════════════════════════════════════════╗
║ Expenditure Report ║
3. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ List on the screen (S) or print on the printer (P)?__ ║
╚══════════════════════════════════════════════════════════╝
Press one of three letters (case makes no difference):
S - Display the report on the screen.
P - Display the report on the printer.
Q - Return to the Report Menu.
If you press <P>, you have one more task before the report begins. The
screen becomes:
╔══════════════════════════════════════════════════════════╗
║ Expenditure Report ║
║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ ║
║ List on the screen (S) or print on the printer (P)? P_ ║
║ Press <enter> when the printer is ready at the top of ║
║ a page. ║
╚══════════════════════════════════════════════════════════╝
Verify your printer is on and positioned properly, then press any key except
<Q>. If you have no printer, or if you decide to stop here, press <Q> and you
will return to the Report Menu. If you have no printer and you press anything
but <Q>, your system will die and you will have to reboot.
Your report will now be printed out. It appears like this:
╔════════════════════════════════════════════════════════════════════════════╗
║ Annual Expenditures for 19xx ║
║ For Account (account name) 04/24/89 ║
║ ║
║ Category January February March April May June July ║
║ ║
║ CASH xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
║ GROCERIES xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ Total xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
╟────────────────────────────────────────────────────────────────────────────╢
║ Annual Expenditures for 19xx ║
║ For Account (account name) 04/24/89 ║
║ ║
║ Category August September October November December Total Average ║
║ ║
║ CASH xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
║ GROCERIES xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ Total xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
╚════════════════════════════════════════════════════════════════════════════╝
Page 40
Savings Account Management Program
Page one covers the months January through July, while page two reports on the
rest of the year, the annual totals, and the monthly average. The budget
categories down the left-hand column are in alphabetical order. The monthly
average is calculated for the number of months for which there is information.
If you have entries for July through September only, the average is calculated
over those three months, not twelve.
If you have requested a fiscal year other than the calendar year, the
order of the months will reflect your fiscal year.
Totals for each month/category combination represent the total of the
amounts on all withdrawals which have dates for that month/year combination and
which have that category. Totals for each month (at the bottom of each page)
are a summation of the numbers appearing in the column directly above them.
That is, it is the total amount of money spent for all categories for that
month of that year.
Totals in the next to last right-hand column of the second page are the
summation of amounts for all outlays for that budget category for the year. If
you total all amounts for a particular budget category across both pages, you
will get the total in this column.
The final figure on the second page, bottom row, next-to-last column is
the total amount of money drawn from this account for one reason or another for
the entire year.
Annual Income Report
This report produces a table of the total amounts deposited per month for
every budget category. Totals are given for each month and each category.
Budget categories are displayed in alphabetical order. You will be asked to
supply the last two digits of the year the report is to cover.
When this report is chosen, the screen displays:
╔══════════════════════════════════════════════════════════╗
║ Income Report ║
║ ║
║ Beginning January first of which year? ║
║ ____ ║
╚══════════════════════════════════════════════════════════╝
Enter the year the report is to cover. (If you have defined a fiscal year
other than the calendar year, the month appearing here will be the first month
of your fiscal year. Enter the year for that month.) You have a choice of
three things to enter here. These are:
<Q> <enter> - Quit - Return to the Report Menu.
The four digits of the year. For example, 1989. You must then press
<enter>.
The last two digits of the year, for example, 89. You must then press
<enter>.
Page 41
Savings Account Management Program
The program will then search for the components of the report. One of three
messages will appear on the screen next. These are:
╔══════════════════════════════════════════════════════════╗
║ Income Report ║
1. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ More than 50 categories. Some will be omitted. ║
║ Category = xxxxxxxxxx ║
╚══════════════════════════════════════════════════════════╝
If this message appears, your report will be incomplete. The category (or
categories) listed will not appear on the report. However, the program will
continue and will eventually display message 3 below.
╔══════════════════════════════════════════════════════════╗
║ Income Report ║
2. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ Nothing to report ║
╚══════════════════════════════════════════════════════════╝
If this message appears, your data file has no deposits for this year. Press
any key to continue. The Reports Menu will then reappear.
╔══════════════════════════════════════════════════════════╗
║ Income Report ║
3. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ List on the screen (S) or print on the printer (P)?__ ║
╚══════════════════════════════════════════════════════════╝
Press one of three letters (case makes no difference):
S - Display the report on the screen.
P - Display the report on the printer.
Q - Return to the Report Menu.
If you press <P>, you have one more task before the report begins. The
screen becomes:
╔══════════════════════════════════════════════════════════╗
║ Income Report ║
║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ ║
║ List on the screen (S) or print on the printer (P)? P_ ║
║ Press <enter> when the printer is ready at the top of ║
║ a page. ║
╚══════════════════════════════════════════════════════════╝
Verify your printer is on and positioned properly, then press any key except
<Q>. If you have no printer, or if you decide to stop here, press <Q> and you
Page 42
Savings Account Management Program
will return to the Report Menu. If you have no printer and you press anything
but <Q>, your system will die and you will have to reboot.
Your report will now be printed out. It appears like this:
╔════════════════════════════════════════════════════════════════════════════╗
║ Annual Income for 19xx ║
║ For Account (account name) 04/24/89 ║
║ ║
║ Category January February March April May June July ║
║ ║
║ DIVIDEND xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
║ RENTALS xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ Total xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
╟────────────────────────────────────────────────────────────────────────────╢
║ Annual Income for 19xx ║
║ For Account (account name) 04/24/89 ║
║ ║
║ Category August September October November December Total Average ║
║ ║
║ DIVIDEND xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
║ RENTALS xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx xx.xx ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ . . . . . . . . ║
║ Total xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx xxx.xx ║
╚════════════════════════════════════════════════════════════════════════════╝
Page one covers the months January through July, while page two reports on the
rest of the year, the annual totals, and the monthly average. The budget
categories down the left-hand column are in alphabetical order. The monthly
average is calculated for the number of months for which there is information.
If you have entries for July through September only, the average is calculated
over those three months, not twelve.
If you have requested a fiscal year other than the calendar year, the
order of the months will reflect your fiscal year.
Totals for each month/category combination represent the total of the
amounts on all deposits which have dates for that month/year combination and
which have that category. Totals for each month (at the bottom of each page)
are a summation of the numbers appearing in the column directly above them.
That is, it is the total amount of money deposited in all categories for that
month of that year.
Totals in the next to last right-hand column of the second page are the
summation of amounts for all deposits for that budget category for the year.
If you total all amounts for a particular budget category across both pages,
you will get the total in this column.
The final figure on the second page, bottom row, next-to-last column is
the total amount of money deposited into this account for one reason or another
for the entire year.
Page 43
Savings Account Management Program
Summary Report
This report produces a table of the total amounts spent and deposited per
month. Totals are given for each for the year. You will be asked to supply
the last two digits of the year the report is to cover. This report can be
displayed on the screen or printed on a printer.
When this report is chosen, the screen displays:
╔══════════════════════════════════════════════════════════╗
║ Summary Report ║
║ ║
║ Beginning January first of which year? ║
║ ____ ║
╚══════════════════════════════════════════════════════════╝
Enter the year the report is to cover. (If you have defined a fiscal year
other than the calendar year, the month appearing here will be the first month
of your fiscal year. Enter the year for that month.) You have a choice of
three things to enter here. These are:
<Q> <enter> - Quit - Return to the Report Menu.
The four digits of the year. For example, 1989. You must then press
<enter>.
The last two digits of the year, for example, 89. You must then press
<enter>.
The program will then search for the components of the report. One of two
messages will appear on the screen next. These are:
╔══════════════════════════════════════════════════════════╗
║ Summary Report ║
1. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ Nothing to report ║
╚══════════════════════════════════════════════════════════╝
If this message appears, your data file has no transactions for this year.
Press any key to continue. The Reports Menu will then reappear.
╔══════════════════════════════════════════════════════════╗
║ Summary Report ║
2. ║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ List on the screen (S) or print on the printer (P) ║
╚══════════════════════════════════════════════════════════╝
Press one of three letters (case makes no difference):
S - Display the report on the screen.
P - Display the report on the printer.
Q - Return to the Report Menu.
Page 44
Savings Account Management Program
If you press <P>, you have one more task before the report begins. The
screen becomes:
╔══════════════════════════════════════════════════════════╗
║ Summary Report ║
║ ║
║ Beginning January first of which year? ║
║ 1989 ║
║ List on the screen (S) or print on the printer (P)? P ║
║ Press <enter> when the printer is ready at the top of ║
║ a page. ║
╚══════════════════════════════════════════════════════════╝
Verify your printer is on and positioned properly, then press any key except
<Q>. If you have no printer, or if you decide to stop here, press <Q> and you
will return to the Report Menu. If you have no printer and you press anything
but <Q>, your system will die and you will have to reboot.
Your report will now be printed out. It appears like this:
╔═════════════════════════════════════════════════════════╗
║ Summary Report for 19xx ║
║For Account (account name) 04/24/89 ║
║ ║
║ Month Deposits Disbursements ║
║ January xxxx.xx xxxx.xx ║
║ . . . ║
║ . . . ║
║ Total xxxxx.xx xxxxx.xx ║
║ ║
║Press any key to continue... ║
╚═════════════════════════════════════════════════════════╝
This is the screen version of the report. Each line pertains to one month and
shows the total amount deposited to the account and the total amount withdrawn
from the account for that month of that year. The totals for the year appear
at the bottom of the report.
If you have requested a fiscal year other than the calendar year, the
months will be in order beginning with the initial month of your fiscal year.
Page 45
Savings Account Management Program
Utilities
The Utility Menu looks like this:
╔══════════════════════════════════════════════════════════╗
║ Savings Account Management Program ║
║ Account: (account name) Utility Menu ║
║ Current Balance: xxxxx.xx ║
║ ║
║ ║
║ (Q)uit ║
║ (1) Name Change ║
║ (2) Category Maintenance ║
║ (3) System Customization ║
║ (4) Find by Contents ║
║ (5) Sort Transactions by Date ║
║ ║
║ Enter your choice ║
╚══════════════════════════════════════════════════════════╝
When this first appears, the first option (Quit) is highlighted in reverse
video. Use the arrow keys to move up and down the list until the function you
wish to use is highlighted. Press <enter> to select that option. An alternate
form of selecting an option on this menu is to press the number which appears
inside the parentheses (2 for Category Maintenance, for example).
Quit - Return to the Main Menu.
Name Change - This option allows you to change the account name for this
account.
Category Maintenance - This option allows you to change every occurrence of a
specified category name to something else. The new name can be a
completely new one or an existing one. This allows you to readily change
misspellings, combine two categories into a single one, or change a name
to something more meaningful to you.
System Customization - This option allows you to customize the program to work
the way you want it to. Items which you may change include the colors the
program uses for a color monitor, allowing future dates to be entered,
defining a fiscal year to begin at a date other than January 1, and
redefining the number of printable lines per page.
Find by Contents - This option allows you to print or display all transactions
having some specified combination of characters in the "Memo" field.
Sort Transactions by Date - This option allows you to rearrange the order
transactions are displayed. Once sorted, the transactions cannot be
placed back in their original order. This sort is by the date entered on
the transaction. If two transactions have the same date, they will be
further sorted by transaction type.
Page 46
Savings Account Management Program
Name Change
This option allows you to change the account name entered in the
initialization process.
When this option is selected, the screen displays:
╔══════════════════════════════════════════════════════════╗
║ Name Change ║
║ ║
║ (account name) ║
╚══════════════════════════════════════════════════════════╝
The current account name is displayed in reverse video. Make any changes you
feel are necessary to the name. When you are satisfied with the way it looks,
press <enter>.
You will next see the Utility Menu again.
Category Maintenance
This option allows you to change every occurrence of a specified category
name to something else. The new name can be a completely new one or an
existing one. This allows you to readily change misspellings, combine two
categories into a single one, or change a name to something more meaningful to
you.
When this option is selected, the screen changes to this:
╔══════════════════════════════════════════════════════════════════════════╗
║Category Maintenance ║
║ ║
║( 1) AAAAAAAAAA ( 4) DDDDDDDDDD ( 7) GGGGGGGGGG (10) JJJJJJJJJJ ║
║( 2) BBBBBBBBBB ( 5) EEEEEEEEEE ( 8) HHHHHHHHHH (11) KKKKKKKKKK ║
║( 3) CCCCCCCCCC ( 6) FFFFFFFFFF ( 9) IIIIIIIIII ║
║ ║
║Enter number of category being replaced (0 to stop) ___ ║
╚══════════════════════════════════════════════════════════════════════════╝
Your categories will appear on the screen in alphabetical order. The number
preceding each category name is its code number. Type the code number of the
category being replaced and press <enter>. To stop at this point, press <0>,
then press <enter>.
If you enter zero, you will return to the Utility Menu. If you enter a
valid number, the screen becomes:
╔══════════════════════════════════════════════════════════════════════════╗
║Category Maintenance ║
║ ║
║( 1) AAAAAAAAAA ( 4) DDDDDDDDDD ( 7) GGGGGGGGGG (10) JJJJJJJJJJ ║
║( 2) BBBBBBBBBB ( 5) EEEEEEEEEE ( 8) HHHHHHHHHH (11) KKKKKKKKKK ║
║( 3) CCCCCCCCCC ( 6) FFFFFFFFFF ( 9) IIIIIIIIII ║
║ ║
║Enter number of category being replaced (0 to stop) X__ ║
║Replace it with what? __________ ║
╚══════════════════════════════════════════════════════════════════════════╝
Page 47
Savings Account Management Program
Carefully type the new category name. This new name can be a completely new
category or any of the existing category names. When it is complete, press
<enter>. If you change your mind and decide not to change it at all, press
<enter> or enter a string of blanks. In this case, you will return to the
Utility Menu.
Once you enter the new name, the screen becomes:
╔═══════════════════════════════════════════════════════════╗
║Replacing...one moment please... ║
╚═══════════════════════════════════════════════════════════╝
The program is now searching your data file to find every occurrence of the
category you chose. Each occurrence will be replaced with the new category
name.
When all transactions have been examined, the screen becomes:
╔═══════════════════════════════════════════════════════════╗
║Complete... X transactions found and changed. ║
║ ║
║Press <M> to continue category maintenance. ║
║Press any other key to return to Utility Menu. ║
╚═══════════════════════════════════════════════════════════╝
The X above will be replaced with the actual number of transactions having the
old category.
To replace other categories, press <M> and the first screen of this
section will reappear. To return to the Utility Menu, press any other key.
System Customization
This option allows you to customize the program to work the way you want
it to. Items which you may change include the colors the program uses for a
color monitor, allowing future dates to be entered, defining a fiscal year to
begin at a date other than January 1, and redefining the number of printable
lines per page. Default values for these are:
Regular video: White letters on Blue
Reverse video: White letters on Red
Future dates disallowed.
Printable lines per page: 55.
Fiscal year begins in January.
Page 48
Savings Account Management Program
When this option is chosen, the screen appears like this:
╔═══════════════════════════════════════════════════════════════════╗
║ Savings Account Management Program ║
║ Customization ║
║ ║
║ Regular Print Background Example ║
║ Letters ║
║ ║
║ Reverse Print Background Example ║
║ Letters ║
║ ║
║ Future Dates Disallowed ║
║ ║
║ Number of printed lines per page? ______55 ║
║ ║
║ First Month of Fiscal Year? ___January ║
║ ║
║ Satisfied? X ║
║ ║
║ Press space to see other options. Press <enter> to select one. ║
╚═══════════════════════════════════════════════════════════════════╝
The current assignments for the various print colors will appear on the
appropriate lines. The two "Examples" will demonstrate the color choices as
you rotate through them. When in the field for number of printed lines per
page, type the new number, then press <enter>.
Use the following keys to navigate this screen:
<space bar> - Rotates the next selection for the cursor's field into view. If
changing colors, the appropriate Example will change to reflect the effect
of this color change.
<enter> - "Selects" the currently displayed value. When <enter> is pressed
while the cursor is in the box following "Satisfied?", the changes
appearing on the screen are incorporated into the program. The Utility
Menu reappears displaying your new colors. The choices are also recorded
in the file CUSTOM.DAT so that they will be in effect the next time you
run the program.
<tab> - For most of the fields, the <tab> key operates exactly as the <enter>
key does. It selects the current value for the cursor's field and moves
the cursor to the next field. However, if <tab> is pressed while the
cursor is in the "Satisfied?" field, the cursor moves to the first field
on the screen (Regular video background).
Q,q - Leaves the screen and makes any changes appearing on the screen
permanent.
<back tab> - Moves the cursor to the previous field.
<home> - Moves the cursor to the first field (Regular video background).
Page 49
Savings Account Management Program
<end> - Moves the cursor to the last field on the screen (Satisfied?).
<down arrow> - Moves the cursor to the next field.
<up arrow> - Moves the cursor to the previous field.
When the values on the screen are the way you want them to be, move the
cursor to the box following the word "Satisfied?" and press <enter>. This
exits the screen, writes the new values to the file SCUSTOM.DAT, and activates
any changes. When the Utility Menu reappears, it will be displayed in the new
colors. If the program detects a monochrome monitor in use in monochrome mode,
the colors are ignored.
Find by Contents
This option allows you to print or display all transactions having some
specified combination of characters in the "Memo" field.
When this option is selected, the screen becomes:
╔═══════════════════════════════════════════════════════════╗
║ Enter search string _____________________________________ ║
╚═══════════════════════════════════════════════════════════╝
Enter the string of characters you wish to search for. Up to 40 characters may
be entered (this is also the maximum size for the field being searched). You
do not need to enter the full forty characters. In fact, you do not have to
enter any complete words. Whatever characters you enter are the ones it will
search for.
If you enter ter as your string, possible matches would include
" terminal", "computer", "water", and "sternwheeler". However, if you had
entered a blank before the ter , only " terminal" would have matched, from the
same list of possible fields. Be careful of case, as water and Water will not
match.
Once you have entered your string, the screen adds:
╔═══════════════════════════════════════════════════════════╗
║List on the screen (S) or print on the printer (P)? _ ║
╚═══════════════════════════════════════════════════════════╝
Press one of three letters (case makes no difference):
S - Display the report on the screen.
P - Display the report on the printer.
Q - Return to the Report Menu.
If you press <P>, you have one more task before the report begins. The
screen adds:
╔══════════════════════════════════════════════════════════╗
║ List on the screen (S) or print on the printer (P)? P ║
║ Press <enter> when the printer is ready at the top of ║
║ a page. ║
╚══════════════════════════════════════════════════════════╝
Page 50
Savings Account Management Program
Verify your printer is on and positioned properly, then press any key except
<Q>. If you have no printer, or if you decide to stop here, press <Q> and you
will return to the Utility Menu. If you have no printer and you press anything
but <Q>, your system will die and you will have to reboot.
Your report now appears, either on screen or on paper, depending on the
option you chose. It appears like this:
╔════════════════════════════════════════════════════════════════════════════╗
║ Transactions for string: School ║
║ Account (account name) 04/24/89 ║
║ ║
║ Tran Date Memo Amount Category Reference ║
║ Dep 02/15/89 Refund from School 56.43 REFUND DEP # 222 ║
║ With 02/27/89 School Activity fees 43.00 SCHOOL SLIP # 27 ║
║ . . . . . . ║
║ . . . . . . ║
║ Total Deposited: 47.95 ║
║ Total Withdrawn: 368.43 ║
║ Press any key to continue ║
╚════════════════════════════════════════════════════════════════════════════╝
This is the screen version. It will pause after displaying 8 transactions, to
continue once any key is pressed. The printed version starts a new page after
27 transactions have been printed. The total amount of the deposits for this
report and the total amount of withdrawals for this amount will appear at the
end of the report.
Heading explanations:
Tran - The transaction type.
Date - Date of the transaction.
Memo - Information on the memo line.
Amount - Amount of the transaction.
Category - Budget category.
Reference - Information in the reference field.
If there are no transactions in the data file with the requested string of
characters, the phrase xxxxxxx not found will appear (where xxxxxxx is the
requested search string).
Sort Transactions by Date
This option allows you to rearrange the order transactions are displayed.
Once sorted, the transactions cannot be placed back in their original order.
This sort is by the date entered on the transaction. If two transactions have
the same date, they will be further sorted by transaction type. Making a good
backup copy of the data before running this option is highly recommended.
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When this option is selected, the screen becomes:
╔════════════════════════════════════════════════════════════════════╗
║ This routine sorts all your transactions by date. ║
║ Within a date, transactions are sorted by check number. ║
║ ║
║ This will take some time to accomplish. Once begun, ║
║ DO NOT INTERRUPT!! ║
║ ║
║ Are you sure you want to do this? (Y or N) _ ║
╚════════════════════════════════════════════════════════════════════╝
The larger your data file is, the longer this process will take. If your
transactions are very scrambled (by date), this will also slow down this
process. It took ten minutes to sort a 1000 record file with records almost in
order. Once you begin this process, let it run UNINTERRUPTED to its
conclusion. If you interrupt it, it is extremely likely that your data file
will be unusable.
If you decide to stop the process at this point, press any key other than
<Y> and the Utility Menu will reappear. If you decide to proceed, press <Y>.
The message "One moment please..." will appear. An additional period will
appear at the beginning of each pass through the data file. When the file has
been completely sorted, the Utility Menu will reappear.
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Cursor Key Movements
This page describes the use of cursor control keys for the Enter and
Correction screens.
Key Action
Qq Most of the time this will return you to the previous menu. There
are exceptions, and these are noted in the field explanations under
Enter. These exceptions are primarily the "Reference", "Memo", and
"Category" fields.
A-Z,a-z These are the regular alphabetic keys. Unless you are in a date or
amount field, these will print as you expect them to.
0-9 These are the numeric keys. They will print as you expect them to in
most circumstances.
Other printable characters. These behave as the letters above do. If it would
print on a typewriter, it will probably print on the screen.
Backspace (the arrow to the left of the NumLock key) This behaves as you
might expect it to. Most fields, it will delete the character to the
left of the cursor and move the rest over to fill in the hole. There
are exceptions. Most of the exceptions just refuse to acknowledge
the key.
Tab Move the cursor forward to the next field. If the cursor is in the
box following Abort, <tab> will move the cursor to the first field on
the screen. That is, it will "wraparound".
Shift-Tab Also referred to as Reverse Tab. It moves the cursor back to the
previous field. If the cursor is in the first field on the screen,
this will move it to the last. To use this key, hold down the shift
key and press <tab>.
Enter For most fields, this operates as the <tab> key does. It signals
that you are finished with the current field and want to move on to
the next one. Pressing <enter> in either of the last two boxes on
the screen has a different meaning. If <enter> is pressed while the
cursor is in the box following Satisfied?, the transaction is
permanently added to the data file in the form on the screen. If
<enter> is pressed while the cursor is in the box following Abort?,
the transaction is ignored.
Home Moves the cursor to the first field on the screen.
End Moves the cursor to the last field on the screen. In this case, the
box following Abort?.
Up Arrow Move the cursor to the field directly above the current field.
Down Arrow Move the cursor to the field directly below the current field.
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Left Arrow Move the cursor to the left one position, but don't leave the field
it is currently positioned in. If the cursor is at the beginning of
a field, the key is ignored.
Right Arrow Move the cursor to the right one position, but don't leave the
field it is currently positioned in. If the cursor is at the end of
a field, the key is ignored.
Insert Key Toggles the insertion status on and off. If the insertion status
is on, the next character will be inserted at the cursor position,
moving the characters following it to the right to make room for the
new character. Pressing <insert> one more time turns this ability
off.
Del Key Deletes the character at the cursor position. For most fields, the
characters remaining to the right of the cursor will move left one
space to fill in the blank.
<F1> Display a Help screen related to what is going on at the moment.
None of the other function keys are used by this program.
Play Suggestions
I strongly urge you to take some time and play around with this program
before using it for your real transactions. This will give you a feel for how
it works and a chance to decide if you really want to use it.
Start out by answering the initialization questions as they appear on the
screen. From here, the only thing you can do is enter transactions (the other
functions will tell you they have nothing to work with). You have two courses
you can take here. One is to just sit down and make up the transactions as you
think of them, and the other is to pull some withdrawals, deposits, etc., from
a year or so ago and work with them.
Try entering each of the types of transactions - withdrawals, deposits,
and automatic teller transactions. If your bank doesn't have automatic teller
capabilities, you may want to skip that part.
Once you have some transactions entered (I'd recommend 20-30 to start out
with), explore the other options. Try displaying and printing some of the
reports. Printing the transaction register will give you a hard copy of what
you have entered. This will come in handy on the Correction and Deletion
segments, when you must supply the date of the transaction to find the correct
one.
Change the name of the account. It's easy with the Name Change option
(Utility Menu).
Try changing the information on some of the transactions, using Correct.
Try deleting an individual transaction.
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Try deleting the first half of what you entered. You'll need a date for
that.
Try changing some category names using Category Maintenance (Utility
Menu).
Try looking up some transactions based on the content of the "Memo"
fields using the Find by Content option of the Utility Menu.
When you feel comfortable with the program, delete the data files and
start over using real data. To delete the data files:
Return to the DOS prompt (A>).
Place the disk with the data files in drive A.
Type del *.dat and press <enter>.
That's all there is to it. Enjoy the program.
Transfer Data to a Hard Disk
1) Use the DOS COPY command to copy SCONTROL.DAT and STRANS.DAT from the
floppy diskette to the correct subdirectory you have chosen for the hard
disk.
2) Make this subdirectory the current directory on the default drive.
3) Run the program. Since the file SCUSTOM.DAT was not transferred, it will
begin with the question "Is default drive (where data is) a floppy drive?
(Y or N)". Press <N> then <enter>.
4) The program continues normally.
5) If you had customized the program, select System Customization (on the
Utility Menu) to reset these values.
Note: Do not transfer SCUSTOM.DAT. Let the program recreate it. This is
the only way the internal flag for hard disk usage is set.
Multiple Accounts
It is possible to use this program with more than one account. There is
more than one way this can be accomplished.
If you are keeping your data on floppy diskettes, then use a separate
diskette for each account.
If you are keeping your data on a hard disk, then keep each account in a
separate subdirectory. The program can reside in the same directory as each
account (giving you multiple copies of the program on your disk, which will
waste space), or you can keep the program on a floppy disk and run the program
with the command A:SAVINGS, or you can use the PATH command in your
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AUTOEXEC.BAT file to specify the full path leading to the subdirectory
containing the program file.
Special Tips
1) Regular backups of the data files are strongly recommended. It is vital
that three data files are kept together. If the files are small enough to
fit on a single floppy, then use this command:
COPY B:*.DAT A:
(Assuming your current data files are on a diskette in drive B:.)
If the files are larger (and you are using a hard disk), use this command:
BACKUP C:*.DAT A:
You may have to adjust the PATH command so that DOS can find your copy of
the BACKUP command. Refer to your DOS manual for additional details.
If you ever need to restore your backed up files, be sure to restore all
three of them, not just one.
2) If it is necessary to split a transaction between two or more categories,
this is the method I have used. Enter the transaction once with the
amount to be credited to the first category as if that's all the
transaction was written for. Then enter the transaction again with the
amount to be credited to the next category.
Glossary
This is a glossary of some of the words used in this document that may
need defining.
Auto Teller This is also referred to as an automatic teller. This is a
machine used by many banks to allow people to deposit or withdraw
funds without the assistance of a human teller. They use a special
plastic card and coded numbers to transact business. Most people
have seen one, even if their bank does not offer one.
Backup Copying the data and program files to another disk that can be kept
in another location. Then, if anything happens to the first disk,
the second can be used with a minimum of data loss. I recommend
backing up the data files every time you finish with this program.
Cursor The blinking line on the screen that shows where the next character
typed will appear.
Data Files This is where the information you enter about transactions is kept.
This program uses two primary data files named SCONTROL.DAT and
STRANS.DAT. If either is deleted, your information is lost. Please
copy these files to a backup disk every time you exit the program.
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This is for your protection. Disks are not meant for permanent
storage and can go bad. This program also uses a customization data
file (SCUSTOM.DAT). See System Customization for more details on
this.
<F1> Function key F1. The function keys appear to the left of the typing
keys on the IBM PC keyboard. F1 is one on these (they are marked F1,
F2, etc.). In this program, pressing <F1> will display a Help
screen. The other function keys are not currently implemented.
Future Dates - A date is considered to be a future date if it is later than the
system date (the date your computer thinks today is). The system
date is the date you enter when you turn the computer on or the date
supplied by a clock/calendar board when the computer is turned on.
The program does not allow you to enter dates later than the system
date unless you have changed this through the System Customization
feature.
Menu A choice of options. Just as a restaurant will present you with a
menu of the items they have available to sell, this program will
present you with a menu of the functions it can perform. You make
your choice on these menus by either highlighting the one you want in
reverse video or pressing the letter in parentheses.
Reverse video Most of the screen presentations will involve normal video
(yellow letters on a cyan background for color monitors, green
letters on a black background for green monochrome monitors, amber
letters for amber monochrome monitors). Menu choices and data to be
filled in will appear in reverse video, that is, black letters in a
field of either green or amber, for monochrome monitors, yellow
letters in a field of red, for color monitors. Systems with color
monitors have the added option of changing these colors.
Transaction For this program, a transaction is any item dealing with the bank.
This includes withdrawals, deposits, automatic teller withdrawals,
automatic teller deposits, interest postings, service charges, and
other charges.
Valid date A valid date is one that can really appear on a calendar. April 31
is not a valid date as April has only 30 days. February 29, 1985 is
not a valid date, as 1985 is not a leap year.
Voided Transaction - A transaction with a zero amount.
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Messages
This section summarizes some of the messages you may receive when running
this program. If you need further assistance, please contact:
Marilyn Price
M. P. Data
113 Foxport Dr.
Kingsport, Tennessee 37664
(615) 349-7744
1) Amount is zero. Void transaction (V), Edit (E), or Quit (Q)
The amount on the transaction you are entering or correcting is zero. If
you want to keep the transaction in the data file with the zero amount,
press <V> to mark it as a voided transaction. If the zero is a mistake,
press <E> to reedit the transaction or <Q> to ignore the transaction entry
or changes.
2) Date in the future.
Unless disabled through the System Customization routine, dates later than
the system date (the date you told the computer when you turned the power
on) are not allowed.
3) Dates out of order.
Several of the reports require a range of dates. The first date entered
must be earlier than the second. You will be given the opportunity to
correct the situation.
4) Error in file SCONTROL.DAT.
Once you have begun to really use the program, this message should never
appear. It should only appear before you have entered any data. Its
appearance means that at some time, you began the program, but it was
unable to complete the initialization process. This message would appear
the next time you attempted to run the program. To correct it, delete the
file SCONTROL.DAT and begin again.
5) Invalid Date.
The date you entered cannot be found on a standard calendar. April 31
would be an invalid date as April only has 30 days. February 29, 1987,
would be an invalid date as 1987 is not a leap year.
6) More than 50 categories. Some will be omitted.
The function you are accessing sorts the categories into alphabetical
order. There is an internal limit of 50 categories for this. If this
number is too small for your purposes, please contact M. P. Data to have
it increased.
7) More than one found. Indicate which you want.
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Savings Account Management Program
More than one transaction meets the criteria you requested. Indicate
which one on the list displayed is the one you want. Enter 1 for the
first on the list, 2 for the second, etc.
8) Not Found.
The transaction you were looking for was not found. Please recheck the
transaction date and try again. If this appears in a report, it means
that no transactions met the report criteria.
9) Nothing to report.
There are no transactions which match the report criteria.
10) Real indefinite.
You are attempting to run the program with the data on a hard disk after
telling it that the data would be on a floppy diskette. The program is
attempting to determine the remaining disk space. Unless your hard disk
is very full, this number is much too large for the program to handle. To
correct, follow the instructions for transferring data from a floppy
diskette to a hard disk.
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