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Using help
USING HELP [154]
To select a topic, scroll through the topic list and
click the topic you want. For further information,
look in your Home Accounts2 book.
Getting help:
1. Press Help key.
2. Click the Help button.
For 'interactive help', press Alt-Help and choose
the command you want help with.
Digita product support
DIGITA PRODUCT SUPPORT [202]
To contact Digita Product Support in the UK,
call: 0395 270273. If you are outside the UK,
contact your local Digita representative.
Please have ready the following:
1. Product license number.
2. Home Accounts2 book.
3. Version number of Home Accounts2.
4. Description of your hardware configuration.
About Home Accounts2
ABOUT HOME ACCOUNTS2 [115]
This illustrates the version of Home Accounts2 that
you are using, and shows the amount of available
memory.
Account Types
ACCOUNT TYPES [126]
An Account can be one of four kinds: Cash, cheque,
savings or credit card. The kind of Account only
determines the style of icon displayed on the
desktop and does not affect the operation of the
Account.
Adding an Account
ADDING AN ACCOUNT [125]
Choose "Add account" from the "Set up" menu.
The requester shows the following Account headings:
Name
Number
Code : Two character reference code.
"Opening balance"
"Warning limit min": Allows a minimum Account balance
to be set. If the balance
exceeds this amount (and the
associated check box is
selected), a warning will be
given.
"Warning limit max": Allows a maximum Account balance
to be set. If the balance
exceeds this amount (and the
associated check box is
selected), a warning will be
given.
Type : Cash, cheque, savings or credit
card.
"Icon title" : The title for the icon. This
will only be shown if the
associated check box is
selected.
"Chq number" : Current cheque number for the
Account (if applicable).
Adding an item
ADDING AN ITEM [121]
There are several methods depending on the current
window:
Press Insert or Right Amiga-A.
Choose Add from the Edit menu.
Shift-Double-click (using the Left Mouse key) inside
the items window.
Amending an Account
AMENDING AN ACCOUNT [127]
Use one of the following:
Shift-double-click the Account icon.
Choose "Amend account" from the "Set up" menu and
select from the listbox.
Amending an item
AMENDING AN ITEM [121]
There are several methods depending on the current
window:
Click on the entry (to select it) and then press
Right Amiga-M.
Click on the entry and choose Amend from the Edit
menu.
Double-click the entry.
Arranging windows
ARRANGING WINDOWS [143]
This command lets you decide how the windows are
arranged.
Stacked: Overlaid.
"Tiled vertically": Windows stacked one above the
other.
"Tiled horizontally": Windows displayed side by side.
Auto-balancing Manual transactions
AUTO-BALANCING MANUAL TRANSACTIONS [139]
"Auto balancing" will attempt to identify which
transactions should be Reconciled to achieve a target
balance.
If you choose "Auto balance" you will be prompted to
enter the target balance, the date range of
transactions to be Reconciled and the number of
transactions which need to be Reconciled to achieve
the balance.
If you disagree with the combination of transactions
which have been Reconciled, use the
"Auto balance again" command.
Auto-saving files
AUTO-SAVING FILES [141]
This automatically saves the current file on disk.
You set the time period between saving using the
General-Preferences command (Options menu).
Budgeting
BUDGETING [130]
With Home Accounts2, you can set up budgets on both
income and expenditure.
When adding a Budget entry, the following boxes
appear:
Type : Income/expenditure Type you are budgeting.
Account : Account you are budgeting (enter ** for
all accounts).
Months : Each month may be give a separate Budget.
Click the Replicate button to duplicate the current
highlighted value over the remaining months.
Click the Calculate button to display the Budget
calculator.
Calculator
CALCULATOR [155]
To enter figures either click the calculator
buttons, or enter directly using the keyboard.
The history of previous calculations, shown on the
left side, can be cleared by clicking the AC button.
Click the I button to select the
"Interest calculator".
Clean up desktop
CLEAN UP DESKTOP [143]
This command rearranges the desktop icons in a neat
order. The Trashcan will be positioned in the bottom
left of the desktop.
Closing a file
CLOSING A FILE [116]
Use the Save command from the Project menu.
If you want to save the file using a different name
use the "Save as" command from the Project menu.
Creating a new file
CREATING A NEW FILE [115]
To set up a new file, choose New from the Project
menu.
You can use the titles and preferences from an
existing file by selecting "Load configuration" when
prompted.
Date and time
DATE AND TIME [156]
Choose "Set date time" command (System menu) to set
the date and time.
Deleting an Account
DELETING AN ACCOUNT [127]
To remove an Account (which will delete all
associated transactions) either:
Drag the Account icon to the Trashcan, or
choose "Delete account" from the "Set up" menu and
select from the list box.
Deleting a file
DELETING A FILE [118]
Choose Delete command (Project menu) to delete any
Home Accounts2 files on disk. You will be prompted to
confirm any deletions.
Deleting an item
DELETING AN ITEM [121]
There are several methods depending on the current
window:
Click on the entry and press Del or Right Amiga-D.
Click on the entry and choose Delete from the Edit
menu.
Drag the entry to the Trashcan.
Editing a requester
EDITING A REQUESTER [106]
KEY DOES
Left Arrow Moves cursor left
Right Arrow Moves cursor right
Up Arrow Moves to previous text box
Down Arrow or Tab or
the Return key Moves to the next text box
Shift-Left Arrow Moves to start of text box
Shift-Right Arrow Moves to end of text box
Right Amiga-X Clears the text box contents
Right Amiga-Q Restores text box contents
Control Right Amiga-Q Restore box contents to
before editing
Backspace Deletes characters to the
left
Delete Deletes current character
F1 Edit contents of text box
F2 Toggles between insert and
overtype
Enter Moves to next text box and
can be used to select the
default button to exit a
requester
Find and replace transactions
FIND AND REPLACE TRANSACTIONS [124]
Choose "Find and replace" from the Edit menu. This
works on the current window. Type your search
information. However, you can only search for boxes
with their corresponding check box selected. Click
OK and on the second requester enter your
replacement information.
Finding transactions
FINDING TRANSACTIONS [122]
Choose Find from the Edit menu. Find works on the
current window. Enter your search criteria. However,
you can only search for boxes with their
corresponding check box selected. When Home Accounts2
finds an entry the line will be highlighted. To find
the next entry choose "Find again" from the Edit menu.
Function keys
FUNCTION KEYS [135]
To configure the function keys choose "Function keys"
from the "Set up" menu.
You can configure function keys F1-F10 with commonly
entered text or numbers. Some function keys are
already used by Home Accounts2 and so you can only
configure them for use in combination with the
Alt and Control keys.
Graphs
GRAPHS [144]
Graphs are produced from the Reports menu.
Home Accounts2 can produce various styles, which may
be displayed on the screen, printed or saved on disk
(which you can then modify using a graphics or DTP
program).
Icons
ICONS [102]
You can move the icons anywhere on the desktop.
However, avoid positioning icons on the Trashcan, as
this may delete the item.
You can change the heading of an icon, or remove all
the icons from the desktop using the Preferences
command (Options menu).
Interest calculator
INTEREST CALCULATOR [155]
Choose "Interest calculator" from the System menu.
This displays the "Interest calculator" which can be
used as a guide to estimate the cost of a loan,
credit card balance and so on.
Investments
INVESTMENTS [132]
When entering an Investment the following boxes
appear:
Reference : Investment name
Quantity : Number of items owned
"Unit price" : Current cost per item
"Current value": (Quantity) x ("Unit price")
Keyboard shortcuts
KEYBOARD SHORTCUTS [163]
Certain menu commands may be selected from the
keyboard by using the 'Right Amiga' key and a letter
which is listed beside the relevant menu command:
MENU COMMANDS
KEY DOES
Right Amiga-N Create a new file
Right Amiga-O Open an existing file
Right Amiga-S Save the open file
Right Amiga-V "Save as" the open file
Right Amiga-Q Quit Home Accounts2
Right Amiga-A Add transactions
Right Amiga-M Amend transactions
Right Amiga-D Delete transactions
Right Amiga-T Sort transactions
Right Amiga-F Find transactions
Right Amiga-G Find the next transaction
Right Amiga-R Find and replace transactions
Right Amiga-# Preferences
Right Amiga-C Calculator
Right Amiga-I Interest calculator
EDITING REQUESTERS [106]
KEY DOES
Left Arrow Moves cursor left
Right Arrow Moves cursor right
Up Arrow Moves to previous text box
Down Arrow or Tab or
the Return key Moves to the next text box
Shift-Left Arrow Moves to start of text box
Shift-Right Arrow Moves to end of text box
Right Amiga-X Clears the text box contents
Right Amiga-Q Restores text box contents
Control-Right Amiga-Q Restore box contents to
before editing
Backspace Deletes characters to the
left
Delete Deletes current character
F1 Edit contents of text box
F2 Toggles between insert and
overtype
Enter Moves to next text box and
can be used to select the
default button to exit a
requester
MOVING IN WINDOWS [164]
KEY DOES
Down Arrow Scroll down window
Up Arrow Scroll up window
Shift-Down Arrow Scroll down a page
Shift-Up Arrow Scroll up a page
SPECIAL KEYS [164]
Where appropriate,"hot" key presses are provided:
KEY DOES
F10 Add Notepad
F9 Displays list box of defaults
F8 Inserts next cheque number
Esc Aborts printing or screening
of a report
Manual transactions
MANUAL TRANSACTIONS [121]
A Manual transaction has the following boxes:
Date : Transaction date
Type : Income/expenditure Type (press F9 for
reminder)
Reconciled : Enter * (asterisk), if Reconciled
Reference : Your transaction reference
"Chq number": Cheque number
Debit : Amount, if debit
Credit : Amount, if credit
M : Marker (press F9 for reminder)
VAT : VAT code, if applicable (press F9 for
reminder)
Moving in windows
MOVING IN WINDOWS [164]
KEY DOES
Down Arrow Scroll down window
Up Arrow Scroll up window
Shift-Down Arrow Scroll down a page
Shift-Up Arrow Scroll up a page
Networth report
NETWORTH REPORT [153]
Networth calculates your current value. Click the
Assets and Liabilities buttons and enter your details
as applicable. Home Accounts2 then totals this with
your Account balances, and calculates your total
networth.
New shell
NEW SHELL [157]
"Open a new shell" command (System menu) opens
a new Cli/Shell window on the Workbench screen.
Use this to perform standard AmigaDOS commands.
Notepad
NOTEPAD [110]
When adding or amending Accounts, Types, Markers,
Investments, Budgets, Regular transactions, Manual
transactions or VAT codes, you can enter an
associated Notepad with the entry.
To add or amend the Notepad press F10 and enter your
notes in the 8 lines provided.
Opening an existing file
OPENING AN EXISTING FILE [115]
To open an existing file choose Open from the Project
menu, and select the file you wish to open from the
selector.
Opening comparatives
OPENING COMPARATIVES [119]
Choose "Open comparatives" from the Project menu. You
can open comparative figures from another
Home Accounts2 file, and these will be placed in the
"Budget progress" report.
To remove the comparartives from memory choose the
"Clear comparatives" command from the Project menu.
Password
PASSWORD [135]
You can set a password, which needs to be entered
before the associated file will open.
To set the password choose Password from the "Set up"
menu and enter your password. If a password already
exists, you will be prompted to enter the current
password, and then your new password.
Playtime
PLAYTIME [157]
Choose Playtime to relax with the simple puzzle
from Home Accounts2.
CLICK DOES
Left Mouse key Move squares
Close gadget Quit puzzle
Preferences
PREFERENCES [141]
Preferences are divided into 4 categories:
General preferences.
Icons : Lets you change icon names and switch them
on or off.
Printer: Set margins, printer driver and so on.
Colours: Set the colour theme for the desktop.
Your choice of preferences are automatically saved
with your Home Accounts2 file.
Quitting Home Accounts2
QUITTING HOME ACCOUNTS2 [120]
The Quit command (Project menu) ends a Home Accounts2
session and returns you to Workbench. If you quit
without saving changes to a file Home Accounts2 asks
whether to save changes.
Reconciling Transactions
RECONCILING TRANSACTIONS [139]
To mark transactions as being reconciled either:
Click the transaction with the Alt key pressed.
Choose the "Auto balance" option from the Trans menu.
Choose the reconcile option from the Trans menu to
mark a range of transactions as reconciled or
unreconciled.
Regular transactions
REGULAR TRANSACTIONS [128]
Use this command for setting transactions which occur
regularly:
Start Date: Of the transaction
End Date : Of the transaction
Type : Income or expenditure Type for the
transaction
Reconciled: Transaction Reconciled
Frequency : Frequency in days, weeks or months
From : The Account the transaction comes from
To : The Account the transaction goes to
Reference : For the transaction
Debit : Amount to be debited
Credit : Amount to be credited
Marker : Marker code
VAT : VAT code (if applicable)
Report Account statement
REPORT ACCOUNT STATEMENT [147]
Lists all Manual transactions in the style of a bank
statement.
Report Account summary
REPORT ACCOUNT SUMMARY [147]
Lists all accounts, including name, number,
number of transactions, Reconciled and Unreconciled
balances.
Report Budget
REPORT BUDGET [147]
Lists Budget entries.
Report Budget progress
REPORT BUDGET PROGRESS [151]
List of budgeted entries, showing actual figures
against budgeted expenditure. Optional graph
facility.
Report income/expenditure
REPORT INCOME/EXPENDITURE [150]
Lists all income and expenditure transactions with
totals.
Report Markers
REPORT MARKERS [147]
Lists all transaction Markers.
Report networth
REPORT NETWORTH [153]
Enter information in the Assets and Liabilities
requester, and then Home Accounts2 will total
these with your Account balances and Investments to
calculate your total net worth.
Report portfolio
REPORT PORTFOLIO [153]
Lists Investments with their current value.
Report Regular transactions
REPORT REGULAR TRANSACTIONS [147]
Lists all Regular transactions.
Report searching
REPORT SEARCHING [148]
With certain reports it is possible to search on the
following:
Start and end date
Credits/debits only, or both
Reconciled/Unreconciled transactions only, or both
Types all, or selected
Accounts all, or selected
Markers all, or selected
VAT codes all, or selected
Report Types
REPORT TYPES [147]
Lists all income and expenditure Types.
Report VAT
REPORT VAT [152]
Lists all Manual transactions in date order,
showing the net value, the VAT element and the gross
value.
Report VAT codes
REPORT VAT CODES [147]
Lists all VAT codes that have been set up.
Saving a file
SAVING A FILE [116]
To save a file choose the Save command from the
Project menu.
If you want to save the file using a different name
use the "Save as" command from the Project menu.
Screen saver
SCREEN SAVER [141]
Choose General-Preferences (Options menu) to operate
the screen saver, which can protect your monitor.
Enter the time delay before you want the screen saver
to operate (in minutes). Enter 0 to switch off the
screen saver. The desktop is restored as soon as you
move the mouse or press a key.
Sorting items
SORTING ITEMS [122]
As items are added, they are automatically sorted
(for example, Manual transactions are sorted in date
order).
To change the sort order choose Sort
(Edit menu). From the sort requester cycle through
the boxes to select the sort heading.
The items will then be re-sorted automatically.
You can set up a different sort box for each
Account.
Special keys
SPECIAL KEYS [164]
Where appropriate,"hot" key presses are provided:
KEY DOES
F10 Add Notepad
F9 Displays list box of defaults
F8 Inserts next cheque number
Esc Aborts printing or screening
of a report
Transactions
TRANSACTIONS [121]
When you add a transaction, you will be prompted for
the following information:
Date : Date of the transaction
Type : Type category of the transaction
Reconciled : Enter * (asterisk) to Reconcile
Reference : Your own transaction reference or
description
"Chq number": If applicable, the cheque number
Debit : Debit amount
Credit : Credit amount
M : Enter your own Marker reference if
required
Transaction defaults
TRANSACTIONS DEFAULTS [121]
Choose "Set default" from the Trans menu to set the
defaults you want when entering transactions.
Transaction window headings
TRANSACTION WINDOW HEADINGS [134]
Choose "Window headers" from the "Set up" menu to set
the headings for each Account window.
Transaction Markers
TRANSACTION MARKERS [128]
You can enter a single character Marker when adding
transactions for further analysis. When adding a
Marker you enter the following information:
Marker : Single character Marker code
Reference: Marker reference
Transaction Types
TRANSACTION TYPES [128]
Types are codes for kinds of income or expenditure,
for example, SAL for salary. The number of income
and expenditure Types is limited only by the memory
of your Amiga.
When adding a Type the following boxes appear:
"Type name": 4 character code.
Reference : Type reference.
"VAT code" : VAT code (associated with the Type, if
applicable).
Trashcan
TRASHCAN [104]
A recoverable Trashcan is provided, which you set
from General-Preferences (Options menu). To view the
contents of the full Trashcan, double-click the
Trashcan icon and a window will open. To recover an
entry, drag it out of the window on to the desktop.
The contents of the Trashcan are not saved with your
files. To empty the Trashcan choose "Empty trash"
from the Options menu.
VAT codes
VAT CODES [133]
For VAT registered users, VAT codes may be set up
for the different rates of VAT. VAT codes may be
entered with transactions to create a VAT summary.
When adding a VAT code the following boxes appear:
VAT code : 1 character code
Reference: VAT code reference
VAT % : Percentage VAT rate
Workbench open
WORKBENCH OPEN [157]
A check mark (tick) next to the "Workbench open"
command (System menu) indicates whether or not
the Workbench screen is open. The Workbench may be
toggled open/closed.
Closing Workbench can save up to 40K of memory,
and is a good idea if you only have 1MB of RAM
available. However, Workbench will only close if
there are no programs running (Workbench disk
directory windows excluded).