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Text File | 1988-11-29 | 4.6 KB | 99 lines | [TEXT/MACA] |
- HYPER IRA!
- HyperCard Bank Certificate and IRA Record
- =========================================
- BY
-
- Kelly B. Peavey (ver. 1.0)
-
-
- This stack is SHAREWARE, if you find that it does the trick for you
- as it has for me, please send $10 to:
-
- Kelly B. Peavey
- 1287 Westlake Avenue North
- Seattle, WA 98109
-
- This will not only restore my faith in the Mac community, but spur me
- on to writing more stacks.......
-
-
- This stack is designed for the person buying bank certificates for
- general savings and IRA savings to enable them to keep accurate and
- concise record of the transactions. Enter your name in the box on the
- (Bank List) card.
-
- Please read the complete instructions before running this stack.
-
- GETTING STARTED:
-
- Most likely you already have certificates purchased some time ago. Go
- ahead and load the data of all your certificates, one certificate per card.
- The balances of the ledger cards may not agree with the total of the cards
- but this is due to the entering of old interest, this year's interest,
- purchase price and certificate balance. When everything is entered, that
- can be corrected.
-
- 1. When the stack opens you will be at the first card (Bank List), enter
- your name in the box on the (Bank List) card. Select line number one and
- type in the name of the first bank -- up to 30 characters. Press the
- shadow button beside the number. A new card will be presented for receiving
- data for the first certificate. The bank name will also be installed on
- line number one of both the General Ledger card and the IRA card automatically.
-
- When the data entry is complete, press the bank list button to go back
- to the (Bank List) card. For the same bank, just press the button next to
- the number for another new card, or else type in another bank name. The IRA
- button must be pressed if this is an IRA certificate. A "Yes" must appear
- in the IRA box for the system to post it to the proper card. If it is not
- an IRA certificate, then this box should be empty.
-
- When all certificate data has been entered, press the (GenCard) button.
- There are two buttons called (Set Balance) and (Set Int YTD). These
- buttons will read the cards and correct the balance of the ledger cards.
- Be prepared to wait while this is being accomplished. This is the only
- time the buttons should have to be used, as from now on there won't be any
- old year interest posted. However, if you think that for some reason data
- may have been entered wrong you may use these buttons at any time.
-
- BUTTON LIST (and purpose)
-
- QUIT- Close
- HELP- Info
- SORT- Sorts ascending by bank name or maturity date.
- FIND- Presents "Find box". Find by partial or whole text from left to
- right. Press enter key or return.
- RECENT- Takes you back to previous card seen. Remembers up to 42 cards back.
- BANK LIST- First card
- GEN CARD- General ledger card
- IRA CARD- IRA ledger card
- DELETE- Used to delete unwanted cards. Must meet the condition of zero
- balance on card before it will delete card. Will not delete bank
- or ledger cards.
- NEW YR- Found only on the first card. Used to delete interest YTD to
- clear those fields for the new year.
- SET BALANCE- Found only on the General ledger cards. Corrects ledger balance
- after initial loading. Both General & IRA.
- SET INT YTD- Found only on the General ledger cards. Corrects interest
- YTD balance after initial loading. Both General & IRA.
- TOTAL- Found only on ledger cards. Use occasionally for Grand Total. Was
- not incorporated into the automatic system because it slows the
- system unnecessarily.
- VALUE- Found on the certificate cards for the purpose of estimating the
- value of a certificate at maturity. It is programmed for monthly (12)
- or quarterly (4) compounding. Put the corresponding number in the
- field "pd". The value appears in the message box.
- IRA- Found on the certificates cards for the purpose of identifying IRA
- certificates. Put "Yes" into IRA field. General certificate cards
- should be empty in the IRA field. This is very important for it is
- the only way it can differentiate between the two accounts.
-
- The calculations are made partially from the fields involved. After
- making an entry into a field, press tab to go to another field and the
- calculation will be made. Only one calculation will be made per entry.
- No calculation can take place from that field until the entry has been
- changed.
-
- CAUTION -- DO NOT ERASE THE BALANCE OF A CARD. USE "WITHDRAW"
-
-
-