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ST-BUDGET v1.8
Budget Tracking System
User's Guide
Copyright (c) SoftTalk Computing Inc. 1991-1993
P.O.Box 68028
Calgary, AB. Canada T3G 3N8
Voice: (403) 241-1519
Internet: p.ng4@genie.geis.com
ST-BUDGET v1.8
Budget Tracking System
TABLE OF CONTENTS
INTRODUCTION
1.1 Key features
1.2 Registration
1.3 Dealers and Consultants
1.4 License
1.5 Limited Warranty
1.6 Site Licenses and quantity purchases
1.7 Technical Support
1.8 System Requirements
1.9 Installation and Getting Started
OPERATIONS
2.0 General
2.1 Main Menu
2.2 Tables
2.2.1 Accounts
2.2.2 Entities
2.2.3 Periods
2.2.4 Budget Year
2.2.5 System Default
2.3 Tracking
2.3.1 Enter Budgets
2.3.2 Enter Actuals
2.3.3 Summaries
2.4 Summaries
2.4.1 Entitiy Units
2.4.2 Entity Groups
2.4.3 Overall Summaries
2.5 Reports
2.5.1 Monthly Budget vs Actual Report
2.5.2 Quarterly Budget vs Actual Report
2.5.3 Yearly Budget vs Actual Report
2.6 Utilities
2.6.1 Initialize DataBase
2.6.2 Backup DataBase Files
2.6.3 Restore DataBase Files
2.6.4 Rebuild Index Files
INTRODUCTION
1.1 KEY FEATURES
ST-BUDGET is a simple to use and powerful tool for budgeting and
tracking. It is designed for CORPORATE, EDUCATION INSTITUTE, SMALL
BUSINESS and PROFESSIONAL use. Key features include: User-Defined
Entity groups (i.e. Departments, Projects), Multi-level Chart of
Accounts, Numerous methods to track budgets and actuals, Consolidate
budgets by selected groups, online summaries and numerous reports.
Registered user will get additional functions to maintain database
tables and export budget data to spreadsheet (wk1) files.
1.2 REGISTRATION
The registration fee for a single copy of ST-BUDGET is US$69.00
(or Cdn$79.00 GST included) plus $5.00 for Shipping/Handling.
Payment of this fee entitles you to:
- A disk with the latest version of ST-BUDGET. Registered version
includes utility functions to maintain database and export date
to spreadsheet (wk1) files.
- One copy of printed and spiral-bound ST-BUDGET manual.
- Unlimited technical support via Internet mail.
Please send check or money order to:
SoftTalk Computing Inc.
P.O.Box 68028
Calgary, AB. Canada T3G 3N8
Voice: (403) 241-1519 Internet: p.ng4@genie.geis.com
1.3 DEALERS AND CONSULTANTS
We offer discount prices for Dealers and Consultants. Please
contact us for more details.
1.4 LICENSE
The ST-BUDGET program and all other programs and documentations
distributed are Copyright SoftTalk Computing Inc., and are
protected by CANADA and International Copyright law. You are
granted a licence to use your copy of ST-BUDGET only under the
terms and conditions specified in this licence agreement.
ST-BUDGET is distributed in two forms. A REGISTERED version of
ST-BUDGET is a copy purchased from SoftTalk Computing Inc. which
includes a serial number. Distribution of the REGISTERED version
is in violation of license agreements and copyright law. If you
have a registered copy of ST-BUDGET which is licensed for use on
a single computer, you may install it on two computers used at two
different locations, provided there is no possibility that the two
computers will be in use at the same time. You may also install your
registered copy of ST-BUDGET on a computer attached to a network,
provided there is no possibility that your copy will be used by more
users than it is licensed for.
A SHAREWARE version of ST-BUDGET is a copy distributed for
evaluation purpose. It allows you to try it before you buy it. If
you are using it, you must purchase a registered copy. You are
encouraged to pass the SHAREWARE version of ST-BUDGET along to others.
1.5 LIMITED WARRANTY
The software and accompanying written materials (including
instructions for use) are provided "AS IS" without warranty of any
kind. Further, SoftTalk Computing does not warrant, guarantee or
make any representations regarding the use, or the results of use,
of the software or written materials in terms of correctness,
accuracy, reliability, currentness or otherwise. The entire risk as
to the results and performance of the software is assumed by you.
If the software or written materials are defective you, and not
SoftTalk Computing Inc. or its dealers, distributors, agents or
employees, assume the entire cost of all necessary servicing, repair,
or correction. Neither SoftTalk computing Inc. nor any direct,
indirect, consequential or incidental damages (including damages for
loss of business profits, business interruption, loss of business
information, and the like) arising out of the use or inability
to use such product even if SoftTalk Computing Inc. has been advised
of the possibility of such damages.
1.6 SITE LICENSES AND QUANTITY PURCHASES
We offer quantity discounts as well as site licensing. Site licensing
agreements allow duplication and distribution of a specified number
of multiple copies within the licensed institution. Site license fees
are based upon the number of users of ST-BUDGET. Please call or
write for more information.
We offer special price discounts for Dealers and Consultants.
Please contact us for more details information.
1.7 TECHNICAL SUPPORT
Technical support for ST-BUDGET is available to registered users.
You can contact SoftTalk Computing Inc. for support by mail,
telephone or Internet.
SoftTalk Computing Inc.
P.O.Box 68028
Calgary, AB. Canada T3G 3N8
Voice: (403) 241-1519
Internet: p.ng4@genie.geis.com
1.8 SYSTEM REQUIREMENTS
ST-BUDGET is designed to run on a PC, AT or 386 computers. Minimum
requirements are:
- 640K of RAM memory.
- DOS 3.1 or later.
- One hard disk with a minimum of 1 MB free disk space.
- An 80-column Monochrome or color monitor.
- An 132-column printer.
1.9 INSTALLATION & GETTING STARTED
To install the ST-BUDGET system, insert the program disk in
drive A. At the A prompt, type INSTALL and follow the
instructions provided by the installation program.
After completion, change the directory to where you have installed
the program (ie: cd c:\budget), and type BUDGET to start up the
program.
OPERATIONS
2.0 GENERAL
SAMPLE DATA - The ST-BUDGET system comes with a set of sample data so
that you can immediately try it out without setting up anything. Once
you familiar the system, you can intialize a new empty set of data
files using the "Initialize Database" option on the Utilities menu item,
and then start entering your budget data.
USER INTERFACES - The ST-BUDGET system uses many user-friendly
interfaces such as menu bar, pull-down menu, help screen, browse screen
to make it very easy to understand and operate. We will discuss these
features briefly.
MENU BAR - The menu bar displays all the menu items. To select a menu
item, simply move the cursor to that item and press the ENTER key to
execute.
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓┌───────────────────────────────────────────────────────────────┐▓▓
▓│ Tables Tracking Summaries Reports Utilities Quit │▓▓
▓└───────────────────────────────────────────────────────────────┘▓▓
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PULL-DOWN MENU - It provides a list of options. To select an option,
move the cursor to the row that contains the option and press the ENTER
key to execute.
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓┌──────────────────────────────────────────────────────────────┐ ▓▓
▓│ Tables Tracking Summaries Reports Utilities Quit │ ▓▓
▓└─┬───────────────┬────────────────────────────────────────────┘ ▓▓
▓▓▓│Accounts │ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓│Entity Units │ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓│Periods │ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓│Budget Years │ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓└───────────────┘ ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
HELP SCREEN - The fastest way to get help is to use the HELP (F1 key)
command. When you issue this command, a pop-up help screen will appear.
The information displayed will relate to your current option.
┌─────────────────────────────────────────────────────────────────────────┐
│ Tables Tracking Summaries Reports Utilities Quit │
└─────────────────────────────────────────────────────────────────────────┘
▓▓┌───────────────┐▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│Accounts │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│En╔═[ Help ]═══════════════════════════════════════════════════════╗▓▓▓▓
▓▓│Pe║ ║▓▓▓▓
▓▓└──║ Accounts ║▓▓▓▓
▓▓▓▓▓║ ║▓▓▓▓
▓▓▓▓▓║This option allows to set up the chart of Accounts table ║▓▓▓▓
▓▓▓▓▓║ ║▓▓▓▓
▓▓▓▓▓║ ║▓▓▓▓
▓▓▓▓▓║ ║▓▓▓▓
▓▓▓▓▓║ ║▓▓▓▓
▓▓▓▓▓║ ║▓▓▓▓
▓▓▓▓▓╚════════════════════════════════════════════════════════════════╝▓▓▓▓
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COMMON HOTKEYS - The ST-BUDGET system use the following common hotkeys
throughout the entire system:
F1-Help Display help screen
F3-Add Add record
F4-Delete Delete Record
F5-Toggle To get a full view of single record edit screen.
F9-Print Print a hard copy of listing
F10-Process Process the selected function
Esc-Exit Exit screen or system
BROWSING MULTIPLE RECORDS SCREEN - The Browse screen allows you to
view multiple records. The left top corner displays the title, the
right top corner displays the status of the record counter.
You can use the following cursor key to navigate the browse
screen:
Down Arrow Move cursor to next row or next field
Up Arrow Move cursor to previous row or field
PgUp Move cursor to previous set of rows
PgDn Move cursor to next set of rows
Right Arrow Move cursor to next field
Tab Move cursor to next field
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓ ╒═ [ Account ] ═════════════════════[ 3 of 13 ]══╕ ▓▓▓
▓▓▓ │Account Description Type│ ▓▓▓
▓▓▓ │═══════════════╤═══════════════════════════╤═════│ ▓▓▓
▓▓▓ │401 │ Revenue - Tuition Fee │ R │ ▓▓▓
▓▓▓ │501 │ Salary │ E │ ▓▓▓
▓▓▓ │502 │ Office Supplies │ E │ ▓▓▓
▓▓▓ │503 │ Telephone │ E │ ▓▓▓
▓▓▓ ╘═══════════════╧═══════════════════════════╧═════╛ ▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
2.1 MAIN MENU
───────────────────────────────────────────────────────────────────────
Type BUDGET at the DOS prompt to display the ST-BUDGET main menu.
It consists of the following menu items:
TABLES - allows you to maintain the required tables :
Accounts, Entity Groups, Entitiy Units, Periods and system default.
Tracking - allows you to enter budgets and actuals
for the entity units.
SUMMARIES - allows you to view consolidated budgets and actuals
for the entity units, entity groups or overall totals.
REPORTS - allows you to generate numerous budgeting reports.
UTILITIES - allows to intialize database, backup and retore
database files and rebuild database indexes.
QUIT - Exit this screen.
┌─────────────────────────────────────────────────────────────────────────┐
│ Tables Tracking Summaries Reports Utilities Quit │
└─────────────────────────────────────────────────────────────────────────┘
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓▓╔══════════════════════════════════════════════════════╗▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ST-BUDGET ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Budget Tracking System ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Version 1.8 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Copyright (c) SoftTalk Computing Inc. 1991-1993 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ P.O.Box 68028 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Calgary, AB. Canada T3G 3N8 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Voice: (403) 241-1519 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Internet: p.ng@genie.geis.com ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓╚══════════════════════════════════════════════════════╝▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓▓▓▓Press F1 key for help menu, Enter key to execute, Esc key to exit▓▓▓▓▓
2.2 TABLES
The following screen will be displayed when the Tables option is
selected from the Menu. It provides the following options:
ACCOUNTS - Set up chart of Acounts table.
ENTITY GROUPS - Set up group code for entity units.
ENTITY UNITS - Set up the entity units for budgeting and tracking.
PERIODS - Set up budgeting periods.
SYSTEM DEFAULT - Set up system default values (ie: budgeting year
and budgeting period )
┌─────────────────────────────────────────────────────────────────────────┐
│ Tables Tracking Summaries Reports Utilities Quit │
└─────────────────────────────────────────────────────────────────────────┘
▓▓┌───────────────┐▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│Accounts │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│Entity Groups │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│Entity Units │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│Peridos │════════════════════════════════════════════════╗▓▓▓▓▓▓
▓▓│System Default │ ║▓▓▓▓▓▓
▓▓└───────────────┘ ST-BUDGET ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Budget Tracking System ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Version 1.6 ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Copyright (c) SoftTalk Computing Inc. 1993 ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ P.O.Box 68028 ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Calgary, AB. Canada T3G 3N8 ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Vocie: (403) 241-1519 ║▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Internet: p.ng4@genie.geis.com ║▓▓▓▓▓▓
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F1-help, Enter-Execute, Esc-Exit
2.2.1 ACCOUNTS
The following screen will be displayed when the Account option is
selected from the TABLE menu. It allows you to browse or edit
accounts. Each account record consists of the following data elements:
Account - The unique account code, up to 14 characters.
Description - The description of the account, up to 25 characters.
Type - The account type ( R=Revenue, E=Expense, T=Total ).
Enter-Edit F2-Sub-Level F3-Add F4-Delete F9-Print
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▓▓╒═ [ Account ] ══════════════════════════════════[ 1 of 1 ]══╕▓▓▓▓▓▓▓▓
▓▓│Account Description Type Sub-Level │▓▓▓▓▓▓▓▓
▓▓│═╒═ [ Net Income ] ═══════════════════════════════[ 1 of 2 ]══╕▓▓▓▓▓▓
▓▓│1│Account Description Type Sub-Level │▓▓▓▓▓▓
▓▓│ │═╒═ [ Revenues ] ═════════════════════════════════[ 1 of 3 ]══╕▓▓▓▓
▓▓│ │4│Account Description Type Sub-Level │▓▓▓▓
▓▓│ │5│═══════════════╤═══════════════════════════╤══════╤═══════════│▓▓▓▓
▓▓│ │ │401 │ Tuition Fee │ R │ None │▓▓▓▓
▓▓│ │ │402 │ Lab Fee │ R │ None │▓▓▓▓
▓▓│ │ │403 │ Book Fee │ R │ None │▓▓▓▓
▓▓╘═│ │ │ │ │ │▓▓▓▓
▓▓▓▓│ │ │ │ │ │▓▓▓▓
▓▓▓▓╘═│ │ │ │ │▓▓▓▓
▓▓▓▓▓▓│ │ │ │ │▓▓▓▓
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The Account screen allows you to set up the chart of accounts table up to
maximum of 4 levels. We have provided an example of the following set up
for demonstration.
1 Net Income
4 Revenues
401 Tuition Fee
402 Lab Fee
403 Book Fee
5 Expenses
501 Salary
5011 Salary - Full Time
5012 Salary - Wages
502 Office Supplies
503 Telephone
ADDING ACCOUNT RECORD - Move the cursor to the row where you want
to add the record and press the F3 key. The system will insert a blank
row below the selected row and position the cursor to the ACCOUNT field.
Enter the ACCOUNT code and press the ENTER key. If the ACCOUNT code is
valid, the system will add the new record into the ACCOUNT table, and
allows you to enter the remaining fields.
EDITING ACCOUNT RECORD - Move the cursor to the field where you
wish to make changes and press the Enter key. The system will position
the cursor to the first character of the field and allow you to edit the
field. Type in the changes and press the ENTER key. The system will update
the field in the ACCOUNT table and position the cursor key to next field.
DELETING ACCOUNT RECORD - Move the cursor to the row that contains
the account record and press the F4 key. The system will remove that
account record from the table and shift up all the following accounts.
NEXT ACCOUNT LEVEL - Move the cursor to the account you wish to select
and press F2 key.
PRINT - Press F9 key to print a hard copy of Account Listing
CHART OF ACCOUNTS
=================
ACCOUNT DESCRIPTION TYPE LEVEL PARENT
-------------------------------------------------------------------
1 Net Income T 1
4 Revenues R 2 1
401 Tuition Fee R 3 4
402 Lab Fee R 3 4
403 Book Fee R 3 4
5 Expenses E 2 1
501 Salary E 3 5
5011 Salary - Full-Time E 4 501
5012 Salary - Wages E 4 501
502 Office Supplies E 4 5
503 Telephone E 4 5
504 Insurance E 4 5
2.2.2 Entity Groups
This screen displays entity group records. Each record consists
of the following data fields:
ID - A 14 character unique key to identify the entity group.
NAME - A 25 character code to describe the group name.
Move the cursor key Up, Down, Left, Right, Page Up, Page Down to
browse record. Press Enter key to edit a field, press F3 key to create
a new record, press F4 key to remove a record from the table and press
Esc key to exit this screen.
F1-Help <Enter>Edit F3-Add F4-Delete <Esc>Exit
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▓▓╒═ [ Entity Units ] ════════════════════════[ 1 of 3 ]══╕▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│ID NAME │▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓│Admn │ Adminstration │▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│Acad │ Academic │▓▓▓▓▓▓▓▓▓▓▓▓
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2.2.3 Entity Units
This screen displays all entity unit records. Each record consists
of the following fields:
ID - A 14 character unique key to identify the entity. Entity
can be defined for Department, Project, Cost Centre or any
object which is used for budgeting.
NAME - A 25 character code to describe the entity.
Move the cursor Up, Down, Left, Right, Page Up, Page Down to browse
the record. Press Enter key to edit a field, press F3 key to add a
new record, press F4 key to remove a record and press Esc key to exit
this screen.
F1-Help <Enter>Edit F3-Add F4-Delete <Esc>Exit
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▓▓╒═ [ Entity Units ] ════════════════════════[ 1 of 3 ]══╕▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│ID NAME │▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓│101 │ Computer Science Department │▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│201 │ Engineering Department │▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│301 │ Business Department │▓▓▓▓▓▓▓▓▓▓▓▓
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2.2.4 Periods
This screen displays all perord records. Each record consists of
the following fields:
Year - The budget year, to identify the budgeting cycle.
Period 1-12 - The start-date (mm/dd/yy) of the period.
Period 13 - The end-date (mm/dd/yy) of the budgeting cycle.
Move the cursor Up, Down, Left or Right to browse the record.
Press Enter key to edit a field, press F3 key to create a new
record, press F4 key to remove a record and press Esc key to exit
this screen.
F1-Help Enter-Edit F3-Add F4-Delete Esc-Exit
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▓▓╒═ [ Periods ] ════════════════════════════════[ 1 of 3 ]══╕▓▓
▓▓│Year Period 1 Period 2 Period 3 Period 4 Period 5 │▓▓
▓▓│═════╤══════════╤══════════╤══════════╤══════════╤══════════│▓▓
▓▓│1989 │ 01/01/89 │ 02/01/89 │ 03/01/89 │ 04/01/89 │ 05/01/89 │▓▓
▓▓│1990 │ 01/01/90 │ 02/01/90 │ 03/01/90 │ 04/01/90 │ 05/01/90 │▓▓
▓▓│1991 │ 01/01/91 │ 02/01/91 │ 03/01/91 │ 04/01/91 │ 05/01/91 │▓▓
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2.2.5 System Defaults
This screen allows you to set up the system default values. These
fields are:
Budget year - The default budgeting year.
Budget Period - The default budget data.
Enter the current budget year and current budget preiod and press
the F10 key to process.
F1-Help F10-Process Esc-Exit
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▓▓▓┌─[ Budget Year ]────────────────────────────────────────────┐▓▓▓▓▓▓▓▓
▓▓▓│ │▓▓▓▓▓▓▓▓
▓▓▓│ │▓▓▓▓▓▓▓▓
▓▓▓│ Current Budget Year: 1991 │▓▓▓▓▓▓▓▓
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▓▓▓│ Current Budget Period : 01 │▓▓▓▓▓▓▓▓
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2.3 Tracking
This screen displays all entity units for selection. Press F7 key
to call up the screen to enter budget data. Press F8 key to call
up the screen the enter actuals. Press F9 key to display the
monthly, quarterly or yearly summaries.
F7=Track Budget F8=Track Actual F9=View Summaries
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▓▓╒═ [ Entities ] ════════════════════════════[ 1 of 3 ]══╕▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│ID NAME │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│═══════════════╤═════════════════════════════════════════│▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│101 │ Computer Science Department │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│201 │ Engineering Department │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│301 │ Business Department │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│ │ │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓│ │ │▓▓▓▓▓▓▓▓▓▓▓▓▓
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F1-Help <Esc>Exit
2.3.1 Track Budget
The upper block of the screen displays the entity's yearly budget
summary. The lower block of the screen displays the entity's accounts,
associated with yearly budget, yearly actual.
Press F2 key to add or delete accounts for budgeting. Press F7 key
to call up the screen to enter monthly budgets.
F2-Account F7-Distribution
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▓▓┌────────────[ Entity: 101 Computer Science Department ]────────────┐▓▓▓▓
▓▓│ Year 1992: Budget │▓▓▓▓
▓▓│ Total Revenues: 204,000 │▓▓▓▓
▓▓│ Total Expenses: 51,600 │▓▓▓▓
▓▓│ Net Income: 152,400 │▓▓▓▓
▓▓└───────────────────────────────────────────────────────────────────┘▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓╒═ [ Budget Distribution ]═══════════════════════════════[ 1 of 8 ]═╕▓▓
▓▓│ Account Budget │▓▓
▓▓│ Account Description Ty YR │▓▓
▓▓│═══════════╤══════════════════════════════════════╤════╤═════════════│▓▓
▓▓│ 401 │ Tuition Fee │ R │ 180,000 │▓▓
▓▓│ 402 │ Lab Fee │ R │ 12,000 │▓▓
▓▓│ 403 │ Book Fee │ R │ 12,000 │▓▓
▓▓│ 5011 │ Salary - Full Time │ E │ 36,000 │▓▓
▓▓│ 5012 │ Salary - Wages │ E │ 12,000 │▓▓
▓▓│ 502 │ Office Supplies │ E │ 1,200 │▓▓
▓▓│ 503 │ Telephone │ E │ 1,200 │▓▓
▓▓│ 504 │ Insurance │ E │ 1,200 │▓▓
▓▓╘═══════════╧══════════════════════════════════════╧════╧═════════════╛▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
ADDING ENTITY ACCOUNTS
Press F3 key to display all acocunts. The Select column indicate
the status of the account. "X" means account already existed, "N"
means account is not yet assigned to the entity.
Press F3 key to switch all "N" flag to "Y" and press F10 to process
update.
<Enter>Toggle One <F3>Toggle All F10-Process Update <Esc>Exit
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▓▓▓▓▓╒═ [ Account ] ══════════════════════════════════════════════════╕▓▓▓▓
▓▓▓▓▓│Account Description Type Select │▓▓▓▓
▓▓▓▓▓│══════════╤═══════════════════════════╤══════╤══════════════════│▓▓▓▓
▓▓▓▓▓│401 │ Tuition Fee │ R │ N │▓▓▓▓
▓▓▓▓▓│402 │ Lab Fee │ R │ X │▓▓▓▓
▓▓▓▓▓│403 │ Book Fee │ R │ X │▓▓▓▓
▓▓▓▓▓│5011 │ Salary - Full Time │ E │ N │▓▓▓▓
▓▓▓▓▓│5012 │ Salary - Wages │ E │ N │▓▓▓▓
▓▓▓▓▓│502 │ Office Supplies │ E │ N │▓▓▓▓
▓▓▓▓▓│503 │ Telephone │ E │ N │▓▓▓▓
▓▓▓▓▓│504 │ Insurance │ E │ N │▓▓▓▓
▓▓▓▓▓╘══════════╧═══════════════════════════╧══════╧══════════════════╛▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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COPYING BUDGET DATA - Press Alt-K to pop up the following screen.
Enter the budget year, entity and type and then press the Enter key to
process.
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▓▓┌──────────────────────────────────────────┐▓▓▓
▓▓│ │▓▓▓
▓▓│ Budget Year : 1992 │▓▓▓
▓▓│ Entity : │▓▓▓
▓▓│ Type (Actual/Budget) : B │▓▓▓
▓▓│ │▓▓▓
▓▓└──────────────────────────────────────────┘▓▓▓
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DELETING ENTITY ACCOUNTS - move the cursor to the entity account
that you want to delete. Press the F4 key to remove the record from
the system.
Budget Distribution
The upper block of the screen displays the budget year, entity name
and account name. The lower block of the screen displays the previous
year and current year's budgets and actuals.
To edit the budget data, simply move the cursor to the field you wish
to edit and enter budget amount.
Press F2 key to select the distribution method for budgeting. Press
F10 key to update the budget data.
F2-Distribution Methods F10-Process Update Esc-Exit
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▓▓▓▓▓▓▓ Budget Year: 1991 ▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓ Entity : 991 Information Systems ▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓ Account : 5001 Salary ▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓╒═[ Budget Distribution ]════════════════════════════════[ 1 of 12 ]═╕▓▓
▓▓│Period Actual 1989 Actual 1990 Budget 1990 Budget 1991 │▓▓
▓▓│═══════╤═══════════════╤═══════════════╤═══════════════╤═════════════│▓▓
▓▓│01 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│02 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│03 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│04 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│05 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│06 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│07 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│08 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│09 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│10 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│11 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│12 │ 0.00 │ 0.00 │ 0.00 │ 3000.00 │▓▓
▓▓│═══════╧═══════════════╧═══════════════╧═══════════════╧═════════════│▓▓
▓▓│Total= 0.00 0.00 0.00 36000.00 │▓▓
▓▓╘═════════════════════════════════════════════════════════════════════╛▓▓
Distribution Methods
Press the F2 key on the Budget screen to display the following options.
Position the cursor on the method that you wish to select and press
the Enter key.
F1-Help F2-Distribution Methods F10-Process Update Esc-Exit
▓▓▓▓▓▓▓▓▓▓▓┌─────────────────────────┐▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ Constant │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ % Growth │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ Increment │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ Copying │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓└─────────────────────────┘▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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EDIT WITH THE CONSTANT OPTION - This method allows you enter a constant
value and the system will then assign that constant value to each
of the 12 periods.
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓┌───────────────────┐▓
▓│Period 91 Budget│▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓│ 01 1,000 │▓
▓┌─[ Constant ]───────────┐▓ ▓│ 02 1,000 │▓
▓│ │▓ Result ▓│ 03 1,000 │▓
▓│ Constant: 1000.00 ├▓──────────────> ▓│ 04 1,000 │▓
▓│ │▓ ▓│ 05 1,000 │▓
▓└────────────────────────┘▓ ▓│ 06 1,000 │▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓│ 07 1,000 │▓
▓│ 08 1,000 │▓
▓│ 09 1,000 │▓
▓│ 10 1,000 │▓
▓│ 11 1,000 │▓
▓│ 12 1,000 │▓
▓└───────────────────┘▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
EDIT WITH THE % GROWTH OPTION - This method calculates the percentage
of growth of each period. You will be required to enter the base value
and the percentage.
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓┌────────────────────────┐▓
▓│ Period Budget │▓
▓├────────────────────────┤▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓│ 01 1,000 │▓
▓┌─[ % Growth ]───────────┐▓ ▓│ 02 1,000+100=1,100 │▓
▓│ │▓ ▓│ 03 1,100+100=1,200 │▓
▓│ Base Value: 1000 │▓ Result ▓│ 04 1,200+100=1,300 │▓
▓│ │▓──────────>▓│ 05 1,300+100=1,400 │▓
▓│ Percentage: 10 % │▓ ▓│ 06 1,400+100=1,500 │▓
▓│ │▓ ▓│ 07 1,500+100=1,600 │▓
▓└────────────────────────┘▓ ▓│ 08 1,600+100=1,700 │▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓│ 09 1,700+100=1,800 │▓
▓│ 10 1,800+100=1,900 │▓
▓│ 11 1,900+100=2,000 │▓
▓│ 12 2,000+100=2,100 │▓
▓└────────────────────────┘▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
EDIT WITH THE INCREMENT OPTION - This method calculates the increment
value of each period. You will be required to enter the base value and
the increment.
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓┌────────────────────────┐▓
▓│Period Budget │▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓├────────────────────────│▓
▓┌─[ Increment ]────────────┐▓▓ ▓│ 01 1,000 │▓
▓│ │▓▓ ▓│ 02 1,000+100=1,100 │▓
▓│ Base value: 1000.00 │▓▓ ▓│ 03 1,100+100=1,200 │▓
▓│ │▓▓Result ▓│ 04 1,200+100=1,300 │▓
▓│ Increment: 100.00 │▓▓────────> ▓│ 05 1,300+100=1,400 │▓
▓│ │▓▓ ▓│ 06 1,400+100=1,500 │▓
▓│ │▓▓ ▓│ 07 1,500+100=1,600 │▓
▓└──────────────────────────┴▓▓ ▓│ 08 1,600+100=1,700 │▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓│ 09 1,700+100=1,800 │▓
▓│ 10 1,800+100=1,900 │▓
▓│ 11 1,900+100=2,000 │▓
▓│ 12 2,000+100=2,100 │▓
▓└────────────────────────┘▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
COPYING OPTION - This option allows you to copy the budget distribution
data from previous year budget or actual with the percentage increase.
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓┌─────────────────────┐▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓│ 89 Budget 91 Budget│▓
▓┌─[ Copying ]──────────────┐▓▓ ▓│ 1,000 1,000 │▓
▓│ │▓▓ ▓│ 1,500 1,500 │▓
▓│ Copying from Year : 1991 │▓▓ Result ▓│ 2,000 2,000 │▓
▓│ Type (Budget/Actual) : B │▓▓──────────> ▓│ 2,000 2,000 │▓
▓│ Percent Increase (%) : 0 │▓▓ ▓│ 3,000 3,000 │▓
▓└──────────────────────────┘▓▓ ▓│ 3,000 3,000 │▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓ ▓│ 3,000 3,000 │▓
▓│ 4,000 4,000 │▓
▓│ 4,000 4,000 │▓
▓│ 4,000 4,000 │▓
▓│ 4,000 4,000 │▓
▓│ 5,000 5,000 │▓
▓└─────────────────────┘▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
2.3.2 Track Actual
The upper block of the screen displays the monthly totals of revenses
and expenses. The lower block displays the monthly budget vs actual
of each entity acocunt.
Move the cursor Up, Down, Left or Right to browse the record. Press
enter key to edit the actual, press Alt-N to display next period actuals,
press Alt-P key to dipslay previous period actuals. Press F9 key to
print a hard copy of the budget and actual data.
Enetr=Edit Alt-N Next Period Alt-P Prior Period F9-Print
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓┌────────────[ Entity: 101 Computer Science Department ]────────────┐▓▓▓▓
▓▓│ Period: 8 Budget Actual Variance │▓▓▓▓
▓▓│ Total Revenues: 47,000 3,500 -43,500 │▓▓▓▓
▓▓│ Total Expenses: 4,300 6,100 1,800 │▓▓▓▓
▓▓│ Net Income: 42,700 -2,600 -45,300 │▓▓▓▓
▓▓└───────────────────────────────────────────────────────────────────┘▓▓▓▓
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▓▓╒═ [ Monthly Budgets ]═══════════════════════════════════[ 1 of 8 ]═╕▓▓
▓▓│ Account Monthly Monthly │▓▓
▓▓│ Account Description Ty Budget Actual │▓▓
▓▓│════════════════╤═══════════════════╤════╤═════════════╤═════════════│▓▓
▓▓│ 401 │ Tuition Fee │ R │ 45,000 │ 2,000 │▓▓
▓▓│ 402 │ Lab Fee │ R │ 1,000 │ 500 │▓▓
▓▓│ 403 │ Book Fee │ R │ 1,000 │ 1,000 │▓▓
▓▓│ 5011 │ Salary - Full Time│ E │ 3,000 │ 2,000 │▓▓
▓▓│ 5012 │ Salary - Wages │ E │ 1,000 │ 1,000 │▓▓
▓▓│ 502 │ Office Supplies │ E │ 100 │ 2,000 │▓▓
▓▓│ 503 │ Telephone │ E │ 100 │ 100 │▓▓
▓▓│ 504 │ Insurance │ E │ 100 │ 1,000 │▓▓
▓▓╘════════════════╧═══════════════════╧════╧═════════════╧═════════════╛▓▓
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2.4 SUMMARIES
The SUMMARIES menu item provides you 3 options. Option (1) allows you
to view consolidated budgets and actuals for the selected entity units.
Option (2) allows you to view consolidated budgets and actuals for the
selected entity groups. Option (3) allows you to view overall budgets
and actuals of all entity units.
┌─────────────────────────────────────────────────────────────────────────┐
│ Tables Tracking Summaries Reports Utilities Quit │
└─────────────────────────────────────────────────────────────────────────┘
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓┌────────────────────┐▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│1. Entity Units │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│2. Entity Groups │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│3. Overall │▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓╔═══════════└────────────────────┘══════════════════════════════╗▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
▓▓▓▓▓▓▓▓║ ST-BUDGET v1.8 ║▓▓
▓▓▓▓▓▓▓▓║ Budget Tracking System ║▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
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2.4.1 Entity Unit Summary
This screen displays all entity units on screen for selection. Move
the cursor to the entity that you wish to look up, press F8 key
to display the monthly summary, or press F9 key to display the
quarterly summary or press F10 key to display the yearly summary.
F8-Monthly F9-Quarterly F10-Yearly
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▓╒═[ Entity Units ]══════════════════════════════════════[ 1 of 6 ]═╕▓▓▓▓
▓│ID NAME GROUP │▓▓▓▓
▓│═══════════════╤═════════════════════════════════════╤══════════════│▓▓▓▓
▓│101 │ Computer Science Department │ ACAD │▓▓▓▓
▓│201 │ Engineering Department │ ACAD │▓▓▓▓
▓│301 │ Business Department │ ACAD │▓▓▓▓
▓│991 │ Information Systems │ ADMN │▓▓▓▓
▓│992 │ Human Resources Department │ ADMN │▓▓▓▓
▓│993 │ Finance Department │ ADMN │▓▓▓▓
▓│ │ │ │▓▓▓▓
▓│ │ │ │▓▓▓▓
▓│ │ │ │▓▓▓▓
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F1-Help Esc-Exit
MONTHLY SUMMARY
This screen displays the monthly summary of the selected entity. It
consists of the following columns:
Budget MON - Monthly Budget
Actual MON - Monthly Actual
Variance MON - Monthly Actual - Monthly Budget
Budget YTD - Year-to-Date Budget
Actual YTD - Year-to-Date Actual
Variance YTD - YTD Actual - YTD Budget
Revised Projection - YTD actual + Remaining Budget
Press F5 key to view the selected account summary. Press F9 key to print
a hard copy the the summary report.
F1-Help F5-Account Summary F9-Print Summary <Esc>Exit
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▓▓╒═ [ 101 Computer Science Department ] ═══════════[ row 1 of 12 ]═══╕▓▓
▓▓│ Budget │▓▓
▓▓│Account Description Type Mon(01) │▓▓
▓▓│═══════════════╤═════════════════════════╤══════╤════════════════════│▓▓
▓▓│1 │ Net Income │ T │ 7,700 │▓▓
▓▓│4 │ Revenues │ R │ 12,000 │▓▓
▓▓│401 │ Tuition Fee │ R │ 10,000 │▓▓
▓▓│402 │ Lab Fee │ R │ 1,000 │▓▓
▓▓│403 │ Book Fee │ R │ 1,000 │▓▓
▓▓│5 │ Expenses │ E │ 4,300 │▓▓
▓▓│501 │ Salary │ E │ 4,000 │▓▓
▓▓│5011 │ Salary - Full Time │ E │ 3,000 │▓▓
▓▓│5012 │ Salary - Wages │ E │ 1,000 │▓▓
▓▓│502 │ Office Supplies │ E │ 100 │▓▓
▓▓│503 │ Telephone │ E │ 100 │▓▓
▓▓╘═══════════════╧═════════════════════════╧══════╧[ Col 2 of 91 ]═══╛▓▓
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QUARTERLY SUMMARY
This screen displays the quarterly summary budgets and actuals. It
consists of the following columns:
Budget QTR - Quarterly Budget
Actual QTR - Quarterly Actual
Variance QTR - QTR Actual - QTR budget
Budget YTD - Year-to-Date Budget of that Quarter
Actual YTD - Year-to-Date Actual of that Quarter
Variance YTD - Actual YTD - Budget YTD
Revised Projection - YTD Actual + Remaining QTR Budget
Press F5 key to display account summary. Press F9 key to print a hard
copy of the quarterly summary report.
F1-Help F5-Account Summary F9-Print Summary <Esc>Exit
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▓▓╒═ [ 101 Computer Science Department ] ═══════════[ row 1 of 12 ]═══╕▓▓▓
▓▓│ Budget │▓▓▓
▓▓│Account Description Type Qtr(01) │▓▓▓
▓▓│═══════════════╤═════════════════════════╤══════╤════════════════════│▓▓▓
▓▓│1 │ Net Income │ T │ 23,100 │▓▓▓
▓▓│4 │ Revenues │ R │ 36,000 │▓▓▓
▓▓│401 │ Tuition Fee │ R │ 30,000 │▓▓▓
▓▓│402 │ Lab Fee │ R │ 3,000 │▓▓▓
▓▓│403 │ Book Fee │ R │ 3,000 │▓▓▓
▓▓│5 │ Expenses │ E │ 12,900 │▓▓▓
▓▓│501 │ Salary │ E │ 12,000 │▓▓▓
▓▓│5011 │ Salary - Full Time │ E │ 9,000 │▓▓▓
▓▓│5012 │ Salary - Wages │ E │ 3,000 │▓▓▓
▓▓│502 │ Office Supplies │ E │ 300 │▓▓▓
▓▓│503 │ Telephone │ E │ 300 │▓▓▓
▓▓╘═══════════════╧═════════════════════════╧══════╧[ col 2 of 34 ]═══╛▓▓▓
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ACCOUNT SUMMARY
This screen displays the summary budgets and actuals of the selected
account. It consists of the following columns:
Budget QTR - Quarterly Budget
Actual QTR - Quarterly Actual
Variance QTR - Quarterly Actual - Quarterly Budget
Budget YTD - Year-to-Date Budget of that Quarter
Actual YTD - Year-to-Date Actual of that Quarter
Variance YTD - Budget YTD - Actual YTD
Revised Projection - YTD Actual + Remaining QTR Budget
Press F8 key to print a hard copy of the account summary report.
F1-Help F8-Print Esc-Exit
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▓▓▓ Budget Year: 1992 ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓ Name: 101 Computer Science Department ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓ Account: 1 Net Income ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓╒═[ QTR Account Budget Summary ]═══════════════════════════════════════╕▓▓
▓│ Budget Actual Variance Variance │▓▓
▓│Qtr Start Date QTR QTR QTR % │▓▓
▓│════╤═══════════════╤═══════════╤═══════════╤════════════╤════════════│▓▓
▓│01 │ 01/01/92 │ 23,100 │ 18,510 │ -4,590 │ -19.87 │▓▓
▓│02 │ 04/01/92 │ 23,100 │ 0 │ -23,100 │ 0.00 │▓▓
▓│03 │ 07/01/92 │ 23,100 │ 0 │ -23,100 │ 0.00 │▓▓
▓│04 │ 10/01/92 │ 23,100 │ 0 │ -23,100 │ 0.00 │▓▓
▓╘════╧═══════════════╧═══════════╧═══════════╧════════════╧════════════╛▓▓
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YEARLY SUMMARY
This screen displays the yearly summary of budgets and actuals of a
selected entity unit. It consists of the following columns:
Budget (YR) - The yearly budget
Actual (YR) - The yearly actual
Variance - Yearly budget - yearly Actual
Press F9 key to print a hard copy of the yearly summary report.
F1-Help F9-Print <Esc>Exit
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▓▓╒═ [ 101 Computer Science Department ] ══════════[ row 1 of 12 ]═══╕▓▓▓
▓▓│ Budget │▓▓▓
▓▓│Account Description Type YR │▓▓▓
▓▓│═══════════════╤════════════════════════╤══════╤════════════════════│▓▓▓
▓▓│1 │ Net Income │ T │ 92,400 │▓▓▓
▓▓│4 │ Revenues │ R │ 144,000 │▓▓▓
▓▓│401 │ Tuition Fee │ R │ 120,000 │▓▓▓
▓▓│402 │ Lab Fee │ R │ 12,000 │▓▓▓
▓▓│403 │ Book Fee │ R │ 12,000 │▓▓▓
▓▓│5 │ Expenses │ E │ 51,600 │▓▓▓
▓▓│501 │ Salary │ E │ 48,000 │▓▓▓
▓▓│5011 │ Salary - Full Time │ E │ 36,000 │▓▓▓
▓▓│5012 │ Salary - Wages │ E │ 12,000 │▓▓▓
▓▓│502 │ Office Supplies │ E │ 1,200 │▓▓▓
▓▓│503 │ Telephone │ E │ 1,200 │▓▓▓
▓▓╘═══════════════╧════════════════════════╧══════╧[ col 2 of 34 ]═══╛▓▓▓
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2.4.2 Enitity Group Summary
This screen displays all entity groups for selection. Move the cursor
to the group that you wish to look up, and then press F8 key to
display the monthly summary, or press F9 key to display the quarterly
summary or press F10 key to display yearly summary .
F8-Monthly F9-Quarterly F10-Yearly
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▓╒═[ Group ]════════════════════════════════════════════[ 1 of 2 ]═╕▓▓▓▓
▓│ID NAME │▓▓▓▓
▓│═══════════════╤════════════════════════════════════════════╤══════│▓▓▓▓
▓│ACAD │ Academic │▓▓▓▓
▓│ADMN │ Adminstration │▓▓▓▓
▓│ │ │▓▓▓▓
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F1-Help Esc-Exit
MONTHLY SUMMARY
This screen displays the monthly summary of the selected entity group.
It consists of the following columns:
Budget MON - Monthly Budget
Actual MON - Monthly Actual
Variance MON - Monthly Actual - Monthly Budget
Budget YTD - Year-to-Date Budget
Actual YTD - Year-to-Date Actual
Variance YTD - YTD Actual - YTD Budget
Revised Projection - YTD actual + Remaining Budget
Press F5 key to view the selected account summary. Press F9 key to print
a hard copy the the summary report.
F1-Help F5-Account Summary F9-Print Summary <Esc>Exit
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▓▓╒═ [ ADMN - Administration ] ═══════════[ row 1 of 12 ]═══╕▓▓
▓▓│ Budget │▓▓
▓▓│Account Description Type Mon(01) │▓▓
▓▓│═══════════════╤═════════════════════════╤══════╤════════════════════│▓▓
▓▓│1 │ Net Income │ T │ 7,700 │▓▓
▓▓│4 │ Revenues │ R │ 12,000 │▓▓
▓▓│401 │ Tuition Fee │ R │ 10,000 │▓▓
▓▓│402 │ Lab Fee │ R │ 1,000 │▓▓
▓▓│403 │ Book Fee │ R │ 1,000 │▓▓
▓▓│5 │ Expenses │ E │ 4,300 │▓▓
▓▓│501 │ Salary │ E │ 4,000 │▓▓
▓▓│5011 │ Salary - Full Time │ E │ 3,000 │▓▓
▓▓│5012 │ Salary - Wages │ E │ 1,000 │▓▓
▓▓│502 │ Office Supplies │ E │ 100 │▓▓
▓▓│503 │ Telephone │ E │ 100 │▓▓
▓▓╘═══════════════╧═════════════════════════╧══════╧[ Col 2 of 91 ]═══╛▓▓
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QUARTERLY SUMMARY
This screen displays the quarterly summary budgets and actuals of the
selected entity group. It consists of the following columns:
Budget QTR - Quarterly Budget
Actual QTR - Quarterly Actual
Variance QTR - QTR Actual - QTR budget
Budget YTD - Year-to-Date Budget of that Quarter
Actual YTD - Year-to-Date Actual of that Quarter
Variance YTD - Actual YTD - Budget YTD
Revised Projection - YTD Actual + Remaining QTR Budget
Press F5 key to display account summary. Press F9 key to print a hard
copy of the quarterly summary report.
F1-Help F5-Account Summary F9-Print Summary <Esc>Exit
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▓▓╒═ [ ADMN - Administration ] ═══════════[ row 1 of 12 ]═══╕▓▓▓
▓▓│ Budget │▓▓▓
▓▓│Account Description Type Qtr(01) │▓▓▓
▓▓│═══════════════╤═════════════════════════╤══════╤════════════════════│▓▓▓
▓▓│1 │ Net Income │ T │ 23,100 │▓▓▓
▓▓│4 │ Revenues │ R │ 36,000 │▓▓▓
▓▓│401 │ Tuition Fee │ R │ 30,000 │▓▓▓
▓▓│402 │ Lab Fee │ R │ 3,000 │▓▓▓
▓▓│403 │ Book Fee │ R │ 3,000 │▓▓▓
▓▓│5 │ Expenses │ E │ 12,900 │▓▓▓
▓▓│501 │ Salary │ E │ 12,000 │▓▓▓
▓▓│5011 │ Salary - Full Time │ E │ 9,000 │▓▓▓
▓▓│5012 │ Salary - Wages │ E │ 3,000 │▓▓▓
▓▓│502 │ Office Supplies │ E │ 300 │▓▓▓
▓▓│503 │ Telephone │ E │ 300 │▓▓▓
▓▓╘═══════════════╧═════════════════════════╧══════╧[ col 2 of 34 ]═══╛▓▓▓
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ACCOUNT SUMMARY
This screen displays the summary budgets and actuals of the selected
account. It consists of the following columns:
Budget QTR - Quarterly Budget
Actual QTR - Quarterly Actual
Variance QTR - Quarterly Actual - Quarterly Budget
Budget YTD - Year-to-Date Budget of that Quarter
Actual YTD - Year-to-Date Actual of that Quarter
Variance YTD - Budget YTD - Actual YTD
Revised Projection - YTD Actual + Remaining QTR Budget
Press F8 key to print a hard copy of the account summary report.
F1-Help F8-Print Esc-Exit
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▓▓▓ Budget Year: 1992 ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓ Name: Administration ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓ Account: 1 Net Income ▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓╒═[ QTR Account Budget Summary ]═══════════════════════════════════════╕▓▓
▓│ Budget Actual Variance Variance │▓▓
▓│Qtr Start Date QTR QTR QTR % │▓▓
▓│════╤═══════════════╤═══════════╤═══════════╤════════════╤════════════│▓▓
▓│01 │ 01/01/92 │ 23,100 │ 18,510 │ -4,590 │ -19.87 │▓▓
▓│02 │ 04/01/92 │ 23,100 │ 0 │ -23,100 │ 0.00 │▓▓
▓│03 │ 07/01/92 │ 23,100 │ 0 │ -23,100 │ 0.00 │▓▓
▓│04 │ 10/01/92 │ 23,100 │ 0 │ -23,100 │ 0.00 │▓▓
▓╘════╧═══════════════╧═══════════╧═══════════╧════════════╧════════════╛▓▓
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YEARLY SUMMARY
This screen displays the yearly summary of budgets and actuals of a
selected entity group. It consists of the following columns:
Budget (YR) - The yearly budget
Actual (YR) - The yearly actual
Variance - Yearly budget - yearly Actual
Press F9 key to print a hard copy of the yearly summary report.
F1-Help F9-Print <Esc>Exit
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▓▓╒═ [ ADMN - Administration ] ══════════[ row 1 of 12 ]═══╕▓▓▓
▓▓│ Budget │▓▓▓
▓▓│Account Description Type YR │▓▓▓
▓▓│═══════════════╤════════════════════════╤══════╤════════════════════│▓▓▓
▓▓│1 │ Net Income │ T │ 92,400 │▓▓▓
▓▓│4 │ Revenues │ R │ 144,000 │▓▓▓
▓▓│401 │ Tuition Fee │ R │ 120,000 │▓▓▓
▓▓│402 │ Lab Fee │ R │ 12,000 │▓▓▓
▓▓│403 │ Book Fee │ R │ 12,000 │▓▓▓
▓▓│5 │ Expenses │ E │ 51,600 │▓▓▓
▓▓│501 │ Salary │ E │ 48,000 │▓▓▓
▓▓│5011 │ Salary - Full Time │ E │ 36,000 │▓▓▓
▓▓│5012 │ Salary - Wages │ E │ 12,000 │▓▓▓
▓▓│502 │ Office Supplies │ E │ 1,200 │▓▓▓
▓▓│503 │ Telephone │ E │ 1,200 │▓▓▓
▓▓╘═══════════════╧════════════════════════╧══════╧[ col 2 of 34 ]═══╛▓▓▓
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2.5 REPORTS
The Reports menu item provides options to generate reports. If you
select Monthly Budget vs Actual option, then select option 1
for the entity units reports, or option 2 for the entity group reports
or option 3 for the overall summary report.
If you select Quarterly Budget vs Actual, then select option 1 for
Entity units report, or option 2 for Entity Groups report or
option 3 for overall summary report.
If you select the Yearly Budget vs Actual option, then select option 1
for entity units report, or option 2 for entity groups report or
option 3 for overall summary report.
┌─────────────────────────────────────────────────────────────────────────┐
│ Tables Tracking Summaries Reports Utilities Quit │
└─────────────────────────────────────────────────────────────────────────┘
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓┌─────────────────────────────┐▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│1. Monthly Budget vs Actual │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│2. Quarterly Budget vs Actual│▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│3. Yearly Budget vs Actual │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓╔══════════════════════└─────╔══════════════════════╗┘══════════╗▓▓
▓▓▓▓▓▓▓▓║ ║1. Entity Units ║ ║▓▓
▓▓▓▓▓▓▓▓║ ║2. Entity Groups ║ ║▓▓
▓▓▓▓▓▓▓▓║ ST-BUDGET║3. Overall ║ ║▓▓
▓▓▓▓▓▓▓▓║ Budget Trackin╚══════════════════════╝ ║▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
▓▓▓▓▓▓▓▓║ Copyright (c) SoftTalk Computing Inc. 1991-1993 ║▓▓
▓▓▓▓▓▓▓▓║ P.O.Box 68028 ║▓▓
▓▓▓▓▓▓▓▓║ Calgary, AB. Canada T3G 3N8 ║▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
▓▓▓▓▓▓▓▓║ Voice: (403) 241-1519 Internet: p.ng4@genie.geis.com ║▓▓
▓▓▓▓▓▓▓▓║ ║▓▓
▓▓▓▓▓▓▓▓╚═══════════════════════════════════════════════════════════════╝▓▓
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REPORT SAMPLES:
Monthly Budget vs Actual Report
1992
Entitiy Units
Budget Actual Variance Variance Budget Revised
Period Description MON MON MON % YTD Projection
_______________________________________________________________________________
Entity : 01 Computer Science
Period : 01
1 Net Income 12,700 6,270 -6,430 -60.63 12,700 145,970
4 Revenue 17,000 10,000 -7,000 -41.18 17,000 197,000
401 Tuition Fee 15,000 10,000 -5,000 -33.33 15,000 175,000
402 Lab Fee 1,000 0 -1,000 0 1,000 11,000
403 Book Fee 1,000 0 -1,000 0 1,000 11,000
5 Expenses 4,300 3,730 -570 -13.26 4,300 51,030
501 Salary 4,000 3,500 -500 -12.50 4,000 47,500
5011 Salary - Full Time 3,000 3,000 0 0.00 3,000 36,000
5012 Salary - Wages 1,000 500 -500 -50.00 1,000 11,500
502 Office Supplies 100 80 -20 -20.00 100 1,180
503 Telephone 100 50 -50 -50.00 100 1,150
504 Insurance 100 100 0 0.00 100 1,200
Monthly Budget vs Actual Report
1992
Group Units
Budget Actual Variance Variance Budget Revised
Period Description MON MON MON % YTD Projection
_______________________________________________________________________________
Group : Admn - Administation
Period : 01
1 Net Income 12,700 6,270 -6,430 -60.63 12,700 145,970
4 Revenue 17,000 10,000 -7,000 -41.18 17,000 197,000
401 Tuition Fee 15,000 10,000 -5,000 -33.33 15,000 175,000
402 Lab Fee 1,000 0 -1,000 0 1,000 11,000
403 Book Fee 1,000 0 -1,000 0 1,000 11,000
5 Expenses 4,300 3,730 -570 -13.26 4,300 51,030
501 Salary 4,000 3,500 -500 -12.50 4,000 47,500
5011 Salary - Full Time 3,000 3,000 0 0.00 3,000 36,000
5012 Salary - Wages 1,000 500 -500 -50.00 1,000 11,500
502 Office Supplies 100 80 -20 -20.00 100 1,180
503 Telephone 100 50 -50 -50.00 100 1,150
504 Insurance 100 100 0 0.00 100 1,200
Monthly Budget vs Actual Report
1992
Overall Summary
Budget Actual Variance Variance Budget Revised
Period Description MON MON MON % YTD Projection
_______________________________________________________________________________
Period : 01
1 Net Income 12,700 6,270 -6,430 -60.63 12,700 145,970
4 Revenue 17,000 10,000 -7,000 -41.18 17,000 197,000
401 Tuition Fee 15,000 10,000 -5,000 -33.33 15,000 175,000
402 Lab Fee 1,000 0 -1,000 0 1,000 11,000
403 Book Fee 1,000 0 -1,000 0 1,000 11,000
5 Expenses 4,300 3,730 -570 -13.26 4,300 51,030
501 Salary 4,000 3,500 -500 -12.50 4,000 47,500
5011 Salary - Full Time 3,000 3,000 0 0.00 3,000 36,000
5012 Salary - Wages 1,000 500 -500 -50.00 1,000 11,500
502 Office Supplies 100 80 -20 -20.00 100 1,180
503 Telephone 100 50 -50 -50.00 100 1,150
504 Insurance 100 100 0 0.00 100 1,200
Quarterly Budget vs Actual Report
1992
Entity Units
Budget Actual Variance Variance Budget Revised
Period Description QTR QTR QTR % YTD Projection
_______________________________________________________________________________
Entity : 01 Computer Science
Quarter : 01
1 Net Income 38,100 18,510 -19,590 -51.42 18,510 132,810
4 Revenue 51,000 30,000 -21,000 -41.18 30,000 187,000
401 Tuition Fee 45,000 30,000 -15,000 -33.33 30,000 165,000
402 Lab Fee 3,000 0 -3,000 0 0 9,000
403 Book Fee 3,000 0 -3,000 0 0 9,000
5 Expenses 12,000 11,490 -1,410 -10.93 11,490 50,190
501 Salary 12,000 10,850 -1,150 -9.58 10,850 46,850
5011 Salary - Full Time 9,000 9,000 0 0.00 9,000 36,000
5012 Salary - Wages 3,000 1,850 -1,150 -38.33 1,850 10,850
502 Office Supplies 300 290 -10 -3.33 290 1,190
503 Telephone ■■ 300 250 -50 -16.67 290 1,150
504 Insurance 300 100 -200 -66.67 100 1,000
Quarterly Budget vs Actual Report
1992
Group Units
Budget Actual Variance Variance Budget Revised
Period Description QTR QTR QTR % YTD Projection
_______________________________________________________________________________
Group Unit: Admn - Adminstration
Quarter : 01
1 Net Income 38,100 18,510 -19,590 -51.42 18,510 132,810
4 Revenue 51,000 30,000 -21,000 -41.18 30,000 187,000
401 Tuition Fee 45,000 30,000 -15,000 -33.33 30,000 165,000
402 Lab Fee 3,000 0 -3,000 0 0 9,000
403 Book Fee 3,000 0 -3,000 0 0 9,000
5 Expenses 12,000 11,490 -1,410 -10.93 11,490 50,190
501 Salary 12,000 10,850 -1,150 -9.58 10,850 46,850
5011 Salary - Full Time 9,000 9,000 0 0.00 9,000 36,000
5012 Salary - Wages 3,000 1,850 -1,150 -38.33 1,850 10,850
502 Office Supplies 300 290 -10 -3.33 290 1,190
503 Telephone 300 250 -50 -16.67 290 1,150
504 Insurance 300 100 -200 -66.67 100 1,000
Quarterly Budget vs Actual Report
1992
Overall Summary
Budget Actual Variance Variance Budget Revised
Period Description QTR QTR QTR % YTD Projection
_______________________________________________________________________________
Quarter: 01
1 Net Income 38,100 18,510 -19,590 -51.42 18,510 132,810
4 Revenue 51,000 30,000 -21,000 -41.18 30,000 187,000
401 Tuition Fee 45,000 30,000 -15,000 -33.33 30,000 165,000
402 Lab Fee 3,000 0 -3,000 0 0 9,000
403 Book Fee 3,000 0 -3,000 0 0 9,000
5 Expenses 12,000 11,490 -1,410 -10.93 11,490 50,190
501 Salary 12,000 10,850 -1,150 -9.58 10,850 46,850
5011 Salary - Full Time 9,000 9,000 0 0.00 9,000 36,000
5012 Salary - Wages 3,000 1,850 -1,150 -38.33 1,850 10,850
502 Office Supplies 300 290 -10 -3.33 290 1,190
503 Telephone 300 250 -50 -16.67 290 1,150
504 Insurance 300 100 -200 -66.67 100 1,000
DATE: 02/01/92 Yearly Budget and Actual Report Page: 1
1992
Entity Units
Account Description Budget Actual Variance
--------------------------------------------------------------------
Entity: 01 Computer Science Department
1 Net Income 92,400 16,260 -76,140
4 Revenues 144,000 27,750 -116,250
401 Tuition Fee 120,000 0 -92,250
402 Lab Fee 12,000 0 -12,000
403 Book Fee 12,000 0 -12,000
5 Expenses 51,600 11,490 -40,100
501 Salary 48,000 10,850 -37,150
5011 Salary - Full Time 36,000 9,000 -27,000
5012 Salary - Wages 12,000 1,850 -10,150
502 Office Supplies 1,200 290 -910
503 Telephone 1,200 250 950
504 Insurance 1,200 100 1,100
DATE: 02/01/92 Yearly Budget and Actual Report Page: 1
1992
Entity Groups
Account Description Budget Actual Variance
--------------------------------------------------------------------
Entity Group: Admn - Administration
1 Net Income 92,400 16,260 -76,140
4 Revenues 144,000 27,750 -116,250
401 Tuition Fee 120,000 0 -92,250
402 Lab Fee 12,000 0 -12,000
403 Book Fee 12,000 0 -12,000
5 Expenses 51,600 11,490 -40,100
501 Salary 48,000 10,850 -37,150
5011 Salary - Full Time 36,000 9,000 -27,000
5012 Salary - Wages 12,000 1,850 -10,150
502 Office Supplies 1,200 290 -910
503 Telephone 1,200 250 950
504 Insurance 1,200 100 1,100
DATE: 02/01/92 Yearly Budget and Actual Report Page: 1
1992
Overall Summary
Account Description Budget Actual Variance
--------------------------------------------------------------------
1 Net Income 92,400 16,260 -76,140
4 Revenues 144,000 27,750 -116,250
401 Tuition Fee 120,000 0 -92,250
402 Lab Fee 12,000 0 -12,000
403 Book Fee 12,000 0 -12,000
5 Expenses 51,600 11,490 -40,100
501 Salary 48,000 10,850 -37,150
5011 Salary - Full Time 36,000 9,000 -27,000
5012 Salary - Wages 12,000 1,850 -10,150
502 Office Supplies 1,200 290 -910
503 Telephone 1,200 250 950
504 Insurance 1,200 100 1,100
2.5 UTILITIES MENU
─────────────────────────────────────────────────────────────────────────
The following screen will be displayed when the Utilities option is
selected from the Menu. It allows you to select one of the following
options to execute:
INITIALIZE DATABASE - this option allows you to re-initialize
all data files. All existing records in the database will be purged.
BACKUP DATABASE FILES - this option allows you to save all existing
data files into backup diskettes.
RESTORE DATABASE FILES - this option allows you to restore all data
files from backup diskettes.
REBUILD INDEXES - this option allows you to re-build the indexes
of all existing data files.
┌─────────────────────────────────────────────────────────────────────────┐
│ Tables Tracking Summares Reports Utilities Quit │
└─────────────────────────────────────────────────────────────────────────┘
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▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│Backup Up Files │▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│Restore Files │▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓╔════════════════════════════════│Rebuild Index Files │▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ └──────────────────────┘▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ST-BUDGET ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Budget Tracking System ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Version 1.8 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Copyright (c) SoftTalk Computing Inc. 1991-1992 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ P.O.Box 68028 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Calgary, AB. Canada T3G 3N8 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ Phone: (403) 241-1519 ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓║ ║▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓╚══════════════════════════════════════════════════════╝▓▓▓▓▓▓▓
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▓▓▓▓▓Press F1 key for help menu, Enter key to execute, Esc key to exit▓▓▓▓▓
2.5.1 Initialize DataBase
────────────────────────────────────────────────────────────────────────
The following screen will be displayed when the Initialize DataBase option
is selected from the Utilities menu item. It allows you to initialize
all data files so that you can start the system with a new database.
Be sure you backup all files before you run this process.
Enter the serial number and press Enter key to initilaize database.
For shareware version, simply press the Enter key to continue.
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▓▓▓▓▓▓▓▓▓▓▓┌─ [ Initialize Database ]─────────────────────────────┐▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ Enter Serial Number : │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓└──────────────────────────────────────────────────────┘▓▓▓▓▓▓▓
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2.5.2 Backup DataBase Files
This screen allows you to backup the current budget data onto diskette.
Enter drive (A or B), insert the diskette into the dirve you specified,
and press the F10 key to execute.
F1-Help F10-Process Esc-Exit
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▓▓▓▓▓▓▓▓▓▓▓┌─ [ Backup Database Files]────────────────────────────┐▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ Enter Drive : A │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓└──────────────────────────────────────────────────────┘▓▓▓▓▓▓▓
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2.5.3 Restore DataBase Files
This screen allows you to restore database tables from the previous
backup. Enter drive ( A or B ), insert the backup diskette to the
drive you specify and press the Enter key to execute.
F1-Help F10-Process Esc-Exit
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▓▓▓▓▓▓▓▓▓▓▓┌─ [ Restore Database Files ]──────────────────────────┐▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓│ Enter Drive : A │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓│ │▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓└──────────────────────────────────────────────────────┘▓▓▓▓▓▓▓
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2.5.4 Rebuild Index Files
This screen allows you to rebuild all index files. Select Yes or No
option and press the Enter key to process.
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▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓┌───────────────────────────────────────┐▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│ Are you sure you want to re-build all │▓▓▓▓▓▓▓▓▓▓▓▓▓
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│ index files ? │▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓│ Yes No │▓▓▓▓▓▓▓▓▓▓▓▓▓
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▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓└───────────────────────────────────────┘▓▓▓▓▓▓▓▓▓▓▓▓▓
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