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Monster Media 1994 #1
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BUSINESS
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PMIS3.ZIP
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1.INF
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1991-10-25
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1. USER OVERVIEW
This document contains information for using the features of
the PMIS system. It can be viewed on line by selecting the
User option on the Misc. screen or a hard copy can be
printed by selecting the Print Manual option on the Misc.
screen.
The Personal Management Information System (PMIS) is not
just another check book program. It is "THE" check book
manager that incorporates all the best features of past and
present check book programs that have inundated the Personal
Computer world. PMIS provides a personal budget system that
is fully integrated with the check book database. Also,
PMIS includes an Engagements feature that provides a desk
calendar and and an appointment manager. A credit card
manager is available to record all transactions for a
virtually unlimited number of credit cards. Finally, an
address book/mailing manager is included that provides a
very flexible, user defined personal database that allows
categorizing that is limited only by the user's imagination.
While PMIS cannot provide all things for all people, it is
extremely flexible, its set up screen providing the user the
opportunity to customize each individual installation of
PMIS.
The highlights of the check book managing feature of PMIS
are its ability record all check, cash, deposit and service
charge transactions, to print checks in any user defined
format, to maintain a list of "frequent payees" accessible
to the user from an indexed table, to print mailing labels
of the "frequent payees" that never include self addressed
envelopes, to "post" canceled checks, to search for and edit
data in the database, to display or print reports of user
selected transactions, to optionally record transactions in
user defined budget categories, to provide data backups, to
create new databases for new fiscal or calendar years and
set up a customized user environment.
The highlights of the personal budget feature of PMIS are
its ability to define up to 999 budget categories, to record
all check book and cash transactions in the selected budget
category, to keep records of current expenditures and number
of transactions in comparison to budgeted amounts and to
print or display user selected information for any or all
budget categories.
The highlights of the engagement feature are its ability to
record single or recurring appointments, delete them, and
mark them as kept or broken. An itinerary may be generated
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for a single or a range of dates that either displays or
prints a variety of appointment types selected by the user.
A calendar function allows the display of the current
month's calendar or any year and month between years 100 and
2999. The current month calendar displays appointments
pending for that month.
The credit card manager is integrated with the checking
account feature such that any checks issued against the
credit card will adjust its balance accordingly. The user
has the ability to record, edit, delete, search, post and
display or print credit card reports for any single credit
card or all credit cards in the system.
The address book/mailing manager has been designed to
provide the most flexible database for almost any
perceivable user. Up to 25 user defined attributes can be
assigned to each entry. The user can define a very
extensive set of categories and append the applicable
attributes as needed. The output of a search can be
displayed on the screen, printed on the printer, or mailing
labels generated for them. Attributes can be added or
deleted, and the database is updated accordingly.