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HELP.1
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1990-01-06
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8KB
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217 lines
To select an item from the menu, press and hold down the
ALT key and then press the first letter of the menu item
you wish to select from.
TRANSACTIONS : ╔═════════════════╗
║Checking Account ║
║Savings Account ║
║MasterCard ║
╟─────────────────╢
║Reconcile Account║
╚═════════════════╝
The Transactions Window, displays all available Bank
Accounts (cash accounts are treated the same as bank
accounts) and Credit Cards. From any Bank Account or
Credit Card, funds can be transferred TO another
account or FROM another account. To get more help on
transactions, select SPECIFIC TOPIC during a
transaction entry.
To Reconcile an account (Balance your Check Book etc.),
select to the RECONCILE ACCOUNT item in the Window.
After which, you will be asked to select the Bank
Account or Credit Card account you wish to reconcile.
REPORTS : ╔══════════════════╗
║Transaction List ║
║Income & Expenses ║
║Personal Net Worth║
║Account Balances ║
║Tax Items ║
║Payment Reminders ║
║Loan Amortization ║
╚══════════════════╝
1) Transaction List is a listing of all the
transactions for the selected month.
2) Income and Expenses will report all expenses and
income made for the given month and all expenses and
income made for the given year.
3) Personal Net Worth is a report of all assets minus
liabilities. Assets include all bank accounts plus all
other assets. Liabilities include all credit cards plus
all other liabilities.
4) Account Balances is a monthly and year to date
summary of all accounts which have been created on your
Data File.
5) Tax items report is a listing of all tax related
transactions occurring for the year to date. Taxed
items are marked when making transactions by placing a
'T' in the Tax column.
6) Payment Reminders allows you to set up all bills
which need to be paid on a timely basis. Each bill will
be marked with a 'Paid' next to it as it is being paid
during that month. When PCBUDGET runs, it first look at
the Payment Reminders to see which bills are needing to
be paid.
7) Loan Amortization allows you to display a schedule
of payments (principle and interest) for a loan of any
amount and any time period.
BUDGETS : ╔═════════════════╗
║Cost Budgets. . .║
║Profit Budget ║
║Cash Budget ║
╚═════════════════╝
1) Cost Budgets allow you to view and/or modify the
monthly budgeted amounts for any given account. You
may also view the actual cash flows for the given
account and compare it to the budgeted amount.
2) Profit Budget will display the actual vs. budgeted
income and expenses for any given month.
3) Cash Budget allows you to select the bank account
(cash account) where your cash flows originate from.
From there it also asks you which account(s) are the
sources of cash inflows (such as salary). Cash Budget
will then show you a schedule of all expected cash
inflows and outflows for the following four months.
CREATE : ╔═════════════╗
║Bank Accounts║
║Credit Cards ║
║Liabilities ║
║Assets ║
║Expenses ║
║Income ║
╟─────────────╢
║Create File ║
╚═════════════╝
Before accounts can be created, a data file must be set
up. The data file normally will exist on a floppy disk,
but can also exist on your hard disk (if you have one).
When a data file is created, 3 accounts are
automatically created. These accounts are,
Checking Account
Misc Income
Misc Expense
After you have created a Data File, choose the ALT-
R(eports) and select ACCOUNT BALANCES. You will get a
listing of these accounts. Then, select ALT-C(reate),
and begin creating all desired accounts. As accounts
are created, they will begin to appear in the ACCOUNT
BALANCES screen.
UTILITIES : ╔═════════════════╗
║Select File. . . ║
║File Transfer ║
║File Backup ║
║Name & Address ║
║Screen Colors ║
║Bar Graphs ║
║Print ║
╚═════════════════╝
'Select file' allows you to change the data file path
specifier. Whenever a new data file is created, the
path specifier is recorded and displayed in this
window. At any time, a different data file can be
viewed by selecting it.
'File Transfer' allows you to transfer data file
balances to a new data file. This is usually only used
with a new year. All balances for bank accounts,
assets, liabilities, and credit cards will be the same
as the December balances. Income and Expense balances
are reset to 0.
'File Backup' allows you to backup your data disk. This
is very advisable. It is not uncommon for a floppy disk
to go bad. It is best to backup your data file at the
end of each session.
'Name & Address' records you as the user of the program
and puts your name on reports.
'Screen Colors' allow you to change the colors
displaying on the screen (if you have a color monitor).
'Bar Graphs' allow your PCBUDGET data files to be
displayed graphically with Bar Graphs.
'Print' will print the current screen.
QUIT :
Quit PCBUDGET
VIEW :
Type ALT-V to change the current VIEWing month. The
current viewing month is displayed at the top right
corner of the screen. When PCBUDGET displays a month
different from the current month (entered at the
beginning of your session) the 'month' will flash.
PCBUDGET does not allow transactions to be made in a
month which has not yet occurred. For example, if the
date entered was 4-1-1990, then PCBUDGET will not allow
a transaction to occur in May, June, July, etc. . .
Transactions can, however, still be added or edited in
the previous months.
─────────────────────────────────────────────────────────────────
Whenever a window appears with arrows in the top and
bottom right corners, it means there is more
information available in the window. Pressing the
PgUp/PgDn key will scroll the contents of the window.
If you have a mouse, place the cursor on top of these
arrows, and left click for the same results.
The information window (the main window behind this
one) also has arrows in the top and bottom right
corners. When information is displayed, the same
scrolling effect results.
The 'Esc' key will always exit you from the current
activity, erase a window, or return to the previous
activity. When you are being asked a question, the
'Esc' key will generate a negative response. With a
mouse, a right click is the same as pressing the 'Esc'
key.
The 'F9' function key, is always used to RECORD,
EXECUTE, or SELECT any type of record keeping activity.
EDITING AN ACCOUNT
To edit an account, select the ACCOUNT BALANCES under
the ALT-R(eports) menu, then press F1:EDIT. Select the
item you wish to modify or delete, by using the arrow
keys, then use the F9:SELECT key and make the changes
you need.
EDITING A TRANSACTION
To edit a transaction, select the TRANSACTION LIST
under the ALT-R(eports) menu or select an account under
the ALT-T(ransactions), then press F1:EDIT. Select the
item you wish to modify or delete, by using the arrow
keys, then use the F9:SELECT key and make the changes
you need.