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PF2READ.ME
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1994-02-18
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Spitfire Software
325 Breakwater Ridge
Atlanta, GA 30328
(404)257-0187
PF2 Version 4.03
IMPORTANT: If you have registered your copy of PF2, your
registration number is on the shipping label of the package that
PF2 was mailed to you in. You will need to enter it when you
first start PF2 Version 4.03.
UPGRADE NOTICE: This version of PF2 has a new tax code table. If you
plan to export your tax data to TurboTax, TaxCut, etc. you must load
the new table at install time. It is also highly recommended that you
read the chapter in the user's guide on the new tax facilities and on
converting your existing codes to the new ones.
SHAREWARE DISTRIBUTORS AND BBS SYSOPs:
Please read the file VENDOR.DOC for important suggestions on how
to best package PF2 for re-distribution via various media.
HARDWARE\SOFTWARE REQUIRED:
PF2 runs under IBM or MS DOS 3.1 or later, and OS/2 or MicroSoft
Windows as a DOS program. The hardware required is:
1. Any PC or PS/2 compatible computer.
2. The computer must have 450KB of main storage available for
application programs after operating system requirements
have been satisfied.
3. A fixed disk with at least 2MEGs of space available is
required to use PF2. 3.5MEGs are required to install the
system initially.
4. A printer on a parallel port if reports or checks are to be
printed.
INSTALLATION:
If you have received PF2 on diskettes, skip to install-part 2. If
you have down loaded PF2 from a BBS or the IBM PC Tools disk you
must first do the following:
1. When you have received PF2 electronically, it is packed into
one or more files using PKZIP(r) by Pkware, Inc. You must
obtain a copy of PKUNZIP.EXE to unpack the file. Most BBS's
disk have copies of PKUNZIP available for down loading.
2. To unpack PF2 into the directory to which you down loaded
it, make that directory the default directory. If you
received a single file, then at the DOS prompt enter the
command:
PKUNZIP PF2.ZIP
otherwise enter:
PKUNZIP PF2_XX_?.ZIP
for each file received where ? is the file letter (A, B, or C) and
XX is the release id.
3. Unpacking the file(s) will result in the files: INSTALL.EXE,
DARCH.EXE, PF2READ.ME (any last minute information), FILE_ID.DIZ
(a short discription of PF2), VENDOR.DOC (an information file
for shareware distributors), LICENSE.DOC, and PF2.001 through
PF2.017. You are now ready to start with the actual installation.
Installation, part 2:
1. IMPORTANT: Your CONFIG.SYS file must contain a FILES=20
statement. PF2 opens a large number of files at times and
the FILES statement sets the limit on the number that may be
open at any one time. It must be set to a value of at least
20.
2. If installing from diskette, place diskette #1 in your
diskette drive.
3. At the DOS prompt enter: D:\PATH\INSTALL where D is the
drive letter of the diskette or fixed drive you are
installing from and, if installing from a fixed disk, PATH
is the path to the directory containing the PF2 distribution
files. For example to install from diskette drive A, you
would enter:
A:\INSTALL
To install from the directory DOWNLOAD on fixed disk drive
C, you would enter:
C:\DOWNLOAD\INSTALL
4. Answer the questions asked by the install program. Help is
provided on the lower half of the screen for each question
or option. When you are satisfied with the answers, press
F10.
5. If you are installing from diskettes and received more than
one diskette, the install program will instruct you when to
place the next diskette in the drive. After you have done
so, press any key except "Esc" to continue the install
process. If any problems are encountered during install, the
install program will notify you of the problem and what
actions to take.
STARTING PF2:
To start PF2, you must be in the PF2 program directory. To get to
the directory assuming it is C:\PF2, enter at the DOS prompt the
following two commands:
C:
CD\PF2
The first command makes the C drive the default drive if it is
not already. The second command makes \PF2 the default directory.
Then at the DOS prompt enter
PF2 DATABASE
where DATABASE is the path to the set of books you initially want
to open. The DATABASE parameter is optional. If it is not
included, PF2 will open/create the set of books in "MYBOOKS"
directory unless a set already exists in the PF2 program
directory; in which case they are opened. For a new install, it
is recommended that you start with the sample database and use it
as a learning tool. To start with the sample database enter:
PF2 SAMPDATA
HELP:
PF2 provides extensive context sensitive help. If you have a
question about a menu item or an input field just press "F1" for
help. A window will appear which will explain the menu item or
input field. The more you use help, the quicker you will learn
the system.
USER'S GUIDE:
The PF2 User's Guide is on-line. You access it by pressing Alt-F1
at any time. Once in the guide, you may print it by pressing F4.
The guide is about 70 pages long and covers all functions of the
program with a "how to" orientation. There is a hard copy
Reference manual with much greater detail that will be available
in Februry 1994 and will be priced at $35.00. You may order it
directly from Spitfire Software (Georgia residents please add
sales tax).
REGISTRATION:
If you use PF2 productively, you must register your copy and pay
the license fee. The benefits of registering are:
1. You receive free support from Spitfire Software for both
application questions and problem resolution.
2. You receive the PF2 Newsletter periodically which contains
the latest information on PF2 including helpful hints,
future enhancements, and update information.
3. Discounts on future releases of the program.
If you use PF2 illegally by not registering, you will not be able
to upgrade easily to future releases since PF2 will not migrate
your data.
To register, simply print out the registration instructions when
PF2 asks for your registration number. You may either mail in the
form with a check for the license fee to Spitfire Software or call
the listed 800 phone number and order by credit card. In return you
will receive the most current version of the system, your registration
number, and future mailings of the Newsletter. Non USA residents must
use a credit card or send US funds, a check drawn on a USA bank, or
an international money order.
OMBUDSMAN STATEMENT:
This program is produced by Spitfire Software, a member of
the Association of Shareware Professionals (ASP). ASP wants
to make sure that the shareware principle works for you.
If you are unable to resolve a shareware-related problem
with an ASP member by contacting the member directly, ASP
may be able to help. The ASP Ombudsman can help you resolve
a dispute or problem with an ASP member, but does not
provide technical support for members' products. Please
write to the ASP Ombudsman at 545 Grover Road, Muskegon, MI
49442-9427 USA, FAX 616-788-2765 or send a CompuServe
message via CompuServe Mail to ASP Ombudsman 70007,3536.
NEW USERS:
New users should read the first chapter of the User's Guide. It
contains an overview of PF2 and guidelines for how to get
started.
SUPPORT:
Spitfire Software is providing support free to registered users
via telephone Monday through Saturday between 8:00am and 5:00pm
EST. The voice telephone number is:
(404)257-0187
The fax number is:
(404)255-8032
You may also get support by writing directly to Spitfire Software
or by contacting us via
Prodigy at CSXM88A
or
CompuServe at 73577,442
SALES COMMISSION:
THIS OFFER ONLY APPLIES TO REGISTERED USERS OF PF2. If you have a
friend or relative who might like to use PF2, you can earn a
$5.00 commission by getting him/her to register. Give them a copy
of your diskettes (but not your registration number!) and have
them print and fill out the registration form referencing you by
name and attaching a check for $39.00. I will send you a check
for $5.00 when the form is received. The new user will be sent
their own current copy of PF2 with their registration number.
UPDATE HISTORY:
Version 4.02e This version has a number of enhancements and bug
fixes. The major enhancements are:
1. Import of stock prices from Prodigy has been
expanded to include more Prodigy file formats. Now
supported are both old and new Quote Track
formats, text or comma delimited with/without
headings. Also the name and directory that was
used to import price data is remembered between
sessions.
2. The default set of books opened when PF2 is
started when none is specified on the command line
is now "MYBOOKS" unless a set exist in the PF2
program directory.
3. Automatic backup is now provided as an option
whenever a set of books is closed such as when
exiting PF2 or opening another set.
4. The number of user defined auto transactions
has been increased from 17 to 34.
The bug fixes are:
1. Import of stock data in the generic format now
works correctly.
2. Error in creating the check print file when
creating a new set of books has been corrected.
Version 4.02f The enhancements in this version are:
1. Checking printing has been enhanced to support
print immediate as well as print spooling. Print
spooling has been further enhanced you allow the
user to decide when the checks are to be sent to
the printer.
2. Database backup has been enhanced to support
mulitple levels of backup. When backing up to a
fixed disk, PF2 saves the three most current
backup files.
3. Batch transaction files may now be processed
directly while in the enter transactions function.
Also all reported problems to-date have been fixed.
Version 4.02g The enhancements in this version are:
1. You may now share accounts between 2 or more
sets of books. For example, if you have a small
business and your personal finances both under
PF2 and you use your checking account for both but
desire to keep the business and personal books
separate, you may now do so.
2. When reconciling an account, the beginning
and ending balance are displayed and dynamically
updated as you mark transactions.
3. To improve the readability of PF2 panels, you
you may now specify separate colors for the
message and action key lines and for pick lists.
4. When using the topic index for the on-line
user's guide, you may jump to the section beginning
with a given sequence of charaters by entering those
characters. This is in addition to the word/phrase
search capability.
Also all reported problems to-date have been fixed.
Version 4.02h The enhancements in this version are:
1. The stock/mutual fund sell function has been
significantly improved in the area of selling
partial certificates.
2. The on-line user's guide now remembers where you
were when exiting and starts at that page when next
opened.
Version 4.02i The enhancements in this version are:
1. The stock/mutual reinvestment function has been
enhanced to support fund charges and transfer of
funds from other mutual funds.
2. The on-line user's guide is now accessable at any
time by pressing Alt-F1.
3. The bills function has been enhanced to support
a cap on the amount paid on a bill with an associated
credit account. This allows you to pay the bill in
installments.
4. A number of minor usablility enhancements have been
added.
Version 4.02j This is a maintenance release.
Version 4.03 The enhancements in this version are:
1. Support for the industry standard .TXF tax
information interchange file format has been added.
This enables the user to directly transfer data
from PF2 to many leading tax preperation programs
such as TurboTax and TaxCut.
2. The tax data tracking facilities have been
enhanced so that the vast majority of data needed
at tax time is now available directly from PF2. This
facility includes a new tax code table and facilities
for converting your existing codes to the new codes.
3. Facilities for backing out stock/bond transactions
have been added. This enables the user to more easily
correct errors in stock transactions.