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#1 Graphing and Utilities Menu Page 1 of 2 1 Graph Checking Data ─┐ ╔══════════════════════════════════════════╗ 2 Graph Investment Data ─┴───╢ Make bar charts of either Checking or in-║ 3 Import Data ─┐ ║ vestment data. Graphs may be printed on ║ 4 Export Data ─┤ ║ the screen, printers (capable of printing║ 5 Transfer Data ─┐ │ ║ the IBM "extended ASCII" character set), ║ 6 DOS Portal │ │ ║ or on disk for use in a word processor. ║ 7 Checkwriter │ │ ╚══════════════════════════════════════════╝ 8 Exit to DOS │ ╔═╧══════════════════════════════════════════════╗ Esc to run CashTrac │ ║ Send CashTrac data to, or receive data from, ║ │ ║ spreadsheet or data base management programs. ║ │ ║ Permits customized applications such as graph- ║ │ ║ ing, sorting, or reporting. ║ │ ╚════════════════════════════════════════════════╝ ╔══╧══════════════════════════════════════════════════╗ ║ Transfer data from any CashTrac data file to any ║ ║ other CashTrac data file. Data may also be deleted ║ ║ in batches as it is transferred. ║ ╚═════════════════════════════════════════════════════╝ @2 Graphing and Utilities Menu Page 2 of 2 1 Graph Checking Data 2 Graph Investment Data ╔═════════════════════════════════════════╗ 3 Import Data ║ Same as on main menu. Do disk director-║ 4 Export Data ┌──╢ ies, change system and data disk default║ 5 Transfer Data │ ║ drives and paths, or leave CashTrac in ║ 6 DOS Portal ──────┘ ║ memory while running DOS commands. ║ 7 Checkwriter ──────┐ ╚═════════════════════════════════════════╝ 8 Exit to DOS ────┐ │ ╔═════════════════════════════════════════╗ Esc to run CashTrac ┐ │ └──╢ Select and print checks on printer in ║ │ │ ║ any format. ║ ╔══════════════════════╧╗ │ ╚═════════════════════════════════════════╝ ║ Floppy disk users, ║ │ ╔═════════════════════════════════════════╗ ║ press Esc, then put ║ │ ║ The proper way to exit. Closes all ║ ║ System Disk 1 in drive║ └────╢ files and saves all data and returns to ║ ║ A: and press any key ║ ║ the default drive. ║ ║ to run CASHTRAC.EXE. ║ ╚═════════════════════════════════════════╝ ╚═══════════════════════╝ See manual if OUT OF MEMORY error occurs after pressing Esc. #3 Checking Account Graphing Page 1 of 3 MACRO: A macro saves the screen full of options in a file for later use. To list existing macro names, type LISTMAC and press the End key. To make a new macro, enter a macro name, then enter data, THEN press the End key to save the macro. A NONEXISTENT error message will indicate that the name doesn't exist. Press End again to continue. To change a macro, enter the existing macro name and press the End key. The NONEXISTENT message will appear if the macro does not exist. Try again. Make any changes and press the End key to save. TIME UNITS: Graph data by Day, Week, Month, or Year. ROLLING TIME FRAME: Enter a number from 1 to 37, and that number of Days, Weeks, etc. prior to today's date will be plotted. To use the following Start and End dates, leave the Rolling Time field blank. START AND END DATEs: If the Rolling Time field is blank, the program will plot data starting and ending on the selected dates (mo/da/yr). PRINT TO SCREEN OR PRINTER: Enter a P to print on the printer or S to print on the screen. See next help screen for hardware required. #4 Checking Account Graphing Page 2 of 3 Screen printing works with both mono and graphics monitors. Printers need the ability to print the entire IBM "extended ASCII" character set. The graphs do not require a graphics capability. They consist entirely of text characters. Confused? So is the computer industry. PRINT TO DISK: Enter a filename here to print the graph to a disk file that may be printed on the screen or printer at a later time. As print files are entirely text, they may be merged with all word processor text documents. No graphics capability is needed. ACCUMULATE TOTALS: Enter N to plot just the amount pertaining to a given time slot. Enter a Y to plot a cumulative total of the amount in the given time slot plus the amount in the previously plotted time slot. POLARITY: + Deposits, interest, and positive dollar amounts are above the axis, expenditures and negative amounts are below the axis. 0 All amounts are above the axis, regardless of sign. - The reverse of using + (negative above, positive below the axis) SHOW GRID LINES: Y to print grid lines, N to not print grid lines. @5 Checking Account Graphing Page 3 of 3 CHECKING ACCOUNT NUMBER: Select account number 1 to 16. SELECT PURCHASE ...: To plot data from the entire account, put an E in the box. To plot just one Purchase Group, put the group number in the box. Budget limit will not print if the entire account is selected. To view list of groups, enter group 999, then press the End key. SELECT TRANSACTIONS: Select the type of data to be printed on each of 4 plots (i.e., 4 bars can print on one chart). If more than one type is selected, it will be added algebraically to the other types selected. COLOR: Select a color for each of the plots selected. Colors for your moni- tor appear as 0-15 below this field. Monochrome monitor users will probably select one color for all plots, but use a different STYLE. STYLE: Select a style for each plot. The styles (A-D) appear above this field. Color monitor users will probably select style A with 4 different colors. For printing to disk or printer, if more than one plot is to be printed, use different styles, as color information will not be sent to the printer or disk file. @6 Investment Account Graphing See Check Graphing Help for parameters from MACROs to GRID LINES. SELECT ACCOUNT . . : Select E to plot data from the entire investment file. To plot just one investment account, put the account number in the box. To view account list, enter account 999, then press End key. SELECT TRANSACTIONS: Select the type of data to be printed on each of 4 plots (i.e., 4 bars can print on a chart). If more than one type is select- ed, it will add algebraically to the others selected. Current value overrides other selections, except when the entire file is selected. COLOR: Select a color for each of the plots selected. Colors for your moni- tor appear as 0-15 below this field. Monochrome monitor users will probably select one color for all plots, but use a different STYLE. STYLE: Select a style for each plot. The styles (A-D) appear above this field. Color monitor users will probably select style A with 4 different colors. For printing to disk or printer, if more than one plot is to be printed, use different styles, as color information is only sent to the screen. @7 Graph For a graph legend, press the L key and then the enter key. Checking Account Data Types Investment Account Data Types ─────────────────────────── ───────────────────────────── M Monthly budget levels P Purchase/Deposit Y Yearly budget levels S Sale/Withdrawal C Checks N iNterest paid D Deposits I Interest reinvested I Interest V diVidends paid P cash Purchases D Dividends reinvested R cRedits F Fees W Withdrawals C Current value of account* ≡ Yearly budget level* (* Will not print when entire ≈ Monthly budget level* file is selected) PRECISION: The graphs use text characters 80─▐───────▓▓──── that tend to spill over lines. Note that ─▐ ▒▒ ▓▓ the graph at the right shows 70, 75, and 80. 70─▐─░░─▒▒─▓▓──── ─▐ ░░ ▒▒ ▓▓ PRESS Esc TO QUIT THE GRAPH SCREEN ▐▀▀▀▀▀▀▀▀▀▀▀▀▀ #8 Import Data Page 1 of 3 Use this feature to take properly formatted data from disk files and store it in either the Investment Account file or any Checking Account file. SEND DATA TO: Pick 0 to send imported data to the Investment file, or 1 to 16 to send data to Checking Accounts 1 to 16 respectively. DRIVE\PATH: The drive\path where the above selected account resides. DATA FORMAT: Select 1 if character data are delimited by quotes and commas. Select 0 if all data are separated by a space (see below). DRIVE\PATH: The drive\path where the FILE NAME below resides. FILE NAME: The name of the file containing the data to be imported. CHECKING DATA FORMAT: Check No. ┌───────Tax Deduction Record Type ─┐ Date │ │ ┌───Reconciled Split Subtype──┐ │ MM DD YY │ │ │ ┌Purchase Group $ Amount─┐ │ │ │ │ │ │ │ │ │ ┌─To: │ │ (Delimited) "O",12,31,85,123456,"N","Y",123,"Must be 25 char long",355.75,"*" │ │ │ │ │ / / / │ │ │ (Undelimited) O 9/ 9/85 123456 N Y 123 Must be 25 char long 1234567.89 * #9 Import Data Page 2 of 3 Be careful when importing SPLITs: The date for all splits and their main record must be the same. The same is true of check numbers. The SPLIT SUB- TYPE must be the same as the main record type. Dates and check numbers not following these rules will automatically be set to the values on the first split. Type mismatches will cause the records to fail to import. INVESTMENT DATA FORMAT: Record Type ─┐ Date Number of shares───┐ │ MM DD YY ┌Investment account no. $ Amount─┐ │ │ │ │ │ │ ┌─For │ │ (Delimited) "P",2,27,81,123,"BORROW BIG BUCKS TODAY ",1234567.89,1234567.890 │ │ │ │ │ │ │ │ (Undelimited) P 2/25/81 123 INITIAL STOCK PURCHASE 1234567.89 1234567.890 Delimited data rules: Character data must be surrounded by quotation marks. Numeric data must not. All data fields must be separated by commas. Character fields must be of the length specified below. Undelimited data rules: Each field must be separated by a blank (ASCII 32). All fields must be of the exact length specified below. @10 Import Data Page 3 of 3 FIELD LENGTH MAX MIN VALID CHARACTERS ▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄ Record Type ▌ 1 ▌ ▌ ▌ C D I M O P R S W Y (Checking) ▌ ▌ ▌ ▌ C D F I N P S V (Investment) Month (MM) ▌ 2 ▌ 12 ▌ 1 ▌ Day (DD) ▌ 2 ▌ 31 ▌ 1 ▌ Year (YY) ▌ 2 ▌ 99 ▌ 0 ▌ Check Number ▌ 6 ▌ 999999 ▌ 1 ▌ (MIN=0 for non-checks) Tax Deduction ▌ 1 ▌ ▌ ▌ Y or N only, in caps. Reconciled ▌ 1 ▌ ▌ ▌ Y or N only, in caps. Purchase Group▌ 3 ▌ 255 ▌ 0 ▌ Invest. Acc't ▌ 3 ▌ 255 ▌ 0 ▌ To or For ▌ 25 ▌ ▌ ▌ Must be this length in all cases. $ Amount ▌ 10 ▌ 9999999.99 ▌ 0 ▌ Opening Balance may be negative. No. of Shares ▌ 11 ▌ 9999999.999 ▌ 0 ▌ Split Subtype ▌ 1 ▌ ▌ ▌ C D I W * (Checking only) ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ Memos are not capable of being imported or exported. #11 Export Data Page 1 of 3 Use this feature to print CashTrac file data to a disk file in a format suit- able for importing into most data base manager or spreadsheet programs. TAKE DATA FROM: Pick 0 to take data from the Investment file, or 1 to 16 to take data from Checking Accounts 1 to 16 respectively. DRIVE\PATH: The drive\path where the above selected account resides. OUTPUT FORMAT: Select 1 to delimit data with quotes and commas. Select 0 to delimit data with spaces. DRIVE\PATH: The drive\path where the data file named below will reside. FILE NAME: The name of the file to receive the exported data. PURCHASE GROUPS Select one or all Purchase Groups or Investment Accounts to INVEST. ACCOUNT be exported. For a list, type 999 and press End. DELETE DURING TRANSFER: Select Y to delete data from the CashTrac source file as it is being exported (i.e., this is a batch delete). STARTING AND ENDING RECORD NUMBERS: Use record numbers (from main program reports) to select data for export, or . . . STARTING AND ENDING DATES: Use dates to select data for export. MEMO records will not be exported. #12 Export Data Page 2 of 3 Checking data will be put in the following format: Check No. ┌───────Tax Deduction Record Type ─┐ Date │ │ ┌───Reconciled Split Subtype──┐ │ MM DD YY │ │ │ ┌Purchase Group $ Amount─┐ │ │ │ │ │ │ │ │ │ ┌─To: │ │ (Delimited) "C",12,31,85,123456,"N","Y",123,"Will be 25 char long",355.75,"*" │ │ │ │ │ / / / │ │ │ (Undelimited) C 9/ 9/85 123456 N Y 123 Remark will be 25 char 1234567.89 * ────────────────────────────────────────────────────────────────────────────── Investment data will be put in the following format: Record Type ─┐ Date Number of shares───┐ │ MM DD YY ┌Investment account no. $ Amount─┐ │ │ │ │ │ │ ┌─For │ │ (Delimited) "P",2,27,81,123,"BORROWED MORE BUCKS ",1234567.89,1234567.890 │ │ │ │ │ │ │ │ (Undelimited) S 2/25/81 123 TO PAY NEEDY AUTHOR 1234567.89 1234567.890 Delimited data rules: Character data will be surrounded by quotation marks. Numeric data will not. All data fields will be separated by commas. Character fields will be of the length specified below. @13 Export Data Page 3 of 3 Undelimited data rules: Each field will be separated by a blank (ASCII 32). All fields will be of the exact length specified below. FIELD LENGTH MAX MIN VALID CHARACTERS ▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄▄ Record Type ▌ 1 ▌ ▌ ▌ C D I M P R S W Y (Checking) ▌ ▌ ▌ ▌ C D F I N P S V (Investment) Month (MM) ▌ 2 ▌ 12 ▌ 1 ▌ Day (DD) ▌ 2 ▌ 31 ▌ 1 ▌ Year (YY) ▌ 2 ▌ 99 ▌ 0 ▌ Check Number ▌ 6 ▌ 999999 ▌ 1 ▌ (MIN=0 for non-checks) Tax Deduction ▌ 1 ▌ ▌ ▌ Y or N only, in caps. Reconciled ▌ 1 ▌ ▌ ▌ Y or N only, in caps. Purchase Group▌ 3 ▌ 255 ▌ 0 ▌ Invest. Acc't ▌ 3 ▌ 255 ▌ 0 ▌ To or For ▌ 25 ▌ ▌ ▌ Must be this length in all cases. $ Amount ▌ 10 ▌ 9999999.99 ▌ 0 ▌ May be negative for opening balances. No. of Shares ▌ 11 ▌ 9999999.999 ▌ 0 ▌ Split Subtype ▌ 1 ▌ ▌ ▌ C D I W * (Checking only) ▌ ▌ ▌ ▌ #14 Transfer Data Page 1 of 2 Use this feature to transfer batches of data between two CashTrac data files. This is especially useful for removing data from a large checking account at the end of a year in order to speed up reports and searches. It is also useful for removing dormant investments from the investment file. TAKE DATA FROM: Pick 0 to take data from the Investment file, or 1 to 16 to take data from Checking Accounts 1 to 16 respectively. DRIVE\PATH: The drive\path where the above selected data reside. SEND DATA TO: Use 0 for investments, 1 to 16 for checking data, as above. DRIVE\PATH: The drive\path where the data will be sent to. Note that data may not be taken from and sent to the exact same file. PURCHASE GROUPS Select one or all Purchase Groups or Investment Accounts to INVEST. ACCOUNT be transferred. For a list, type 999 and press End. DELETE DURING TRANSFER: Select Y to delete data from the source file as it is being transferred (i.e., this is a batch delete). STARTING AND ENDING RECORD NUMBERS: Use record numbers (from main program reports) to select which data to transfer, or . . . STARTING AND ENDING DATES: Use dates to select data for transfer. *** SEE NEXT SCREEN FOR PRECAUTIONS *** @15 Transfer Data Page 2 of 2 Removing records from a checking account will alter the balance of the account. To maintain a proper balance: -Record the account's ending balance prior to the transfer (use report #2). -Transfer data to a backup disk or subdirectory to be used as an "archive." -Run report #2 again. Take the new ending balance, subtract it from the old ending balance, and enter the result as an "O" transaction having a date in the same time period as the deleted data. -Sort the file to purge the deleted records and to reposition the "O" record. Be careful when transferring checking data to not transfer split records or memos without their main records. This can be avoided by transferring by date rather than by record number. If a main record should be deleted leav- ing a "free" split or memo, the split or memo will attach itself to the clos- est main record. It may be necessary to delete the main record and reenter it in order to eliminate the "parasites." It is recommended that only entire investments be transferred and deleted. Transferring and deleting only part of an investment will cause a false final value that can be corrected by entering a dummy purchase or sale to restore the proper value. @16 DOS Portal Menu Help 1 Change data drive ─────┐ ╔══════════════════════════════════════════╗ 2 Change system drive ─────┴─╢Change the drive and DOS path where Cash- ║ 3 Data disk directory ─────┐ ║Trac looks to find its data (check or in- ║ 4 System disk directory ─────┤ ║vestment files) or its system files (main,║ 5 Temporary exit to DOS ───┐ │ ║G&U, or checkwriter programs, help files, ║ │ │ ║configuration data). Temporary change-- ║ ■■■ NOTE ■■■ │ │ ║does not change default configuration. ║ │ │ ╚══════════════════════════════════════════╝ The file "COMMAND.COM" must │ │ ╔══════════════════════════════════════════╗ be on the disk in the A: │ └─╢Do a DOS directory of the current data or ║ drive, or the DOS SET com- │ ║system disk and path. ║ mand must have been used to │ ╚══════════════════════════════════════════╝ alter the expected location │ ╔═══════════════════════════════════════════╗ of COMMAND.COM, otherwise │ ║Temporarily exit to DOS and leave CashTrac ║ menu options 3, 4, & 5 will └──╢resident in memory. Run other programs or ║ not function. COMMAND.COM ║DOS commands. Type EXIT to return to Cash-║ is a program on your DOS ║Trac. Files are closed prior to exit to DOS║ diskette. ╚═══════════════════════════════════════════╝ @17 Checkwriter Menu 1. Print Batch Checks ───┐ ╔═══════════════════════════════════════════╗ 2. Print Selected Checks ──┐└─╢ Print all checks between selected starting║ 3. Print Test Pattern ─┐│ ║ and ending record numbers in any account. ║ 4. Check Configuration──┐ ││ ╠═══════════════════════════════════════════╣ 5 Graphing Menu ─┐│ │└──╢ See and select checks for one-at-a-time or║ Esc to run CashTrac┐││ │ ║ batch print of selected checks. ║ │││ │ ╠═══════════════════════════════════════════╣ ╔═════════════════════╗│││ └───╢ Verify selected configuration and paper ║ ║ Floppy disk users ╟┘││ ║ alignment. Send printer control characters║ ║ must press Esc, then║ ││ ╠═══════════════════════════════════════════╣ ║ put System Disk 1 ║ ││ ║ Set the format for check printing. The ║ ║ in drive A: in or- ║ │└─────╢ default format is for DELUXE CHECK FORMS ║ ║ der to run the main ║ │ ║ dual purpose check #1004, but any other ║ ║ program. ║ │ ║ form may be programmed. ║ ╚═════════════════════╝ │ ╠═══════════════════════════════════════════╣ └──────╢ Go to the main Graphing and Utilities ║ ║ program menu. ║ ╚═══════════════════════════════════════════╝ See manual if OUT OF MEMORY error occurs after pressing Esc. @18 Printing Selected Checks A check selected for printing has a highlighted record number (REC). A check that already has been printed has a P in the right column, otherwise an N. Use cursor up or down and page up or down to position the cursor and press the space bar to select/deselect the check next to the cursor. Press the 1 key to print the check next to the cursor. Press the A key to print all selected checks. Any check may be reprinted regardless of its printed/not-printed status, therefore the 1 check option may be used to test print a check to verify check form alignment and configuration, or use T to print a test pattern that more fully fills the check fields. ***************************************************************************** *Make sure your printer is on and selected, etc., and that you have run the * *configuration option to set the proper (or default) configuration on disk, * *otherwise no checks will print. * ***************************************************************************** In addition to selecting checks for printing from this screen, checks may be selected for printing when entered into the checking account from the Check- in Data Entry screen in the main CashTrac program. #19 Checkwriter Configuration Page 1 of 2 To restore the default configuration, exit to DOS and delete the file named CHEKFORM.CT6. (So it's ok to experiment.) When changing formats, print checks on scratch paper until the desired format is attained. Data may be printed on check, stub, or both. The field to be printed is at the left side of the box (Check, amount, etc.). The maximum length of the field is listed in the STUB or CHECK FIELD columns. They may, but probably should not, be changed. If the field size selected is too short, the field will be truncated. If too long, it may encroach upon other fields on the same line. The size of the check in rows and columns is selected from the next configur- ation screen. Row 1 is the top of the form comprising the check and stub (or just check if no stub is present). The bottom row number is the bottom of the check. Select a row and starting column for each field to place that field at any desired location on the form. Fields extending beyond the sides of the form will be truncated. Fields selected to print on lines below the bottom of the form will not print. Of several fields selected to print in the same space, the lowest in the table will supersede the highest in the table. @20 Checkwriter Configuration Page 2 of 2 To prevent a field from printing (for example there are 3 date formats, only one of which will probably be used), select row 0 for that field. Memos: A memo starting with an @ character will print on the check (if selected), and will print in the Unpaid Bills reports, but will be suppressed in all other reports. Because of this, a payee address may be entered into the unpaid bills file as a memo starting with an @ sign. When the bill is paid, the memo will not clutter reports, but it will be available to print at the selected location on the check form. Each backslash (\) in the memo will force the subsequent memo information to skip one line on the check and start printing in the selected memo column. For example, the following memo line: @301 N. Beauregard St. #1218\Alexandria, VA 22312 will print as: 301 N. Beauregard St. #1218 Alexandria, VA 22312 Use Ctrl-left and right arrow to cursor left and right, and End to continue. @21 Checkwriter Configuration Screen 2 Notes 1, 2, and 3 are custom statements that will print on each check, if selected. The note may be any printable characters from 1 to 30 in length. Use the Printer Setup field to send special control codes (provided by your printer manual) to the printer to alter the character spacing, line spacing, fonts, etc. Enter a 3 digit code for each control character to be sent to the printer. For example, to shift an Epson printer into emphasized print requires the code: Esc E. From the printer manual, the decimal code for Esc is 027 and the code for E is 069. Therefore enter 027 069. Fill Amount Field: Enter Y to print numeric dollar amounts as ****123.45. Form Length is the number of lines from the top of the check stub (or check if there is no stub) to the bottom of the check. Note that if the printer's lines per inch are altered using the printer setup option, then the length of the form in lines must also be adjusted. Form Width is the width in characters of the check. If the number of charac- ters per inch is changed using the printer setup option, then the Form Width must also be adjusted.