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          WinCheck 3.0  DDE Tech Notes
Version 3.0h  10/24/91  ⌐ 1991 Wilson WindowWare, Inc

This document is separated into three sections:

  DDE Commands to Request WinCheck Information
  DDE Commands to Enter or Change WinCheck information
  The WinCheck DDE SDK



          DDE Commands to Request WinCheck Information
          ============================================

These commands are sent to WinCheck with the DDE Request convention.

GETEARLIESTUNCLEARED

  Description:
  GETEARLIESTUNCLEARED will place the following ASCII string into
  your return area:
      M:mm,Y:yy

GETREG
GETREGLITE

  Description:
  GETREG and GETREGLITE will get the information from a WinCheck
  Register, and place it into a tabbed ASCII file. GETREG returns
  all information about each transaction (payee, amount, category/split
  information, memo information, address, and tax/cleared status).
  GETREGLITE does not return category information, memo lines, or
  addresses.  GETREGLITE is substantially faster than GETREG.
  Certain filters can also be applied:

     M=mm                  Specify Month.
     Y=yy                  Specify Year
     F=All                 Show all (no filter, default)
     F=Cleared             Show Cleared
     F=Uncleared           Show Uncleared
     F=Credit              Show Credit
     F=Debit               Show Debit

  Example Usage's in Word for Windows:

  To get the entire register for the current month in WinCheck, Account TUT:
      {dde WinCheck TUT GetReg}

  To get the May 91 Register without memos or categories:
      {dde WinCheck TUT GetRegLite,m=05,y=91}

  To get the May 91 Register, cleared transactions only:
      {dde WinCheck TUT GetReg,m=05,y=91,f=cleared}

  To get the May 91 Register, cleared debits only:
      {dde WinCheck TUT GetReg,m=05,y=91,f=cleared,f=debit}

  Format of Output
  The output from GETREG will be a tabbed ASCII file.  Each tab
  represents a column.  Each transaction will have 16 columns. If
  the transaction is split amongst categories, then each split will
  be displayed on subsequent lines. GETREGLITE does not use columns 8-16.

  Column    Description                      Example

  1         Account ID                       TUT
  2         Unique Record                    12
            Number for that month
  3         Transaction Type                 300
            (see Table at end)
  4         Date                             03/10/91
  5         Check # (if any).                203
            Blank if not a check
  6         Payee/Description                Safeway
  7         Transaction amount.              -67.73
            Debits will have a
            negative sign.
  8         Category/Subcategory.             Personal:Food
            SPLIT if split.
  9         Tax significant.                  T
            A "T" indicates tax
            significance, a blank
            indicates otherwise.
  10        Transaction Cleared status        C
            A "C" indicates the
            transaction is cleared, a
            blank indicates otherwise.
  11        "To" line in Address              Seafirst Bank Co
  12        Address                           123 Main Street
  13        City, State                       Seattle, WA
  14        Zip code                          98000
  15        Memo 1                            Groceries
  16        Memo 2                            Party food

  The subsequent lines for a split transaction have the following format:

  Column    Description                     Example

  1         Split Number. Always in         #1
            numerical order with a
            pound sign.
  2         Split amount                    -23.43
  3         Category/Subcategory            Personal:Hobbies


  Example Output

 TUT0 100 03/04/91        Checking Deposit   2783.93 Royalty   T  C
 TUT1 300 03/05/91  3336  George Kilroy        -9.50 Personal:Newspaper T
 TUT2 300 03/05/91  3337  Seattle City Light -187.45 Utilities T  C
 TUT3 300 03/05/91  3338  U.S. West           -65.47 SPLIT     T #1 -35.34
 Utilities:Home Phone #2 -30.13 Utilities:Celluar Phone
 TUT4 300 03/05/91  3339  Cellular One       -114.68 Utilities T


GETCATEGORIES
GETCATEGORIESSORTED

  Description:
  GETCATEGORIES and GETCATEGORIESSORTED will get the list of categories
  and subcategories from WinCheck, and place it into an ASCII file.
  GETCATEGORIES is significantly faster than GETCATEGORIESSORTED.

  Example Usage in WinWord
    {dde WinCheck TUT GetCategories}
    {dde WinCheck TUT GetCategoriesSorted}

  Format of Output
  There is one category per line.

  Example Output (sorted)
   Band Income
   Car Pymt
   Computer
   Credit Cards
   Credit Cards:Gas
   Garden Svc
   Model Fees
   Mortgage
   Personal
   Personal:Food
   Personal:Hobbies
   Personal:Magazines
   Personal:Newspaper
   Royalty
   Utilities
   Utilities:Celluar Phone
   Utilities:Home Phone

GETCURDATE
  Description:
  GETCURDATE will return the current date.

GETCHECKING
GETSAVINGS
GETBNKCHECKING
GETBNKSAVINGS

  Description:
  These four commands will return the current balance for checking and
  savings accounts, for either Your balance or the Bank's balance.

GETCOMMON

  Description:
  GETCOMMON will get a list of the common transactions defined in WinCheck.
  Certain filters can also be applied:

     R=All          Show all Dates Common (default)
     R=ll-hh        Show Commons between ll and hh days
     F=All          Show both cleared and uncleared
     F=Cleared      Show Cleared
     F=Uncleared    Show Uncleared

  Example Fields in Word for Windows
  ==================================
  To get all of the Common Transactions:
      {dde WinCheck TUT GetCommon}

  To get all of the Common Transactions that are debits:
      {dde WinCheck TUT GetCommon,f=debit}

  To get all of the Common Transactions that happen from the 1st to the
  15th of the month:
      {dde WinCheck TUT GetCommon,r=1-15}

  Gets all Common Transactions that happen from the 1st to the 15th
  of the month, and credit the account:
      {dde WinCheck TUT GetCommon,r=1-15,f=credit}

  Format of Output

   There is one common transaction per line.  Each tab represents a
   column. There are four columns:

   Column    Description                    Example

   1         Transaction Properties         MP,R
   2         Day of month                   04
   3         Payee                          Seattle City Light
   4         Amount                         -9.50


  Example Output

   A       03      Checking Deposit             +2783.93
   MP      04      George Kilroy                   -9.50
   M       08      Seattle City Light              -0.00
   M       08      U.S. West Communications        -0.00
   M       08      Cellular One                    -0.00
   MPP,R   08      Wells Fargo Mortgage Co       -2245.85
   M       08      Smith Lawn and Garden Care     -145.56
   M       11      Checking Deposit              +3100.00



          DDE Commands to Enter or Change WinCheck Information
          ====================================================

These commands are sent to WinCheck with the DDE Execute convention.
If the last two characters ar NR (i.e. WRITECHECKNR), this will
supress a register recalc.  If you are going to add a bunch of
transactions at the same time, use the NR command, and then
use the RECALC command... this will increase speed dramatically.

WRITECHECK
WRITECHECKNR

  Description:
  WRITECHECK will enter a check into WinCheck's register. There are a
  number or parameters that can be filled in:

   Syntax          Description               Example

   D=mm/dd/yy      Specify Date              D=03/09/91
   T=dddd.cc       Specify Amt               T=45.84
   C=X             Specify Cleared           C=Y
   N=###           Specify check number      N=2342
   P="ppppppp"     Specify Payee             P="Seattle City Light"
   M="mmmmm"       Specify Memo1             M="Groceries"
   M2="mmmmm"      Specify Memo2             M2="Party Food"
   L="ccccc:ssss"  Specify Category          L="Personal:Groceries"
   $T=n*ddd.cc     Specify Split #n amount   $T=1*34.56
                   (max 32)
   $L=n*"ddd.cc"   Specify Split #n category $L=1*"Utilities:Home Phone"
                   (max 32)
   TO="ttt"        "To" part of Address      TO="Seattle City Light"
   ADDR="sss"      Street Address            ADDR="123 Main Street"
   CITY="ccc"      City                      CITY="Seattle"
   STATE=ss        State                     STATE=WA
   ZIP=zzzz        Zip                       ZIP=98004
   PRINT           Prints this check         PRINT


  Examples

  To make WinCheck write a check for 580.00 to Shorewood Apartments,
  category Rent, using the current date, and the current check #:

      [WriteCheck:p="Shorewood
      Apartments",t=580.00,l="Rent"]

  To make WinCheck write a check for 580.00 to Shorewood Apartments,
  category Rent, using the current date, and current check #, and print it:

      [WriteCheck:p="Shorewood
      Apartments",t=580.00,l=Rent,print]

  To make WinCheck write a check to US West for 65.47, split two ways,
  35.34 for Home Phone, and 30.13 for the cellular phone (the line
  breaks are for cosmetic reasons only):

      [WriteCheck:p="US West",T=65.47,
      $T=1*35.34,$L=1*"Utilities:Home Phone",
      $T=2*30.13,$L=2*"Utilities:Cellular Phone"]

CDEPOSIT
SDEPOSIT
CDEPOSITNR
SDEPOSITNR

  Description:
  CDEPOSIT and SDEPOSIT are used the same way as WRITECHECK. CDEPOSIT
  will make a checking deposit, and SDEPOSIT will make a savings deposit.

  Examples
  To make WinCheck make a deposit for 1000, split across "Band Income"
  and "Payroll", on May 15, 1991:

      [CDeposit:t=1000.00,
      $T=1*450.00,$L=1*"Band Income",
      $T=2*550.00,$L=2*"Payroll",D=05/15/91]

CMISC
SMISC
CMISCNR
SMISCNR

  Description:
  CMISC and SMISC allow you to make up your own transaction. Use the
  same parameters as WRITECHECK, but add the following:

   Syntax         Description                  Example

   DESC="ddd"     Specify Description          DESC="Service Fees"
   T=dddd.cc      Specify Amt                  T=45.84
   CR             Specify this transaction     CR
                  credits your account

  Examples
  To make WinCheck enter Service Fees for 6.50 on June 12, 1991.
      [CMisc:t=6.50,Desc="Service Fees",D=06/12/91]

ADD
ADDNR

  Description:
  ADD and ADDNR allow you to make up your own transaction. Use the
  same parameters as CMISC, but add the following:

   Syntax         Description                  Example

   Y=n            Specify Type (from Table     Y=303
                  at end of this doc,

   T=dddd.cc      Specify Amt                  T=45.84
   R=y|n          Specify Credit               R=Y

  Examples
  To make WinCheck enter 10.00 of interest to Savings on June 12, 1991.
      [ADD:t=10.00,Desc="Savings Interest",D=06/12/91,Y=303,R=Y]

MODIFY
MODIFYNR

  Description:
  MODIFY and MODIFYNR can be used to change certain properties about a
  transaction. These properties are:

     Transaction Amount
     Cleared/Uncleared Status
     Payee
     Check Number

  MODIFYNR will not cause a screen refresh or recalc afterwards. This is
  helpful if you are modifying a large group of transactions at once
  because the refresh is a slow process. You should use the RECALC command
  (explained elsewhere in this text).

  In order to modify a transaction, you must have the month, year,
  and the unique record number of the transaction. The GETREG or
  GETREGLITE functions can give you this information.

  When modifying a transaction, specify the date and the record number
  with the following parameters:

   Syntax         Description               Example

   D=mm/dd/yy     Specify Description       D=03/12/91

   R=nn           Specify number            R=7

  Example
  Consider the following output from GETREGLITE:

  TUT0   100        03/04/91           Checking  Deposit   2783.93   C
  TUT1   300        03/05/91    3336   George Kilroy         -9.50
  TUT2   300        03/05/91    3337   Seattle City Light  -187.45
  TUT3   300        03/05/91    3338   U.S. West            -65.47
  TUT4   300        03/05/91    3339   Cellular One        -114.68
  TUT5   300        03/05/91    3340   Wells Fargo Co     -2245.85

  If we want to clear the check to Seattle City Light (Unique Number 2),
  we would use the following command (notice how only the month and year
  need to be correct):

      [Modify:d=03/01/91,r=2,C=Y]

  Important:  If you change the amount of a transaction which is split,
  the category will be set back to "Personal".

RECALC

  Description:
  RECALC will cause a screen refresh and recalculation of WinCheck's
  data from a specified date.

  Example
  This command will recalc/refresh all data that is greater than or
  equal to March 1, 1991:

      [Recalc:D=03/01/91]


REGISTERADDON

  Description:
  A third party add-on tool can add itself to WinCheck's  Menu by using
  the REGISTERADDON command.  The following parameters are used:

   Syntax         Description          Example
   E="eee"        Executable Name      E="PAYROLL.EXE"

   D="ddd"        Menu Descriptor      D="Payroll Deposit..."

   S="sss"        Status Line Text     S="Make a Payroll Deposit"

   C="ccc"        Caption of your app  C="Payroll Deposit"


  Example
  To register the Payroll Deposit Application that is supplied with
  WinCheck, Payroll issues the following command:

  [REGISTERADDON:E="PAYROLL.EXE",D="Payroll Deposit...",
      S="Make a Payroll Desposit",C="Payrol Deposit"]

  Please see the section on the DDE SDK for the guidelines
  for WinCheck add-on tools.



          The WinCheck DDE SDK
          ====================

  This section is divided into 7 different chapters:

    What is an Add-On Tool?
    What is Registering?
    Command line parameters
    WWWDDEC.DLL
    Using Visual Basic to write your tool
    Using the Windows SDK to write your tool
    Distributing your tool to the masses

What is an Add-On Tool?
=======================
  WinCheck Add-On tools are separate programs that use DDE to manipulate
  or examine WinCheck data.  WinCheck can add these programs to its menu
  to shield the End User of the fact that they are really running a
  separate program. The End User will think that your add-on tool is just
  a built-in part of WinCheck.

What is Registering?
====================
  Registering an app with WinCheck informs WinCheck of what to put on
  its menu, status line, and where the Add-On tool exists on the End
  User's machine.

  When an End User first receives your tool, they will need to add it
  with the "Add..." menu choice in WinCheck's "Tools" menu. When they do
  this, WinCheck will execute your add-on tool, with the /R:xxx switch
  (see next chapter).  Your application then must use the REGISTERADDON
  execute command to acknowledge WinCheck's attempt to add on the tool.

  Once your application has registered itself, there is no need to
  register itself again.

Command line parameters
=======================

  There are three types of interaction WinCheck has with your tool, two
  involve executing it:

  1. The End User adds it with the "Add..." menu option. WinCheck will
     then run your application with the /R:xxx command line switch.
     "xxx" is the current account ID, which is used for the topic in DDE
     conversations. For Example:

     PAYROLL.EXE /R:TUT

     Your application should respond to this switch with the
     REGISTERADDON command.

  2. The End User selects your tool from the Menu, and your tool is not
     already running.  WinCheck will then run your application with the
     /L:xxx command line switch. "xxx" is the current account ID, which
     is used for the topic in DDE conversations.  For Example:

     PAYROLL.EXE /R:TUT

     Your application need not respond to this switch, it merely should
     use TUT (in this example) for the Topic.

  3. The End User selects your tools from the Menu, and it is already
     running.  WinCheck will then bring your tool to the Top
     (WinSDK call ShowWindow (hWndApp, SW_SHOW)).

WWWDDEC.DLL

  WWWDDEC.DLL is a DLL included with WinCheck.  It allows an application
  to become a DDE Client without having to write any DDE code.  The
  exported function from this DLL is:

  WORD FAR PASCAL WWWDDERun ( szCommand, iAction, szReturn, hWnd )

  szCommand   LPSTR.  Points to the DDE comand string.
  iAction     int.  Has one of three values:

               0: Parse command only (for debugging)
               1: Run the command only
               2: Parse and Run the command (for debugging)

  szReturn    LPSTR. Points to an application supplied buffer for
              DDE_REQUEST return data.

  hWnd        HWND. Handle to a top-level window of your application.

  The Command Syntax is:

  =<c> <App> <topic> <text>

  <c>     Can be one of the folowing values:

           e    Execute
           r    Request
           p    Poke

  <App>   Application Name

  <Topic> Application Topic

  <Text>  Text of command


  For example, to do a GetReg from WinCheck, you could call WWWDDERun
  as in the following example:

  WWWDDERun ("=r WinCheck TUT GetReg", 1, szReturnData, hWndParent );

  This will return the register in the szReturnData memory block.

  To register Payroll with WinCheck, it does this:

  WWWDDERun (
          "=e WinCheck TUT [RegisterAddOn:"
          "e=\"Payroll.exe\","
          "d=\"Payroll...\","
          "s=\"Make a Payroll Deposit\","
          "c=\"Payroll Deposit\"]",
          1,
          NULL,
          hWndParent );

Using Visual Basic to write your tool
=====================================
 The source code to the Payroll program written in Visual Basic can be
 found on your WinCheck distribution disk. Visual Basic has its own DDE
 commands, so WWWDDERun is not used.

Using the Windows SDK to write your tool
========================================

 The source code to the Payroll program written in the Windows SDK
 and Microsoft C can be found on your WinCheck distribution disk.
 It makes use of the WWWDDERun command.

Distributing your tool to the masses
====================================

Once you have written your tool, there are a number of possibilities:

  You can keep it to yourself
  You can sell it as shareware/retail (like WinCheck)
  You can upload it to our Forum on Compuserve for everyone to share
  You can send it to Wilson WindowWare. If it is really cool, we will
   put it in the next release of WinCheck and give you credit for
   writing it.






Table of Transaction Types:
---------------------------
Checking Deposit        100
Endstub Check           200
Normal Check            300
Checking ATM            301
Checking MISC           302
Checking Interest       303
Checking Credit/Debit   304
Savings Deposit         320
Savings Withdrawal      321
Savings ATM             322
Savings Misc            323
Savings INterest        324
Savings Credit/Debit    325