Crawly Crypt Collection 1/crawlyvol1.bin/crm_demo/homeacc2/hahelp.lng

Text File | 1992-02-29 | 22KB | 731 lines

Using help
    USING HELP [167]

    To select a topic, scroll through the topic list and
    click the topic you want. For further information,
    look in your Home Accounts2 book.

    Getting help:

    1. Press Help key.

    2. Click the Help button.

    For 'interactive help', press Shift-Help and choose
    the command you want help with.
Digita product support
    DIGITA PRODUCT SUPPORT [216]

    To contact Digita Product Support in the UK,
    call: 0395 270273. If you are outside the UK,
    contact your local Digita representative.

    Please have ready the following:

    1. Product license number.

    2. Home Accounts2 book.

    3. Version number of Home Accounts2.

    4. Description of your hardware configuration.
About Home Accounts2
    ABOUT HOME ACCOUNTS2 [123]

    This illustrates the version of Home Accounts2 that
    you are using, and shows the amount of available
    memory.
Account Types
    ACCOUNT TYPES [135]

    An Account can be one of four kinds: Cash, cheque,
    savings or credit card. The kind of Account only
    determines the style of icon displayed on the
    desktop and does not affect the operation of the
    Account.
Adding an Account
    ADDING AN ACCOUNT [134]

    Choose "Add account" from the "Set up" menu.
    The dialog box shows the following Account headings:

    Name
    Number
    Code               : Two character reference code
    "Opening balance"
    "Warning limit min": Allows a minimum Account balance
                         to be set. If the balance
                         exceeds this amount (and the
                         associated check box is
                         selected), a warning will be
                         given
    "Warning limit max": Allows a maximum Account balance
                         to be set. If the balance
                         exceeds this amount (and the
                         associated check box is
                         selected), a warning will be
                         given
    Type               : Cash, cheque, savings or credit
                         card
    "Icon title"       : The title for the icon. This
                         will only be shown if the
                         associated check box is
                         selected
    "Chq number"       : Current cheque number for the
                         Account (if applicable)
Adding an item
    ADDING AN ITEM [130]

    There are several methods depending on the current
    window:

    Press Insert or Alternate-A.

    Choose Add from the Edit menu.

    Click the Add button shown at the bottom of the
    desktop.

    Shift-Double-click (using the Left Mouse key) inside
    the items window.

Amending an Account
    AMENDING AN ACCOUNT [136]

    Use one of the following:

    Shift-double-click the Account icon.

    Choose "Amend account" from the "Set up" menu and
    select from the listbox.
Amending an item
    AMENDING AN ITEM [130]

    There are several methods depending on the current
    window:

    Click on the entry (to select it) and then press
    Alternate-M.

    Click on the entry and choose Amend from the Edit
    menu.

    Click on the entry to select it and then click the
    Amend button at the bottom of the desktop.

    Double-click the entry.
Arranging windows
    ARRANGING WINDOWS [155]

    This command lets you decide how the windows are
    arranged.

    Stacked: Overlaid, which works like the Gem desktop.

    "Tiled vertically": Windows stacked one above the
    other.

    "Tiled horizontally": Windows displayed side by side.
Auto-balancing Manual transactions
    AUTO-BALANCING MANUAL TRANSACTIONS [150]

    "Auto balancing" will attempt to identify which
    transactions should be Reconciled to achieve a target
    balance.

    If you choose "Auto balance" you will be prompted to
    enter the target balance, the date range of
    transactions to be Reconciled and the number of
    transactions which need to be Reconciled to achieve
    the balance.

    If you disagree with the combination of transactions
    which have been Reconciled, use the
    "Auto balance again" command.
Auto-saving files
    AUTO-SAVING FILES [152]

    This automatically saves the current file on disk.

    You set the time period between saving using the
    General-Preferences command (Options menu).
Budgeting
    BUDGETING [140]

    With Home Accounts2, you can set up budgets on both
    income and expenditure.

    When adding a Budget entry, the following boxes
    appear:

    Type   : Income/expenditure Type you are budgeting.
    Account: Account you are budgeting (enter ** for
             all accounts).
    Months : Each month may be give a separate Budget.

    Click the Replicate button to duplicate the current
    highlighted value over the remaining months.

    Click the Calculate button to display the Budget
    calculator.
Calculator
    CALCULATOR [168]

    To enter figures either click the calculator
    buttons, or enter directly using the keyboard.

    The history of previous calculations, shown on the
    left side, can be cleared by clicking the AC button.

    Click the I button to select the
    "Interest calculator".
Clean up desktop
    CLEAN UP DESKTOP [155]

    This command rearranges the desktop icons in a neat
    order. The Trashcan will be positioned in the bottom
    left of the desktop.
Closing a file
    CLOSING A FILE [125]

    Use the Save command from the File menu.

    If you want to save the file using a different name
    use the "Save as" command from the File menu.
Creating a new file
    CREATING A NEW FILE [124]

    To set up a new file, choose New from the File menu.

    You can use the titles and preferences from an
    existing file by selecting "Load configuration" when
    prompted.
Date and time
    DATE AND TIME [169]

    Choose "Set date time" command (System menu) to set
    the date and time.
Deleting an Account
    DELETING AN ACCOUNT [136]

    To remove an Account (which will delete all
    associated transactions) either:

    Drag the Account icon to the Trashcan, or
    Choose "Delete account" from the "Set up" menu and
    select from the list box.
Deleting a file
    DELETING A FILE [127]

    Choose Delete command (File menu) to delete any
    Home Accounts2 files on disk. You will be prompted to
    confirm any deletions.
Deleting an item
    DELETING AN ITEM [130]

    There are several methods depending on the current
    window:

    Click on the entry and press Delete or Alternate-D.

    Click on the entry and choose Delete from the Edit
    menu.

    Click on the entry and click the Delete button shown
    at the bottom of the desktop.

    Drag the entry to the Trashcan.
Editing a dialog box
    EDITING A DIALOG BOX [114]

    KEY                    DOES
    Left Arrow             Moves cursor left
    Right Arrow            Moves cursor right
    Up Arrow               Moves to previous text box
    Down Arrow or Tab or
    the Return key         Moves to the next text box
    Home or Shift-Left
    Arrow                  Moves to start of text box
    Shift-Right Arrow      Moves to end of text box
    Esc                    Clears the text box contents
    Undo                   Restores text box contents
    Control-Undo           Restore box contents to
                           before editing
    Backspace              Deletes characters to the
                           left
    Delete                 Deletes current character
    F1                     Edit contents of text box
    Insert                 Toggles between insert and
                           overtype.
    Enter                  Moves to next text box and
                           can be used to select the
                           default button to exit a
                           dialog box
File selector
    FILE SELECTOR [119]

    Click a displayed drive to change the path.

    Click Info button to display information on the
    currently selected drive.
Find and replace transactions
    FIND AND REPLACE TRANSACTIONS [133]

    Choose "Find and replace" from the Edit menu. This
    works on the current window. Type your search
    information. However, you can only search for boxes
    with their corresponding check box selected. Click
    OK and on the second dialog box enter your
    replacement information.
Finding transactions
    FINDING TRANSACTIONS [131]

    Choose Find from the Edit menu. Find works on the
    current window. Enter your search criteria. However,
    you can only search for boxes with their
    corresponding check box selected. When Home Accounts2
    finds an entry the line will be highlighted. To find
    the next entry choose "Find again" from the Edit menu.
Formatting disks
    FORMATTING DISKS [169]

    Choose "Format disk" from the System menu. You will
    be prompted to select the drive and number of sides.
Function keys
    FUNCTION KEYS [144]

    To configure the function keys choose "Function keys"
    from the "Set up" menu.

    You can configure function keys F1-F10 with commonly
    entered text or numbers. Some function keys are
    already used by Home Accounts2 and so you can only
    configure them for use in combination with the
    Alternate and Control keys.
Graphs
    GRAPHS [159]

    Graphs are produced from the Reports menu.

    Home Accounts2 can produce various styles, which may
    be displayed on the screen, printed or saved on disk
    (which you can then modify using a graphics or DTP
    program).
Icons
    ICONS [108]

    You can move the icons anywhere on the desktop.
    However, avoid positioning icons on the Trashcan, as
    this may delete the item.

    You can change the heading of an icon, or remove all
    the icons from the desktop using the Preferences
    command (Options menu).
Interest calculator
    INTEREST CALCULATOR [169]

    Choose "Interest calculator" from the System menu.

    This displays the "Interest calculator" which can used
    as a guide to estimate the cost of a loan, credit
    card balance and so on.
Investments
    INVESTMENTS [141]

    When entering an Investment the following boxes
    appear:

    Reference      : Investment name
    Quantity       : Number of items owned
    "Unit price"   : Current cost per item
    "Current value": (Quantity) x ("Unit price")
Keyboard shortcuts
    KEYBOARD SHORTCUTS [175]

    Certain menu commands may be selected from the
    keyboard by using the 'Alternate' key and a letter
    which is listed beside the relevant menu command:

    MENU COMMANDS

    KEY                    DOES
    Alternate-N            Create a new file
    Alternate-O            Open an existing file
    Alternate-S            Save the open file
    Alternate-V            "Save as" the open file
    Alternate-Q            Quit Home Accounts
    Alternate-A            Add transactions
    Alternate-M            Amend transactions
    Alternate-D            Delete transactions
    Alternate-T            Sort transactions
    Alternate-F            Find transactions
    Alternate-G            Find the next transaction
    Alternate-R            Find and replace transactions
    Alternate-P            Preferences
    Alternate-C            Calculator
    Alternate-I            Interest calculator

    EDITING DIALOG BOXES

    KEY                    DOES
    Left Arrow             Moves cursor left
    Right Arrow            Moves cursor right
    Up Arrow               Moves to previous text box
    Down Arrow or Tab or
    the Return key         Moves to the next text box
    Home or Shift-Left
    Arrow                  Moves to start of text box
    Shift-Right Arrow      Moves to end of text box
    Esc                    Clears the text box contents
    Undo                   Restores text box contents
    Control-Undo           Restore box contents to
                           before editing
    Backspace              Deletes characters to the
                           left
    Delete                 Deletes current character
    F1                     Edit contents of text box
    Insert                 Toggles between insert and
                           overtype
    Enter                  Moves to next text box and
                           can be used to select the
                           default button to exit a
                           dialog box

    MOVING IN WINDOWS

    KEY                    DOES
    Down Arrow             Scroll down window
    Up Arrow               Scroll up window
    Shift-Down Arrow       Scroll down a page
    Shift-Up Arrow         Scroll up a page

    SPECIAL KEYS

    Where appropriate,"hot" key presses are provided:
    KEY                    DOES
    F10                    Add Notepad
    F9                     Displays list box of defaults
    F8                     Inserts next cheque number
    Esc                    Aborts printing or screening
                           of a report
Manual transactions
    MANUAL TRANSACTIONS [147]

    A Manual transaction has the following boxes:

    Date        : Transaction date
    Type        : Income/expenditure Type (press F9 for
                  reminder)
    Reconciled  : Enter * (asterisk), if Reconciled.
    Reference   : Your transaction reference
    "Chq number": Cheque number
    Debit       : Amount, if debit
    Credit      : Amount, if credit
    M           : Marker (press F9 for reminder)
    GST         : GST code, if applicable (press F9 for
                  reminder)
Moving in windows
    MOVING IN WINDOWS [176]

    KEY                    DOES
    Down Arrow             Scroll down window
    Up Arrow               Scroll up window
    Shift-Down Arrow       Scroll down a page
    Shift-Up Arrow         Scroll up a page
Networth report
    NETWORTH REPORT [166]

    Networth calculates your current value. Click the
    Assets and Liabilities buttons and enter your details
    as applicable. Home Accounts2 then totals this with
    your Account balances, and calculates your total
    networth.
Notepad
    NOTEPAD [118]

    When adding or amending Accounts, Types, Markers,
    Investments, Budgets, Regular transactions, Manual
    transactions or GST codes, you can enter an
    associated Notepad with the entry.

    To add or amend the Notepad press F10 and enter your
    notes in the 8 lines provided.
Opening an existing file
    OPENING AN EXISTING FILE [124]

    To open an existing file choose Open from the File
    menu, and select the file you wish to open from the
    selector.
Opening comparatives
    OPENING COMPARATIVES [128]

    Choose "Open comparatives" from the File menu. You
    can open comparative figures from another
    Home Accounts2 file, and these will be placed in the
    "Budget progress" report.

    To remove the comparartives from memory choose the
    "Clear comparatives" command from the File menu.
Password
    PASSWORD [145]

    You can set a password, which needs to be entered
    before the associated file will open.

    To set the password choose Password from the "Set up"
    menu and enter your password. If a password already
    exists, you will be prompted to enter the current
    password, and then your new password.
Playtime
    PLAYTIME [170]

    Playtime will load a program (General-Preferences,
    Options menu). If you have a colour monitor you will
    be able to play "Classic invaders", which is supplied
    with Home Accounts2.

    When you choose Playtime, Home Accounts2 will be
    temporarily interrupted, but will resume when you
    quit Playtime.
Preferences
    PREFERENCES [152]

    Preferences are divided into 4 categories:

    General preferences.

    Icons  : Lets you change icon names and switch them
    on or off.

    Printer: Set margins, printer driver and so on.

    Colours: Set the colour theme for the desktop.

    Your choice of preferences are automatically saved
    with your Home Accounts2 file.
Quitting Home Accounts2
    QUITTING HOME ACCOUNTS2 [129]

    The Quit command (File menu) ends a Home Accounts2
    session and returns you to the Desktop. If you quit
    without saving changes to a file Home Accounts2 asks
    whether to save changes.
Reconciling Transactions
    RECONCILING TRANSACTIONS [149]

    To mark transactions as being reconciled either:

    Click the transaction with the alternate key pressed.

    Choose the "Auto balance" option from the Trans menu.

    Choose the reconcile option from the Trans menu to
    mark a range of transactions as reconciled or
    unreconciled.
Regular transactions
    REGULAR TRANSACTIONS [137]

    Use this command for setting transactions which occur
    regularly:

    Start Date: Of the transaction
    End Date  : Of the transaction
    Type      : Income or expenditure Type for the
                transaction
    Reconciled: Transaction Reconciled
    Frequency : Frequency in days, weeks or months
    From      : The Account the transaction comes from
    To        : The Account the transaction goes to
    Reference : For the transaction
    Debit     : Amount to be debited
    Credit    : Amount to be credited
    Marker    : Marker code
    GST       : GST code (if applicable)
Report Account summary
    REPORT ACCOUNT SUMMARY [159]

    Lists all accounts, including name, number,
    number of transactions, Reconciled and Unreconciled
    balances.
Report Account statement
    REPORT ACCOUNT STATEMENT [160]

    Lists all Manual transactions in the style of a bank
    statement.
Report Budget
    REPORT BUDGET [159]

    Lists Budget entries.
Report Budget progress
    REPORT BUDGET PROGRESS [163]

    List of budgeted entries, showing actual figures
    against budgeted expenditure. Optional graph
    facility.
Report income/expenditure
    REPORT INCOME/EXPENDITURE [162]

    Lists all income and expenditure transactions with
    totals.
Report Markers
    REPORT MARKERS [159]

    Lists all transaction Markers.
Report networth
    REPORT NETWORTH [166]

    Enter information in the Assets and Liabilities
    dialog boxes, and then Home Accounts2 will total
    these with your Account balances and Investments to
    calculate your total net worth.
Report portfolio
    REPORT PORTFOLIO [165]

    Lists Investments with their current value.
Report Regular transactions
    REPORT REGULAR TRANSACTIONS [159]

    Lists all Regular transactions.
Report searching
    REPORT SEARCHING [160]

    With certain reports it is possible to search on the
    following:

    Start and end date
    Credits/debits only, or both
    Reconciled/Unreconciled transactions only, or both
    Types all, or selected
    Accounts all, or selected
    Markers all, or selected
    GST codes all, or selected
Report Types
    REPORT TYPES [159]

    Lists all income and expenditure Types.
Report GST
    REPORT GST [164]

    Lists all Manual transactions in date order,
    showing the net value, the GST element and the gross
    value.
Report GST codes
    REPORT GST CODES [159]

    Lists all GST codes that have been set up.
Saving a file
    SAVING A FILE [125]

    To save a file choose the Save command from the
    File menu.

    If you want to save the file using a different name
    use the "Save as" command from the File menu.
Screen saver
    SCREEN SAVER [152]

    Choose General-Preferences (Options menu) to operate
    the screen saver, which can protect your monitor.
    Enter the time delay before you want the screen saver
    to operate (in minutes). Enter 0 to switch off the
    screen saver. The desktop is restored as soon as you
    move the mouse or press a key.
Sorting items
    SORTING ITEMS [130]

    As items are added, they are automatically sorted
    (for example, Manual transactions are sorted in date
    order).

    To change the sort order either choose Sort
    (Edit menu) or click the Sort button on the desktop.
    From the sort dialog box cycle through the boxes to
    select the sort heading.

    The items will then be re-sorted automatically.
    You can set up a different sort box
    for each Account.
Special keys
    SPECIAL KEYS [176]

    Where appropriate,"hot" key presses are provided:

    KEY            DOES
    F10            Add Notepad
    F9             Displays list box of defaults
    F8             Inserts next cheque number
    Esc            Aborts printing or screening of a
                   report
Transactions
    TRANSACTIONS [147]

    When you add a transaction, you will be prompted for
    the following information:

    Date        : Date of the transaction
    Type        : Type category of the transaction
    Reconciled  : Enter * (asterisk) to Reconcile
    Reference   : Your own transaction reference or
                  description
    "Chq number": If applicable, the cheque number
    Debit       : Debit amount
    Credit      : Credit amount
    M           : Enter your own Marker reference if
                  required
Transaction defaults
    TRANSACTIONS DEFAULTS [146]

    Choose "Set default" from the Trans menu to set the
    defaults you want when entering transactions.
Transaction window headings
    TRANSACTION WINDOW HEADINGS [143]

    Choose "Window headers" from the "Set up" menu to set
    the headings for each Account window.
Transaction Markers
    TRANSACTION MARKERS [137]

    You can enter a single character Marker when adding
    transactions for further analysis. When adding a
    Marker you enter the following information:

    Marker   : Single character Marker code
    Reference: Marker reference
Transaction Types
    TRANSACTION TYPES [136]

    Types are codes for kinds of income or expenditure,
    for example, SAL for salary. The number of income
    and expenditure Types is limited only by the memory
    of your Atari.

    When adding a Type the following boxes appear:

    "Type name": 4 character code
    Reference  : Type reference
    "GST code" : GST code (associated with the Type, if
                 applicable)
Trashcan
    TRASHCAN [110]

    A recoverable Trashcan is provided, which you set
    from General-Preferences (Options menu). To view the
    contents of the full Trashcan, double-click the
    Trashcan icon and a window will open. To recover an
    entry, drag it out of the window on to the desktop.

    The contents of the Trashcan are not saved with your
    files. To empty the Trashcan choose "Empty trash"
    from the Options menu.
GST codes
    GST CODES [142]

    For GST registered users, GST codes may be set up
    for the different rates of GST. GST codes may be
    entered with transactions to create a GST summary.

    When adding a GST code the following boxes appear:
    GST code: 1 character code
    Reference: GST code reference
    GST %: Percentage GST rate