<text><span class="style6">OLUMNIZING HELP</span><span class="style7">In order to separate your “Deductible Items”into lists, you’ll need to place ‘Delimiters’before the “Description” column of yourcheckbook. Place a different ‘Delimiter’ foreach catagory you desire to list.For example: For ‘Medical’ you might use an‘Option–M’ (µ). Be sure to use a different ‘Delimiter’ for each catagory, and be Consistent!Simply click on the “Columnize” button and alist will be created that may be printed usingthe “Print Report” menu-item under the“File” menu, or by clicking the ‘Printer’ icon onthis card.</span></text>
</content>
<name>Deducts</name>
<script></script>
</card>
card_4114.xml
<?xml version="1.0" encoding="utf-8" ?>
<!DOCTYPE card PUBLIC "-//Apple, Inc.//DTD card V 2.0//EN" "" >
<text><span class="style3">XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX</span><span class="style1">Welcome to theCheckbook Balancer & Tax Deductions Mgr.</span><span class="style3">(version 2.1)Created by Jim Sherwood —1990(I would appreciate any comments or suggestions you may have)Special Thanks to: S. Koren/COM~LINK for his very helpful COLUMNIZER XCMDLawrence Churchill of Cliff, New Mexico for his ingenuity and helpwith the calculating scripts in this stack!The Shareware fee is $5.00 sent to: Jim Sherwood • 7615 Menaul NE • ALB. NM • 87110SUPPORT SHAREWARE ! — please?**Incidentally, whatever you name this file will appear in the above field**XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX</span><span class="style1">There are a total of three BackGrounds</span><span class="style3">:</span><span class="style17">* </span><span class="style3">One for all of the Checkbook entries (Usually for the year); </span><span class="style17">* </span><span class="style3">the next to separate and list specific ‘types’ of entries for tax purposes (ie. ‘Medical Bills’); </span><span class="style17">* </span><span class="style3">and the third for storing your checkbook balancing results. </span><span class="style4"></span><span class="style17">********************* INSTRUCTIONS: *********************</span><span class="style4">********* </span><span class="style5">To begin with an Empty CheckBook Register</span><span class="style4"> *********Note: You might want to work on a ‘Copy’ to save a copy for later use.To do this without going to the ‘Finder’, just </span><span class="style1">hold down</span><span class="style4"> the ‘Command Key’ and the space bar</span><span class="style1">while</span><span class="style4"> you select “Save a Copy…” from the ‘File’ menu)</span><span class="style3">• After saving a copy just click the ‘</span><span class="style1">Clear Fields</span><span class="style3">’ button in the upper–rightand then click ‘</span><span class="style1">OK</span><span class="style3">’ when asked if you are ‘SURE’. The register will then be emptied for you to begin working. </span><span class="style4"> </span><span class="style17">***********</span><span class="style3"> </span><span class="style1">Entering checks, deposits, and other transactions:</span><span class="style3"> </span><span class="style17">************</span><span class="style4"></span><span class="style3">• Hit the Tab key to move to each of the ‘Entry’ fields. • Enter the Ck# *, Date**, Description, and either a ‘Debit’ or ‘Credit’ *</span><span class="style1">Tabbing to the ‘Ck#’ field</span><span class="style3"> automatically enters the next check # in your register— which brings up another point: The program will add the “#” (number sign) to your check number unless you type one of the following: “—” (‘</span><span class="style1">shift-option-dash</span><span class="style3">’ which I use for </span><span class="style1">Deposits</span><span class="style3">); “</span><span class="style1">Trans</span><span class="style3">” (short for ‘</span><span class="style1">transfer</span><span class="style3">’); “</span><span class="style1">Cash</span><span class="style3">” (for </span><span class="style1">cash withdrawals</span><span class="style3">); “</span><span class="style1">Div</span><span class="style3">” (short for </span><span class="style1">dividends</span><span class="style3">); or “</span><span class="style1">Over</span><span class="style3">” (which stands for </span><span class="style1">overdraft charges</span><span class="style3"> or </span><span class="style1">insufficientfunds</span><span class="style3">– heaven forbid). **</span><span class="style1">Tabbing to the ‘Date’ field</span><span class="style3"> automatically enters “Todays date”</span><span class="style4"> </span><span class="style3">(the “mm/dd/yr” that you are entering the check),</span><span class="style4"> </span><span class="style1">with the ‘DAY’ Hilited,</span><span class="style3">so you can simply type the new day– assuming</span><span class="style4"> </span><span class="style3">the month is correct. • After checking your figures, simply click the ‘</span><span class="style1">Calculate</span><span class="style3">’ button. (</span><span class="style1">NOTE: the ‘Down’ arrow scrolls the fields down</span><span class="style3">) • If you need to change any item in the register (Ck# *, Date, Description, Debit, or Credit), simply click on the incorrect line and you will be asked for the changes to be made(SEE BELOW). *NOTE: You can ‘INSERT’ an entry </span><span class="style1">AFTER</span><span class="style3"> the clicked ‘Ck#’ line. I’ve found this very handy when I discover a mistake while ‘Balancing’ and would like the ‘forgotten entry’ to be in the proper place. Of course, you </span><span class="style18">COULD</span><span class="style3"> add the entry at the end of the register, but I prefer to keep my checkbook register in proper chronological order. • If you accidentally list a ‘Debit’ as a ‘Credit’ or vise-versa, click on the </span><span class="style1">BLANK</span><span class="style3"> line that the figure </span><span class="style1">should have been on</span><span class="style4">,</span><span class="style3"> and you will be asked if you would like to ‘SWITCH’ the entry –upon which timeyou will be prompted to click the ‘</span><span class="style1">Re-Calculate</span><span class="style3">’ button. (NOTE: Clicking ‘</span><span class="style1">Re-Calculate</span><span class="style3">’ goes through the ENTIRE register and therefore takes about half a minute, depending on the size of your register)</span><span class="style17">*******************</span><span class="style3"> </span><span class="style1">Balancing your checkbook:</span><span class="style3"> </span><span class="style17">********************</span><span class="style3">• Clicking in the small field to the right of the ‘Description’ field will toggle between an ‘X’ and an ‘–’. When a check or deposit shows on yourstatement as ‘</span><span class="style1">cleared</span><span class="style3">’, then put an ‘X’ in the small field. After all the transactions have been accounted for, click the ‘</span><span class="style1">Balance</span><span class="style3">’ button. Three fields will then appear; ‘Checks Outstanding’, ‘Deposits Outstanding’, and ‘Balance Results’. After a few moments you will be prompted to enteryour statement’s ‘Ending Balance’. The calculating will be done and the figures compared to your register’s ending balance, with the ‘Difference’ (if any) already figured for you. • When you click the ‘</span><span class="style1">Hide Balance</span><span class="style3">’ button, you will be asked if you would like to save the ‘Balance Results’. They will be saved on background #3 if you decide to save them. Clicking the ‘Left’ arrow from this card takesyou to the last saved ‘Balance Result’ (if any have been saved). </span><span class="style17">************* </span><span class="style1">Separating and listing ‘Tax Deductible’ items:</span><span class="style17"> *************</span><span class="style4"></span><span class="style3">• To list ‘Tax Deductible’ items you need to type a ‘delimiter’ (ie. ‘Option M’ or ‘µ’ for each Medical Bill) before the ‘Description’ entry for the ‘Columnizer XCMD’ to ‘Find’ them and list them separately. • You can make your own list of ‘delimiters’ for </span><span class="style1">your</span><span class="style3"> reference by clicking the ‘</span><span class="style1">Show Delimiter List</span><span class="style3">’ button located in the upper-right corner, and clicking the ‘</span><span class="style1">Add Delimiter</span><span class="style3">’ button (Just follow the prompts). • There is additional help given for making ‘Tax Deductible’ lists on the ‘Deductible Items’ card. (Click the ‘</span><span class="style1">Right</span><span class="style3">’ arrow) </span><span class="style17">***************** </span><span class="style1">Searching for specific entries:</span><span class="style17"> ******************</span><span class="style4"></span><span class="style3">• You may ‘Search’ for one (or several) common entries by clicking the ‘</span><span class="style1">Find Check</span><span class="style3">’ ** button. —Searches are possible by ‘Description’, ‘Date’ or by ‘Ck #’. After the search is complete, a list will be displayed, showing the check number, the description, the amount, and (for the program’s use) the line number. – Also, the TOTAL number of items found is shown on the bottom line. The checkbook register will then scroll to the first item on the list, and clicking on any line will immediately scroll the register to the item on that line. **This updated version puts </span><span class="style1">credit</span><span class="style3"> amounts into the ‘Search Results’ fieldwhen you search for deposits or other ‘credits’. THANKS EVERYBODY, AND HAPPY CALCULATING!— Jim Sherwood</span></text>
.iso/HyperCard/Business/Checkbook Balancer⁄Mgr 2.1/Checkbook Balancer_Mgr 2.1/BMAP_5437.png){kind=link}
.iso/HyperCard/Business/Checkbook Balancer⁄Mgr 2.1/Checkbook Balancer_Mgr 2.1/PATs.png){kind=link}