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- Expense Codes Instructions
-
-
- The Expense Codes program provides the means of building a table
- of expense codes to which banking transaction amounts are to be
- charged. Assigning these codes to banking transactions will make
- tax preparation much easier and will provide the capability of
- producing summary reports by expense category. The entries
- consists of a two character alphabetic code followed by the
- description of the expense category. It will be helpful if you
- assign meaningful codes. For example, "UE" could be used to
- designate a subcategory of electricity which is a member of a
- general category of utilities.
-
- Optionally, you may also enter a budget amount for each expense
- category. A report has been provided that shows expenditures as
- a percentage of the budgeted amount.
-
- Upon entry into the program you will see an area in the middle of
- your screen for entering the expense code table. Along the right
- side of the screen you will notice several orange gadgets that
- are used to perform various file maintenance functions. To
- initiate one of the function, simply use the mouse to position
- the pointer over the appropriate gadget and then depress the left
- button. The functions that may be performed are as follows:
-
- Top - Selecting this gadget will cause the top 19 lines
- of the expense code table to be displayed.
-
- Insert - Selecting this gadget will allow you to make
- additions to the table. The new entry will be made
- immediately above the location of the cursor. The
- cursor may be positioned to any line simply by using the
- mouse to position the pointer and then depressing the
- left button, or by using the Up and Down Arrows.
- Information that must be entered includes:
-
- Code - Enter any two character alphabetic
- code. However, those codes that begin with
- "D" must be reserved for deposits.
-
- Description - Enter the description of the
- expense category.
-
- Budget Amount - Enter the total budgeted
- amount or enter zero.
-
- NOTE: Once you have entered Insert mode, you
- will remain in this mode until the ESC key is
- depressed.
-
- Change - Selecting this gadget will allow you to change
- an entry. After selecting the Change gadget, use the
- Right Arrow or TAB to move to the the field to be
- changed.
-
- Delete - Selecting this gadget will cause the entry at
- the location of the cursor to be deleted.
-
- Find - Selecting this gadget will allow you to search
- the expense code table for the occurrence of any
- specified argument. You will be ask to enter the search
- criteria upon selecting the option. If an entry is
- located that meets the search criteria, that entry will
- be displayed on the screen at the location of the
- cursor.
-
- Find Next - Selecting this gadget will allow you to
- search the table for the NEXT occurrence of the
- specified argument.
-
- Remove - Selecting this gadget will cause the entry at
- the location of the cursor to be temporarily removed
- from the table.
-
- Reinsert - Selecting this gadget will cause a removed
- entry to be reinserted immediately above the current
- location of the cursor. The Remove/Reinsert options are
- used to move an entry from one location to another
- within the expense code table.
-
- Bottom - Selecting this gadget will cause the last 19
- entries in the table to be displayed.
-
-
- The proportional gadget at the extreme right of the screen may be
- used to scroll forward and backward a full screen at a time.
- Simply position the pointer at the appropriate end of the gadget
- and depress the left mouse button. The Up and Down Arrows may
- also be used to scroll forward and backward through the expense
- code table.
-
- The Window Close gadget at the extreme top left corner of the
- screen is used to exit the program. Simply use the mouse to
- position the pointer over the gadget and then depress the left
- button.
-