PDA Software Library/pdasoftwarelib.iso/PSION/MISC/S3ABANK8/HISTORY.TXT

Text File | 1996-09-28 | 24.3 KB | 508 lines

History of S3ABANK
------------------

6 Sep 94  Version 1.0 issued
          (Only 1 major bug identified with updating Standing Orders)

27 Sep 94 Version 1.1 issued with the following changes:

a.   Fixed the bug in updating Standing Orders.
b.   Export/Import options for QIF,CSV,ASCII.
c.   Added Account types for interoperability with Quicken
d.   Option to have 'Future Transactions' instead of 'Standing Orders'
e.   Allow kilometers as well as miles. (and litres/100km)
f.   Add ability to redefine deferred/reconciliation symbols.
g.   Automatic Y-Scaling on Share History Display.
h.   A 'look-ahead' mode to check status at a later date.
I.   Added an 'Account Info' and 'Group Info' option.
j.   Improved International Currency handling.
k.   Allowed secondary currency option for whole Group.
l.   Allowed a separate secondary currency option for the Budget screen.
m.   Cosmetic changes to Menus.
n.   Added an option to change accounts from within the Transaction screen.
o.   Improved and rewritten Help screens.
p.   Option to reset Start date for Share History file.

24 Oct 94 Version 1.2 issued with the following changes:

a.   Fixed a bug whereby Moving Accounts didn't update Standing Orders.
b.   Fixed the bug involving Creating New Groups.
c.   Program now senses a change of date, so will update Standing Orders
     even if you haven't shut the program down.
d.   Added ability to remove last line from Petrol screen.
e.   Recognise "SHARES" as well as "Shares".
f.   Allowed 'Stocks' instead of 'Shares', for the USA.
g.   Expanded display of Shares to allow prices >10.
h.   Now allows Share numbers >32767.
I.   Allows you to define the maximum currency value you can input.
j.   New smaller font option to allow display of millions of lira !
l.   Optional comma or full stop separator in currencies.
m.   Added an option to reset Start date for Share History file.
n.   An Overwrite/Append option when archiving transactions.
o.   Recoded the file handling to prevent a crash if a disk gets full.
p.   Recoded the Scrolling Routines to speed it up.
q.   Fixed a bug associated with importing Quicken values >1000.
r.   Balance now correctly calculated if the 50-entry limit was exceeded.
s.   Added total window and status column to Budget screen.
t.   Added option to update share history one at a time,
u.   Added option to delete last line if a mistake was made.
v.   Compressed the program to save about 10K of room.
     (Grateful thanks to David Palmer and Ferret Information Systems for AKA)

20 Nov 94 Version 1.2d issued as a final bug fix to V1.2.
        (1.2a, b & c were issued to fix bugs as they were found)

a.   Fixed a bug whereby looking ahead with a Group that had a 'Shares'
     account with auto-update selected didn't work.
b.   Fixed a couple of bugs associated with importing QIF files from USA.
c.   Made the 'About' screen work.
d.   Stopped accidental overwrite of an Archive file.

14 Dec 94  Version 1.3 issued with the following changes:

a.   Redesigned as Modular, so that you only load the modules you require.
b.   Added the first additional module to check your 'House Contents'.
c.   Screen refreshes now MUCH faster.
d.   Implementation of the 'Home' and 'End' keys to complement 'PgUp' & 'PgDn'.
e.   Option to have a Balance displayed after the deferred options.
f.   Length of Transaction and Standing Orders description increased.
g.   If Group is Password protected, program now senses auto-switch off or
     reselection of program, and prompts for the Password.
h.   Option to switch Warning 'Beep' on/off.
I.   'Gas' and 'Petrol' are now configurable through the Terminology menu.
j.   Option to have non-integer Share holdings for Unit Trusts.
k.   Option to have a different number of decimal places for Share price.
l.   Option to set up default transactions to save time when entering.
m.   Option of having automatically incrementing cheque numbers.
n.   Option to have a horizontal line in the transaction screen.
o.   Pressing first letter of Account name selects account.
p.   Option to export in USA version of Quicken (MM/DD/YY).
q.   Option to put a different value for the first payment of a S/O.
r.   Option to have 'last day of month' as a period for Standing Order.
s.   Search routine in Archive screen can now operate from current record.
t.   Option to specify number of decimal places in display.
u.   Option to remove an Account from the 'Net Worth' calculation.
v.   Changed Petrol coding to allow car names containing spaces.
w.   Allowed Petrol prices greater than 4.0 (Sorry Norway !!)
x.   New option to have final column in Budget screen show 'Spend'.
y.   Fixed a Bug in Standing Orders which caused a 'crash' in Jan, Mar, May,
     Aug, Oct if you put a monthly order in dated 31st of the month.
z.   When you go into a Transaction screen, today's balance is highlighted.
aa.  When in the look ahead mode, you can now Enter/Update/Delete transactions
     to allow you to do some 'what if' scenarios for budgeting purposes.
ab.  Added an 'Edit memo' feature as in the Agenda 'To-Do' list.
ac.  If Auto-Share updating is selected, highlighting Shares in the Accounts
     screen and pressing <ENTER> takes you into the Shares module.
ad.  Option to have 'Initial Balance' or 'Current Balance' in transaction screen.
ae.  Added option to creating an archive file from within the Transaction screen.
af.  Changed the 'Archive/Delete' dialog to 'Archive/Remove'
ag.  Added an opening message confirming registration.

1 Feb 95  Version 1.4 issued with the following changes:

a.   The Budget Planning module was incorporated.
b.   The Utility Tracker module was incorporated.
c.   The method of selecting the Petrol entry for updating is changed to be
     consistent with the rest of the program and the Enter/Update dialogues
     made more logical.
d.   The design of the Archive is improved, so that the display mirrors that
     of the Transaction screen.
e.   Option to automatically credit/debit an estimated interest was added.
f.   Incorporated a 'Pay Bills' option similar to that used in Microsoft Money.
g.   Added the option of a Budget Filter in the Transaction and Archive screens.
h.   Automatic Cheque number incrementing now allows a number for each account.
I.   Made the initial highlight position configurable.
j.   Incorporated an option to export 'Initial Balance' in a Quicken export.
k.   Standing Order operation speeded up by over 300%
l.   Passwords are now not case-sensitive.
m.   The 'Look Ahead' mode now has the option of selecting a single account.
n.   Program now checks the available memory after starting, and flags up a
     warning if it's a bit low.
o.   The word 'cheque' is now configurable to 'check' via Terminology menu.
p.   The option of a total window display in the Budget module is now available.
q.   Each account can now be allocated a Credit Limit, and a warning
     will show if this is exceeded.
r.   Made the Currency converter available in all windows.
s.   Added an Option to override decimal place setting for Currencies.
t.   Added the apostrophe as another option for currency separator.
u.   Added an option to inverse currency rate display.

15 Feb 95  Version 1.4a issued as a bug fix.

a.   The problem with some Passwords was fixed.
b.   The problem with updating a Share account was fixed.
c.   The problem with entering more than 40 Items in a room was fixed.
d.   The budget filter option in the Archive screen was disabled.

08 Apr 95  Version 1.4d issued with some more bugs fixed.

a.   The transfer function could under some circumstances,
     overwrite a transaction in the destination account.
b.   The calculation for average fuel consumption was flawed.
c.   The zoom function in 'Look Ahead' resulted in a blank screen.
d.   The year in Share History occasionally overwrote the month.
e.   Changing the currency separator didn't affect the transaction
     screen until after the program was restarted.
f.   Changing the Currency rate method didn't force a configuration save.

15 Jul 95  Version 1.5 issued with the following changes:

General:

a.   The Expense Account module was incorporated.
b.   The optional modules are now more closely integrated with the core.
     Transactions can now automatically be sent to the Budget, Planner,
     Utilities, Inventory and Fuel modules.

Core program:

a.   An 'Account Details' option has been incorporated.
b.   The advanced functions in both Account and Transaction input dialogs
     have been moved to a separate entry dialog.
c.   Automatic Cheque Numbering is now tied to a default transaction
     rather than an account.
d.   The date was made configurable between '15 Mar 95' and 'Mar 15, 95'
     and the display of the year is now optional.
e.   Standing Orders with the same date can now be manually sorted.
f.   Automatic Interest can now be added annually, and Interest Rate
     now has a multiplier to allow interest to be added at various Monthly
     (or Annual) increments. Finally, it is split into 'Credit' and 'Debit'
     interest in case they are different.
g.   <Ctrl-Psion-Arrow> (Up and Down) now implemented as 'Home' & 'End'.
h.   The Descriptions field and the Value field are now carried forward to
     the Transfer Transactions screen in case you would like slightly
     different values or descriptions.
I.   Variable Page Lengths now allowed.
j.   Password can be configured to be active only on program startup.
k.   Startup screen smartened up.
l.   Attribute can now be set on Transaction Entry.
m.   Currency Converter now called using <CTRL-C> rather than just <C>.
n.   Currency update can do be done as Rate/Local Currency or Local
     Currency/Rate.
o.   The <PSION-*> menu option to Toggle the Status Screen was removed.
p.   The 'Font' menu option was changed to 'Zoom'.
q.   The Password option was moved to the 'File' menu.
r.   The 'Config' menu was removed from all screens, and made a sub-Menu
     called 'Set Preferences' (<PSION-*>)under the 'Special' Menu.
s.   The 'Core' and 'Modules' menus were combined into a 'Diamond' menu, and
     the 'Setup Diamond List' option was moved to this menu.
t.   The 'Default Transactions' Sub-Menu was made accessible from the
     Accounts screen.
u.   The Account Info screen now shows the earliest date of transactions
     rather than the screen display. (Bug in code.)
v.   Reference field extended to 20 characters.
w.   Archive printout now includes 'Reference' and 'Balance'.
x.   Description field in printouts limited to 16 characters to stop
     misalignment of numbers.
y.   The Quicken 'UK/US' choice has been changed to 'DD/MM/YY' and 'MM/DD/YY'
     which is actually what is changed.
z.   The Archive now has a 'Go To date' option, and the search routine checks
     the Reference text as well as the Transaction text.
aa.  In addition to 'Current Balance' and 'Initial Balance', a third option,
     'Total Balance' has been added.
ab.  The 'Edit Memo' function is now available from most of the screens.
ac.  Rather than just display the last Archive used, you now
     configure to display 'last used', a default file, or go automatically
     into the selection dialog.
ad.  Pressing the first letter of a Country, Budget Category, Planning
     Agency or Investment, now takes you straight to it.
ae.  At long last, Split Budget Categories are now supported.
af.  Entering a New Account, Budget Category or Planning Agency now puts it
     in at the cursor position rather than at the end.
ag.  A 'Tax' facility has been implemented to keep track of tax such as VAT,
     GST etc.
ah.  The Currency converter now starts with the highlight on the amount.
ai.  If the filter is set, the Print Routines in Transactions and Archive
     now print only the entries that match the filter.
aj.  A Delete option is now added to the 'Archive' and 'Remove'.
ak.  Advanced functions for Accounts and Transaction moved to a second dialog.
al.  The default 'To' and 'From' currencies in the conversion now configurable.
am.  A 'Last Update Date' added to the currency screen.
an.  An extra option has been added to the 'Export' and 'Import' dialogs to
     take account of a 'quirk' in MS Money, which doesn't follow the official
     QIF format.
ao.  The 'Edit Memo' directory is now configurable.
ap.  In the Transaction screen, the right and left arrows now switch accounts.
aq.  The 'Help' screens have been rewritten to reflect all these changes.

Budget Categories:

a.  Budget Filter option re-instated in the Archive.
b.  The Budget Category is now exported in the CSV and ASCII formats
     options as well as the QIF option.
c.  A Budget Sort option has been added (Alphabetical).
d.  A print routine was added.
e.  The Reference field is now imported in the 'Import QIF' option.
f.  Quicken categories now recognised on Importing.
g   The 'Update' now allows an absolute value.

Annual Planner:

a.  The entry of costs can now be put into all remaining months, or all
     months, in addition to the single month in V1.4.
b.  Decimal Places now allowed.

Shares (Stocks):

a.  You can now request a foreign currency input to the Shares screen
     independent of the setting for the whole program.
b.  Overall Gain (or Loss !!) figure added to the Shares (Stocks)
     history display
c.  The 'Delete History' option in Shares has been rationalised so that
     individual histories can be deleted from the History screen, and ALL
     files deleted from the main screen.
d.  To make this module consistent with the others, <Enter> now puts you
     into the 'New Investment' dialog, and <PSION-V> is used to see the
     history display.
e.  The option to Switch Investments from the 'History' display has been
     implemented, either using <PSION-S> or the cursor arrows.
f.  Using the 'Edit memo' feature now opens up a dedicated Investment
     memo for you to keep track of Certificate numbers etc

Petrol (Gas):

a.  If you enter a Petrol (Gas) transaction in the Transaction screen,
     the cost is now carried forward into the Petrol (Gas) entry screen.
b.  The Petrol Consumption Units are now independently configurable, so
     that you can display Litres, Miles and Kilometers/Gallon on the same
     screen.
c.  A new History option has been added to the Petrol (Gas) module,
     giving exactly the same functionality as the Share (Stocks) module.
d.  A print option has been implemented.
e.  An individual foreign currency option has been added.
f.  Using the 'Edit memo' feature now opens up a dedicated vehicle memo
     for you to keep track of Car Maintenance details.
g.  The cursor arrows now cycle through the cars.

Home Inventory:

a.   Multiple Houses allowed.
b.   A purchase date field added to the Items in Home Inventory.
c.   Option in Home Inventory to increase value of all Items by a certain
      percentage (inflation, retail-price Index).  Individual Items can be
      'flagged' as exempt from this upgrade.
d.    If the Item screen is entered from the 'Categories' screen it now
      shows the Items appropriate to that Category.
e.    You can now switch rooms/categories from within the Item screen.
f.    Using the 'Edit memo' feature now opens up a dedicated Inventory memo
      for you to keep track of Insurance policy details etc
g.    In the 'item' screen, the cursor keys cycle through rooms/categories.

10 Dec 95  Version 1.6 issued with the following changes:

a.    At long last, inter-group transfers were added.
b.    A new 'warning' attribute was added.
c.    For completeness, the half-size Status Window was implemented.
d.    The option to have Budget category on the first transaction dialog was
      implemented.
e.    If an undefined Quicken category is imported, it is now generated.
f.    The menu option to 'defer' an entry is now removed if 'Auto-defer' is
      selected.
g.    The option to display Category instead of Reference was implemented in both
      transaction and archive screens.
h.    The use of left/right arrows was increased.  Their full use is as follows
         Changes Groups in the Account screen
         Changes Accounts in the Transactions screen
         Changes Archive files in the Archive screen
         Changes Houses in the Main House screen
         Changes Rooms/Categories in the items screen
         Changes Shares in the Shares History screen
         Changes Cars in the Fuel screens
         Changes Trips in the Expense module
i.    The ability to disable single key attribute switching was incorporated.
j.    Program now remembers last type of Import/Export (UK/US).
k.    A 'Last Transaction Used' feature has been implemented.
l.    The Advanced function in Transaction improved to allow Expenses trip to
      be specified.
m.    Decimal Places are now Group-specific.
n.    Font is now screen-specific.
o.    'Standing Orders/Future Transaction' can now be called 'Scheduled Transactions'.
p.    'Open Group' option now starts with next group rather than current one.
q.    'Delete Group' now has Group title in dialog box.
r.    The date is now included in the Archive header.
s.    The previous Currency rate is displayed, to see trends.
t.    Option to automatically select Secondary Currency implemented.
u.    Sort routines improved to stop transactions entered on same day from moving.
v.    An 'Action Now' option incorporated into Standing Orders/Future Transactions.
w.    Up to 10 independent counters can now be used for cheque numbering.
x.    Cheque numbers now allowed in Standing Orders.
y.    If automatically incorporating a transaction into the House module, you
      now specify which house.
z.    You can now specify the Expense Account for automatic transfer of transactions,
      within Default Transactions and Standing Orders.

Budget:

a.    The Spend title is now named Spend/Income to show that both can be used.
b.    A 'Reset' and 'Reset All' option has been added to reset estimates to actual spend,
      at the end of the year.

Planner:

a.    The screen size and layout now totally configurable.
b.    The 'Cost Update' dialog has been simplified.
c.    The 'Total' figure now refers to 12 months rather than the number of months
      displayed.
d.    A 'Jump to Month' option implemented.
e.    A 'Mark Entry' option has been added.

Shares:

a.    You can now have up to 50 Shares/Stocks, but due to memory limitations, only
      the first 29 will allow switching in the history screen.

Fuel:

a.    The vehicle name can now be changed.
b.    The average consumption over the life of the vehicle is now shown.
c.    The Y-axis of the history graph is reversed if litres/100kms is used.
d.    The distance between fillups can now be used instead of total distance.
e.    The vehicle can now be given a number as well as a name.

House:

a.    As well as inflation you can now select depreciation for items.
b.    Items can now be inflated/deflated by category.


Expenses:

a.    Each trip now has a specific currency, rather than taking the currency of
      the selected Group.
b.    Multiple Expense archive files now supported.
c.    The cumulative distance is shown in the Archive.
d.    A print option included.
e.    Default Entries implemented.
f.    The 'Underline' attribute now implemented.
g.    The 'Total' sign can be swapped from +ve to -ve.
h.    The 'Update Entry' now includes the attribute setting.

01 May 96  Version 1.7 issued with the following changes:

Core:

a.    You can now select 'Swiss' font instead of 'Roman'.
b.    Capitals are now accepted in the 'single' keypress options.
c.    Start Date can be reset in Archive.
d.    Option to jump to next entry after reconciling (configurable).
e.    Contents of first transaction dialog now selectable.
f.    New date formats added.
g.    Archive file extension now configurable.
h.    'Space' now added to Currency separators.
i.    You now have the display choice of Reference/Category/Nothing.
j.    There is now a separate Reference/Category/Nothing switch for the Archive screen.
k.    Duplicate default transactions not now allowed.
l.    A warning now issued if a transferred transaction is updated or deleted.
m.    You can now Archive by Category.
n.    The 'Account Move' now allows a move to any position and shows the 'From' position.
o.    In a filtered screen, 'Esc' now cancels the filter and redraws.
p.    The Credit/Debit limits sorted out, and a 'Credit Remaining' option added.

Budget:

a.    A -ve Budget Estimate now allowed.
b.    Spend and Income rationalised, and individual totals shown.
c.    The 'Category Move' now allows a move to any position and shows the 'From' position.
d.    You can now add a new Budget Category directly from the Transaction.

Planner:

a.    The 'Agency Move' now allows a move to any position and shows the 'From' position.

House:

a.    A new Room or Category now goes in at Cursor.
b.    A Find Item Option was incorporated.
c.    An option to remove a Room or Category from Total was included.
d.    Auto-inclusion from Transaction now takes selected date.
e.    The 'Room Move' and 'Category Move' now allows a move to any position and shows
      the 'From' position.

Fuel:

a.    The entries in both Main and History are now automatically Date Sorted.
b.    The average cost of a Unit is now displayed.
c.    When entries in the main screen are updated the History is updated as well.
d.    Print History File option added.
e.    Export History option added.

Shares:

a.    The foreign currency option is now included in Update All.
b.    The History files are now Automatically sorted in date order.
c.    You are given the option of specifying the start date on entry.
d.    Auto Update of History file is now a configurable option.
e.    The option to have gain expressed as Annual growth rate is included.
f.    You can now Update/Enter/Delete entries in the History file.
g.    The X-Axis is now chronologically spaced rather than by entry.
h.    The 'Share Move' now allows a move to any position.
i.    Export History option added.

Expenses:

a.    On reconciling cursor jumps to next entry (configurable).
b.    It now only displays Allowance if it is non-zero.
c.    Currency now added to Archive header.
d.    Per-diem allowances now catered for.
e.    Duplicate Default transactions not now allowed.
f.    Vehicle rate not shown if zero.
g.    In a filtered screen, 'Esc' now cancels the filter and redraws.
h.    The total is now displayed in Archive.
i.    Words 'Total Distance' only shown if non-zero.
j.    Arrows keys now wrap-around Expenses trips.

20 Jul 96  Version 1.8 issued with the following changes:

General:

a.    Full printing support including 'Print Setup', 'Print Preview'
      and PSIWIN printing.
b.    Psion compatible Help system.
c.    Decimal Place setting made Group-specific.
d.    Option to speed up screen display.
e.    Negative numbers in brackets allowed.
f.    Currency format now taken from System settings on initial start of program.

Core Program:

a.    Change of Hot Keys to Psion-standard.
b.    Option to stay in Preferences menu.
c.    Auto-Counters now available in normal transactions.
d.    Transaction dialogs more intelligent.
e.    Option to Archive without updating the Balance.
f.    Option to QIF, CSV export reconciled entries only.
g.    Option to Clear all attributes added.
h.    Archive can be exported for use in the 'Sheet' application.
i.    New Currencies printout available.
j.    Option on Quicken import to ignore unknown categories.
k.    Option to combine Credit/Debit columns on Transaction display.
l.    Tax Rate now an option for the middle column display.
m.    Middle Column and balance Window displays now availble on single keys.

Stocks/Shares:

a.    Graph setup is now entry specific.
b.    Y-axis design more flexible.
c.    Gain/Loss figure now allows for an absolute %.
d.    Entries can now be easily sorted on a number of parameters.
e.    Option to record and display the total portfolio performance.

Fuel:

a.    Graph setup is now vehicle specific.
b.    Both X & Y-axis design more flexible.
c.    A new Statistics screen is available.

House:

a.    Items can now be sorted by description or value.

Financial Planner:

a.    New printout option.

Utilities:

a.    New printout option.