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Using help USING HELP [154] 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 Alt-Help and choose the command you want help with. Digita product support DIGITA PRODUCT SUPPORT [202] 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 [115] This illustrates the version of Home Accounts2 that you are using, and shows the amount of available memory. Account Types ACCOUNT TYPES [126] 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 [125] Choose "Add account" from the "Set up" menu. The requester 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 [121] There are several methods depending on the current window: Press Insert or Right Amiga-A. Choose Add from the Edit menu. Shift-Double-click (using the Left Mouse key) inside the items window. Amending an Account AMENDING AN ACCOUNT [127] 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 [121] There are several methods depending on the current window: Click on the entry (to select it) and then press Right Amiga-M. Click on the entry and choose Amend from the Edit menu. Double-click the entry. Arranging windows ARRANGING WINDOWS [143] This command lets you decide how the windows are arranged. Stacked: Overlaid. "Tiled vertically": Windows stacked one above the other. "Tiled horizontally": Windows displayed side by side. Auto-balancing Manual transactions AUTO-BALANCING MANUAL TRANSACTIONS [139] "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 [141] This automatically saves the current file on disk. You set the time period between saving using the General-Preferences command (Options menu). Budgeting BUDGETING [130] 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 [155] 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 [143] 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 [116] Use the Save command from the Project menu. If you want to save the file using a different name use the "Save as" command from the Project menu. Creating a new file CREATING A NEW FILE [115] To set up a new file, choose New from the Project menu. You can use the titles and preferences from an existing file by selecting "Load configuration" when prompted. Date and time DATE AND TIME [156] Choose "Set date time" command (System menu) to set the date and time. Deleting an Account DELETING AN ACCOUNT [127] 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 [118] Choose Delete command (Project menu) to delete any Home Accounts2 files on disk. You will be prompted to confirm any deletions. Deleting an item DELETING AN ITEM [121] There are several methods depending on the current window: Click on the entry and press Del or Right Amiga-D. Click on the entry and choose Delete from the Edit menu. Drag the entry to the Trashcan. Editing a requester EDITING A REQUESTER [106] 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 Shift-Left Arrow Moves to start of text box Shift-Right Arrow Moves to end of text box Right Amiga-X Clears the text box contents Right Amiga-Q Restores text box contents Control Right Amiga-Q Restore box contents to before editing Backspace Deletes characters to the left Delete Deletes current character F1 Edit contents of text box F2 Toggles between insert and overtype Enter Moves to next text box and can be used to select the default button to exit a requester Find and replace transactions FIND AND REPLACE TRANSACTIONS [124] 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 requester enter your replacement information. Finding transactions FINDING TRANSACTIONS [122] 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. Function keys FUNCTION KEYS [135] 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 Alt and Control keys. Graphs GRAPHS [144] 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 [102] 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 [155] Choose "Interest calculator" from the System menu. This displays the "Interest calculator" which can be used as a guide to estimate the cost of a loan, credit card balance and so on. Investments INVESTMENTS [132] 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 [163] Certain menu commands may be selected from the keyboard by using the 'Right Amiga' key and a letter which is listed beside the relevant menu command: MENU COMMANDS KEY DOES Right Amiga-N Create a new file Right Amiga-O Open an existing file Right Amiga-S Save the open file Right Amiga-V "Save as" the open file Right Amiga-Q Quit Home Accounts2 Right Amiga-A Add transactions Right Amiga-M Amend transactions Right Amiga-D Delete transactions Right Amiga-T Sort transactions Right Amiga-F Find transactions Right Amiga-G Find the next transaction Right Amiga-R Find and replace transactions Right Amiga-# Preferences Right Amiga-C Calculator Right Amiga-I Interest calculator EDITING REQUESTERS [106] 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 Shift-Left Arrow Moves to start of text box Shift-Right Arrow Moves to end of text box Right Amiga-X Clears the text box contents Right Amiga-Q Restores text box contents Control-Right Amiga-Q Restore box contents to before editing Backspace Deletes characters to the left Delete Deletes current character F1 Edit contents of text box F2 Toggles between insert and overtype Enter Moves to next text box and can be used to select the default button to exit a requester MOVING IN WINDOWS [164] 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 [164] 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 [121] 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) VAT : VAT code, if applicable (press F9 for reminder) Moving in windows MOVING IN WINDOWS [164] 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 [153] 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. New shell NEW SHELL [157] "Open a new shell" command (System menu) opens a new Cli/Shell window on the Workbench screen. Use this to perform standard AmigaDOS commands. Notepad NOTEPAD [110] When adding or amending Accounts, Types, Markers, Investments, Budgets, Regular transactions, Manual transactions or VAT 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 [115] To open an existing file choose Open from the Project menu, and select the file you wish to open from the selector. Opening comparatives OPENING COMPARATIVES [119] Choose "Open comparatives" from the Project 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 Project menu. Password PASSWORD [135] 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 [157] Choose Playtime to relax with the simple puzzle from Home Accounts2. CLICK DOES Left Mouse key Move squares Close gadget Quit puzzle Preferences PREFERENCES [141] 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 [120] The Quit command (Project menu) ends a Home Accounts2 session and returns you to Workbench. If you quit without saving changes to a file Home Accounts2 asks whether to save changes. Reconciling Transactions RECONCILING TRANSACTIONS [139] To mark transactions as being reconciled either: Click the transaction with the Alt 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 [128] 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 VAT : VAT code (if applicable) Report Account statement REPORT ACCOUNT STATEMENT [147] Lists all Manual transactions in the style of a bank statement. Report Account summary REPORT ACCOUNT SUMMARY [147] Lists all accounts, including name, number, number of transactions, Reconciled and Unreconciled balances. Report Budget REPORT BUDGET [147] Lists Budget entries. Report Budget progress REPORT BUDGET PROGRESS [151] List of budgeted entries, showing actual figures against budgeted expenditure. Optional graph facility. Report income/expenditure REPORT INCOME/EXPENDITURE [150] Lists all income and expenditure transactions with totals. Report Markers REPORT MARKERS [147] Lists all transaction Markers. Report networth REPORT NETWORTH [153] Enter information in the Assets and Liabilities requester, and then Home Accounts2 will total these with your Account balances and Investments to calculate your total net worth. Report portfolio REPORT PORTFOLIO [153] Lists Investments with their current value. Report Regular transactions REPORT REGULAR TRANSACTIONS [147] Lists all Regular transactions. Report searching REPORT SEARCHING [148] 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 VAT codes all, or selected Report Types REPORT TYPES [147] Lists all income and expenditure Types. Report VAT REPORT VAT [152] Lists all Manual transactions in date order, showing the net value, the VAT element and the gross value. Report VAT codes REPORT VAT CODES [147] Lists all VAT codes that have been set up. Saving a file SAVING A FILE [116] To save a file choose the Save command from the Project menu. If you want to save the file using a different name use the "Save as" command from the Project menu. Screen saver SCREEN SAVER [141] 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 [122] As items are added, they are automatically sorted (for example, Manual transactions are sorted in date order). To change the sort order choose Sort (Edit menu). From the sort requester 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 [164] 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 [121] 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 [121] Choose "Set default" from the Trans menu to set the defaults you want when entering transactions. Transaction window headings TRANSACTION WINDOW HEADINGS [134] Choose "Window headers" from the "Set up" menu to set the headings for each Account window. Transaction Markers TRANSACTION MARKERS [128] 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 [128] 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 Amiga. When adding a Type the following boxes appear: "Type name": 4 character code. Reference : Type reference. "VAT code" : VAT code (associated with the Type, if applicable). Trashcan TRASHCAN [104] 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. VAT codes VAT CODES [133] For VAT registered users, VAT codes may be set up for the different rates of VAT. VAT codes may be entered with transactions to create a VAT summary. When adding a VAT code the following boxes appear: VAT code : 1 character code Reference: VAT code reference VAT % : Percentage VAT rate Workbench open WORKBENCH OPEN [157] A check mark (tick) next to the "Workbench open" command (System menu) indicates whether or not the Workbench screen is open. The Workbench may be toggled open/closed. Closing Workbench can save up to 40K of memory, and is a good idea if you only have 1MB of RAM available. However, Workbench will only close if there are no programs running (Workbench disk directory windows excluded).