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}1 ______________ ________________________________ \ /\ \ \ \ / \ \ \ \ / \ \ _________________ \ / _____________ / / /\ / / / / / / / \ / / / / / / / \ / / / / / _____________________________________________/ / \ \ \ \ / \ \ \ \ / \_____________________________________________/®ad! . }6 MONEY MATTERS v3.0 }1 Typed and edited by DIT & Fireflash }6 For LSD Part 2 }1 Made into an AmigaGuide file by DIT 23-11-1993 All Figures by DIT 23-11-1993 PAGE 105 7.1 Project Menu ---------------- 7.1.1 About Money Matters ------------------------- Choose About command (Project menu). Shows the creator, copyright, the version number of Money Matters and the amount of free memory available. 7.1.2 New --------- Choose New command (Project menu), or press Right Amiga-N. Creates a new file. Whenever you start Money Matters, you will be requested to enter the current date (unless you have a built-in clock). When you create a new file, you can load an existing configuration from another file. This loads the Account titles, the Types and the Preferences, but no figures or transactions. 7.1.3 Open ---------- Choose Open command (Project menu), or press Right Amiga-O. Shows a requester to open an existing file. See Figure 7-1 "Open file" requester The list box shows all files and drawers (subdirectories, labelled (Drawer)), in the currently selected drawer. Below this are two boxes, Drawer and File. To the right are four buttons: OK, Volume, Parent and Cancel. To select a file click the filename in the listbox, this will update the File box. Clicking a Drawer in the large list box will show the contents of that drawer and the Drawer text box will be updated to show the disk and drawer names separated by a colon (:). PAGE 107 Further drawers may be accessed in the same way and will be separated by a slash (/) when added to the Drawer text box. To move back to the previous drawer level click the Parent button. Another way to select the drawer or filename is to type the drawer and filename directly into the appropriate boxes. In the File text box you type the name of the file you wish to open. However, you can insert a filename automatically by clicking the name you require in the list box. If you double-click a filename in the list box, Money Matters will automatically open the file. When you open a file, Money Matters will check if any "Regular transactions" are due and process them if necessary. If, as a result, an Account exceeds the minimum or maximum balance warnings you set, a warning will appear. 7.1.4 Save ---------- Choose Save command (Project menu), or press Right Amiga-S. Saves the current file, under the same path, replacing the previous version. Files are saved with the extension .MM If you have selected the "Backup files" option (General command), the existing file on disk will be renamed with the extension .BAK, and the current file will be saved with the extension .MM. 7.1.5 Save As ------------- Choose "Save as" command (Project menu), or press Right Amiga-V. Shows a requester to save an existing file. The list box shows all files and drawers (subdirectories, labelled (Drawer)), in the currently selected drawer. Below this are two boxes, Drawer and File. To the right are four buttons: OK, Volume, Parent and Cancel. To select a file click the filename in the listbox, this will update the File box. Clicking a Drawer in the large list box will show the contents of that drawer and the Drawer text box will be updated to show the disk and drawer names separated by a colon (:). Further drawers may be accessed in the same way and will be separated by a slash (/) when added to the Drawer text box. To move back to the previous drawer level click the Parent button. Another way to select the drawer or filename is to type the drawer and filename directly into the appropriate boxes. PAGE 108 See Figure 7-2 "Save as file" requester In the text entry box you enter the name of the file you wish to save. However, you can insert a filename automatically by clicking the name you require in the list box. If you double-click a filename in the list box, Money Matters will automatically save the current file. If the file already exists, a warning will appear. 7.1.6 Delete ... ---------------- Choose Delete command (Project menu). Shows "Delete file" requester. The list box shows all files and drawers (subdirectories, labelled (Drawer)), in the currently selected drawer. Below this are two boxes, Drawer and File. To the right are four buttons: OK, Volume, Parent and Cancel. To select a file click the filename in the listbox, this will update the File box. Clicking a Drawer in the large list box will show the contents of that drawer and the Drawer text box will be updated to show the disk and drawer names separated by a colon (:). Further drawers may be accessed in the same way and will be separated by a slash (/) when added to the Drawer text box. To move back to the previous drawer level click the Parent button. Another way to select the drawer or filename is to type the drawer and filename directly into the appropriate boxes. PAGE 109 See Figure 7-3 "Delete file" requester In the Filename text entry box you enter the name of the file you wish to delete. However, you can insert a filename automatically by clicking the name you require in the list box. If you double-click a filename in the list box, Money Matters will automatically delete the file. You will be requested to confirm any file you selected to delete. 7.1.7 Open Comparatives ----------------------- Choose "Open comparatives" (Project menu). Shows a requester to open comparatives from an existing file. Comparatives are the monthly totals of Income and Expenditure Types, which are loaded from an existing file. The comparative figures will be displayed alongside actual figures in the "Budget progress" report and included in various budget graphs. Comparatives are ideal for comparing current Income and Expenditure figures with a previous year. The list box shows all files and drawers (subdirectories, labelled (Drawer)), in the currently selected drawer. Below this are two boxes, Drawer and File. To the right are four buttons: OK, Volume, Parent and Cancel. To select a file click the filename in the listbox, this will update the File box. Clicking a Drawer in the large list box will show the contents of that drawer and the Drawer text box will be updated to show the disk and drawer names separated by a colon (:). Further drawers may be accessed in the same way and will be separated by a slash (/) when added to the Drawer text box. To move back to the previous drawer level click the Parent button. Another way to select the drawer or filename is to type the drawer and filename directly into the appropriate boxes. In the File text box you type the name of the file from which you wish to loan comparatives. However, you can insert a filename automatically by clicking the name you require in the list box. If you double-click a filename in the list box, Money Matters will automatically open the file. You can load figures from an existing file for inclusion in the "Budget progress" report or the graphs. It is particularly useful for comparing one year's expenditure with a previous year. 7.1.8 Clear Comparatives ------------------------ Choose "Clear comparatives" (Project menu). This command will be dimmed unless you have used the "Open comparatives" command. "Clear comparatives" command will remove the comparative figures you previously opened. 7.1.9 Quit ---------- Choose Quit command (Project menu), or press Right Amiga-O. Closes open file and quits Home Accounts2, returning to the Workbench. PAGE 111 7.2 Edit Menu ------------- You use the Edit menu to process transactions and items. 7.2.1 Add --------- Choose Add command (Edit menu), or press Right Amiga-A. Adds a transaction or item to the current window. 7.2.2 Amend ----------- Choose Amend command (Edit menu), or press Right Amiga-M. Highlight the transaction or item you wish to amend and choose Amend. Alternatively, double-click the transaction or item. 7.2.3 Delete ------------ Choose Delete command (Edit menu), or press Right Amiga-D. Highlight the transaction or item you wish to delete and choose Delete. You can also delete by pressing the Delete key or by dragging the transaction or item to the Dustbin. Deleted transactions and items can be recovered from the Dustbin (by dragging them into the appropriate window). However, if "Automatically empty Trashcan" is selected (General-Preferences, Options menu), they will be permanently removed. 7.2.4 Sort ---------- Choose sort command (Edit menu) or press Right Amiga-T See Figure 7-3 "Sort manual transactions" requester PAGE 112 The Sort requester appears. From the cycle buttons, select the Header on which you wish to sort, and then the Order (ascending or descending) on the top edit window and re-sort the items. 7.2.5 Find ---------- Choose Find command (Edit menu), or press Right Amiga-F. Money Matters provides comprehensive searching facilities. See Figure 7-4 "Find manual transactions" requester A requester displays the boxes available on which you can search. You type in the text entry boxes what you wish to search for and then click the appropriate check boxes to switch them on. Money Matters does not discriminate between upper and lower case when searching. In this way, you can search on more than one box at a time. For example, you wish to find a transaction of Type HK which occurred on 31/03/1991. In the Type box you type HK and in the Date box you enter 31/03/1991. You then click the Type and Date check boxes and then click OK. But imagine you wanted to search for a transaction and all you remembered is that the Reference contained a name, Mr Smith. But you can't remember how the name was spelt. Was it Smyth or Smith? PAGE 113 With Money Matters you can use 'wildcards'. These are special letters which you use when you can't remember exactly what you want to find. They work like this: LETTER MEANS ? Matches any character * Matches zero or more occurrences of the preceding character + Matches one or more occurrences of the preceding character In the case of Mr Smith, you would enter Mr Smi?th. This means Money Matters will find every word Mr Sm th. Here are a few more examples: PATTERN FINDS ------------- -------------------------------- fund fund, funds, refund, refunds mil*ward millward, milward, milllward a?c abc, afc, azc If you wish to find one of the wildcard letters (that is ?, *, +), you can do this by preceding the letter with a backslash (). For example, to search for Smith? you would enter Smith?. When you have set your search criteria, click OK. The first transaction to match the search criteria will be highlighted. If no transactions can be found the screen will flash. 7.2.6 Find Again ---------------- Choose "Find again" command (Edit menu), or press Right Amiga-G. This will find the next transaction to meet the search criteria you set using the Find command. 7.2.7 Find and Replace ---------------------- Choose "Find and replace" command (Edit menu), or press Right Amiga-R. Use this command to search for transactions in which you wish to replace some of the information. For example, you may have typed several transactions with the Reference Business expense and wish to replace this text with Business expenses for company A. It works in the same way as the Find command. A requester appears and you enter your search criteria. However, when you click OK, another requester appears for you to enter your replacement criteria. Additionally, there are three radio buttons at the bottom of the requester which operate as follows: PAGE 114 BUTTON DOES ------------------- ------------------------------------- Replace once Finds and replaces one entry Confirm replace Finds and you confirm each entry Replace all Finds and replaces all entries. When using "Confirm replace", each transaction will be highlighted and an alert will appear with the options: BUTTON DOES -------------------- -------------------------------------- Yes Replace item No Do not replace, continue finding Cancel Abandon "Find and replace" command 7.2.8 Empty Dustbin ------------------- Choose "Empty dustbin" command (Edit menu). This command permanently removes any items in the dustbin. 7.3 SETUP --------- Choose "Add account" command ("Set up" menu). Creates a new Account. Accounts are used for items such as your bank Account, building society Account, savings, credit cards. See Figure 7-5 "Add account" requester Name: The name of the Account (for example, Natwest Current Account). Number: The Account number (for example, 6894732). Code: Your own two letter reference (for example, NC for Natwest Current). This reference will be used throughout Money Matters. "Opening balance" The account's opening balance. "Warning limit min": A warning for the minimum Account balance. "Warning limit max": A warning for the maximum Account balance. You can set a maximum and minimum figure and then Money Matters will tell you whenever the balance goes outside these thresholds. This is particularly useful to warn you of bank charges or if you exceed your credit card limit. You enter the maximum and minimum figures and switch on the facility by clicking the check boxes. The warnings allow for all manual transactions and regular transactions. PAGE 116 Warnings can operate on Reconciled or Unreconciled balances. (See Section 7.7.9, "General Preferences".) Type: This is a cycle button from which you select the type of Account. This can be Cash, Cheque, "Credit card" or Savings. For clarity, each Type has a different style of icon: See Figure 7-6 Account icons Icon title: This is the title for the icon on the desktop. Cheque number: If appropriate, enter your current cheque number from your cheque book. When you add a transaction to this Account, if you press F8 when editing the cheque number box, Home Accounts2 will add the cheque number. When adding transactions, the number automatically increases by one each time you press F8. To activate the Notepad press F10. You can enter up to eight lines of information pertaining to the Account. The number of Accounts you can set up is only limited by the memory of your Amiga. However, there is a maximum limit of 80 icons on the desktop. (See Appendix A, "Memory And Money Matters", for further information.) PAGE 117 7.3.2 Amend Account ------------------- Choose "Amend account" command ("Set up" menu), or Shift-double-click the desktop icon. If you have set up more than one Account, a list box appears. Click the Account you wish to amend. Press F10 if you wish to amend the Notepad pertaining to the Account. 7.3.3 Delete Account -------------------- Choose "Delete account" command ("Set up" menu), or drag the icon to the Dustbin. If you have set up more than one Account, a list box appears. Click the Account you wish to delete and a query box will ask you to confirm the deletion. 7.3.4 Transaction Types ----------------------- Choose "Transaction types" command ("Set up" menu), or double-click the Types icon. A window opens in which you can add, amend, delete and sort Types using the commands from the Edit menu. When you add a Type, you enter the abbreviation and a description. These are abbreviations, which may be up to four characters, used by Money Matters to describe different groups of income or expenditure. They are always displayed in upper case. Here are a few typical examples: TYPE DESCRIPTION -------------- ------------------------------------ HK House keeping SAL Salary MORT Mortgage PTRL Petrol BCHG Bank charges CASH Cash withdrawals INTR Interest MISC Miscellaneous Types are used in various areas of Money Matters, including "Regular transactions", "Manual transactions" and Budget. The number of Types you can set up is only limited by the memory of your Amiga. If you are registered for VAT (tax), and have set this option using the General command (Settings menu), you will be prompted to type a "VAT code" (see "VAT code" command). If you press F9 a requester appears which displays the VAT rates). Press F10 to activate the Notepad. PAGE 118 7.3.5 Transaction Markers ------------------------- Choose "Transaction markers" command ("Set up" menu), or double-click the Markers icon. "Transaction markers" are like book marks. You set a one character code and a description. Then, when you add transactions you can enter the marker so that each transaction has an additional reference. For example, you could use one marker for your transactions relating to buying petrol, and another for your partner. Then, using commands from the Reports menu, you can print separate reports on petrol expenditure for you and your partner. Press F10 to activate the Notepad facility. 7.3.6 Regular Transactions -------------------------- Choose "Regular transactions" command ("Set up" menu), or double-click the Regular icon. A window appears listing the existing "Regular transactions". "Regular transactions" are transactions that appear regularly, like a Standing Order, a Direct Debit or mortgage repayment. When you choose Add or Amend, the following requester appears. See Figure 7-7 "Add regular transactions" requester "Start date": The starting date of the transaction. Money Matters will automatically post any transactions due between the "Start date" and the current system date. PAGE 119 "End date": The expiry date of the transaction. Type: The income or expenditure Type you set up. Reconciled: Transaction reconciled. The box should contain an asterisk (*) if the transaction is considered reconciled. A transaction becomes reconciled when you have confirmation that the transaction has been completed (for example, when a cheque payment appears on your bank statement). If a transaction is not reconciled, you should leave this box blank. By identifying the difference between reconciled and unreconciled transactions, Money Matters gives you both methods. You have an accurate Account balance (reflecting every transaction), and an actual Account balance (reflecting only transactions which have been completed). ( See Section 7.4.3, "Reconcile...", for further information.) Frequency: The frequency is in two parts, in the cycle button you select the units (either days, weeks or months), and in the text entry box you enter the number of units. For example, if you wanted to set a payment once a quarter, you would set the cycle button to Months, and enter 3 in the Frequency text entry box. From: The "Account code" from where the transaction is debited. To: The "Account code" to where the transaction is credited. If you forget the "Account codes" you set up, press F9 for a simple memory jogger. A requester will appear listing the available "Account codes". Simply click your selection from the list box and the "Account codes" will be automatically entered. If the "Account code" you require is not displayed (and therefore does not exist), you can add another Account by clicking Add. Reference: Your own reference for the transaction. Debit: The amount to be debited, or Credit: The amount to be credited. Marker: The marker code. VAT: The VAT code. Press F10 to activate the Notepad facility. "Regular transactions" are handled automatically. Every time you start Money Matters, it is essential to enter the correct date, as this date will be compared with the previous date (when you previously saved the file), and then any "Regular transactions" falling between the dates will be posted. If you amend a "Regular transaction", the previous postings will be unaffected. PAGE 120 The number of "Regular transactions" you can set up is only limited by the memory of your Amiga. There are a couple of important points to remember when entering "Regular transactions": Remember, when adding "Regular transactions", they are instantly back- dated to the "Start date" as soon as you finish entering the transaction. 7.3.7 Budget ------------ Choose Budget command ("Set up" menu), or double-click the Budget icon. A window appears listing the existing Budget. You can set up a budget for each income and expenditure Account entered. By setting a monthly budget, you can compare your actual expenditure. When you choose Add or Amend, the following requester appears. See Figure 7-8 "Add budget item" requester Type: The income or expenditure Type you wish to budget. Account code: The income Account you wish to budget (type ** for all Accounts). Each month of the financial year you set is displayed. Enter the value of your budget amount into the boxes. Expenditure/Income cycle button: Set as appropriate. PAGE 121 Replicate: Click this button to copy the highlighted value to the remaining months. Calculate: This operates the budget calculator. The Budget Calculator --------------------- This provides a simple method to allow for fluctuations, such as inflation, for example. Start month cycle button: The starting month for budgeting. End month cycle button: The expiry date of the budgeting. Start value: The figure to start budgeting. Inc/Dec: The monthly value to increase or decrease the previous month's figure. If you select the % check box, the value will be assumed a percentage. Divide over months: This divides the "Start value" by number of months. Add values: Adds "Inc/Dec value" to "Start value". Subtract value: Subtracts "Inc/Dec value" from the "Start value". Click OK to calculate the monthly budget figures. If you forget the "Account codes" you set up, press F9 for a simple memory jogger. A requester will appear listing the available "Account codes". Simply click your selection from the list box and the "Account code" will be automatically entered. If the "Account code" you require is not displayed (and therefore does not exist), you can add another Account by clicking Add. Press F10 to activate the Notepad facility. The number of Budgets you can set up is only limited by the memory of your Amiga. 7.3.8 Investments ----------------- Choose Investments command ("Set up" menu) or double click the Investment icon. A window appears listing the existing Investments. If you own Company Shares or any other form of investment, you enter the details using this command. Money Matters will calculate their total value and this figure will be included in the "Net worth" report. When you choose Add or Amend, the following requester appears. See Figure 7-9 "Add investments" requester Reference: The description of investment. Quantity: The number of units (the number of company shares for example). "Unit price": The current unit value. Press F10 to activate the Notepad facility. The number of Investments you can set up is only limited by the memory of your Amiga. 7.3.9 VAT Code -------------- Choose "VAT Code" command ("Set up" menu), or double click the Tax icon. This command is for business users who are registered for VAT (tax). It allows you to define the VAT (tax) element when you add transactions. PAGE 123 See Figure 7-10 "Add VAT codes" requester "VAT code": A single character reference code. Reference: A reference for the VAT code. "VAT %": The current VAT percentage. Press F10 to activate the Notepad facility. 7.3.10 Window Headers --------------------- Choose "Window headers" command ("Set up" menu). You can only use this command with "manual transactions". See Figure 7-11 "Manual transactions window headers" requester From the requester, you can select to show or hide the various transaction headings. This means that you can remove any surplus columns and reduce the display width to fit the window. Money Matters will store the entire transaction information you enter, regardless of which headings are displayed. The heading settings are independent for each Account and stored automatically with your file. 7.3.11 Function Keys.. ---------------------- Choose "Function keys" command ("Set up" menu). See Figure 7-12 "Set function keys" You can program up to 20 common words or phrases. Ten for the key combination Control-Function key and ten for Alt-Function key. You cannot program a direct Function keypress (for example, F3), as these contain Money Matters keyboard shortcuts. To set the Function key, click the key required (F1 to F10). The current value for the key will be displayed in the boxes Control and Alternate. These boxes represent the two keys used in combination with the Function keys. Once defined, the Function keys work with the boxes of any requester. Function key settings are automatically saved with your file. 7.3.12 Password.... ------------------- Choose Password command ("Set up" menu). You can set a password which will be requested each time the file is opened. To change a password, enter the existing password and then you will be given the option to change it. ************************************************************************* IMPORTANT Make a note of your password. Digita may be able to recover your file, but there will be a handling charge. ************************************************************************* PAGE 126 7.4 Trans Menu -------------- Choose "Set defaults" command (Trans menu). Most of the information you enter into Money Matters will be "Manual transactions". To make this process as fast and simple as possible a number of defaults are provided. See Figure 7-13 "Manual transactions defaults" requester Date: Either enter a date in the box, or select "System date" or "Last entered". If you use the cycle button, switch on the check box. Type: Either enter a Type in the box, or select "Last entered" by switching on the check box. Reconciled: Either type * in the box, or select "Last entered" by switching on the check box. Reference: Either type a reference in the box, or select "Type reference" or "Last entered". If you use the cycle button, switch on the check box. Amount: Either type a figure in the box, or select "Last entered" by switching on the check box. The figure is assumed to be credit, unless you switch on the Debit check box. Marker: Either type a marker in the box, or select "Last entered" by switching on the check box. VAT code: Either type a VAT code in the box, or select "Type VAT code" or "Last entered". If you use the cycle button, switch on the check box. PAGE 127 With Money Matters, VAT options only appear if you have switched on the VAT facility (Preferences command, Options menu). 7.4.2 Add or Amend ------------------ Choose "Add or amend" command (Trans menu), or double click the appropriate Account icon. You use this command to add "Manual transactions". If you have set up more than one Account, a list box appears. Click the Account for which you wish to enter transactions. The Account window appears, showing the current transaction details together with a running balance. If a transaction you entered is not included in the balance, this is probably because it has not been reconciled (by typing an asterisk in the reconciled box). If you prefer to display all of the transactions, regardless of reconciliation, there is an option in General (Settings menu). You can modify the columns to your preference using the "Window headers" command ("Set up" menu). When you choose Add or Amend, the following requester appears. See Figure 7-14 "Add manual transactions" requester Transactions will be displayed in colour on colour systems, if the balance for the Account is below zero. Date: The date of the transaction. Type: The income/expenditure Type. There are two reserved types: TRAN for transferring between Accounts. If selected, a list box appears and you can click the Account to which you wish to transfer the amount. Money Matters only recognises the first 3 characters, that is TRA. The fourth character is discretional This gives you the opportunity to Budget against several Types of TRAN transactions (for example, TRA1, TRA2). SPLT for splitting a transaction across up to 20 different Types. If selected, a requester appears and you can enter the allocations. Reconciled: The Reconciled box tells Money Matters whether or not a transaction has been reconciled with a statement. You type an asterisk (*) if the transaction is reconciled. Reference: Your own reference. Ref number: The "Ref number" box is used if the transaction was paid by cheque. You can enter this manually, or press F8 to automatically insert the next consecutive number. Debit: Enter amount. OR Credit: Enter amount. You use the Debit box to pay out money, or the Credit box to pay in money to your Account. M: Your Marker code. VAT: Your VAT code, if applicable. When editing either the Type, Marker or "VAT code" boxes, if you press F9, a list box reminder appears. Click on the item in the list box to make your selection. If, however, the item does not appear in the list box, click Add to set up the item. Press F10 to activate the Notepad facility 7.4.3 Reconcile --------------- Choose Reconcile command (Trans menu). Once you have opened an Account window (double-click an Account icon), you use this command to identify Reconciled or Unreconciled "Manual transactions". PAGE 129 See Figure 7-15 "Reconcile/unreconcile manual transactions" requester Start date : Enter the starting date of period. End date : Enter the end date of period. Set the radio button to Reconcile or Unreconcile. Confirm each one : If this check box is selected, Money Matters will ask you to confirm each reconciliation or unreconciliation. 7.4.4 Delete ------------ Choose Delete command (Trans menu). Once you have opened an Account window (double-click an Account icon), you use this command to delete a range of transactions (to delete a single transaction, it is quicker to drag it to the Dustbin). 7.4.5 Auto Balance ------------------ Choose "Auto balance" command (Trans menu). Once you have opened an Account window (double-click an Account icon), you use this command to determine which transactions should be reconciled. PAGE 130 For Money Matters to work correctly, you will need to make a note of the following information on your bank (or other) statement: * The date of the first transaction. * The date of the last transaction. * The closing balance. * The number of transactions. Now enter this information like this: Start Date: The first transaction date. End date: The last transaction date. Target balance: The closing balance. Number of transactions: The number of transactions. If you have a large number of transactions, this command may take several minutes. If you wish to interrupt and cancel the command, press the Esc key. 7.4.6 Auto Balances Again ------------------------- Choose "Auto balance again" command (Trans menu). If the previous "Auto balance" calculation was incorrect, you can use this command to try again. Money Matters may not get the auto balance correct first time if there is more than one way of reconciling your transactions. However, Money Matters will tell you when there are no more combinations for auto balancing. 7.4.7 What if? -------------- Choose "What if? command (Trans menu). This is used to make financial projections into the future, which can help you plan your cashflow more easily. Type the date up to which you wish to project. Money Matters will then process all regular transactions up to the projected date. At this point the Save command is disabled to prevent you accidentally overwritting your original file. After experimenting with the projections you can return to your original file by choosing "What if?" again. If you wish to store the projections, you will need to switch on the option "Save projections", which is accessed using the File command (Settings menu). Once saved, a projection file can be loaded just like a normal data file. PAGE 131 7.5 REPORT MENU --------------- General ------- Before printing, it is always a good idea to save your file. Then check your printer for the following: * That it is properly connected to your Amiga. * That paper is loaded. * That it is plugged in and turned on. * That it is "on-line". Money Matters uses the printer driver and settings as configured in your Amiga System Preferences. With Money Matters, you can print graphs and save them as IFF format. To interrupt a report whilst printing, or being displayed on the screen, press the Esc key. When you choose a command from the Report menu, there are several options common to each command: * Screen radio button: Displays the report on the screen. * Printer radio button: Prints the report. * File radio button: Saves a graph on disk in IFF format, or ASCII format for a list report. The file selector requester appears for you to enter the path and filename. * Format button: This lets you change the configuration for the report header, footer and body. Format Header and Footer ------------------------ Headers are printed at the top of each page after the top margin, and footers are printed at the bottom of each page before the bottom margin. This requester appears, which is the same for configuring the header or footer: Text: This is where you enter the text for the header (up to 132 characters if you are using a wide carriage printer). You can also use these special codes: CODE DOES --------------- -------------------------------------------------- ~PAGENUM Page number ~DATE System date ~TIME System time ~ACCNAME Name of the report Account ~ACCNUMBER Account number of the report ~ACCCODE Account code of the report ~ACCOPENBAL Opening balance of the report Account ~STARTDATE Start date, if defined in the search criteria ~ENDDATE End date, if defined in the search criteria PAGE 132 The last two codes are used when you are producing a report based upon a date range. Codes and text may be mixed in headers and footers. You can then set the justification, pitch and style for the Text line using the boxes below. If you wish to add more than one Text line, click Insert. If you enter multiple lines, you use the buttons at the bottom of the requester: Previous: Go to previous Text line. Next: Go to next Text line. Delete: Delete the line which appears in the Text box. Insert: Insert another Text line before the current line in the Text box. The justification, pitch and style settings are independent for each Text line. You can add any number of header and footer lines, provided you leave sufficient space for the report body. Format Report Body ------------------ The list box displays the column headings, which you can select, or deselect by clicking the headings. To include the Notepad facility, click the check box below the list box. You can then set the justification, pitch and style for the report body using the boxes to the right of the list box. Some reports will naturally extend beyond the width of your printer. However, using these configuration options, you can customise every report to best suit your printer. 7.5.1 Types ----------- Choose Types command (Reports menu). Produces a list of all income and expenditure Types. 7.5.2 Markers ------------- Choose Markers command (Reports menu). Produces a list of all transaction Markers. 7.5.3 Budget. ------------- Choose Budget command (Reports menu). Produces a list of all monthly budget entries. 7.5.4 Regular Transactions -------------------------- Choose "Regular transactions" command (Reports menu). Produces a list of all "Regular transactions". 7.5.5 VAT Codes --------------- Choose "VAT Codes" command (Reports menu). Produces a list of all "VAT codes". 7.5.6 Account Summary --------------------- Choose "Account summary" command (Reports menu). This produces a list of all Accounts, including, "Account name", "Account number", "Number of transactions entered", "Reconciled balance" (the current balance) and "Unreconciled balance" (balance when all entries have been reconciled). 7.5.7 Account Statement ----------------------- Choose "Account statement" command (Reports menu). See Figure 7-16 "Account statement" requester Double-click the graph style icon you require, list, line or scatter. Then set the date range for the transaction to be included. Click OK to produce the report. If you want to specify more conditions for the report, before clicking OK, click the Options button. This reveals the following options: To: Send the report to the Screen, Printer or File (on disk). PAGE 134 Include: Reconciled and unreconciled transactions. Show: Credits and debits. Reference: Only entries matching the contents of this box will be included. You can use 'wildcards'. These are special letters which you use when you can't remember exactly what you want to find. They work like this: LETTER MEANS ------ -------------------------------------------------------- ? Matches any character * Matches zero or more occurrences of the preceding character + Matches one or more occurrences of the preceding character In the case of Mr Smith, you would enter Mr Sm?th. This means Money Matters will find every word Mr Sm th. Here are a few more examples: PATTERN FINDS ---------- --------------------------------------------- fund fund, funds, refund, refunds mil*ward millward, milward, milllward a?c abc, afc, azc If you wish to find one of the wildcard letters (that is ?, *, +), you can do this by preceding the letter with a backslash (). For example, to search for Smith? you would enter Smith?. Accounts, Types, Markers, "VAT codes": If you click one of these button a requester appears which lets you select which items to include in the search. Each requester works in the same way. PAGE 135 See Figure 7-17 "Types-account statement" report requester Individual Types appear in the list box. Click the Type to select or deselect. The selected Types will be included in the report. Select all button selects all Types. Reset all button deselects all Types. To include all Types, regardless of selection, switch on the "All types" check box. On the Markers and "VAT codes" requester, an additional check box "Include blank entries" appears. This lets you include or exclude transactions with no Marker or "VAT code". Formats: Click this button to change the design of the reports. 7.5.8 Transaction list ---------------------- Choose "Transaction list" command (Reports menu). Produces a list, or audit trail, off all transactions. Set the date range for the transaction to be included. Click OK to produce the report. If you want to specify more conditions for the report, before clicking OK, click the Options button. This reveals the following options: To: Send the report to the Screen, Printer or File (on disk). Include: Reconciled and unreconciled transactions. Show: Credits and debits. Reference: Only entries matching the contents of this box will be included. You can use 'wildcards'. These are special letters which you use when you can't remember exactly what you want to find. They work like this: LETTER MEANS ------ -------------------------------------------------------- ? Matches any character * Matches zero or more occurrences of the preceding character + Matches one or more occurrences of the preceding character In the case of Mr Smith, you would enter Mr Sm?th. This means Money Matters will find every word Mr Sm th. Here are a few more examples: PATTERN FINDS ---------- --------------------------------------------- fund fund, funds, refund, refunds mil*ward millward, milward, milllward a?c abc, afc, azc If you wish to find one of the wildcard letters (that is ?, *, +), you can do this by preceding the letter with a backslash (). For example, to search for Smith? you would enter Smith?. Accounts, Types, Markers, "VAT codes": If you click one of these button a requester appears which lets you select which items to include in the search. Each requester works in the same way. Individual Types appear in the list box. Click the Type to select or deselect. The selected Types will be included in the report. Select all button selects all Types. Reset all button deselects all Types. To include all Types, regardless of selection, switch on the "All types" check box. On the Markers and "VAT codes" requester, an additional check box "Include blank entries" appears. This lets you include or exclude transactions with no Marker or "VAT code". Formats: Click this button to change the design of the reports. PAGE 137 7.5.9 Income and Expenditure ---------------------------- Choose "Income and expenditure" command (Reports menu). See Figure 7-18 "Income and expenditure report" requester Double-click the graph style icon you require, list, line or scatter. Then set the date range for the transaction to be included. Click OK to produce the report. If you want to specify more conditions for the report, before clicking OK, click the Options button. This reveals the following options: To: Send the report to the Screen, Printer or File (on disk). Include: Reconciled and unreconciled transactions. Show: Credits and debits. Reference: Only entries matching the contents of this box will be included. You can use 'wildcards'. These are special letters which you use when you can't remember exactly what you want to find. They work like this: LETTER MEANS ------ -------------------------------------------------------- ? Matches any character * Matches zero or more occurrences of the preceding character + Matches one or more occurrences of the preceding character PAGE 138 In the case of Mr Smith, you would enter Mr Sm?th. This means Money Matters will find every word Mr Sm th. Here are a few more examples: PATTERN FINDS ---------- --------------------------------------------- fund fund, funds, refund, refunds mil*ward millward, milward, milllward a?c abc, afc, azc If you wish to find one of the wildcard letters (that is ?, *, +), you can do this by preceding the letter with a backslash (). For example, to search for Smith? you would enter Smith?. Accounts, Types, Markers, "VAT codes": If you click one of these button a requester appears which lets you select which items to include in the search. Each requester works in the same way. Individual Types appear in the list box. Click the Type to select or deselect. The selected Types will be included in the report. Select all button selects all Types. Reset all button deselects all Types. To include all Types, regardless of selection, switch on the "All types" check box. On the Markers and "VAT codes" requester, an additional check box "Include blank entries" appears. This lets you include or exclude transactions with no Marker or "VAT code". Formats: Click this button to change the design of the reports. PAGE 139 7.5.10 Budget Progress ---------------------- Choose "Budget progress" command (Reports menu). This shows your progress comparing your budget with your income or expenditure. See Figure 7-19 "Budget progress report" requester Double-click the graph style icon you require, list, line or scatter. Then set the date range for the transaction to be included. Click OK to produce the report. If you want to specify more conditions for the report, before clicking OK, click the Options button. This reveals the following options: To: Send the report to the Screen, Printer or File (on disk). Include: Reconciled and unreconciled transactions. Show: Credits and debits. Reference: Only entries matching the contents of this box will be included. You can use 'wildcards'. These are special letters which you use when you can't remember exactly what you want to find. They work like this: PAGE 140 LETTER MEANS ------ -------------------------------------------------------- ? Matches any character * Matches zero or more occurrences of the preceding character + Matches one or more occurrences of the preceding character In the case of Mr Smith, you would enter Mr Sm?th. This means Money Matters will find every word Mr Sm th. Here are a few more examples: PATTERN FINDS ---------- --------------------------------------------- fund fund, funds, refund, refunds mil*ward millward, milward, milllward a?c abc, afc, azc If you wish to find one of the wildcard letters (that is ?, *, +), you can do this by preceding the letter with a backslash (). For example, to search for Smith? you would enter Smith?. Accounts, Types, Markers, "VAT codes": If you click one of these button a requester appears which lets you select which items to include in the search. Each requester works in the same way. Individual Types appear in the list box. Click the Type to select or deselect. The selected Types will be included in the report. Select all button selects all Types. Reset all button deselects all Types. To include all Types, regardless of selection, switch on the "All types" check box. On the Markers and "VAT codes" requester, an additional check box "Include blank entries" appears. This lets you include or exclude transactions with no Marker or "VAT code". Formats: Click this button to change the design of the reports. PAGE 141 7.5.11 VAT ---------- Choose VAT command (Reports menu). This produces a list of all "Manual transactions" in date order showing their VAT element and calculating the total VAT figure. Set the date range for the transaction to be included. Click OK to produce the report If you want to specify more conditions for the report, before clicking OK, click the Options button. This reveals the following options: To: Send the report to the Screen, Printer or File (on disk). Include: Reconciled and unreconciled transactions. Show: Credits and debits. Reference: Only entries matching the contents of this box will be included. You can use 'wildcards'. These are special letters which you use when you can't remember exactly what you want to find. They work like this: PAGE 140 LETTER MEANS ------ -------------------------------------------------------- ? Matches any character * Matches zero or more occurrences of the preceding character + Matches one or more occurrences of the preceding character In the case of Mr Smith, you would enter Mr Sm?th. This means Money Matters will find every word Mr Sm th. Here are a few more examples: PATTERN FINDS ---------- --------------------------------------------- fund fund, funds, refund, refunds mil*ward millward, milward, milllward a?c abc, afc, azc If you wish to find one of the wildcard letters (that is ?, *, +), you can do this by preceding the letter with a backslash (). For example, to search for Smith? you would enter Smith?. Accounts, Types, Markers, "VAT codes": If you click one of these button a requester appears which lets you select which items to include in the search. Each requester works in the same way. PAGE 142 Individual Types appear in the list box. Click the Type to select or deselect. The selected Types will be included in the report. Select all button selects all Types. Reset all button deselects all Types. To include all Types, regardless of selection, switch on the "All types" check box. On the Markers and "VAT codes" requester, an additional check box "Include blank entries" appears. This lets you include or exclude transactions with no Marker or "VAT code". Formats: Click this button to change the design of the reports. 7.5.12 PORTFOLIO ---------------- Choose Portfolio command (Reports menu). Produces a list of investments and their current value. Formats: Click this button to change the design of the reports. 7.5.13 Net Worth ---------------- Choose "Net worth" command (Reports menu). On the requester you will notice two new buttons, titled Assets and Liabilities. If you click one of the buttons, a requester appears. Each requester lets you enter up to 20 assets and 20 liabilities. The values are then included in the "Net worth" report. The "Net worth" report includes Assets, Liabilities, Investments and Account balances. PAGE 143 7.6 SYSTEM MENU --------------- 7.6.1 Help ---------- * Press the Help key. * Choose Help command (System menu). * Click Help icon on the desktop. * For "interactive" help, press Alt-Help, the pointer will change into a question mark, and then choose the menu with which you need help (press the Esc key to cancel). See Figure 7-20 Help requester Shows the list of topics in Help. Click the topic heading with which you need help. Click Topic to return to the topic headings. Click Prev to show the previous page of Help. Click Next to show the next page of Help. Single disk drive users: If you choose Help, you may be prompted to insert your Money Matters program disk into the disk drive. PAGE 144 7.6.2 Calculator ---------------- Choose Calculator command (System menu), or press Right Amiga C. See Figure 7-21 Calculator requester To make a calculation either enter directly from the keyboard or click the individual buttons with the mouse. This operates like a pocket calculator. The large box displays the history of your calculations, just like a printing pocket calculator. Press the Esc key or click C to cancel an entry. Click AC to clear all calculations. Click I to open the "Interest calculator". 7.6.3 Interest Calculator ------------------------- Choose "Interest calculator" command (System menu), or press Right Amiga-I. This is a simple loan calculator and provides estimates of loan costs. Because credit card companies, finance companies and banks use a multitude of ways to calculate interest, such as daily interest, monthly, compound and so on, it may not be precisely accurate. The boxes operate as follows: "Opening balance", enter starting balance for transaction Periods, the time period unit (either years, months or weeks) PAGE 145 "Interest rate %", for each period unit (for example, a monthly rate of 2%) Payment, per period unit (for example, 40.00 per month) If you owe money, the "Opening balance" should be entered as a negative figure. 7.6.4 Set Date Time ------------------- Choose "Set date time" command (System menu). This command lets you set the date and time for Money Matters. ************************************************************************* IMPORTANT Beware of changing dates with an open file. If the wrong date is set and then saved with the file, when you re-open the file, Money Matters will re-post any "Regular transactions" which appear to be overdue. ************************************************************************* 7.6.5 Playtime -------------- Choose Playtime to relax with the simple puzzle from Money Matters. CLICK DOES -------------------- ------------------------- Left Mouse key Moves Squares Close gadget Quit Puzzle 7.6.6 Amiga Workbench Open -------------------------- Choose "Amiga Workbench open" command (System menu). Toggles the Amiga Workbench screen on or off (indicated by a check mark). Switching the Amiga Workbench off will provide at least 32K extra memory for Money Matters to use. To close Amiga Workbench there must be no open windows, for example other programs, Shell (CLI) windows (the Amiga Workbench disk drawer windows are not affected). If you want to close the Amiga Workbench on opening Money Matters, turn Amiga Workbench off with this command, and then save Preferences from the Preferences command (Options menu). 7.6.7 Open a New Shell ---------------------- Choose "Open a New Shell" command (System menu). This will send the Money Matters windows behind Amiga Workbench and open a new Shell (or CLI), ready for direct DOS commands. This is useful for formatting a new data disk, deleting files on a disk, and so on. To quit the Shell (CLI) enter Endcli and click the screen front to back gadgets to bring the Money Matters screen to the front. (For further information on Shells (CLI) see your Amiga owners guide.) PAGE 147 7.7 SETTINGS MENUS 7.7.1 Create Icons ------------------ Choose "Create icons" command (Setting menu). This command controls the saving of icons when you save files. 7.7.2 Icons ----------- You can change the titles for the desktop icons and set which icons you wish to be displayed in the desktop. Snap to grid: If selected, Money Matters will automatically align the icons to the nearest character boundary. 7.7.3 Cleanup Desktop --------------------- Choose "Clean up desktop" command (Settings menu). This command rearranges the desktop icons in a neat order. The Trashcan will be positioned in the bottom left of the desktop. 7.7.4 Arrange Windows --------------------- Choose "Arrange windows" command (Options menu). This command lets you decide how the windows are arranged. Stacked: Overlaid, which works like the Workbench desktop. Tiled vertically: Windows stacked one above the other. Tiled horizontally: Windows displayed side by side. 7.7.5 File ---------- Choose File command (Setting menu). This command lets you set the options for the default drawer location and filename. Autosave: If selected, Money Matters will automatically save the current file (with the extension .TMP) after a given period of time which you enter in the box (minutes). If you do not require this facility, enter 0. Backup files : If selected, when you save a file, the previous version on disk is renamed with the suffix .bak. This keeps a backup of the last revision just in case the new file is corrupted. However, this uses about twice the disk space (since you will be storing two copies of each file). Save Projections: When you use the "What if?" command (Trans menu), the normal Save command (Project menu) is disabled to stop you accidentally overwritting your original file. This option lets you save the projections seperately. 7.7.6 Printer ------------- Choose printer command (Settings menu). Spooler buffer size: A print spooler is provided which lets you continue using the Money Matters during printing. However, the efficiency of the spooler depends on the size of the spooler buffer. The spooler size is defined in Kilobytes (if set to O the spooler is switched off). Page length: The number of lines per page, normally set to 66 for 11 inch paper, or 72 for 12 inch paper, or 70 lines for A4. Top margin: The number of lines to skip at the top of each page. Usually set to four. Bottom margin: The number of lines to skip at the bottom of each page. Usually set to four. Page width: The width of each page in 10 Pitch, normally 80, or 132 for a wide carriage printer. Left margin: The left margin in characters. Cut sheet: Pauses printing at the end of each page. Print quality: Select the required print quality (draft or NLQ). 7.7.7 Screen Mode ----------------- Choose "Screen mode" command (Settins menu) to set the mode, screen resolution and numbers of colours. 7.7.8 Colours ------------- Choose Colours command (Setting menu). This shows a requester to set the screen colours. The list box shows the cocktail colour schemes which are available. To change the colour scheme, click the title you require. You can edit the individual colours by selecting them and then moving the Red, Green and Blue sliders. The colours will revert to the default, Distinctly Digita, on re- opening Money Matters. However, if you wish to permanently save your own colours, you can do this by clicking Save command from the Settings menu. When an Account falls below zero, the transactions are displayed in the fourth colour (the available colours are displayed below the list box). Using the Distinctly Digita palette, the fourth colour is red, and so negative balances are displayed in red. If you change the palette, the fourth colour will change accordingly. 7.7.9 General ------------- Choose General command (Setting menu). Date format: Set your prefered date style. Ask Date on Startup. Confirm deletes: If selected, an alert appears requiring confirmation of each delete operation. Auto empty Dustbin: If selected, entries will be automatically deleted once they are placed in the Dustbin. Include unreconciled transactions in balance: If selected, any unreconciled transactions will be included in the Account window balances. Show account warnings on unreconciled balance: If selected, all Account balance warnings will appear for Accounts with unreconciled balances. VAT registered: If selected, the VAT (tax) commands in Money Matters will be available and where appropriate, VAT boxes will appear in the requesters. Budget Start Month: Set the month from which you start budgeting. 7.7.10 Goodies -------------- Screen saver: If selected, Money Matters screen saver will automatically operate after a given period of time which you enter in the box (minutes). If you do not require this facility, enter 0 . The built-in screen saver can protect your monitor. When information remains static on screen for long periods, this can cause the monitor to "burn-out" in certain areas. It works by dividing the desktop into small squares, and then continually moves each square around the screen (if you do not have enough memory for the screen saver to work, Money Matters will just blank the screen). The screen saver will start from the time you stop typing (or use the mouse) plus the time delay you set. The screen is restored as soon as you press a key or move the mouse, and you will be returned to the desktop, just as you previously left it. PAGE 150 Desktop clock: If selected, a digital clock is displayed in the top right corner of the screen. Hourly Chime: If selected, sounds an hourly chime. Alarm Set: If selected, sound alarm at specified time. Alarm Time: Sets the time for alarm. Playtime Picture. Changes the picture featured in the Playtime command (System menu). 7.7.11 Load ----------- Choose Load command (Settings menu). Use to load another set of preference settings. The default filename is MMPREFS.PREF 7.7.12 Save ----------- Choose Save command (Setting menu). Use to save the current preference settings. 7.7.13 Save as -------------- Choose "Save as" command (Settings menu). Use the save the current preference settings using a new filename. PAGE 151 Appendices ========== The Appendices give a detailed explanation of specific subjects: * Memory and Money Matters. * Keyboard shortcuts. * File formats. * Troubleshooting. * Getting technical support. PAGE 153 APPENDIX A - MEMORY AND MONEY MATTERS ------------------------------------- Memory is used by Money Matters for storing the program, its information and the files created with it. The following explanations should help you understand where memory is used, how much memory various commands might need and what to do if the computer runs out of memory. What is memory -------------- Memory, sometimes referred to as RAM (Random Access Memory) can be thought of in terms of a large box of a certain volume. The more that is put into the box, the less space there is free. When commands are removed from the box, more space is made. Thus, the more programs and information that are stored in a computer's memory, the less space is available for storing information. Freeing up information, or quitting a program, will free more space for use by other programs. The amount of memory is measured in bytes. The larger the number the more memory is available. A Kilobyte is 1024 bytes. A Megabyte is 1024 Kilobytes. A Kilobyte is often referred to as a "K" and Megabytes are sometimes called a "Meg." Money Matters requires 1 MB (Megabyte) of memory. To maximise on the available memory, do not load other programs. Run Money Matters from the boot disk. The print spooler buffer should be kept to the default. If necessary, the spooler can be switched off. If the program does run out of memory, you will be given the opportunity of saving your information before the program quits. How Money Matters uses memory ----------------------------- To check how much free memory is available, use the "About Money Matters" command (Desk menu). The amount of memory used by each item is: ITEM MEMORY REQUIRED (in bytes) --------------------- -------------------------------- Type 64 Marker 58 VAT code 62 Account 172 Budget 82 Regular transaction 82 Manual transaction 74 Split transaction 38 Investment 64 PAGE 155 Every Notepad will occupy one byte for each character you enter, plus a further 8 bytes added to the total. Remember, items (such as report header and footer lines) will occupy additional memory. Generally, 1MB of memory provides plenty of space for a typical full year of transactions. Sometimes, you may experience a inexplicable problem with low memory. if this happens, Money Matters will prompt you to save your file. Inexplicable low memory can be due to fragmentation. To overcome this, save your file, quit Money Matters, and then re-load. Full memory should be restored. PAGE 162 Appendix B - Keyboard Shortcuts ------------------------------- 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 Accounts 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 KEY DOES ---------------------- --------------------------------- Left Arrow Move cursor left Right Arrow "" "" right Up Arrow Move to Previous text box Down Arrow or Move to next text box Tab or the Return key Shift-Left Arrow Move to start of text box Shift-Right Arrow Move to end of text box Right Amiga-X Clears the text box Right Amiga-Q Restore text box settings Control-Right Amiga-Q Restore box to contents before editing. Backspace Delete character to the left Delete Delete current character F1 Edit contents of text box F2 Toggle between insert and overtype Enter Move to next text box and can be used to select the default button to exit a requester PAGE 157 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 When 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 PAGE 158 APPENDIX C - FILE FORMATS ========================= Money Matters can create standard text and graphics files when using commands from the Reports menu. Select File from the requester. ASCII Text Format ----------------- Set the report Style toggle box to List. Text files are created in standard ASCII file format with a carriage return and line feed at the end of each line. IFF Format ---------- Set the report Style toggle box to Graph. Graphic files are created in IFF format, which is supported by many ART and DTP packages. Home Accounts and home Acoounts2 Format --------------------------------------- If you have upgraded from Digita's original Home Accounts or Home Accounts2, you can load your old file straight away (be sure to make a backup copy of your data files). PAGE 159 APPENDIX D - TROUBLESHOOTING ============================ Q After Money Matters prompts for Name, Organization and License Number, it quits and I am returned to the desktop. A Money Matters needs to be personalised before you can use it. You need to type your Name, Organization and License Number. Thereafter, this information is shown every time you use the program, confirming that you are the licensed user of Money Matters. Q How can I transfer money between 2 Accounts. A Use the Type TRAN. Q When entering transactions, the running balance is not updated. A To be included in the running balance, the transaction should be Reconciled. If you require all transactions to be included in the running balance, then switch on "Include unreconciled transactions in balance" in the General- Preferences command, Options menu. Q My "Regular transactions" have not been posted. A This means that at some point, the correct date has not been set. Find out the date that the first "Regular transaction" should have gone through, and then set the system date to the day before. Open your file and then immediately save it. Now set the system date to the current date and re-open your file. All entries should now be posted up-to-date. Q The same "Regular transaction" has been posted twice. A At some point the incorrect system date has been entered. Simply delete one of the duplicate entries. Q As I type the screen flashes. A The keys you are pressing are invalid. For example, trying to enter letters in a date box. PAGE 160 Q As I print, unusual characters appear. A The incorrect printer driver has been installed. Q I can't print any graphs. A Check that you have installed the correct printer driver. Q When configuring reports the different pitches and print modes do not work. A The incorrect printer driver has been installed. Q Some reports overflow a line. A Try configuring the report and adjusting the pitch, also check the margins and page width are correct in the printer preferences. Q When in a requester, how do I edit a box without having to retype it's contents. A Select the box and press F1 Q How do I print the Notepad. A To print a Notepad, select "Show Notepad" in the appropriate report configuration requester. Q Money Matters keeps running out of memory. A Make sure the print spooler is set to O and try removing any resident programs. If there is still not enough memory, either start a new file or obtain a memory upgrade from your local Amiga supplier. PAGE 161 APPENDIX E - GETTING TECHNICAL HELP Before contacting technical support, check Appendix D, "Troubleshooting" and the check for a READ.ME document on the MONEY MATTERS disk. Although every effort has been made to make Money Matters as easy to use as possible, with so many different configurations of Amiga hardware, software, and peripherals, and new products appearing monthly, there may be important information in the READ.ME document which affects you. You would be amazed at some of the letters we receive. For example: Dear Digita I recently purchased Money Matters for my computer and am very pleased with it. When printing an extra blank page is used. This is very annoying. Yours sincerely, This letter fails to fully describe the problem, which means we can't help you. If you need to write to us, follow this example: Dear Digita I recently purchased Money Matters for my Amiga, my licence number is 982634. My computer system comprises an Amiga A200, with a 4MB expansion, second disk drive and a Hewlet Packard Deskjet 500 Plus printer. I am using version 3 of Workbench and Money Matters v3, r2. When printing a report, after each page printed an extra blank sheet is fed through the printer. I have enclosed a sample of the file on disk together with a sample printout. I hope the above will be sufficient for you to find a solution, if you require and further information my day time phone number is 0395 270273. Yours sincerely It also helps to give a clear explanation of the problem. The offending file was provided on disk, with a printed copy, which gives a clear understanding of the problem. A day time number was provided, which means, in exceptional circumstances, we can telephone if we need further information, or the solution could be explained better verbally. It would really help use to help you if you could follow these steps if you need to contact us for help. PAGE 162 When telephoning ---------------- 1. Have the following information available: * Money Matters license number (you won't get support without it). * Amiga System. * Workbench version. * If you have a printer problem, your printer type and the printer driver selected. 2. Have your Amiga near the telephone and make sure you are able to reproduce the problem. When Writing ------------ 1. As above 2. Give as much information as possible. Explain the fault in detail, don't rely on us remembering the telephone conversation. 3. Enclose a copy of the file that is giving problems, together with a copy of the Money Matters prefs file on disk. This file is found on your Money Matters disk and should be bragged onto the floppy disk icon you are sending us. If it's a printer problem, enclose printouts. 4. Check your disks for viruses before sending them. It is totally irresponsible to send computer disks without checking for virus. 5. Unless specifically requested, do not send the instruction book and packaging. *********************************************************************** IMPORTANT ENCLOSE A STAMPED SELF-ADDRESSED JIFFY BAG (SO THAT WE CAN RETURN YOUR DISKS). *********************************************************************** The Cost After 60 Days ---------------------- Digita provide free technical support to all registered users for 60 days from the date of ownership. You then have the option to join our Software Support Scheme, which offers continued support and free Money Matters technical updates. The cost is £18 per annum. All registered users will be notified of Money Matters updates, which are available to non-Software Support Scheme members at nominal cost. PAGE 163 THE GLOSSARY ============ APR --- see Annual Percentage Rate of Change ACCOUNT ------- In Money Matters, this refers to your own sources of money. For example, a bank account, a credit card or charge card, a store card, an investment or building society account. ACRONYM ------- A word formed from the initial letter or letters of the main parts of a compound term, such as ROM (from read-only memory or HIP from Human Interface Protocol). ACTIVE WINDOW ------------- The front most window on Workbench; the window where the next action will take place. An active window's title bar is highlighted. ALERT ----- A warning or report of an error in the form of an alert box, a sound from the computer's speaker, a screen flash or any combination. See also alert box. ALERT BOX --------- A box that appears on the screen to give a warning or to report an error message. Its appearance is usually accompanied by a sound warning such as a beep. ALT KEY ------- A modifier key that gives a different meaning or action to another key you press or to mouse actions you perform. AMIGA KEYS ---------- Two modifier keys which give a different meaning or action to another key you press or to mouse actions you perform. These keys are situated left and right of the space bar and marked with a A symbol. Each key has separate meanings or actions. AMIGADOS -------- Amiga Disk Operating System. It normally consists of Kickstart and Workbench. ANNUAL PERCENTAGE RATE OF CHARGE -------------------------------- This rate reflects the true cost of borrowing, taking into account all charges made, the frequency of repayments and the effective interest rate. The APR calculation is laid down in the Consumer Credit Act and all lenders must, in most cases, indicate the APR on a credit agreement. Generally speaking, the lower the APR, the lower the cost of borrowing money. APPLICATION ----------- Computer program, such as Money Matters, so called because you apply the computer to the task in hand. ARROW KEYS ---------- The four directional keys in the lower-right corner of the keyboard. You can use the arrow keys to move around in an application. ASCII ----- Acronym for American Standard Code for Information Interchange (pronounced "ASK-ee") A standard that assigns a unique binary number to each text character and control character. ASCII code is used for representing text inside a computer and for transmitting text between computers or between a computer and a peripheral device. PAGE 167 AUTO-REPEAT FEATURE ------------------- A feature of keys on computer keyboards; when a key is pressed down and held, the computer will automatically repeat that key's character until the key is released. BACKSPACE KEY ------------- A key that backspaces over and erases the previously typed character or the current selection. BACK UP ------- To make a spare copy of a disk or of a file on a disk. Backing up your files and disks ensures that you won't lose information if the original is lost or damaged. BUG --- An error in a program that causes it not to work as intended The expression reportedly comes from the early days of computing when an itinerant moth shorted a connection and caused a breakdown in a room- sized computer. BUDGET ------ In Money Matters, this refers to the amount you estimate you will be spending. For example, a budget for a summer holiday. busy icon --------- The Amiga changes the pointer into a bubble when it is busy processing information. button ------ A pushbutton-like image in requesters where you click to designate, confirm, or cancel an action. Compare mouse button. byte ---- A unit of information consisting of a fixed number of bits. On Amiga systems, one byte consists of a series of eight bits and can take any value between 0 and 255. The value can represent an instruction, number, character, or logical state. See also kilobyte, megabyte. cancel button ------------- A button that appears in a requester. Clicking it cancels the command. Check box --------- A small box associated with an option in a requester. When you click the check box, you may change the option or affect related options. Choose ------ To pick a command by dragging through a menu. You often choose a command after you've selected something for the program to act on; for example, selecting a disk and choosing the Open command from the Project menu. CLI --- Acronym for Command Line Interface, a program contained in Workbench which allows users to enter commands directly using the keyboard, by- passing the desktop. Compare Shell. Click ----- (v.) To position the pointer on something, and then press and quickly release the mouse button. (n.) The act of clicking. Close box --------- The small white box on the left side of the title bar of an active window. Clicking it closes the window. PAGE 168 Context Sensitive ----------------- Able to perceive the situation in which an event occurs. For example, Money Matters help system can present help information specific to the particular task you're performing, rather than a general list of commands; such help is context sensitive. Control Character ----------------- A nonprinting character that controls or modifies the way information is printed or displayed. Control characters have ASCII values and can be typed from a keyboard by holding down the Control key while pressing some other key. Control Key ----------- A specific key on Amiga keyboards that produces control characters when used in combination with other keys. Crash ----- To cease to operate unexpectedly, possibly destroying information in the process. Compare hang. Credit Reference Agencies -------------------------- These are independent organisations which collect publicly available data and financial information from subscribing credit institutions. The information they provide to the credit industry reflects the details supplied to them and is not subject to any interpretation opinion. Under the Consumer Credit Act you have rights to access to data held about you by Credit Reference Agencies. Cursor ------ (1) A symbol displayed on the screen marking where the user's next action will take effect or where the next character typed from the keyboard will appear. (2) A mark on the screen that indicates your position on the command line or inside a file. The cursor is usually a small box or an underscore, and it usually blinks. (3) The term used in technical manuals for the pointer on the screen. Data ---- Information, especially information used or operated on by a program. The smallest unit of information a computer can understand is a bit. Default ------- A value, action, or setting that a computer system assumes, unless the user gives an explicit instruction to the contrary. Default values prevent a program from stalling or crashing if no value is supplied by the user. Del --- See delete character. Delete ------ To remove something, such as a character or word from a file, or a file from a disk. Keys such as the Backspace key can remove one character at a time by moving to the left. Delete key can remove one character at a time by moving to the right. The Cut command removes selected text and places it on the Clipboard; the Erase command removes selected text without placing it on the Clipboard. (The Undo command can reverse the action of Erase and of the Backspace or Delete key if it is used immediately.) Deselect -------- A command to a device such as a printer to place it into a condition in which it will not receive data. A deselect command has an effect opposite to that of a select command. PAGE 169 Disabled -------- Describes a menu item or menu that cannot be chosen; the menu item or menu title appears dimmed. A disabled item in a dialogue or alert box has no effect when clicked. Disk ---- A flat, circular, magnetic surface, serving as a medium for storing information. See also hard disk. Disk capacity ------------- The maximum amount of data a disk can hold, usually measured in kilobytes (K) or megabytes (MB). For instance, Amiga 3.5-inch disks have a disk capacity of 880K. Disk drive ---------- The device that holds a disk, retrieves information from it, and saves information to it. Double click ------------ Two clicks in quick succession, interpreted as a single command. The action of a double click is different from that of a single click. For example, clicking an icon selects the icon; double-clicking an icon opens it. Drag ---- To position the pointer on something, press and hold the left mouse button, move the mouse, and release the mouse button. When you release the mouse button, you either confirm a selection or move an object to a new location. Drag region ----------- Drag Bar. A region in a window frame; usually the title bar. Dragging inside this region moves the window to a new location and makes it the active window. Drawer ------ A holder of files, applications and even other drawers on the desktop. Drawers act as subdirectories, allowing you to organise information logically. Esc key ------- A key that generates the escape character. In many applications, pressing Esc allows you to return to a previous menu or to stop a procedure. The Esc key can be used with other keys to generate escape codes. File ---- Any named, ordered collection of information stored on a disk. Application programs and operating systems on disks are examples of files. You make a file when you create text or graphics, give the material a name, and save it to disk. Filename -------- The name that identifies a file. The maximum character length of a filename and the rules for naming a file vary under different operating systems. Compare pathname. ~' Firmware -------- Programs stored permanently in read-only memory (ROM). Such programs are built into the computer at the factory. They can be executed at any time but cannot be modified or erased from main memory. Compare hardware, software. PAGE 170 Format ------ (n.) (1) The form in which information is organised or presented. (2) The general shape and appearance of a printer's output, including page size, character width and spacing, line spacing, and so on. (v.) To divide a disk into tracks and sectors where information can be stored. Blank disks must be formatted before you can save information on them for the first time; synonymous with initialise. Function Key ------------ Special keys, usually identified as F1, F2 and so on. Many applications use these for special functions. Gadget ------ An Intuition managed object such as a button, icon or sliding knob. The title bar on most Intuition windows doubles a drag gadget. GUI --- Pronounced "Goo-ey"; abbreviation for Graphical User Interface. Applications which allow the computer to be controlled by manipulating graphical images rather than typing commands. Hardware -------- Those parts of the computer that you can see and touch. The computer and the machines that attach to it the disk drive, printer, and other peripheral devices. Compare software. High-resolution graphics ------------------------ The display of graphics on a screen as a sixteen-colour, 640 columns wide and 512 (400 NTSC) rows high. Human Interface Protocol (HIP) ------------------------------ A set of software protocol guidelines designed by Digita International to enhance the desktop concept. See also desktop. Icon ---- An image that graphically represents an object, a concept, or a message. Icons on the outside of the computer can be used to show you where to plug cables, such as the disk drive icon on the back panel that marks the disk drive connector. Screen icons in mouse-based applications represent disks, files, application programs, or other things you can select and open. IFF --- Abbreviation for Interchange File Format. A standard file format covering graphics and animation, sound and music, even formatted text. Initialise ---------- (1) To set to an initial state or value in preparation for some computation. (2) To prepare a blank disk to receive information by organising its surface into tracks and sectors; same as format. Initialised disk ---------------- A disk that has been organised into tracks and sectors by the computer and is therefore ready to store information. Intuition --------- The core of the Amiga's WIMP system. PAGE 171 Item ---- In dialogue and alert boxes, a control, icon, picture, or piece of text, each displayed inside its own display rectangle. See also menu item. Item List --------- A list of information about all the items in a dialogue or alert box. Keyboard -------- The set of keys, similar to a typewriter keyboard, used for entering information into the computer. See also numeric keypad. Keyboard Equivalent ------------------- The combination of the right Amiga key and another key, used to invoke a menu item from the keyboard. Also called a Amiga-key equivalent. Keyboard Equivalent Key ----------------------- A key you press in conjunction with the right Amiga key to issue a menu command. Keyboard Shortcut ------------------ A keystroke that you can use instead of a mouse action to perform a task. For example, in Home Accounts2 pressing the right Amiga and the O keys at the same time is the same as choosing the Open command from the Project menu. Kickstart --------- The Amiga's Operating System (OS), usually contained in a ROM (or on disk). load ---- To transfer information from a peripheral storage medium (such as a disk) into main memory for use; for example, to transfer a program into memory for execution. Lo-Res ------ The lowest-resolution graphics mode on the Amiga computer, consisting of 32 colours, 256 (NTSC 200) rows high by 320 columns wide. low resolution graphics ----------------------- The display of graphics on a display screen as a 32-colour array of blocks, 320 columns wide and 256 (NTSC 200) rows high. main menu --------- The top level of options in a program having several levels of options. Making a choice from a main menu takes you to another menu. Manual transaction ------------------ In Money Matters, this refers to a money transaction which occurs once. For example, writing a cheque to buy some food, buying a radio using a credit card. Medium Resolution Graphics -------------------------- The display of graphics on a screen sixteen-colours, 640 columns wide and 256 (NTSC 200) rows high. memory ------ A hardware component of a computer system that can store information for later retrieval. Menu ---- A list of choices presented by a program, from which you can select an action. In the desktop interface, menus appear when you click the right mouse button. Dragging through the menu and releasing the mouse button while a command is highlighted chooses that command. PAGE 172 Menu bar -------- The horizontal strip at the top of the screen that contains menu titles. Displayed by pressing the Right Mouse key. Mouse ----- A small device you move around on a flat surface next to your computer. The mouse controls a pointer on the screen whose movements correspond to those of the mouse. You use the pointer to select operations, to move data, and to draw with in graphics programs. Mouse Buttons ------------- The buttons on the top of the mouse. In general, pressing the left mouse button initiates some action on whatever is under the pointer, and releasing the button confirms the action. Pressing the right mouse button displays the menu on the title bar. Compare button. Multitasking ------------ A process that allows a computer to perform two or more tasks during a given period of time; it is accomplished by alternating the actions of the computer between tasks. The method by which operating systems, such as Workbench, allow the user to open and run several applications at the same time. Numeric Keyboard ---------------- A calculator-style keypad, either built-in or peripheral, that you can use to type numbers. The layout of numbers on the keypad makes it easier and faster to use than the regular keyboard. Some application programs designate the keys of a numeric keypad as special function keys. See also keyboard. on-line help ------------ Assistance you can get from an application program while it's running; for example, Money Matters disk-based Help system. Open ---- To make available. You open files in order to work with them. A file may not be read from or written to until it is open. In the desktop interface, opening an icon causes a window with the contents of that icon to come into view. You may then perform further actions in the window when it's active. Option ------ Something chosen or available as a choice; for instance, one of several check box or radio button options. overscan -------- Special screen mode used by the Amiga where the picture has no visible borders, filling the entire monitor screen display. Palette ------- The full set of colours available for an individual screen pixel. The Amiga has 4096 colours, shades and intensities from which to choose. Peripheral ---------- At or outside the boundaries of the computer itself, either physically (as a peripheral device) or logically (as a peripheral card). (n.) Short for peripheral device. Pointer ------- (1) A small shape on the screen that follows the movement of the mouse or shows where your next action will take place. The pointer can be an arrow, an I-beam, a crossbar, or a stopwatch. PAGE 173 Printer Driver -------------- A program that controls the exchange of information between a printer and the computer. You must have a separate printer driver for each type of printer that you want to use. Project Menu ------------ A menu in mouse-based applications that lists commands that affect whole file - commands like Save, Print, and Quit. Prompt ------ A message on the screen that tells you of some need for response or action. A prompt is usually in the form of a symbol, a message, a requester, or a menu of choices. Pull-down menu -------------- A menu that is hidden until you press the right mouse button and move the pointer to its title. QWERTY Keyboard --------------- The standard layout of keys on a typewriter keyboard; named for the first six letters on the top row of letter keys. random access memory (RAM) --------------------------- The part of the computer's memory that stores information temporarily while you're working on it. A computer with 512K RAM has 512 kilobytes of memory available to the user. Information in RAM can be referred to in an arbitrary or random order, hence the term random-access. (As an analogy, a book is a random-access storage device in that it can be opened and read at any point.) RAM can contain both application programs and your own information. Information in RAM is temporary, gone forever if you switch the power off without saving it on a disk or other storage medium. An exception is the battery RAM, which stores settings such as the time and which is powered by a battery. (Technically, the read-only memory (ROM) is also random access, and what's called RAM should correctly be termed read-write memory.) Compare read-only memory. Read Only memory (ROM) ---------------------- Memory whose contents can be read but not changed; used for storing firmware. Information is placed into read-only memory once, during manufacture. It remains there permanently, even when the computer's power is turned off. Compare random-access memory. Reconciled ---------- In Money Matters, this refers to any money transaction which you know has been processed. For example, if you paid for something by credit card, the transaction is considered Reconciled when the money has been transferred out of your account. (Normally you would only know this when you receive your statement and the transaction appears on it.) By differentiating between Reconciled and Unreconciled transactions, Money Matters can provide you with both up-to-date account balances, and actual balances to match the statements you receive. Compare Unreconciled. PAGE 174 Regular Transaction ------------------- In Money Matters, this refers to a money transaction which occurs regularly. For example, standing order to pay off a loan, a monthly mortgage payment. Requester --------- (1) A box that contains a message requesting more information from you. Sometimes the message warns you that you're asking your computer to do something it can't do or that you're about to destroy some of your information. In these cases, the message is often accompanied by a beep. (2) A box that an Amiga application displays to request information or to report that it is waiting for a process to complete. Reset ----- To restore all the default settings for a device with one action or command. Resolution ---------- The degree of clarity of your display. A monitor has better resolution than a television set used as a monitor. Resolution is usually specified in dots per inch (dpi). The higher the value, the finer the detail of the image. Return key ---------- A key that causes the cursor or insertion point to move to the beginning of the next line. It's also used in some cases to confirm a command. Right Amiga key --------------- A modifier key that gives a different meaning or action to another key you press or to mouse actions you perform. ROM --- See read-only memory. Root ---- (1) Short for root directory. (2) Short for root user; the user with unlimited system privileges. Also called the superuser. Root directory -------------- The directory at the base of a file catalogue. Written as a slash ( / ), it is the first element in every absolute pathname. Save ---- To store information by transferring it from main memory to a disk. Work not saved disappears when you switch off the computer or when the power is interrupted. Screen ------ The part of the monitor where information is displayed. Like a movie screen, it's the place where things are projected. Also called the display screen. Scroll Arrow ------------ An arrow at either end of a scroll bar. Clicking a scroll arrow moves a document or directory one line. Pressing a scroll arrow moves a document continuously. Scroll Bar ---------- A rectangular bar that may be along the right or bottom of a window. Clicking or dragging in the scroll bar causes your view of the document to change. Scroll Box ---------- The white box in a scroll bar. The position of the scroll box in the scroll bar indicates the position of what's in the window relative to the entire document. PAGE 175 Select ------ (v.) To designate where the next action will take place. To select using a mouse, you click an icon or drag across information. In some applications, you can select items in menus by typing a letter or number at a prompt, by using a combination keypress, or by using arrow keys. (n.) A command to a device such as a printer to place it into a condition to receive data. Selection --------- (1) The information or items that will be affected by the next command. The selection is usually highlighted. (2) A series of characters, or a character position, at which the next editing operation will occur. Selected characters in the active window are inversely highlighted. Also called selection range. Shell ----- A program contained in Workbench which allows users to enter commands directly using the keyboard, by-passing the desktop. On the Amiga this is called the CLI. Shift-Click ----------- A technique that allows you to extend or shorten a selection by positioning the pointer at the end of what you want to select and holding down the Shift key while clicking the mouse button. Shift Key --------- A key that, when pressed, causes the subsequent letter you type to appear in uppercase or the top symbol on a two- character key to be produced. The Shift key can also modify mouse actions. See Shift-click. Size box -------- A box in the lower-right corner of some windows. Dragging the size box resizes the window. Software -------- A collective term for programs, the instructions that tell the computer what to do. Software is usually stored on disks. Compare hardware. Start up -------- To get the system running. Starting up is the process of first reading an operating-system program from the disk and then running an application program. Synonymous with boot. Startup disk ------------ A disk with all the necessary program files - such as the Workbench for the Amiga - to set the computer into operation. Sometimes called a boot disk. Text box -------- A small box associated with an option in a requester. When you click in the box, you may edit the value. Text file --------- A file that contains information stored in the form of readable characters encoded using the ASCII format. On the Amiga, they are known as Text Only documents. Title Bar --------- The horizontal bar at the top of a window that shows the name of the window's contents. You can move the window by dragging the title bar. Toggle Option ------------- A setting that may be turned on or off. Total Amount Payable -------------------- This is an amount expressed on a Consumer Credit Agreement Form. It is made up of the total charge for credit plus the amount of the loan itself. PAGE 176 Total Charge for Credit ----------------------- This is an amount expressed on a Consumer Credit Agreement Form. It shows the total charges to must pay under that agreement and consists of the interest payable, together with all fees.. Type ---- In Money Matters. this refers to the groups into which you allocate your income and expenditure. For example, you probably want to analyse your spending over different headings, such as Food, Petrol, Housekeeping. Unreconciled ------------ Unreconciled In Money Matters, this refers to any money transaction for which you have not received confirmation that it has been processed. For example, you may have written a cheque for something, but it has not yet gone through to your bank account. Compare Reconciled. User Interface -------------- The rules and conventions by which a computer system communicates with the person operating it. Version ------- A number indicating the release edition of a particular piece of software. Version numbers for most software are available through the Project-About option. Virus ----- A program which is stored in the boot section of a disk and affects your computer system This can vary from harmless screen effects to a system crash. WIMP ---- Acronym for Windows, Icons, Mice (or Menus) and Pointers (or Pull- downs). The specific characteristics of a GUI and many modern application interfaces. window ------ (1) The area that displays information on a desktop; you view a file through a window. You can open or close a window, move it around on the desktop, and sometimes change its size, scroll through it, and edit its contents. (2) The portion of a collection of information (such as a file, picture, or worksheet) that is visible in a viewport on the display screen. Each window is internally represented in a window record. Workbench --------- The Amiga's desktop where applications can be opened and files and disks copied. PAGE 177 INDEX ----- PAGE NUMBER A About Money Matters command 107 Account adding 35, 116 amending 118 balance 61, 130 code 35, 116 deleting 118 icons 96 statement report 62, 134 summary report 134 Type 39, 133 warning limits 36, 116 Active window 65, 102 Add command Account 36, 116 Budget 45, 121 Investment 65, 122 Manual transaction 54, 112 Marker 119 Notepad 39, 103 Regular transaction 42, 119 Type 39, 118 VAT 123 Alert boxes 33, 101 Amend command Accounts 118 Budget 121 Investment 122 Manual transaction 112 Marker 119 Notepad 103 Regular transaction 119 Type 118 VAT 123 Amiga Printer Preferences 66 Arrange windows command 65, 148 Arrow keys 102, 157 ASCII text format 159 Assets 143 Auto balance again command 61, 131 Auto balance command 61, 130 Autosave - see "General preferences" B backup - see "General preferences" Bank Account icon 97 Bottom margin - see "Printer preferences" Budget adding 45, 121 amending 121 calculator 122 checklist 76 deleting 121 icon 96 progress report 140 C Calculator Budget 122 icon 96 interest 50, 145 normal 49, 145 Cash Account icon 97 Changing colour 149 date 32, 146 display 149 password 126 preferences 70, 148 printers 66 Check boxes 99 Clean up desktop command 149 Clear comparatives command 110 CLI 147 Clock - see "General settings" Close file - see saving Colour display cocktail palettes 149 graphics 149 preferences 71, 149 printing - see "Printer settings" Command check boxes 99 choosing from menus 951 keyboard shortcuts 157 radio buttons 99 text entry boxes 986 toggle boxes 99 PAGE 181 Comparatives clear 111 open 110 Configure report body 133 footer 132 header 132 Confirm deletes - see "General settings" Conventions used in this book 16 Copyright ii Creating a new file 33, 107 Credit card Account icon 96 Current date 32, 146 time 32, 146 Cycle buttons 66 D Date changing 146 format - see "General settings" Default preferences 71, 149 Delete Account 118 Budget 112, 118 confirm - see "General settings" Manual transaction 112 Regular transaction 112, 118 text 99 Type 112, 118 VAT 112, 123 Deluxe Paint, graphics file format, saving 159 Desktop clock see "General settings" Dustbin 98 icons 70, 96 menu bar 95 scroll arrows 102 scroll bars 102 Direction keys - see arrow keys Disk installing Money Matters 23 Distinctly Digita, colour palette 149 Drawers 170 Dustbin automatically empty see "General settings" full 98 icon 98 recovering contents 98 E Editing Account 118 boxes 99, 157 Budget 112, 121 Investment 121 Manual transaction 112 Marker 112, 119 Notepad 103, 112 Regular transaction 112, 118 Type 112, 118 VAT 112, 118 windows 65, 102 Edit boxes 3, 99, 157 Edit menu add 112 amend 112 delete 112 find 113 find again 114 find and replace 114 sort 113 Empty Dustbin automatic - see "General settings" manual 98, 112 Entering transactions 54 Erasing Account 118 Budget 112, 121 confirm - see "General settings" Investment 112, 122 Manual transaction 112 Marker 112, 119 Regular transaction 112, 119 Type 112, 118 VAT 112, 123 F File autosave see "General settings" naming 33, 108 open 33, 107 open comparatives 110 print 67, 149 save 44, 108 save as 44, 108 selector 33, 104 start year 32, 107 File formats ASCII 159 IFF 159 Home Accounts (1 and 2) 159 Money Matter (normal) 108 Find find 58, 113 find again 58, 114 find and replace 59, 114 Footer, configuring 132 Function keys 63, 125 G General preferences automatically empty Dustbin 150 autosave 150 backup files 148 colours 142 confirm deletes 150 date format 150 default drawer 148 desktop clock 150 resolution 149 screen saver 150 VAT registered 150 Graphics creating 48, 144 exporting 132 palette 149 printing 132 H Header, configuring 132 Help command 35, 144 icon 35, 96 key 35, 144 on-line 35, 144 High-resolution mode 149, 171 Highlight 31, 99 Home Accounts format, loading 159 Money Matters disk, personalising 24 files, opening and saving 44, 108 installing 23 starting 24 Hot-line support 162 Human Interface Protocol (HIP) 171 I Icon preferences change title 148 show/hide 148 snap to grid 148 Icons bank Account 96 Budget 96 calculator 49, 96 cash Account 97 credit card Account 97 Dustbin 98 help 35, 96 Marker 96 printer 96 Regular transaction 96 savings Account 97 tax (VAT) 97 Types 96 IFF graphics, saving 159 Income and expenditure report 138 Installing Money Matters 23 Interest calculator 50, 145 Investments 64, 122 K Keyboard choosing menu commands 95 combinations 157 hot keys 157 shortcuts 157 L Learning Money Matters 14 Leaving Money Matters 111 Left margin - see "Printer preferences" Liabilities 143 License number 24, 178 List boxes 100 Load comparatives 110 files 107 Home Accounts files 159 PAGE 183 M Machine requirements 15 Manual transaction general 51 icon 96 report 156 Markers general 119 icon 96 report 137 Medium-resolution mode 149, 171 Memory and Money Matters 155 how Money Matters uses 155 what is memory? 155 Menu bar 95 commands 95 keyboard shortcuts 157 Menu commands 95 Mouse 95 Multiple windows 65, 101 Multitasking 173 N Naming files 33, 108 Net worth report 143 New command 33, 107 Notepad 38, 103 O On-line help 35,144 Open comparatives 110 files 107 Home Accounts files 159 Workbench 146 Open a New Shell command 147 P Page - see "Printer preferences" Palette 149 Paper type continuous 149 cut sheet 149 Password 126 Playtime command 146 Portfolio report 143 Preferences changing 70, 148 colour - see "Colour settings" general see "General settings" icon - see "Icon settings" printer - see "Printer settings" Preparing to use Money Matters 22 Printer icon 96 preferences spooler - see "Printer preferences" Printer preferences Amiga preferences 66 bottom margin 149 colour 149 left margin 149 page length 149 page width 149 paper type 149 report body 132 report footer 132 report header 132 spooler buffer size 149 top margin 149 Product support 202 Project menu about Money Matters 107 clear comparatives 111 delete 109 new 53, 107 open 107 open comparatives 110 quit 111 save 44, 108 save as 108 Q Quickstart 27 Quitting Money Matters 111 PAGE 184 R Radio buttons 99 Random-access memory (RAM) 155 READ.ME file 22 Reconcile command 59, 129 Reconciled transaction 59, 129 Registration card 13 Regular transactions general 42, 119 icon 96 report 134 Report menu Account statement report 134 Account summary report 134 Budget report 133 Budget progress report 140 income and expenditure report 138 Markers report 133 net worth report 143 portfolio report 143 Regular transactions report 134 Transaction list 136 Types report 133 VAT codes report 134 VAT report 142 Reports body 133 footer 132 header 132 Requesters check box 99 editing 99 list box 100 radio button 99 text box 99 toggle button 100 S Saving ASCII files 159 autosave - see "General settings" backups - see "General settings" default 159 format 159 Money Matters (normal) 44, 108 IFF 159 Save as command 46, 117 Save command 46, 116 Savings Account icon 103 Screen display Dustbin 98 icons 66, 96 menu bar 95 scroll arrows 100 scroll bars 100 Screen mode colours 149 high-resolution 149 medium-resolution 149 Screen saver 150 Scroll arrow 100 bar 100 box 100 Searching - see Find Set date time command 32, 146 Set defaults command 62, 127 Set up Accounts 35, 116 Budgets 45, 121 Money Matters 87 income and expenditure Types 39, 118 investments 64, 122 menu 116 preferences 70, 148 printer 66, 149 Regular transactions 42, 119 transaction defaults 127 transaction window display headers 57, 125 Set up menu add Account 36, 116 amend Account 118 Budget 45, 121 delete Account 118 function keys 63, 125 investments 64, 122 password 126 Regular transactions 42, 119 transaction Markers 119 transaction Types 39, 118 VAT code 123 window headers 32, 125 PAGE 186 Settings menu arrange windows 65, 148 cleanup desktop 149 colours 149 create icons 148 file 148 general 150 goodies 150 icons 148 load 151 printer 149 screen mode 149 save 151 save as 151 Shell 147 Sort Budget 112 command 112 Investment 112 Manual transaction 112 Marker 112 Regular transaction 112 Type 112 Splitting transactions 129 Spooler size - see "Printer settings" Starting financial year 32, 107 Money Matters 24 System menu calculator 49, 145 help 35, 144 interest calculator 50, 145 open a new shell 147 playtime 147 set date time 23, 146 Workbench open 147 T Tax code 88, 123 general 88 icon 96 report 142 switching on - see "General settings" Terminology used in this book 17 Terms and conditions of sale 178 Time, changing 32, 146 To start Money Matters 24 Top margin - see "Printer settings" Trans menu add or amend 54, 128 auto balance again 61, 130 auto balance 61, 130 delete 130 reconcile 59, 129 set defaults 62, 127 what if 131 Transaction adding 51, 112 amending 112 defaults 62, 127 deleting 112 icons 96 Markers 119 Manual 51, 112 reconciling 59, 129 Regular 42, 119 reports 70, 136 sort 112 splitting 129 Type 39, 119 Troubleshooting 160 Tutorial 29 Types general 39, 119, 129 icon 96 report 147 U Unreconciled transaction 59, 129 Using Money Matters 91 V VAT - see tax Version number 107 W Wildcard character 114 Window arranging 65, 148 scrolling 158 setting headers 57, 125 Workbench Open command 147 PAGE 186 END---