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PC-SIG Diskette Library (Disk #1640)
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Information about “QPACS”
QPACS is a personal accounting program that can handle up to nine
different bank accounts, keep track of user defined budgets, record
investments, assets and liabilities, and estimate your federal income
taxes.
For each bank account you may record check amounts, deposits, interest
and service charges. QPACS can balance the bank statements, and it can
print out a complete check register or a summary register by user-
defined categories. The program can also print out a net worth
calculation report, which is based upon the information from the
checking accounts, the investments, and the assets and liabilities.
QPACS also has a built-in address and phone number index card system
which is very helpful for keeping track of the people and businesses
that are important to your finances, and a household inventory file. The
latest release also prints checks and includes a recurring check file.
FILE1640.TXT
Disk No: 1640
Disk Title: QPACS
PC-SIG Version: S1
Program Title: QPacs
Author Version: 2.21
Author Registration: $22.00
Special Requirements: None.
QPACS is a personal accounting program that can handle up to five
different bank accounts, keep track of user defined budgets, record
investments, assets and liabilities, and estimate your federal income
taxes.
For each bank account you may record check amounts, deposits, interest
and service charges. QPACS can balance the bank statements, and it can
print out a complete check register or a summary register by user-
defined categories. The program can also print out a Net Worth
Calculation report, which is based upon the information from the
checking accounts, the investments, and the assets and liabilities.
QPACS also has a built-in address and phone number index card system
which is very helpful for keeping track of the people and businesses
that are important to your finances.
Program Limitations: This version can only estimate Federal Income
Taxes for 1988.
File Descriptions:
HELP IDX Help file.
HELP TXT Help file.
QPACS DOC Documentation.
QPACS EXE Main program.
README File descriptions.
TAX87 FIL Tax rate file for 1987.
TAX88 FIL Tax rate file for 1988.
TCODE FIL Data file.
BANK BAK Back-up file for BANK.FIL.
TRANS FIL Transaction data file.
BANK FIL Data file.
PC-SIG
1030D East Duane Avenue
Sunnyvale Ca. 94086
(408) 730-9291
(c) Copyright 1988 PC-SIG, Inc.
GO.TXT
╔═════════════════════════════════════════════════════════════════════════╗
║ <<<< Disk #1640 QPACS >>>> ║
╠═════════════════════════════════════════════════════════════════════════╣
║ To start program, type: QPACS (press enter) ║
║ ║
║ To print documentation, type: COPY QPACS.DOC PRN ║
╚═════════════════════════════════════════════════════════════════════════╝
HELP.TXT
*** 1 Help Message 001
This is a help message line 1
this is line 2
this is line 3.
***002 + QPACS MAIN MENU
Select an option by keying in the letter code for the desired function,
moving the highlight with the cursor key, or using indicated function
keys.
C. Maintain Checkbook. Enter Checks, Deposits, Interest, and
and Service Charges. Balance Bank Statement. Change Entries.
P. Print/Display Reports. Print/Display Check Register, summary
by category.
B. Bank Account Processing. Add new bank account, change bank
name, change current processing bank.
T. Maintain, display, sort Transaction/Category Codes.
U. Maintain, display, print budgets. Print expense to budget
comparison.
more ...
***003-+
A. To maintain, display, and print assets other than cash and
liabilities. Used in Net Worth Calculation.
I. To maintain, display, and print Investments such as stocks
and Mutual Funds, etc.
W. Net Worth Calculation. Calculates net worth based on Bank
accounts, Investments, and Assets/Liabilities. Prints report.
F. Income Tax Estimator. Calculates your Federal Income Tax.
X. Index Card File. To maintain, display, and print a list of
names, addresses, and phone numbers.
S. Backup Transaction File.
more ...
***004-
Y. Year-End Processing. To Archive prior years transactions and
to set up the files for the current year.
H. Help Screen. (or ESCape key)
E. End Session - return to DOS. (or F10)
***010 PRINT REPORT MENU
R - Print Check Register on Printer.
D - Display Check Register on Screen.
S - Print Summary of entries by category code on printer.
***020 REPORT SELECTION
A - Print or Display ALL entries (for the current bank).
D - Print or Display all entries (for the current bank)
that fall on or after the entered date. (Enter date
when requested - MMDDYY)
S - Print or Display all entries (for the current bank) for
a particular category code. (Enter two-position category
code when requested).
U - Print or Display only UNCLEARED entries (for the current
bank).
***030 BANK ACCOUNT MENU
C - Change current bank. When you first enter the program it
automatically assigns all entries to Bank number 1. To
process entries or reports for other banks you must change
the current bank to the desired number.
A - Used to add an additional bank to the file. A maximum
of five banks is allowed. A "bank" can also be Cash or
a Credit Card account.
N - Used to change the name of a bank.
***040 TRANSACTION/CATEGORY CODE MENU
A - Adds category to the category/budget file. Category codes
should be two-positions, alpha-numeric.
C - To change the description of a category/budget code.
L - To delete a category.
D - To display all category codes.
S - To sort category/budget records into alpha-numeric sequence.
When new categories are added, they are added to the end of
the file. They must be sorted in order for them to come out
in sequence on the category/budget displays and reports.
***050 BUDGET MENU
D - Displays 12 month budget for an individual category.
C - To change or add budget to a category. To add a new category
you must use Category Maintenance. (Main Menu Selection T.)
P - Print Budgets for all categories by month on the printer.
X - Print Expense to Budget Comparison. Program will ask for
Month to be entered. The program will compare the year-to-date
budgets for all categories to the year-to-date entries for
those categories. Only those entries that have a valid
category code will be included.
T - Displays all Catetory Codes.
***060 + INDEX CARD MENU
F1 or A. Adds new Index Card to File. Enter Last Name, First Name,
Address Line 1, Address Line 2 if required, City, two
character State, Zip Code, Telephone Number, and up to two
memo lines. Press enter to bypass any field. When all
fields have been entered, you have the choice of bypassing
the record (ESCape) or accepting (Enter).
F2 or D or Enter. To display all fields of the current highlighted
card. Press enter to return.
F3 or C. To change the current highlighted card. Enter changed data
or press enter. When all fields have been entered, you have
the choice of bypassing the record (ESCape) or accepting
(Enter).
F4 or L. To delete the current highlighted card. The space for the
card will continue to appear until the file is sorted.
***061- INDEX CARD MENU
F5 or P. Print Options. See Print Help Screen.
F6 or S. Sorts the Cards in the following sequence. Last Name, First
Name. Drops all deleted records. Also backs up the file.
F10 or E. Return to Prior Menu.
ESCape or H. Help Screen.
***062 + ASSETS/LIABILITIES
F1 or A. Adds new asset or liability to file. Do not include Bank
Accounts included in the Checkbook Menu or Investments
in the Investment File. Key in Account Number, Description,
and Value. Accounts should be assigned as follows:
1xxxx Current Assets. (Cash, Accounts Reveivable)
2xxxx Investments (CD's, IRA's, etc.)
3xxxx Long Term Assets. (House, Car, Furniture, etc)
4xxxx Current Liabilities (Charge Accounts, Car Loans)
5xxxx Long Term Liabilities. (Mortgages, etc.)
F2 or D or Enter. To display all fields of the current highlighted
record. Press enter to return.
F3 or C. To change the current highlighted record. Enter changed data
or press enter. When all fields have been entered, you have
the choice of bypassing the record (ESCape) or accepting
(Enter).
***063- ASSETS/LIABILITIES
F4 or L. To delete the current highlighted record. The space for the
record will continue to appear until the file is sorted.
F5 or P. Print Options. See Print Help Screen.
F6 or S. Sorts the file into Account Number sequence. Drops all
deleted records and backs up the file.
F10 or E. Return to Prior Menu.
ESCape or H. Help Screen.
***064 + INVESTMENTS
F1 or A. Adds new Investment to file. Key in Account Number (should
start with 2xxxx), Description, Quantity (4 decimals), and
current price (4 decimals). When all fields have been
entered, you have the choice of bypassing the record
(ESCape) or accepting (Enter).
F2 or D or Enter. To display all fields of the current highlighted
record. Press enter to return.
F3 or C. To change the current highlighted record. Enter changed data
or press enter. When all fields have been entered, you have
the choice of bypassing the record (ESCape) or accepting
(Enter).
***065- INVESTMENTS
F4 or L. To delete the current highlighted record. The space for the
record will continue to appear until the file is sorted.
F5 or P. Print Options. See Print Help Screen.
F6 or S. Sorts the file into Account Number sequence. Drops all
deleted records and backs up the file.
F10 or E. Return to Prior Menu.
ESCape or H. Help Screen.
***067 INVESTMENT PRINT MENU
F1 or 1. To print Investments on 11 inch paper.
Prints total value of Investments.
F10 or E. Return to Prior Menu.
ESCape or H. Help Screen
***068 ASSET/LIABILITY PRINT MENU
F1 or 1. To print Assets/Liabilities on 11 inch paper.
F10 or E. Return to Prior Menu.
ESCape or H. Help Screen
***069 INDEX CARD PRINT MENU
F1 or 1. To print entire Index File on 11 inch paper.
F2 or 2. To print entire Index File on 1-up 15/16 inch labels.
F3 or 3. To print entire Index File on 2 1/6 X 4 inch Rotary labels.
F4 or 4. To print Return Address labels (or any 4 line message) on
1-up 15/16 inch labels.
F10 or E. Return to Prior Menu.
ESCape or H. Help Screen
***090 ORDERING INFORMATION
To order an updated version of QPACS, send a check or money
order for $22.00 to:
Richard A. Williams
P.O. Box 9311
Crystal Lake, Illinois 600l4
Any Questions call: 815-455-6333
***103 + CHECKBOOK MAIN MENU
To enter Checks, Deposits, Interest (received), or Service Charges
(paid):
Date: Enter 5 (MDDYY) or 6 (MMDDYY) position date.
Check Number: If desired, enter 1-5 position number.
Description: Any desired description.
Amount: Enter dollars and cents "calculator" style.
(10 for $10.00, 1.5 for $1.50, etc.)
Category Code: If desired, enter two position category code
to track entries by category and for expense to
budget comparisons. To cancel the entry of
this item, key in 00. To display a list of category
codes, key in ??. more ...
***104- CHECKBOOK MAIN MENU
To balance your checkbook, enter the amount shown on the bank statement
as the ending balance, answer "y" or "n" as to whether each entry has
cleared (shown on the statement). When complete, if both totals
agree, checkbook is balanced. Don't forget to add an entry for
service charges, if any.
To change previously entered entries, key in the type of entry:
C - Check, D - Deposit, I - Interest, or S - Service Charge.
Then key in the amount of the entry. When a matching entry is
found, any of the fields in the record can be changed.
***210 Income Tax Estimator - Form 1040
Year
Enter the last two digits of the year for which taxes are to
be estimated. Example: 1987 - enter "87". If tax rates are not
available for that year, an error message will appear.
***215 Income Tax Estimator - Form 1040
Filing Status
Enter your filing status as per IRS instructions.
1 - Single
2 - Married filing joint return (even if only one had income)
3 - Married filing separate return.
4 - Head of household
5 - Qualifying widow(er) with dependent child.
***220 Income Tax Estimator - Form 1040
Exemptions
Enter total number of exemptions claimed.
***225 Income Tax Estimator - Form 1040
Wages, Salaries, Tips, Etc.
Show the total of all wages, salaries, fees, commissions, tips, bonuses,
supplemental unemployment benefits, and other amounts you were paid
before taxes, insurance, etc.
***230 Income Tax Estimator - Form 1040
Taxable Interest Income.
Enter the total of your taxable interest income. If the total is more
than $400, press F3 to fill out schedule B. If you fill out Schedule B,
the total will automatically be transfered.
***235 Income Tax Estimator - Form 1040
Dividend Income
Enter all dividends here. Dividends are distributions of money, stock,
or other property that corporations pay to stockholders. They also
include dividends you receive through a partnership, an S corporation,
or an estate or trust. If over $400, press F3 to fill out schedule B.
If you fill our Schedule B, the total will automatically be transfered.
***240 Income Tax Estimator - Form 1040
Schedule C
Business income or (loss) from Schedule C. Enter amount calculated
on Schedule C.
***245 Income Tax Estimator - Form 1040
Schedule D
Capital Gain or loss. Enter amount calculated from Schedule D.
***250 Income Tax Estimator - Form 1040
Schedule E.
Enter Rents, royalties, partnerships, estates, trusts, etc. Enter
amount calculated from Schedule E.
***255 Income Tax Estimator - Form 1040
Schedule F.
Farm income or (loss). Enter amount calculated from Schedule F.
***260 Income Tax Estimator - Form 1040
Other Income
List any other income not included in other categories.
***265 Income Tax Estimator - Form 1040
Adjustments to Income
Include reimbursed employee business expenses from form 2106, you or
your spouse's IRA deduction, self-employed health insurance deduction,
Keough retirement plan and self-employed SEP deduction, penalty for
early withdrawal of savings, alimony paid, etc.
***270 Income Tax Estimator - Form 1040
Itemized Deductions
Enter deductible portion of itemized deductions or press F2
to go to Schedule A screen to enter itemized deductions.
***275 Income Tax Estimator - Form 1040
Tax Credits
Enter total of deductible credits. Including Credit for child
and dependent care expenses (Form 2441), Credit for the elderly
or the permanently and totally disabled (Schedule R), Foreign
Tax credit (Form 1116), General Business Credit (Form 3800, 3468,
5884, 6478, 6765, or 8586).
***280 Income Tax Estimator - Form 1040
Other Taxes
Enter total of other taxes. Including Self-employment tax (Schedule SE),
Alternative minimum tax (Form 6251), Tax from recapture of investment
credit (Form 4255), Social Security tax on tip income not reported
to employer (Form 4137), Tax on an IRA or a qualified retirement plan
(Form 5329).
***285 Income Tax Estimator - Form 1040
Federal Income Tax Withheld
Enter to total amount withhend as shown on forms W-2, W-2G, W-2P,
and 1099-R.
***290 Income Tax Estimator - Form 1040
Excess FICA Withheld
Enter the excess Social Security Tax and RRTA Tax withheld - for two
or more employers.
***295 Income Tax Estimator - Form 1040
Other Payments
Enter other Payments. Include Estimated tax payments and amounts
applied from prior year returns, Earned Income Credit, Amount paid
with Form 4868 (extension request), Credit for Federal tax on gasoline
and special fuels (Form 4136), and Regulated investment company credit
(Form 2439).
***315 Income Tax Estimator - Form 1040 - Schedule A
Medical and Dental Expenses
Line 1a. Prescription medicines and drugs, insulin, doctors, dentists,
nurses, hospitals, insurance premiums you paid for medical and dental
care, etc.
***320 Income Tax Estimator - Form 1040 - Schedule A
Medical and Dental Expenses
Line 1b. Transporation and lodging pertaining to medical and dental
expenses.
***325 Income Tax Estimator - Form 1040 - Schedule A
Medical and Dental Expenses
Line 1c. Other medical and dental expenses. Hearing Aids, dentures,
eyeglasses, etc.
***330 Income Tax Estimator - Form 1040 - Schedule A
Enter State and Local Income Taxes.
***335 Income Tax Estimator - Form 1040 - Schedule A
Real Estate Taxes
***340 Income Tax Estimator - Form 1040 - Schedule A
Enter other taxes including personal property taxes, if any.
***345 Income Tax Estimator - Form 1040 - Schedule A
Enter deductible home mortgage interest you paid to financial
institutions.
***350 Income Tax Estimator - Form 1040 - Schedule A
Enter deductible home mortgage interest you paid to individuals.
***355 Income Tax Estimator - Form 1040 - Schedule A
Enter deductible Points paid.
***360 Income Tax Estimator - Form 1040 - Schedule A
Enter deductible investment interest.
***365 Income Tax Estimator - Form 1040 - Schedule A
Enter personal interest you paid (charge accounts, etc.).
Enter 100% of interest. Deductible portion will be calculated.
***370 Income Tax Estimator - Form 1040 - Schedule A
Enter cash contributions where the total amount to any one organization
was less than $3000.
***375 Income Tax Estimator - Form 1040 - Schedule A
Enter cash contributions that totaled to more than $3000 per
organization.
***380 Income Tax Estimator - Form 1040 - Schedule A
Enter dollar value of contributions other than cash.
***385 Income Tax Estimator - Form 1040 - Schedule A
Enter Carryovers from prior years.
***390 Income Tax Estimator - Form 1040 - Schedule A
Casualty or theft losses (Form 4684)
***395 Income Tax Estimator - Form 1040 - Schedule A
Moving Expenses (Form 3903 or 3903F).
***400 Income Tax Estimator - Form 1040 - Schedule A
Enter Unreimbursed employee business expenses (Form 2106)
***405 Income Tax Estimator - Form 1040 - Schedule A
Enter other Miscellaneous Deductions that are subject to the 2%
Adjusted Gross Income limit.
***410 Income Tax Estimator - Form 1040 - Schedule A
Enter other Miscellaneous deductionss that were not subject to the
2% Adjusted Gross Income Limit.
***450 Income Tax Estimator - Form 1040 - Schedule A
Interest income from seller-financed mortgages.
Enter the interest portion of any payments you received from an
individual based on a take-back mortgage or other form of seller
financing that resulted form the sale of your home or other property.
***455 Income Tax Estimator - Form 1040 - Schedule B
Other Interest Income
Enter all taxable interest (other than seller-financed interest) that
you received or that was credited to your account so that you could
withdraw it.
***460 Income Tax Estimator - Form 1040 - Schedule B
Dividend Income
Include all divident income including capital gain and nontaxable
distributions (they will be deducted on lines 6 and 7.) Include
cash and the value of stock, property, or merchandise you received as
a dividend.
***465 Income Tax Estimator - Form 1040 - Schedule B
Gapital Gain Distributions
Enter Capital gain distributions included on line 4.
***470 Income Tax Estimator - Form 1040 - Schedule B
Nontaxable Distributions
Enter nontaxable distributions that were included on line 4.
***998
***999End of File
QPACS.DOC
QPACS Version 2.2 Copyright 1988 by Richard A. Williams
A. General Description.
QPACS (Quick Personal ACcounting System) is a full-featured
program designed to provide financial management functions for
individuals or families. QPACS is written entirely in
Assembler Language using direct-to-screen video memory to
provide the quickest possible response time. QPACS provides
the following functions:
1. Record entries (Checks, Deposits, Interest, Service
Charges) for up to 5 different Bank Accounts. Bank Accounts
could be assigned for Cash or Credit Card Accounts. Entries
can be assigned to various categories for budgeting or tax
purposes.
2. Print reports, either complete or selective, showing Bank
Account balances and transactions.
3. Balance bank statements.
4. Budgets for user-defined categories can be entered,
printed, and compared to actual expenses.
5. Investments can be recorded and tracked.
6. Assets and Liabilities can be recorded for purpose of the
Net Worth Calculation.
7. An Index Card File for recording Names, Addresses, and
Phone Numbers or other similar information. The file can be
printed on paper, mailing labels, or rotary index cards.
8. A Net Worth calculation and report using information from
the Checking Account files, the Investment file, and the
Asset/Liability file.
9. Transaction File Backup.
10. Year-End Processing. To Clear the files for the new year
and archive last year's data.
11. Estimating your Federal Income Taxes.
B. Getting Started.
Copy the following files to your production disk:
QPACS.EXE Object Program
HELP.TXT Help File
HELP.IDX Help File Index
TAXxx.FIL Tax Rate Files (Copy all files starting with
TAX. Example: TAX87.FIL is for 1987, etc.)
All transaction files will be created as needed in the current
path.
To use QPACS, set your current path to the directory containing the
QPACS programs and files, key in QPACS. Follow instructions on the
screen.
C. Main Menu.
On most screens, position highlight to desired function and
press ENTER. Or key in letter code. On most screens, F10
will return to the previous menu, and ESCape will call a help
screen.
1. C-Maintain Checkbook
2. P-Print/Display Reports.
3. B-Bank Accounts.
4. T-Transaction/Category Codes.
5. U-Budgets.
6. A-Assets/Liabilities.
7. I-Investments.
8. W-Net Worth.
9. F-Federal Income Tax Estimator.
10. X-Index Card File.
11. S-Backup Transaction File.
12. Y-Year-End Processing.
13. H-Help. (or ESCape)
14. E-End (or F10)
D. Maintain Checkbook.
1. C-Enter Checks.
a) Date: Field should be keyed as five positions
(MDDYY) or six (MMDDYY). To return to prior menu,
press Enter with no entry.
b) Check Nr: Key in 1 to 5 digits. Just press Enter
to bypass entry of this field.
c) Description: Key in any desired description up
to 30 characters. Press Enter to bypass.
d) Amount: Key in amount "calculator" style: 10
for $10.00 1.5 for $1.50, etc.
e) Category: Key in the two position Category Code,
if desired. Keying in ?? with cause a display of
all the available category codes. Keying in 00 will
bypass the entry of this check and return to the
beginning for a restart.
2. D-Enter Deposits.
a) Date: Field should be keyed as five positions
(MDDYY) or six (MMDDYY). To return to prior menu,
press Enter with no entry.
b) Memo: Key in any desired description up to 30
characters. Press Enter to bypass.
c) Amount: Key in amount "calculator" style: 10
for $10.00, 1.5 for $1.50, etc.
d) Category: Key in the two position Category Code,
if desired. Keying in ?? will cause a display of
all the available category codes. Keying in 00 will
bypass the entry of this deposit and return to the
beginning for a restart.
3. I-Enter Interest.
a) Date: Field should be keyed as five positions
(MDDYY) or six (MMDDYY). To return to prior menu,
press Enter with no entry.
b) Memo: Key in any desired description up to 30
characters. Press Enter to bypass.
c) Amount: Key in amount "calculator" style: 10
for $10.00, 1.5 for $1.50, etc.
d) Category: Key in the two position Category Code,
if desired. Keying in ?? with cause a display of
all the available category codes. Keying in 00 will
bypass the entry of this interest and return to the
beginning for a restart.
4. S-Enter Service Charges.
a) Date: Field should be keyed as five positions
(MDDYY) or six (MMDDYY). To return to prior menu,
press Enter with no entry.
b) Memo: Key in any desired description up to 30
characters. Press Enter to bypass.
c) Amount: Key in amount "calculator" style: 10
for $10.00, 1.5 for $1.50, etc.
d) Category: Key in the two position Category Code,
if desired. Keying in ?? with cause a display of
all the available category codes. Keying in 00 will
bypass the entry of this service charge and return
to the beginning for a restart.
5. B-Balance Checkbook
a) Before starting, be sure any service charges
shown on the statement have been entered.
b) Enter the balance shown on the Bank Statement,
press Enter.
c) Each uncleared item will appear on the screen.
Enter "y" if the item appears on the statement, or
"n" if it has not yet cleared.
d) When all uncleared items have been processed, the
totals from the bank statement and from your
transaction file will appear. If they both are the
same you are in balance.
6. G-Change Entries.
a) Key in the type of entry to be changed. C -
Check, D - Deposit, I - Interest, or S - Service
Charge. Key in E to return to prior menu.
b) Key in the amount of the entry to be changed.
c) When an entry is found that matches the amount
entered, the record will display with each field on
a separate line.
d) To return with no updates key in E.
e) If this is not the entry you wish to update, key
in B to bypass and search for another match.
f) If this is the entry you wish to update, key in
the Field Number corresponding to the field to be
changed.
1) Date. Enter 5 (MDDYY) or 6 (MMDDYY)
position date.
2) Check Number. Enter 1 - 5 position
check number.
3) Descr. Enter new description. To
blank out description just press Enter.
4) Amount. Key in amount as in
transaction entry.
5) Type. Should be "C" for Check, "D" for
Deposits, "I" for Interest, and "S" for
Service Charges. If necessary to
change, the new entry must be a CAPITAL
letter.
6) Print Flag. Not used. Can be any
character.
7) Clear Flag. Indicates whether entry
has cleared the bank. CAPITAL "Y" means
yes. Any other character means no.
8) Bank. Indicates Bank number of entry.
Should be 1 through 5 depending on
assigned banks. (See Bank menu)
9) Tran Code. Category code. Can be any
two alphanumeric characters.
g) If any other fields are to be changed enter the
field number and repeat the previous step.
h) Enter "A" to accept updates and return to menu.
7. H-Help. Key in "H" at any menu to bring up the on-line
help screens.
8. E-Done. Key in "E" at any menu to return to the prior
menu. From the Main Menu "E" will end the session and return
to DOS.
E. Print/Display Reports.
1. Enter the desired function.
a) R-Print Check Register on printer.
b) D-Display Check Register on screen.
c) S-Print summary by category code on printer.
d) H-HELP. On-line HELP screen.
e) E-Done. Return to prior menu.
2. Select entries to print or display.
a) A-Print/Display ALL entries.
b) D-Print/Display all entries after a selected
date. Following screen will ask for a date -
MMDDYY.
c) S-Print/Display selected category codes.
Following screen will ask for a category code.
d) U-Print/Display only Uncleared items.
e) H-HELP. On-line HELP screen.
F. Bank Accounts.
1. Change Current Bank. When you first enter the program, it
automatically assigns all entries to Bank Number 1. To
process entries or reports for other banks you must change the
current bank to the desired number. Key in the number shown
in the box in the lower right corner of the screen pertaining
to the bank you wish to process.
2. Add Bank Account. Used to add a bank to the file. A
maximum of five banks are allowed. The program will
automatically assign the next available number. Key in the
bank name after the arrow.
3. Change Bank Name. To change a bank name, key in the bank
number. Key in the new name after the arrow.
4. Help. Key in "H" at any menu to bring up the on-line help
screens.
5. Done - Return to prior menu.
G. Transaction/Category Codes.
1. Add Category. Adds a category to the Category/Budget File.
Enter a two digit, alphanumeric code for each type of expense
you expect to track or budget. For example you might put "05"
for Rent, "06" for Telephone, "11" for Car Payment, etc. Key
in the Category Description when requested.
2. Change Category. To change a category description, key in
the category code. When the category record is found, key in
the new description.
3. Delete Category. To delete a category, INCLUDING THE
BUDGETS FOR THAT CATEGORY, key in the category code.
4. Display Categories. Displays all category codes on the
screen.
5. Sort Category File. When new categories are added, they
are added to the end of the file. In order to have
category/budget displays and reports come out in sequence,
they should be sorted.
6. Help. Key in "H" at any menu to bring up the on-line help
screens.
7. Done - Return to prior menu.
H. Budgets.
1. D - Displays the current 12 month budget for an individual
category.
2. C - To change a budget or to add a budget to an existing
category. To add a new category you must use Category
Maintenance. (See Main Menu selection T.)
3. P - Prints budgets for all categories by month on the
printer.
4. X - Prints Expense to Budget comparison. Program will ask
for month to be entered. Key in two position month (01-12).
The program will compare the year-to-date budgets for all
categories to the year-to-date entries for those categories.
Only those entries that have a valid category code will be
included. Entries from all bank accounts are included.
5. T - Displays all category codes on the screen.
I. Assets/Liabilities.
1. A or F1. Adds new record to file. Do not include Bank
Accounts included in the Checkbook Menu or Investments that
are included in the Investment File. Key in Account Number,
Description, and Value. Accounts should be assigned as
follows:
1xxxx Current Assets. (Cash, Accounts Receivable)
2xxxx Investments (CD's, IRA's, etc.)
3xxxx Long Term Assets. (House, Car, Furniture, etc)
4xxxx Current Liabilities (Charge Accounts, Car Loans)
5xxxx Long Term Liabilities. (Mortgages, etc.)
2. F2 or D or Enter. To display all fields of the current
highlighted record. Press enter to return.
3. F3 or C. To change the current highlighted record. Enter
changed data or press enter. When all fields have been
entered, you have the choice of bypassing the record (ESCape)
or accepting (Enter).
4. F4 or L. To delete the current highlighted record. The
space for the record will continue to appear until the file is
sorted.
5. F5 or P. Print Options. Print menu will appear.
a) F1 or 1. To print Assets/Liabilities on 11 inch
paper.
b) F10 or E. Return to Prior Menu.
c) ESCape or H. Help Screen
6. F6 or S. Sorts the file into Account Number sequence.
Drops all deleted records and backs up the file.
7. F10 or E. Return to Prior Menu.
8. ESCape or H. Help Screen.
J. Investments.
1. F1 or A. Adds new Investment to file. Key in Account
Number (should start with 2xxxx), Description, Quantity (4
decimals), and current price (4 decimals). When all fields
have been entered, you have the choice of bypassing the record
(ESCape) or accepting (Enter).
2. F2 or D or Enter. To display all fields of the current
highlighted record. Press enter to return.
3. F3 or C. To change the current highlighted record. Enter
changed data or press enter. When all fields have been
entered, you have the choice of bypassing the record (ESCape)
or accepting (Enter).
4. F4 or L. To delete the current highlighted record. The
space for the record will continue to appear until the file is
sorted.
5. F5 or P. Print Options. Print menu appears.
a) F1 or 1. To print Investments on 11 inch paper.
Prints total value of Investments.
b) F10 or E. Return to Prior Menu.
c) ESCape or H. Help Screen
6. F6 or S. Sorts the file into Account Number sequence.
Drops all deleted records and backs up the file.
7. F10 or E. Return to Prior Menu.
8. ESCape or H. Help Screen.
K. Net Worth Calculation. Your Net Worth is calculated and printed
based on information in your Checkbook Files, Investment File, and
asset/Liability File. To be most accurate, make sure all files have
been updated before proceeding.
L. Federal Income Tax Estimator.
The Income Tax Estimator is designed to help you estimate your
federal income taxes and to compare one year to the next. For
example, you could estimate 1988 taxes and print and save them.
Then you could later re-read 1988, made some "what-if" changes and
compare the results to the original estimate. The new estimate
could be stored, replacing the old estimate or could be stored with
a separate name. To print the results for comparisons, use the
print-screen key.
To calculate taxes for a year, the tax rate file for that year must
be in the current path. The tax rate files are named TAXnn.FIL,
where nn = the tax year. For example, the tax rate file for 1987
is named TAX87.FIL. New tax rate files will be available when the
IRS finalizes the years' rates and rules.
Note: QPACS calculates taxes using the Tax Schedules. IRS
instructions say to use the Tax Tables if your taxable income is
below $50,000.00. Therefore there may be a few dollars difference
between the QPACS calculation and your actual taxes.
To use the Tax Estimator, key in "F" from the main menu.
Key in the fields as indicated by the help box in the lower right
hand corner of the screen. For more help press the ESCape key.
To save a file, press F9. Then key in the file name for the file
to save. Files will be saved in the current path. Just enter the
file name (and extension if desired). Example: MY1987.TAX
To read in a previously saved file, press F1. Then key in the file
name of the saved file. Reading in a saved file will overlay any
existing file already on the screen.
Schedules A and B. These schedules can be calculated separately or
you can just enter the estimated amount on the Schedule A and B
lines. If you do use the separate Schedules, the amount will
automatically be forwarded to the 1040 screen. Be sure you perform
the calculate function (F8) before returning to the 1040 screen.
To calculate the tax at any point just press the F8 key.
Note: The calculate function (F8) only calculates the data on the
current screen. If you were to read in, for example, your 1987 tax
estimate, change the tax year to 1988 and press F8, you would not
recalculate Schedules A and B. In order to do this properly you
must read in 1987, go to Schedule A (F2), calculate (F8), return
(F10), change the tax year to 88, and calculate (F8). Follow the
same procedure for Schedule B.
To clear all the fields on the screen (including those on the
Schedule A and B screens) press F7.
Press F10 to end the Tax session and return to the main menu. You
may later come back to the Income Tax Estimator and continue. Once
you end your QPACS session and return to DOS, however, you will
lose all of your keyed data. Be sure to save your file before
exiting from QPACS.
M. Index Card File.
1. F1 or A. Adds new Index Card to File. Enter Last Name,
First Name, Address Line 1, Address Line 2 if required, City,
two character State, Zip Code, Telephone Number, and up to two
memo lines. Press enter to bypass any field. When all fields
have been entered, you have the choice of bypassing the record
(ESCape) or accepting (Enter).
2. F2 or D or Enter. To display all fields of the current
highlighted card. Press enter to return.
3. F3 or C. To change the current highlighted card. Enter
changed data or press enter. When all fields have been
entered, you have the choice of bypassing the record (ESCape)
or accepting (Enter).
4. F4 or L. To delete the current highlighted card. The
space for the card will continue to appear until the file is
sorted.
5. F5 or P. Print Options. Print menu appears.
a) F1 or 1. To print entire Index File on 11 inch
paper.
b) F2 or 2. To print entire Index File on 1-up
15/16 inch labels.
c) F3 or 3. To print entire Index File on 2 1/6 X 4
inch Rotary labels.
d) F4 or 4. To print Return Address labels (or any
4 line message) on 1-up 15/16 inch labels.
e) F10 or E. Return to Prior Menu.
f) ESCape or H. Help Screen
6. F6 or S. Sorts the Cards in the following sequence. Last
Name, First Name. Drops all deleted records. Also backs up
the file.
7. F10 or E. Return to Prior Menu.
8. ESCape or H. Help Screen.
N. Year End Processing. Year End Processing clears your checkbook
transaction file of last year's transactions and sets up balance forward
totals for the new year. Any new year transactions or uncleared prior
year's transactions are kept on the new file. Before starting make sure
all bank statements have been balanced and all "cleared" transactions
are properly coded.
O. Help. On-line Help screens are available at every menu. Just key in
"H".
P. Problems, Bugs.
If you have any problems or wish to report any bugs, please
contact the author.
Richard A. Williams
P.O. Box 9311
Crystal Lake, Il 60014
(815) 455-6333
Q. Other.
The author assumes no liability to you or any other person for
any damage or loss caused by this software either directly or
indirectly.
R. Registration Information and Shareware Concept.
QPACS is a copyrighted program. It is distributed as User-
Supported Software. Meaning that you are free to use the program
as-is for your own personal use. You are encouraged to register
and to pay the license fee so that you can obtain the most current
release with the latest features and the most current tax rates.
By registering you will be supporting this "try now, pay later"
concept of software distribution.
Individuals are granted permission and encouraged to copy and pass
along copies of this diskette provided that no price or other
consideration is charged, except for the cost of distribution
materials, and provided that copies are not modified in any way and
include all documentation.
Registration includes a copy of the most current program and
documentation plus one free upgrade to the next release.
The current price for registration is $22.00.
Send a Check or Money Order to:
Richard A. Williams
P.O. 9311
Crystal Lake, Illinois 60014
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QPACS ORDER FORM
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Name
Address
City State Zip
Phone
Computer DOS Release
Printer
Where you obtained your copy of QPACS
Directory of PC-SIG Library Disk #1640
Volume in drive A has no label
Directory of A:\
FILE1640 TXT 3479 11-28-89 9:53a
GO BAT 38 1-01-80 1:37a
GO TXT 540 11-28-89 11:03a
HELP IDX 462 10-09-88 7:22p
HELP TXT 21011 10-09-88 7:22p
QPACS DOC 22853 10-10-88 9:23p
QPACS EXE 110192 11-04-88 7:02p
README 1212 2-10-89 6:55p
TAX87 FIL 821 6-21-88 9:18p
TAX88 FIL 821 9-21-88 8:36p
TCODE FIL 140 2-10-89 6:48p
11 file(s) 161569 bytes
154624 bytes free