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Information about “GARTHS SHAREWARE UTILITIES”
GARTH'S SHAREWARE UTILITIES is a collection of utilities for copying
disks, printing, and listing directories.
COPYDISK is a multiple 360K disk copying program that makes several disk
copies after reading the source disk only once. If there are two floppy
drives, you have the option to alternate between the two for writing
onto the copy disks.
D is a utility that allows you to change directories without having to
look for the "\" key.
DDIR is a date directory utility that lists files of a particular date,
before a date, after a date, or in a particular date range. Change the
dates and times of specified files. DDIR automatically searches every
directory and can also be used as an ordinary file finder without the
date options.
PRINTER sends printer codes to the printer for changing the line spacing
and the printing style. The codes can be written to a file, which may
be later used to set up the printer without the use of the program.
DIRLABEL prints out a disk's entire directory in a small compact form.
The program allows you to specify the drive, the printer port, the size
of paper or label to be used, and the top and ending spaces for each
label.
BUDGET.DOC
-----------------------------------------------
| |
| Turbo Budgeter |
| (C) Copyright, 1990 |
| All Rights Reserved |
| Garth Braithwaite |
| |
-----------------------------------------------
P R E F A C E
_____________________________________________________________________
This file contains an introduction to and a description of the Turbo
Budgeting program. This file also contains a listing of the files
that contain documentation and what sections are covered in those
files. At the very end of this file are the programs hardware
requirements, how to install, disclaimers, problems, correspondence
registration and the referral program.
I N T R O D U C T I O N
_____________________________________________________________________
Turbo Budgeter is a simple, fast, easy to learn, easy to use, flexible
home budgeting program. This purpose of this program is to help you
get a handle on managing your checking accounts faster and easier.
This program was designed after the simple checkbook register but it
goes far beyond the usefulness of a check register. Every transaction
(withdrawal or deposit) is recorded to a category and can be tagged
with special attributes (or flags). This makes it possible for you
to see at any time during the year where you stand with your spending
and income verses what you budgeted for. How much do you spend on
food each month? How much have you given in tax deductible donations?
Car payments, house payments, electricity, gasoline, entertainment?
Without Turbo Budgeter you either guess at where you spent all your
money, or you spend long hours with a pencil, paper and calculator.
With Turbo Budgeter you can find out this and much more in just a few
seconds. Entering checks and deposits is fast and enjoyable. Recurring
entries can be entered with as little as two keystrokes. Pre-defined
reports can be printed that give you monthly or year-to-date totals
for any or all categories or accounts. The user can quickly view
all transactions that have not yet cleared the bank, checks or
deposits that deal with a certain account or budget category, or all
checks made out to certain payees. Many of the figures that go on
your tax return are at your finger tips.
Never again will you cringe at the thought of having to balance your
checkbook. This program will bring order into your financial life.
Knowing where you are spending your money makes it much easier to
plan for the future. Turbo Budgeter handles the simple task of
transaction tracking and budgeting, and it does it faster and easier
than anything else.
F E A T U R E S
_____________________________________________________________________
Some of the major advantages that this program offers are: a easy
to use, intuitive pulldown/popup window user interface, fast data
entry with maximum editing capability, simple to install and configure,
runs great on minimum hardware (like a 4.77mghz PC with 256K and a
single floppy). Turbo Budgeter also offers easy account reconciling,
flexible viewing, flexible listings and most important, flexible,
effective reports. Listed below is an itemized list of some of the
other major features of Turbo Budgeter.
M A J O R F E A T U R E S__________________________________________
- FAST AND MINIMAL TIME REQUIRED FOR DATA ENTRY. To enter in, and
clear a hundered transactions it usually takes about an hour.
- AN INTUITIVE AND EASY-TO-LEARN POPUP/PULLDOWN WINDOW DRIVEN,
USER INTERFACE.
- CONTINUAL HELP LINE on the bottom of the screen that guides
the user through each step.
- MAXIMUM "ON SCREEN" INFORMATION.
- Program constantly DISPLAYS THE LATEST 17 ENTRIES that were
worked with.
- Account balance is constantly displayed.
- Accounts cleared balance is constantly shown when clearing entries.
- Category information, Account information, Split information and
Transaction information are all displayed when viewing transactions.
- Transaction Amounts are highlighted if the entry has not yet
cleared the bank, deposited amounts are shown in green and with-
drawals are shown in red. The account balance is shown in RED if
the amount is less than 0.
- USER DEFINED AUTOMATIC DEFAULT VALUES for entries.
- FULL EDITING CONTROL when entering/editing fields. Move left/right,
jump word left/right, delete character, delete word, delete to end
of line, insert, typeover, cut and paste blocks, undo etc.
- CUT AND PASTE data feature between data fields. You can cut and
paste numbers from the calculator into a number field or into any
other field as you see fit.
- SINGLE STEP BACK UP/UNDO completly back out of any procedure or
accept and entry without ever having to step all the way through it.
- SPLITTING OF ONE TRANSACTION INTO AN UNLIMITED NUMBER OF CATEGORIES.
Entries can be split into as many categories as needed - until all
of the total amount is accounted for.
- FAST AND EASY RECONCILIATION. The entries are cleared either by
pointing to the entry or by typing in the transaction number. The
date the transaction was cleared can also be entered in at this
time( then if you sort your entries by the cleared date it will
match the order of your bank statment line for line). When clear-
ing, the program shows you the banks cleared balance as you clear
the entry off. This lets you check each entry with your bank stat-
ment to see if your transactions match the bank.
- FAST NUMBER CALCULATIONS. Most accounting is done on the fly
so that a total recalculation is hardly ever done and when it
is done it takes only a few seconds even on an PC with thousands
of entries.
- SIMPLE AMOUNT TRACKING (no double entry accounting).
- FLEXIBLE TRANSACTION VIEWING. You can view all of your entries
in any order from any/all accounts or any/all budget categories.
When are viewing transactions the transactions category and account
windows will also be opened and that information displayed.
- FAST AND USER DEFINABLE TRANSACTION SORTING. The user can sort
on any field or any combinations of the fields.
- FAST AND FLEXIBLE ENTRY SEARCHING. Search by Who, the Description,
the Transaction Number or the Amount (wild cards can be used in all
these searches to aid in finding an item even if the entire item
is not known).
- FAST ENTRY DISPLAYING. Windows pop up instantly and scrolling is
very fast.
- FAST DATA LOADING/SAVING time. The program loads and saves its
data in one swift move.
- FLEXIBLE KEYBOARD OPERATION. The user can move the selection bar
in a variety of ways: arrow keys, WordStar type, single keystroke
commands.
- COMPACT AND EFFICIENT PROGRAM DESIGN. This program has only one
program file. There are not any other EXE's to have to chain to
and load when running, no overlays that must be loaded etc. Once
the program is loaded the disk containing the program can be taken
completely out. Installation time of the program and maintaince are
kept to a minimum. The actual program requires less than 100K of
disk space and a data file with several thousand entries occupies
less than 100k also.
- EASY INSTALLATION AND MAINTENANCE. The program has one data file
that contains everything. The program also creates a backup of
your old data file. No more loss of data due to a to a correped
index file.
- CLEAN ERROR TRAPPING AND HANDLING. Printer and disk errors are
all trapped by the program.
- MINIMAL HARDWARE REQUIREMENTS. Program runs great on a single
floppy, 256k, 4.77mghz PC.
- EASY TO UNDERSTAND AND USER DEFINABLE ACCOUNTS AND BUDGET
CATEGORIES. The user can add/edit and delete as they see fit.
- USER DEFINED SPECIAL ATTRIBUTES (flags). Each transaction entry
can have three special flags.
- FLEXIBLE MONTHLY SUMMARY AND BOTTOM LINE (yearly) summary reports
keyed on accounts or budget categories. These reports also cover
all accounts giving you the real bottom line and summary.
- POWERFUL AND FLEXIBLE SELECTING/GROUPING OF ENTRIES for
very selective reports or listings. The user can use all
entries, pick a range of entries to use (very useful when also
using the sort feature) or define a group that will act as
a filter - allowing only those entries that are in that group
to be used. The group lets you specify date ranges, amount ranges,
transaction number ranges, pick categories, accounts and attributes.
- FLEXIBLE LISTINGS WHERE THE USER CAN SPECIFY WHICH FIELDS
TO LIST AND THEIR ORDER.
- POP-UP CALCULATOR with number cut and paste feature.
O P E R A T I O N A L O V E R V I E W
_____________________________________________________________________
The operational overview is given for the purpose to provide the user
with a feeling of how the program works in common everyday usage (the
tutorial gives a good start and a more detailed look into setting up
the program and budgeting in general). When the program is started it
comes up in a checkbook type display. The screen shows the 17 most
recent entries, along with the main menu along the top of the screen
and the help line at the bottom of the screen. To make a withdrawal
you simply press <W> or move the selection bar to "Withdrawal" and
press the <Enter> key. A list of your available budget categories is
presented and you are prompted to scroll through the list and select
the budget category that this withdrawal will be attributed to (the
purpose of picking the budget category first is so that the new entry
you are making can be filled out with the default values from the
budget categorys' template information). The transaction information
is then displayed in its window and the user proceeds to step through
and fill out the entry. This involves picking the account which the
transaction dealt with (done in the same manner as picking the budget
category), typing in the date the transaction occurred on, the
transaction number (which is automatically incremented), the amount,
whom the transaction was with, a description of the transaction and
finally picking any special attributes or flags from the list (like
tax deductible, who wrote the check etc.). At any point if the entry
is correct you can press <Ctrl><Enter> and not have to step through
the rest or you can press <Esc> and backup at any point. Also
remember that the transaction will be filled out in advance with
default values obtained from the budget category you picked at first.
You also have full editing capability of any string you are asked to
enter or edit. Some of the editing features are: insert, overstrike,
jump word left, jump word right, delete the current character, delete
word, delete to the end of the line, and even a cut and paste buffer.
That is all there is to making a transaction entry.
T A B L E O F D O C U M E N T A T I O N
_____________________________________________________________________
Documentation At The End Of This File___________________________
Requirements
Installing and running the program
Disclaimer
Problems
Registration
Referral Program
FUNC.DOC________________________________________________________
Conventions
Opening screen and what is shown
Bottom Help Line
Status Line
Selecting
Editing
USE.DOC_________________________________________________________
Pop-up Calculator
Special
Split transaction entries
Clearing transaction entries
View
Transactions
Program startup
Command line options
Loading purged data files
REPORTS.DOC_____________________________________________________
Introduction to the reports
Conventions
Report filename extensions
Quick report
Account summary report
Budget summary report
Account bottom line report
Budget bottom line report
Entry listings
GROUP.DOC________________________________________________________
Introduction to groups
Group Screen
Ranges
Adding Accounts to group
Adding Budgets to a group
Adding Attributes to a group
Options
Item Logic
Finished
R E Q U I R E M E N T S
_____________________________________________________________________
This program runs on the IBM PC family of computers, including the PC,
XT, AT, PS/2 and all true IBM compatibles. Requires: MS-DOS or PC-DOS
version 2.0 or higher, at least 192k of RAM, any IBM type 80 column
display and at least one 360k floppy disk drive. That is all that it
takes for this program to run fast and effectively.
I N S T A L L A T I O N A N D R U N N I N G
_____________________________________________________________________
HARD DISK SYSTEM:
A. Make a BUDGET directory on the C:\ drive. At the
C:\> prompt type, "MD \BUDGET" and press <Enter>.
B. Change to subdirectory BUDGET. At the C:\> prompt
type, "CD \BUDGET" and press <Enter>.
C. Insert into the A: drive, the floppy disk containing
the Turbo Budgeter program.
D. At the C:\BUDGET> prompt type, "COPY A:BUDGET.EXE"
and press the <Enter> key.
E. Remove the floppy disk from the A:\ drive - you are
all done.
F. To run Turbo Budgeter you must first change to the \BUDGET
subdirectory by typing "CD \BUDGET" <Enter>. Now
to run the program type "BUDGET" <Enter> and you will
off and going.
FLOPPY DISK SYSTEM:
A. Get a blank formatted system disk and put this disk
into the A: disk drive.
- If the floppy has not yet been formatted then
refer to your DOS reference manual on how this
is done.
B. Put the Turbo Budeter program disk into the B: floppy
disk drive.
- If you have single floppy system - skip this step.
C. Type, "COPY B:BUDGET.EXE A:" and press the <Enter>
key.
- If you have a single floppy system you will
prompted to insert and remove the source and target
disks.
D. Remove the original Turbo Budgeter floppy disk from the
B: drive and store it away for a safe backup.
E. To run the program:
1) Boot the computer with the MS-DOS system disk.
2) Replace the MS-DOS system disk with your Turbo Budgeter
disk.
3) Run the program by typing "BUDGET" <Enter>.
-or-
If you have a dual floppy system and you want to run the
program on the system disk (drive A:) and have your data
and reports put on the disk (drive B:) then you can do
something like this:
1) Boot the computer with your MS-DOS system disk.
2) Replace the MS-DOS system disk with your Turbo Budgeter
disk.
3) Insert a formatted data disk into drive B:.
4) Go the data disk on the B: drive by typing the following
at the system prompt: A>B: <Enter>.
5) Invoke the program by typing: "A:BUDGET" <Enter>.
-or-
1) Boot the computer with your MS-DOS system disk.
2) Replace the MS-DOS system disk with your Turbo Budgeter
disk.
3) Insert a formatted data disk into drive B:.
4) Invoke the program and specify the data filename to
be used on the command line.
EXAMPLE: A>BUDGET B:BUDGET.DAT <Enter> .
D I S T R I B U T I O N N O T I C E
_____________________________________________________________________
Turbo Budgeter is distributed as SHAREWARE. Users are welcome to copy
the software and share it with their friends. After evaluating this
product, if a person decides to use it, he or she is trusted to buy
the registered set.
Anyone may obtain an evaluation copy for $10 by directly contacting
the address listed below. The disk contains the complete working
software and the documentation, ready to be printed on your own
printer. If you decide you like Turbo Budgeter and want to register
(after ordering the evaluation copy) simply pay the difference between
the evaluation copy and the registration fee.
Registered owners receive phone and mail support, new product
announcements, update services and enrollment into the Referral
Program.
D I S C L A I M E R
_____________________________________________________________________
The Turbo Budgeter program offers no written, expressed or implied
warranties. The programmer will not be liable or responsible for
anything with respect to any loss or damage that may or may not be
associated with Turbo Budgeter, including but not limited to loss of
profits, interruption of service, loss of business or consequential
damages resulting from the use of such programs. It is distributed
as is, what you see is what you get. If a problem does arise, every
effort will be made to correct the problem and satisfy you as quickly
as possible.
When starting the use of any new software package it is always good
practice to test the programs with sample data, and to run the programs
in parallel with any previous system for a period of time sufficient
to ensure satisfactory results.
This software is Copyrighted (C) by Garth Braithwaite, 1988, 1989,
1990 all rights reserved. Copies of this software may be made and
distributed as long as the software is not changed or modified in
any way, and the documentation files remain on the disk to be dis-
tributed.
P R O B L E M S
_____________________________________________________________________
If you encounter a problem with this program or if you would like to
comment on anything, please write to the address below. To help in
trouble shooting please specify: The program you are using, program
version, name and model of the machine you are using, the specifi-
cations of your computer (type of display, memory, disk drives), DOS
version, any device drivers or TSR's running, the nature of the
problem, along with any messages or anything that seems odd or out of
place.
If your problem is not urgent, write instead of calling. The
problem often can't be resolved over the phone anyway, since it
usually requires that we have a copy of your data file to recreate
the problem on our computer. When writing include a diskette with
a copy of your data file and the data mentioned above. Also include
any screen dumps or messages which may be useful in researching the
problem.
If you find it necessary to call for technical support, please have
all the information available. If possible, call from a phone near
your computer, in case you need to run Turbo Budgeter to troubleshoot
or explain the problem.
R E G I S T E R I N G
_____________________________________________________________________
Registered users are entitled to one free update, future updates
at minimal cost, technical support and enrollment into the Referral
Program (see the next section for details). Any comments on this
program, updates, or future programs that you would like to see,
are appreciated and welcomed.
To register please include: your name, address, phone, what program(s)
you are using, version number(s), the programs' EXE file date and
time, any comments, and the amount that you feel this program is worth
(any comments and/or monetary support will be greatly appreciated). A
sample registration form is included in a file named: "REGISTER.FRM".
Simply copy this to your printer, fill in the blanks, and mail to the
address given below. To print the sample registration form, turn your
printer on, and type the following DOS command: "COPY REGISTER.FRM PRN
<Enter>". If you need an invoice for a purchase order then type "COPY
INVOICE.PO PRN <Enter>". Thank you for your support.
Send comments and registration fees to:
Garth Braithwaite, PC-Consulting
2045 W. 1245 S.
Syracuse, Utah 84075
R E F E R R A L P R O G R A M
_____________________________________________________________________
For a contribution of $20 or more you will be enrolled into the
Referral Program. This will entitle you to receive 25% of all
donations received that reference you as the person who referred
them to Turbo Budgeter.
EXAMPLE: 1. Fully register. When you fully register the most recent
program version is sent to you on your own personal
serialized disk.
2. You introduce the Turbo Budgeter to a friend. He/she
makes a copy of your diskette.
3. They like the program and make a donation.
4. We check our database for the name your friend has
specified as the person who introduced them to the
program (If no name is given we then try to match up
the programs serial number - the time associated with
the BUDGET.EXE file or the disk's volume label).
5. You will then be sent 25% of your friend's donation!
Whatever the amount. It's that simple.
When sending in YOUR registration form, be sure to include the full
name of the person who introduced you to this program or the Disk's
Volume Label or the time and date associated with your BUDGET.EXE
file.
F I N A L N O T E
_____________________________________________________________________
If you want or need to keep track of your money, budgets or accounts
then this program can provide you with an easy and efficient way of
doing it on a computer. However, despite the claims of being easy
and efficient, tracking your money still takes a lot of work. Ded-
ication, consistency, and careful preparation of how you want to keep
track of your transactions, are essential to the enjoyment and useful-
ness of this program.
------------------------ End of BUDGET.DOC --------------------------
FILE1859.TXT
Disk No: 1859
Disk Title: Garths Shareware Utilities
PC-SIG Version: S1.1
Program Title: Garths Shareware Utilities
Author Version: 1.47
Author Registration: $20.00
Special Requirements: 1360K floppy or a hard drive.
GARTH'S SHAREWARE UTILITIES is a collection of utilities for copying
disks, printing, and listing directories.
COPYDISK is a multiple disk copying program that makes several disk
copies after reading the source disk only once. If there are two floppy
drives, you have the option to alternate between the two for writing
onto the copy disks.
D is a utility that allows you to change directories without having to
look for the "\" key.
DDIR is a date directory utility that lists files of a particular date,
before a date, after a date, or in a particular date range. Change the
dates and times of specified files. DDIR automatically searches every
directory and can also be used as an ordinary file finder without the
date options.
DIRLABEL prints out a disk's entire directory in a small compact form.
The program allows you to specify the drive, the printer port, the size
of paper or label to be used, and the top and ending spaces for each
label.
PC-SIG
1030D East Duane Avenue
Sunnyvale Ca. 94086
(408) 730-9291
(c) Copyright 1989 PC-SIG, Inc.
FUNC.DOC
F U N C T I O N A L G U I D E
_____________________________________________________________________
This guide covers the programs conventions and serves as a technical
reference for Selecting/Choosing items from the menus and Entering/
Editing data.
WordStar control key standard. Because the WordStar control key
standard is so popular, we support it in all our software packages.
There are two important reasons why this standard is so popular:
(1) it allows touchtypists to perform all the control key functions
without removing their hands from the keyboard; and (2) it allows
numeric keypad users an optional set of arrow keys so <NumLock> can
be left on all the time. If you are a fast typist and seldom look
at the keyboard, or if you do a lot of ten-key input, you will
likely find these control keys helpful. It takes some time to get
accustomed to them, but eventually they become second nature just
like the other keys on the keyboard.
C O N V E N T I O N S
_____________________________________________________________________
<key> - The letter or word between the <> brackets corresponds
to a key on the computers keyboard.
EXAMPLE: <A> - this is the letter "A" on the keyboard located
on the left side next to the letter "S".
<Esc> - this is the "Escape" key located in the upper
left corner of most IBM PC keyboards or in the
upper left corner of the Number Pad on IBM PC/AT
keyboards.
<Enter> - this is the key as the <Return> key which is
known as the "Carriage Return" key on most type
writers or the "Enter" key.
^ - When this precedes a key it means hold down the <Ctrl> key while
pressing the letter.
EXAMPLE: <^A> - This means to hold down the <Ctrl> key and then
press the <A> key. After pressing the <A> you may
release the <Ctrl> key.
Numlock Key - The selection bar will move regardless of whether the
lock is ON or OFF. When editing if the NumLock is ON you will
get the numbers if the NumLock is OFF then you will move the
editors cursor.
WYSIWYG - This is an acronym standing for: "What You See Is What You
Get".
Static Selections - These are selections that you the user will never
be able to change.
Dynamic Selections - These selections are those which can and probably
will change.
The Help line - The very bottom line on the screen is the users prompt
or help line. This line always tells you what the program is
expecting from you and what some of your options are.
The Status line - The next to the last line on the screen is used to
display the status of various items. When selecting, the status
line shows you your current selection position and the very end
selection. When entering/editing data the status line shows you
if the Caps Lock is ON, if the NumLock is ON and whether you are
in INSERT or OVERWRITE mode.
S E L E C T I N G
_____________________________________________________________________
Selecting is the process of choosing an item from a pop up window or a
pulldown menu. The selection bar is highlighted and is moved using
the arrow keys as described below. There are three types of sel-
ections to be made. The first is a horizontal selection. The next
two are vertical selections with the first of them being a static
selection list and the latter being a dynamic selection list.
The horizontal selection is a menu usually placed at the very top of
the screen. Its highlight bar moves horizontally and when the end
most position is overrun it will wrap back around to the other side.
A Vertical selection is a menu listing its selections vertically up
and down. Static selections are those of which the list of selections
are all shown and the list never changes. Dynamic selections are
those which the list has the potential to change (user add/delete of
selections). The dynamic selections may also have numerous pages of
selections to choose from.
H O R I Z O N T A L M O V I N G / R E P O S I T I O N I N G________
<Left arrow key> or ^S or <Shift><Tab> - Moves the HIGHLIGHT BAR one
selection to the left.
<Right arrow key> or ^D or <Tab> - Moves the HIGHLIGHT BAR one
selection to the right. <Home key> - Moves selection bar to the
far left selection. <End key> - Moves selection bar to the far
right selection.
V E R T I C A L M O V I N G / R E P O S I T I O N I N G____________
<Up arrow key> or ^E - Moves the HIGHLIGHT BAR one selection UP.
<Down arrow key> or ^X - Moves the HIGHLIGHT BAR one selection DOWN.
<Home key> - Moves selection bar to the upper most selection being
shown on the screen.
<End key> - Moves selection bar to the lower most selection
being shown on the screen.
<PgUp> or ^R - Moves selection bar ONE Page UP.
<PgDn> or ^C - Moves selection bar ONE Page DOWN.
^<PgUp> - Moves selection bar to the very first selection.
^<PgDn> - Moves selection bar to the very end selection.
<first letter> - Dynamic Vertical selections - Pressing the first
letter of any selection will reposition the selection bar to the
corresponding selection. If the letter pressed is the same as
pressed before you will start from the current position and
search down from that point. If you press a new letter you will
start the search from the beginning selection downward until a
match is found. If no match is found you will remain at the
current position.
C H O O S I N G / S E L E C T I N G / A B O R T I N G________________
<Enter> or ^M or <+> - chooses the item the highlight bar is on.
^<Enter> or ^J - selects item the same as <Return> but it
additional feature of accepting the rest of all entries to be
entered/edited/selected (in most situations).
<capitalized letter>
- Horizontal selections - Pressing the corresponding Capitalized
letter chooses/selects.
- Static Vertical selections - Pressing the corresponding
Capitalized/highlighted letter chooses/selects.
<Del> - Selects an Item for deletion when in the in EDIT SECTION
of the program.
<Esc> - aborts current selection and backs up one step.
<F10> - aborts current selection and returns all the way back to
the main selections.
<Alt><first letter of the main selections> - aborts current selection
and selects that item.
E N T E R I N G / E D I T I N G
_____________________________________________________________________
T Y P E S O F F I E L D S__________________________________________
String Fields - String fields are items such as names, descriptions,
titles etc. . When you ENTER this to accept a string field -
WYSIWYG (What You See Is What You Get).
Number Fields - Number fields are items such as amounts, sizes, etc. .
These fields are range checked and if the number trying to be
entered is out of range the number is automatically adjusted to
the nearest range bound. Numbers are delimited by any non-number
character.
EXAMPLE: "asd 34 400" would result in the number "34" being
accepted. If the number had a range of 50-300 then
the number returned would be "50".
Date Fields - Date fields deal with calendar dates. The field is in
the form of mm-dd-yy. The mm represents the Month and is a 2
digit number between 1 and 12. The dd is a 2 digit number that
represents which day and it must be between 1 and 28,30,31 de-
pending on the actual value for that month. Finally yy is the
last 2 digits of the year to be used and it can be 0 -> 99. The
delimiters used for the date can be "/", "-", ".", and ",". If
another character is used to delimit then the date will be trunc-
ated and the default values will be used. If a field is omitted
then the default value will be used. If this field is out of
range for that item then it will be adjusted to the nearest bound
value. There is a special case when there is only one number
entered followed by an invalid delimiter. When this happens only
the DAY is portion is changed.
EXAMPLES: "12/13/87" would mean the 13th day of December in the
year 1987.
"13/1/88" would be changed to "12/1/88" since the "13"
for the month was out of range.
"6/31/88" would result in "6/30/88" since the day of
"31" is out of range for the month of June.
On input "12/13/88" after enter/edit "12/25sad" would
result in the "s" truncating the date at
"12/25" and using the default "/88" and thus
returning "12/25/88".
On input "12/13/88" after entering "14 " this would
adjust the day only resulting in "12/14/88".
The following are all equivalent: "12/13/88" =
"12-13-88" = "12.13.88" = "12,13,88".
A C C E P T I N G / A B O R T I N G K E Y S________________________
<Enter> or ^M - Accepts edit and returns the value according to the
field rules described above.
^<Enter> or ^J - Accepts edit same as <Enter> but it has an additional
feature of accepting the rest all entries to be
entered/edited/selected (in most situations).
<Esc> - aborts edit, returns the initial value unchanged and backs up
one step. This usually will back you up to the previous entry if
there are any. If you are at the first entry position then you
will backup one step to the point that put you at there.
E D I T I N G K E Y S______________________________________________
<Ins key> or ^V - Toggles insert/overstrike on and off.
<Left arrow key> or ^S - Moves the edit cursor one character to the
left.
<Right arrow key> or ^D - Moves the cursor one character to the
right.
^<Left arrow key> or ^A or <Shift><Tab> - Moves the cursor one word to
the left.
^<Right arrow key> or ^F or <Shift> - Moves the cursor one word to the
right.
<Home key> - Moves the cursor to the starting position.
<End key> - Moves the cursor to the end of the end position.
^P - accepts the following character typed into the string.
EXAMPLE: to insert a ^O into a string you would first press
^P followed by the ^O.
<Backspace> or ^H - Moves left one character and deletes the
character.
<Del> or ^G - Deletes the character at the current cursor position.
^<BackSpace> - Deletes the current word entirely.
^T - Deletes rest of current word.
^Y - Deletes rest of current line.
^U - UnEdit the current work string (start over).
^R - Right justifies what is being edited/entered.
^C - Centers what is being edited/entered.
^L - Left justifies what is being edited/entered.
^B - Mark the Beginning of the Cut/Paste block.
^E - Mark the End of the block and copy its contents into the
Cut/Paste buffer.
^Q - Quick copy of the entire item into the Cut/Paste buffer.
^W - Write the contents of the Cut/Paste buffer at the current
cursor position.
-------------------------- End of FUNC.DOC --------------------------
GO.TXT
╔═════════════════════════════════════════════════════════════════════════╗
║ <<<< Disk #1859 GARTHS SHAREWARE UTILITIES >>>> ║
╠═════════════════════════════════════════════════════════════════════════╣
║ To start BUDGET, type: BUDGET (press enter) ║
║ ║
║ To print BUDGET's documentation, type: COPY BUDGET.DOC PRN (press enter)║
║ ║
║ To print UTILITY's documentation, type: COPY UTILITY.DOC PRN ║
║ ║
║ To run COPYDISK, type: COPYDISK (press enter) ║
║ ║
║ To run D, type: D (press enter) ║
║ ║
║ To run Date Directory, type: DDIR (press enter) ║
║ ║
║ To run DIRLABEL, type: DIRLABEL (press enter) ║
║ ║
║ ║
╚═════════════════════════════════════════════════════════════════════════╝
GROUP.DOC
G R O U P I N T R O D U C T I O N
_____________________________________________________________________
Groups provide a special way to filter or lump transactions together
to be used in the reports. For an entry to be used it must match all
of the defined groups criteria. This consists of being within: the
Amount range, the date range, the transaction number range, in the
account set (if any accounts were chosen), in the budget set (if any
chosen), and in the attribute set (if any were specified or chosen).
When a entry matches all of these items then they are said to be in
that group and will be included in the report or listing.
EXAMPLE: If you wanted all the "tax deductible" items that where above
$100.00 and were with the "checking account" what would you
do? You might be able to do it by sorting the transactions
and hope they will all be together after the sort so that you
can pick those transactions. Chances are that they will not
be together thus leaving you with the alternative of running
the report using all the transactions. Now lets get a more
complicated example of where you wanted the transactions
mentioned above but did not want any of those transactions
that had a "church contributions" budget category. Groups
will allow you to do this and much more. By giving the
ranges and choosing the items you wish to have/not have in
your defined group you can build your own custom filters and
lump various transactions together.
-------------------------- End of GROUP.DOC -------------------------
REPORTS.DOC
R E P O R T S T E C H N I C A L R E F E R E N C E
_____________________________________________________________________
This part of the documentation gives a technical description of the
reports and their numbers. There are basically two types of reports:
Summaries and Bottom lines. The reports are based on either Accounts
or Categories. The entries that are to be reported on can be chosen
in three base ways: Use all entries, use only a range of entries
where the user picks that range or define a group that will be used
to filter the entries to use. The report output can be sent to a
user named disk file and or the printer.
C O N V E N T I O N S
_____________________________________________________________________
- The reports are displayed in a spread sheet type format with rows
and columns of numbers usually having some type of totals on the ends.
The top of the report always tells you: the report type, user title,
page number, system date (Default Date) and whether or not entries
with a "Transfer" attribute were included in the report.
- The numbers presented correspond to what entries the user selected
to use in the report. The user can use all entries, a range of
entries, or a defined group of entries.
- The amounts show in the reports are rounded up to the nearest
dollar - no decimal values are shown.
- The percentages are shown with two decimal places. These numbers are
NOT EXACT - they have been approximated.
- Year To Date amounts are also approximated and should be used only as
a guide line amount.
- The reports numbers are represented by symbols. Below the report
will be a list of what those symbols mean.
- Symbols defined in previous reports retain their same meaning and
are not redefined.
NOTE: If the "Include Transfers" flag has been set to 'Y' then the
totals above will include every transaction entered. If it is
not set ('N') then those entries with a "Transfer" attribute
will not be included in the counting.
S Y M B O L C O N V E N T I O N S
_____________________________________________________________________
# - Number - count prefix.
% - Percentage prefix.
d - The small 'd' suffix denotes DEPOSIT.
w - a small 'w' suffix denotes WITHDRAWAL.
Example: Td - is Total Deposits, Tw - is Total Withdrawals.
n - This represents the total number of items being reported on.
(e.g. the last or end account/category).
m - This prefix stands for monthly.
b - This is a prefix for total budgeted amount.
y -or-
ytd - The acronym 'YTD' stands for 'Year To Date'. This prefix is
associated with budgeted amounts as of the current date v.s.
the starting fiscal year date. YTD amount is a percentage of
the total amount allotted with the percentage being determined
as to the current date v.s. the fiscal year date.
(i) - The small 'i' denotes a subscript of an item. This (i) is
used to subscript similar items going down vertically.
It has a range from 1 to n.
(j) - The small 'j' denotes another subscript. This is used for
monthly items where j is from 'a' to 'l', '1' to '12' or
from Jan. to Dec. .
... - this is the same as etc. Similar items that are repeating
the same type of information are replaced with this because
there is not enough room to display all fields in 80 columns.
~ - continuation.
F I L E N A M E E X T E N S I O N S
_____________________________________________________________________
If the user has specified a the output to be sent to a file then the
user is prompted to enter a filename. If the filename does NOT have
an extension one will be provided. These extensions vary for each
report and they are:
Account Bottom Line Report - filename.ABL
Category " " " - " .CBL
Account Summary Report - " .AS
Category " " - " .CS
Entry listing - " .LST
Entry ascii text listing - " .TXT
Q U I C K R E P O R T
_____________________________________________________________________
Month Deposits Withdrawals
----- ----------- -----------
Jan mGT( 1)d mGT( 1)w
Feb mGT( 2)d mGT( 2)w
Mar mGT( 3)d mGT( 3)w
Apr mGT( 4)d mGT( 4)w
May mGT( 5)d mGT( 5)w
Jun mGT( 6)d mGT( 6)w
Jul mGT( 7)d mGT( 7)w
Aug mGT( 8)d mGT( 8)w
Sep mGT( 9)d mGT( 9)w
Oct mGT(10)d mGT(10)w
Nov mGT(11)d mGT(11)w
Dec mGT(12)d mGT(12)w
----- ----------- -----------
Total GTd GTw
Budgeted bGTd bGTw
Budg YTD ytdGTd ytdGTw
# of trans. #GTd #GTw
New symbols defined in this section:
mGT( i )d - TOTAL amount deposited during that month.
mGT( i )w - TOTAL amount withdrawn during that month.
GTd - Total deposits; sum of all mGT( i's )d.
GTw - Same as GTd except withdrawals.
bGTd - Sum of all Budget allotments having their
Deposit/Withdrawal attribute set to DEPOSIT.
bGTw - Same as bGTd except withdrawals.
ytdGTd - Amount of budgeted deposits according to the
current date v.s. the starting fiscal year month.
This number is a percentage of the Total Budgeted
Deposits; bGTd x (# days into the year) / 366 .
ytdGTw - Same as bytdTDw except for withdrawals.
#GTd - Total count of all deposit entries.
#GTw - Total count of all withdrawal entries.
A C C O U N T S U M M A R Y R E P O R T
_____________________________________________________________________
This report is broken into two distinct sections. The first section
is a report on the amounts deposited into each account. The second
section reports the withdrawal amounts. If ALL ENTRIES were used in
the report then all accounts will be reported on even if no trans-
actions were associated with the account. If a USER RANGE or GROUP
was used to choose the entries then only those accounts that had
activity with the entries picked will be reported on. The amounts
and percentages shown will be according to the entries selected to
be used.
-------------------- --------AMOUNT DEPOSITED------- -%of--
ACCOUNT NAME Jan ... Dec Total TOTAL
-------------------- ------- ------- ------- ------- -------
account( 1 ) a(1)d ... l(1)d T(1)d %T(1)d
account( 2 ) a(2)d ... l(2)d T(2)d %T(2)d
... ... ... ... ... ...
account( n ) a(n)d ... l(n)d T(n)d %T(n)d
-------------------- ------- ------- ------- ------- -------
TOTAL mT(a)d ... mT(l)d Td %Td
PERCENTAGE OF TOTAL %mT(a)d ... %mT(l)d
-------------------- ------- ------- ------- ------- -------
NUMBER OF TRANS. #mN(a)d ... #mN(l)d #Nd %#Nd
PERCENTAGE OF TRANS. %mN(a)d ... %mN(l)d
-------------------- --------AMOUNT WITHDRAWN------- -%of--
ACCOUNT NAME Jan ... Dec Total TOTAL
-------------------- ------- ------- ------- ------- -------
account( 1 ) a(1)w ... l(1)w T(1)w %T(1)w
account( 2 ) a(2)w ... l(2)w T(2)w %T(2)w
... ... ... ... ... ...
account( n ) a(n)w ... l(n)w T(n)w %T(n)w
-------------------- ------- ------- ------- ------- -------
TOTAL mT(a)w ... mT(l)w Tw %Tw
PERCENTAGE OF TOTAL %mT(a)w ... %mT(l)w
-------------------- ------- ------- ------- ------- -------
NUMBER OF TRANS. #mN(a)w ... #mN(l)w #Nw %Nw
PERCENTAGE OF TRANS. %mN(a)w ... %mN(l)w
-------------------- ------- ------- ------- -------
-------------------- ------- ------- ------- -------
NET TOTAL AMOUNT TNA(a) ... TNA(l) TNA
New Symbols defined in this section:
a( i ) - Amount of deposits (or withdrawals depending
w or d suffix) for that particular account
in the month of january.
... - Same as a(i) except that you have a column
for each month of Feb. through Nov. .
l( i ) - Same as a(i) except for the month of december.
T( i ) - Total Amount found by adding a(i) -> l(i);
T(1) = a(1) + b(1) + ... + k(1) + l(1).
%T( i )d - Percentage of total deposits for that account
v.s. grand total; T(i)d / GTd.
%T( i )w - Percentage of total withdrawals for that
account v.s. grand total; T(i)w / GTw.
T - Total of all T(i)'s.
%T - Percentage of the whole total v.s. the grand
total; %Gtw = Tw / GTw, %GTd = Td / GTd.
mT( j ) - Monthly total of accounts;
mT(a)d = sum of all a(i's)d,
mT(l)d = sum of all l(i's)d.
%mT( j ) - Monthly Percentage of the total month amount
v.s. the grand total;
%mT(a)d = { sum a(i's)d } / GTd.
#mN( j ) - Monthly total of the number of transactions.
mN(a)d = count of all the number of transactions
for the month of Jan.
%mN( j ) - Monthly count Percentage of the total month
number of v.s. the grand total number of;
%mN(a)d = #mN(a)d / #GTd.
#Nd - Total number of deposits;
#Nd = #mN(a) + ... + #mN(l) .
%Nd - Percentage of the total number of deposits used
in the report v.s. the grand total number of
deposits; %Nd = { sum of #mN(j)d } / #GTd.
TNA( j ) - This is the total net amount for each month;
TNA( a ) = mT(a)d + mT(a)w.
TNA - Sum of all TNA( j's ).
C A T E G O R Y S U M M A R Y R E P O R T
_____________________________________________________________________
This is the same type of report as the Account Summary Report except
that Budget Categories are reported on instead of Accounts and some
additional budget numbers are given.
------------------- ---------AMOUNT DEPOSITED--------- Percent of-
CATEGORY NAME Jan ... Dec Total YTD Bdg Total Budgt
------------------- ------ ----- ------ ------ ------- ----- -----
category( 1 ) a(1)d ... l(1)d T(1)d yB(1)d %T(1) %yB(1)
category( 2 ) a(2)d ... l(2)d T(2)d yB(2)d %T(2) %yB(2)
... ... ... ... ... ... ... ...
category( n ) a(n)d ... l(n)d T(n)d yB(n)d %T(n) %yB(n)
------------------- ------ ----- ------ ------ ------- ----- -----
TOTAL mT(a)d ... mT(l)d Td yBd %Td %yBd
PERCENTAGE OF TOTAL %mT(a)d ... %mT(l)d
PERCENT OF BUDGET %mB(a)d ... %mB(l)d
------------------- ------ ----- ------ ------ ------- ----- -----
NUMBER OF TRANS. #mN(a)d ... #N(l)d #Nd %Nd
PERCENTAGE OF TRANS. %mN(a)d ... %mN(l)d
------------------- ---------AMOUNT WITHDRAWN--------- Percent of-
... - same as the above section except for withdrawals.
------------------- ------ ----- ------ ------ -------
------------------- ------ ----- ------ ------ -------
NET TOTAL AMOUNT TNA(a) ... TNA(l) TNA ytdNB
New Symbols defined in this section:
yB( i ) - Amount budgeted ytd. YTD amount from budget
category ( i ).
%yB( i ) - Percentage of the budget category ( i ) ytd
amount v.s. the grand overall total ytd
amount; %yB(1) = yB(1) / ytdGTd.
yBd - Total amount of deposits budgeted year to date;
yBd = sum of all yB(i)d's.
%yBd - Percentage of the total ytd amount v.s. the grand
overall total ytd amount; %yBd = yBd / ytdGTd.
ytdNB - Total net amount budgeted year to date;
ytdNB = yBd + yBw.
%mB( j ) - Percentage of the budget accounted for during
that month; %mB(a)d = { sum of a(i)d } / bGTd.
A C C O U N T B O T T O M L I N E R E P O R T
_____________________________________________________________________
This report deals with only the final figures. This reference is
broken into three parts because all the symbols can not be displayed
within 80 columns at the same time.
Part 1 of 3:
-----------------------ACTUAL-------------------- ~
-------------- ---# of--- -------------Amounts------------------ ~
ACCOUNT NAME Dpst With Inital Deposit Withdrl Net Balance ~
-------------- ----- ---- ------ ------- ------- ------- ------- ~
account( 1 ) #N(1)d #N(1)w I(1) T(1)d T(1)w TN(1) AB(1) ~
... ... ... ... ... ... ... ... ~
account( n ) #N(n)d #N(n)w I(n) T(n)d T(n)w TN(n) AB(n) ~
-------------- ----- ---- ------ ------- ------- ------- ------- ~
TOTAL #Nd #Nw I Td Tw TN AB ~
Part 2 of 3:
~ -----------------CLEARED--------------- ~
-------------------- ~ -----# of----- --------Amounts--------- ~
ACCOUNT NAME ~ Dpst With Deposit Withdrl Balance ~
-------------------- ~ ------- ------- ------- ------- ------- ~
account( 1 ) ~ #CN(1)d #CN(1)w CT(1)d CT(1)w CB(1) ~
... ~ ... ... ... ... ... ~
account( n ) ~ #CN(n)d #CN(n)w CT(n)d CT(n)w CB(n) ~
-------------------- ~ ------- ------- ------- ------- ------- ~
TOTAL ~ #CNd #CNw CTd CTw CB ~
Part 3 of 3:
~ ---BUDGETED----
-------------------- ~ ----Amounts----
ACCOUNT NAME ~ Deposit Withdrl
-------------------- ~ ------- -------
account( 1 ) ~ bB(1)d bB(1)w
... ~ ... ...
account( n ) ~ bB(n)d bB(n)w
-------------------- ~ ------- -------
TOTAL ~ bBd bBw
New Symbols defined in this section:
#N( i )d - Count of all Deposits associated with that
account.
I( i ) - Inital starting balance for account(i).
TN( i ) - Net amount for that account;
TN(1) = T(1)d + T(1)w.
AB( i ) - Actual account(i) balance;
AB(1) = I(1) + TN(1);
#CN( i ) - Count of all CLEARED deposits/withdrawals
associated with that account.
CT( i ) - Cleared amount deposited/withdrawn from
account(i).
CB( i ) - Cleared balance for account(i);
CB(1) = I(1) + CT(1)d + CT(1)w.
bB( i )d - Total amount of deposits budgeted to account( i ).
bB( i )w - Same as bB(i)d except deals with withdrawals.
bBd - Total of all deposits budgeted;
bBd = sum of all bB(i's)d.
C A T E G O R Y B O T T O M L I N E R E P O R T
_____________________________________________________________________
This is the same type of report as the Account Bottom Line Report
except it covers Budget Categories instead of Accounts.
Part 1 of 3:
-------------------------BUDGET TRANS ~
-------------------- -----# of--- ----Actual Amounts----- ~
CATEGORY NAME Dpst With Deposit Withdrl Net ~
-------------------- ------ ------ ------- ------- ------- ~
category( 1 ) #N(1)d #N(1)w T(1)d T(1)w TN(1) ~
... ... ... ... ... ... ~
category( n ) #N(n)d #N(n)w T(n)d T(n)w TN(n) ~
-------------------- ------ ------ ------- ------- ------- ~
TOTAL #Nd #Nw Td Tw TN ~
Part 2 of 3:
~ ACTIONS------------------------- ~
-------------------- ~ --YTD Amounts-- -Total Amounts- ~
CATEGORY NAME ~ Budgetd Left Budgetd Left ~
-------------------- ~ ------- ------- ------- ------- ~
category( 1 ) ~ ytbB(1) ytbL(1) bB(1) bL(1) ~
... ~ ... ... ... ... ~
category( n ) ~ ytbB(n) ytbL(n) bB(n) bL(n) ~
-------------------- ~ ------- ------- ------- ------- ~
TOTAL ytbB ytbL bB bL ~
Part 3 of 3:
~ -------------PERCENTAGES--------------
-------------------- ~ --- # of--- --Amounts-- - of- Total
CATEGORY NAME ~ Dpst. With. Dpst. With. Budg. Budg.
-------------------- ~ ----- ----- ----- ----- ----- -----
category( 1 ) ~ %N(1)d %N(1)w %T(1)d %T(1)w %B(1) %BT(1)
... ~ ... ... ... ... ... ...
category( n ) ~ %N(n)d %N(n)w %T(n)d %T(n)w %B(n) %BT(n)
-------------------- ~ ----- ----- ----- ----- ----- -----
TOTAL ~ %Nd %Nw %Td %Tw %B %BT
New Symbols defined in this section:
ytdB( i ) - The YTD amount budgeted for budget(i).
ytdL( i ) - Total amount Left of ytd budget(i);
ytdL(1) = TN(1) - ytdB(1).
bB( i ) - Total amount budgeted for budget(i).
bL( i ) - Total amount left of budget(i);
bL(1) = TN(1) - bB(1).
%N( i ) - Percentage of number of deposits/withdrawals
for budget( i );
%N(1)d = #N(1)d / #GTd.
%B( i ) - Percentage of the budget category (i) ytd
amount v.s. the grand overall total ytd
amount; %B(1) = B(1) / bytdGTd.
%BT( i ) - Percentage of budget(i)'s yearly allotment v.s.
the total budgeted allotment;
%BT(1)d = bB(1)d / bGTd.
------------------------- End of REPORTS.DOC -------------------------
TUTORIAL.DOC
T U T O R I A L
_____________________________________________________________________
This tutorial is written to provide the user with a quick way to get
started and to help the user get the feel of the program. The pro-
cedure is as follows:
Step 1. Setting up and planning your budget
_____________________________________________________________________
This is the most crucial part of budgeting and it doesn't involve the
computer at all.
A. First, figure your total annual income.
EXAMPLE: $18,000 - husbands salary
$14,000 - wifes' salary
$ 3,000 - extra income
------------------------------
$35,000 - total annual income.
B. Next, calculate your total annual expenditures.
EXAMPLE: $ 3,000 - federal income tax
$ 3,000 - FICA tax
$ 2,000 - state tax
$ 3,000 - charitable donations
$ 6,000 - house payment and property taxes
$ 1,000 - purchase of household goods
$ 1,000 - utility: gas/oil house heating fuel
$ 500 - utility: electricity
$ 500 - utility: city water/sewer/garbage
$ 5,000 - groceries
$ 1,500 - savings
$ 2,000 - retirement
$ 2,000 - entertainment
$ 1,000 - gifts: christmas, birthdays, others
$ 1,000 - clothes
$ 500 - car repair
$ 1,000 - gasoline for car
$ 1,000 - medical
--------------------------------------------
$35,000 - total annual expenditures
C. Define your physical accounts. Write down all of the open
accounts you presently have, or those you want to have,
along with their corresponding balances and their current
transaction numbers, as of when you initiate this program.
(Your first budget using this program will probably be
initiated at some time other than the first day of
January. That is fine. However, your first annual
update should be Jan 1, 19XX, or some date at the end of
a naturally occurring annual fiscal period for your
family.)
EXAMPLE:
ACCOUNT IS WITH ACCOUNT NAME/NUMBER BALANCE TRANS #
------------------- ------------------- ------- -------
First National Bank, Checking #344455, $100.00, 23453
First National Bank, VISA #344456, -344.00, N/A
City Employees C.U., Savings #23333, $1000.00, N/A
Cash - spending, Cash #1, 0.00 1
D. Define your budget categories. You have pretty much done
this step already in steps 1.A and 1.B . Please check them
over again because the more categories you have the more
detailed you can be in reporting and tracking.
E. Write down any special attributes associated with your
transaction entries that you would like to track or flag.
EXAMPLE: You may want to control things which fall into
categories similar to those which follow.
Items which are: 1. tax deductible
2. assets
3. liabilities
4. work related
5. self-created
6. created by spouse
7. others
Step 2. Installing the program
_____________________________________________________________________
You did such a good job of gathering the data that entering it in is
going to be as easy as A, B, C. But first we must load the program
onto your working disk or your hard disk, if you have one.
FLOPPY SYSTEM
A. Format a floppy disk in your B: drive (see your MS-DOS
manual for assistance).
B. Insert the master floppy disk (contains the Turbo Budgeter
program) into the A: drive.
C. At the DOS prompt type, "COPY A:BUDGET.EXE B:" and press
the <Enter> key.
D. Remove the master floppy disk from the A: drive and
store away for safe keeping.
E. At the DOS prompt type, "BUDGET" followed by pressing the
<Enter> key and you will be off and running. It is that
simple. Now let's see what we have to do to operate the
program.
HARD DISK SYSTEM:
A. Make a BUDGET directory on the C:\ drive. At the C:\>
prompt type, "MD BUDGET" and press <Enter>.
B. Change to subdirectory BUDGET. At the C:\> prompt
type, "CD \BUDGET" and press <Enter>.
C. Insert the master floppy disk (contains the Turbo Budgeter
program) into the A: drive.
D. At the C:\BUDGET> prompt type, "COPY A:BUDGET.EXE" and
press the <Enter> key.
E. Remove the master floppy disk from the A: drive and
store away for safe keeping.
F. At the C:\BUDGET prompt type, "BUDGET" and you will be
off and running. It is that simple. Now let's see
what we have to do to operate the program.
Step 3. Operating the program and getting setup
_____________________________________________________________________
You are finally ready to proceed with using the program. It is
assumed that the program is still up and running from the step 2.
A. The first thing you have to do is input your physical ACCOUNTS.
There are other ways to do it, which you will learn later,
but here I am going to teach you to do it through the EDIT
mode. Please note the menu across the top of the screen. We
are going to use the arrow keys to access the various items
on the menu.
1) Using the right arrow key, move across the menu to EDIT.
When EDIT is high lighted, press <Enter>. (Shortcut
method: just press the letter "E" -or- <Alt><E> on the
keyboard.)
2) The computer will present a vertical selection window which
indicates what you can accomplish in the EDIT Section. Your
first task is to add accounts, so do the following:
a) Using the up/down arrow keys, move down to "Accounts"
and press <Enter> (or just press <A>).
A second vertical selection window will appear. It will
overlay the first one. The "Accounts" will have a flash-
ing triangle to its left indicating that you are editing
accounts (showing you what you selected and are working
on).
At this point, you have one of two options: either
press the <Enter> key to select "-ADD A NEW ACCOUNT-"
or press the <Esc> key to quit. I hope you will
continue. It is really very simple.
b) Press the <Enter> key. This overlays yet another window
on top of the Account Selection window. "-ADD A NEW
ACCOUNT-" has a flashing triangle to indicate that you
chose this item. This new window is the Account
Information Window.
You are then asked to "Enter the BANKS NAME". The program
will default to "The New Banks Name.." The Functional
Guide which is located in a file named "FUNC.DOC" gives
a detailed description of the editing capabilities
available.
Now, let's return to the description of how the program
works. Remember, the computer had ask for your first
BANK'S NAME.
c) Type "First National Bank" and ^Y. (The ^Y deletes from
the current cursor position all the way to the end.)
Press <Enter>.
d) You are now ask to enter the ACCOUNT NAME. Type "FNB
Checking #344455" and press <Enter>.
e) You are now ask to enter the CURRENT TRANSACTION NUMBER.
That is, the current check number if it is a checking
account. Type "23453 " (the space " " after the 23453
breaks the number string so that 23453 is the only part
of the number that will be accepted). Press <Enter>.
f) Now enter the initial amount. Type "1000 " and <Enter>.
NOTE: - Please note that the cleared balance, account balance,
budgeted deposits and withdrawals do not change after
you have entered the initial balance. That is because
you have not yet completed the account entry and thus
it has not yet been accepted.
- When entering money amounts you can enter the decimal
point but it is not required.
- If you don't type in the decimal value it is wise to
follow the last number with a blank space. This will
cause the number you just entered to be truncated at
this point.
g) You have now accepted the account. If you made a mistake
go to and select the EDIT section of the program and then
select the "Account" and proceed to edit the entry.
NOTE: When accepting or backing out of an entry, the Account
Information Window is closed and you are returned to
the Account Selection Menu. Now, let's add the next
account:
h) Move the Account Selection bar down by pressing the down
arrow key until "-ADD A NEW ACCOUNT-" is high lighted.
Press <Enter>.
i) Repeat the steps indicated above. Continue this process
until all your accounts have been entered. When you have
entered all your accounts press <Esc>. The Account
Selection Window is now closed and you are returned to
the main menu with the selection bar resting on EDIT.
B. Next lets enter your Categories (budgets).
1) Once again, select EDIT from the menu. The Edit Selection
Window reappears. Move the selection bar down two positions
and press <Enter>.
If you had previously entered budget categories, you could
now edit them. Since this is your first time through the
program, and there are no budget categories to edit, the only
choices available are "-ADD-A-NEW-CATEGORY-" or <Esc> to quit.
a) Press <Enter> to ADD A NEW CATEGORY. The flashing
triangle to the left will be flashing to indicate what
you selected but the Category Information window covers
it up so you won't see it.
The computer will ask you to enter the Category Name.
This is accomplished in the same manner the Bank Name and
Account Name were entered in the previous steps.
Now enter your first Deposit Budget Category "Salary".
Type in, "Salary", ^Y and press <Enter>.
b) Next you are asked to pick whether this category should
be considered a Deposit Category or a Withdrawal Category.
Move the selection bar to "Deposit" and press the <Enter>
key to select that.
c) You are then ask to enter the dollar amount allotted for
the year. Don't use any commas, or dollars signs just
decimal points. Type in the correct amount.
Your next move will be to set up the default values to be used
to fill out every transaction entry when the category "Salary"
is chosen. In other words, you are entering information which
will probably be common to similar transactions in the future.
This will save you having to type in the same information each
time you select the "Salary" category when making your
"Salary" deposits.
d) You must now choose the account in which the salary will
likely be deposited. (The flashing triangle is your
prompt to show you that you are choosing that account.)
The following example puts the salary in the appropriate
checking account.
EXAMPLE: Move the Account Selection bar to "FNB Checking
#344455" (created in the previous step) and
press the <Enter> key to select this account.
This is the account inwhich Salary deposits
will probably be put into.
e) You will then be prompted to enter the name of the
institution which this deposit will come from. For our
example you may enter "Sam's Widgets, Inc.".
Type in: "Sam's Widget's Inc.", ^Y and press <Enter>.
f) Your next task is to enter a description. Let's say you
get paid once a month. Type in, "Monthly Salary Payment",
^Y and press <Enter>.
The computer now presents the default amount, which is the
amount allotted divided by 12. Since this is the correct
number, press <Enter>.
g) The last thing you must do is select the three special
transaction's attributes that will be used. By default,
the first through the third attribute is shown to be
blank. You may select others or select the blank.
h) Carefully read the budget category information you have
entered to make sure it is correct. As with your account
entries, if you made a mistake simply press the <Esc> key
to backup and correct the information.
2) You may now enter the rest of your budget categories and
any special attributes you wish them to have. (In reality,
it is probably a good idea to enter any of the special attri-
butes that you may want to have before you enter the budget
categories.)
3) Having finished your budget categories, you are through with
the category setup. You may now begin making transaction
entries.
Step 4. Entering your Transactions.
_____________________________________________________________________
A. From the main selection select either the Withdrawal or Deposit by
moving the selection bar and pressing the <Enter> key or by
pressing the "W" or "D" key.
B. The Category Selection window opens and you are asked to select
which budget category that this entry should be attributed to.
Move the selection bar to the correct Budget Category and select
it by pressing the <Enter> key (there is no one key short cut in
selecting, although pressing the first letter of any budget
category will reposition the selection bar to it).
C. Choose the account next in the same manner as step B.
D. Enter the transaction number. This has to be a number only.
Any characters will terminate the number at that spot. Remember
that anytime you are entering in data you have special editing
commands available to you. These are listed in detail in the
"FUNC.DOC" file.
E. Enter the date of the transaction. This will usually be the
computers system date. If the month and year are correct then
you only need to type in the day followed by a space or any-
other non-date related character.
F. Enter the amount of the transaction. This number can be entered
with or without the "-" sign (it doesn't matter).
G. Enter the description of the transaction.
H. Select the first special attribute if you need or want one. If
you are done and like the way it looks then press ^<Enter>.
I. Select the second and third attributes if you want.
J. The last item you can select is the "Cleared"/"Not Cleared"
attribute. If you choose "Cleared" then you are instructed
to enter in the date the transaction entry cleared the bank
account.
K. Thats it. You have just made a full transaction entry.
E. ...
This tutorial is not yet complete. It will grow and get better as
time goes on. I hope this is enough to get you started and get the
feel of the program and how it works. Please refer to the other
filename.DOC files for more detailed instruction.
Remember that the bottom line of the screen offers you help prompts
on what the program is expecting and what some of your options are.
----------------------- End of TUTORIAL.DOC -------------------------
USE.DOC
G E N E R A L U S A G E I N T R O D U C T I O N
_____________________________________________________________________
This documentation when complete will describe in detail, the workings
of each function available. This part of the documentation is incomp-
lete and is currently being worked on.
F U N C T I O N U S A G E
_____________________________________________________________________
Popup Calculator________________________________________________
This program contains a "pop up anytime" calculator. It is
invoked by pressing: <Alt><C>. The calculator is a simple
calculator supporting add, subtract, multiply and divide. This
calculator also has a feature of exporting its numbers to any
field that you can enter/edit.
EXAMPLE: add $6.20 and $72.34 then save this value to
use later.
1. press <Alt><C> to invoke the calculator.
2. type in the first number to be used: "6.2 " <Enter>.
Note the space " " after the number to break the
number (incase another number was there). When the
<Enter> key is pressed note the contents of Y was
pushed or copied into Z and the contents of X was
pushed or copied into Y.
3. type in the second number to be added to the first:
"72.34" <Enter>. Note that no space was needed
because the two decimals is all that is accepted
anyway.
4. Now you can do any of the operations by simply
pressing the appropriate key. In our case press the
"+" key to add the contents of Z and the contents of
Y and put the result into X (You can multiply,
divide, etc as you wish).
5. Save the value stored in X for latter use. This is
done by pressing ^Q (^Q stands for "Quick save)".
This option or saving/restoring fields is available
in any field that can be entered/ edited. To
retrieve our number (or string) you simply push ^W
(which stands for "Write" ). The contents saved by
the ^Q will be inserted into the field you are
currently entering/editing.
6. Press <Esc> to leave the calculator.
Special_________________________________________________________
Split Transaction Entries__________________________________
The "split withdrawal/deposit" options provide a special way
of spliting up a single transaction entry into more than one
category. Using this option provides total amount checking
and mimimal data entry.
EXAMPLE: Lets say you went to J-Mart and wrote a check
(#1234) for $120.63. You spent $43.00 for "Garden
supplies", $27.50 for "Household Stuff" and $50.13
for "Kids Christmas". You wrote one check for the
entire amount of $120.63 but to attach sub amounts
to the appropriate budget you would have to make
three entries. Instead of making those three
separate withdrawals and running the chance of
making an arithmetic error lets use the "split
entries" option.
1. Select "Special" from the main menu by pressing
"S" or <Alt><S>.
2. Select "Split Withdrawal" option by pressing
"W".
3. Fill in the information common to the three
split entries to be entered.
A. Choose the category (to fill out the
default information).
B. Choose the account: "Checking".
C. Enter the Transaction Number: "1234".
D. Enter the Date.
E. Enter who the Transaction was with:
"J-Mart".
F. Enter the total amount: "120.63".
4. Now fill in the details of the first part or
split of your transaction:
A. Choose the Category:
"Garden supplies".
B. Enter the amount to be assigned to the part
of the entry: "43 ".
C. Enter a description: "whatever you would
like the description to be".
D. Choose the first special attribute: " ".
E. Choose the second special attribute: " ".
NOTE: If at any point you are done with that part
you can press ^<Enter> and continue with
the next split. You may also backup by
pressing the <Esc> key.
5. Repeat step (4.) for the other two parts of the
entry. You will repeat until all of the money
has been accounted for or you completely back
out.
NOTE: The split info. window shows you how much
the total amount transaction was and how
much has not yet been used (amount left)
along with displaying the previous split
transaction entries.
Clearing Transaction Entries_____________________________
Clearing entries is another name for reconciling your
account when you get a statement from you bank. To clear
an entry you must first select the "Clear Transactions"
option from the "Special" menu. You then move the selection
bar to the entry you need cleared then press the <Enter> key.
Then you are instructed to insert the date that the entry
cleared the account. The balance shown(near the bottom of
the screen) is that accounts' cleared balance and it should
match your bank statement. If the amount does not match
then you need to double check your information and/or the
banks. Continue to clear the entries until you are done.
Pressing the <Esc> quits clearing and puts you back to the
main menu. For searching options see the next section.
View____________________________________________________________
Transactions_______________________________________________
Viewing entries is a way to quickly look at an entry along
with its corresponding account and category information.
Viewing offers the safety of not being able to change any
part of the entry and convenience of seeing allot of infor-
mation on the screen at one time. To view an entry select
the View option from the main menu by pressing "V" or
<Alt><V>. Next press the "T" to view transactions. You
can now move throughout all of the entries by using the
arrow keys and pressing <Enter> to display that entry.
Searching for an entry is a quick way to find an entry. You
can search by: Whom the transaction was with, a Description
of the transaction, the Amount or search for a Transaction
Number. You can search for an entry anytime during the view
(or anytime you are selecting entries) by pressing "S".
This will invoke the "Search Field" menu where you can
choose what field or item that you want to search by. When
entering the Whom With or Description search field you can
enter the letters in upper or lower case or any mixture
thereof. You can also enter in a subset of anything you
wish to search for. You can search for a transaction number
directly by typing the transaction number. The search will
begin from the start of the entries and continue until the
transaction number is found or the search reaches the end.
Pressing the <Space Bar> will repeat the last specified
search but will search from the current position in the
direction last specified.
P R O G R A M S T A R T U P
_____________________________________________________________________
Loading Different Data Sets_____________________________________
When starting Turbo Budgeter you simply type BUDGET on the
command line followed by pressing the <Enter> key. There is one
other thing that could have been typed on that same line. This
other item is the filename you wish to use for your data. To
load or use a different data file, you must specify the filename
on the command line when starting the program. If no filename
is given or an invalid filename was given then the program will
default to "BUDGET.DAT". This feature is useful when viewing
previously purged data (covered in the next section) or when
you have several people using the program and they want to be
separate from one another.
EXAMPLES:
BUDGET B:BUDGET.DAT - Indicates data is on drive B and
that its filename is "BUDGET.DAT".
BUDGET \DATA\JOHN.BUD - Indicates data is in subdirectory
"\DATA" on the current drive and that
the filename is "JOHN.BUD".
D:\>C:\ACCOUNTG\BUDGET A:\BUDGET\SUSAN\1990.DAT - This means
you are on the D drive and you are
invoking the program from the C drive
under subdirectory "\ACCOUNTG" and
loading the data file from the A drive
under subdirectory "\BUDGET\SUSAN"
with the filename of "1990.DAT".
Accessing Purged Entries________________________________________
This section deals with accessing previously purged transaction
entries. When transactions are purged they are loaded into a
separate file named: "BUDGET.xxy" where xx is the last two
digits of the current year and y is the backup letter (first
backup letter is "A" and the last possible backup letter is "Z").
The varying backup letter from A-Z is used so you can purge
cleared entries bi-weekly or monthly.
EXAMPLE: If you used the program for all of 1989 and at the
start of 1990 you purged all of your cleared, 1989
entries, the program would produce a file named:
"BUDGET.90A". To run the program and load the purged
1989 data file you would type the following at the DOS
system prompt: BUDGET BUDGET.90A <Enter>.
If you used the program for all of 1989 and you purged
your cleared entries in June of 1989 and at the end
of 1989 you would have two data files name: "BUDGET.89A"
and "BUDGET.89B". The first would contain all cleared
entries up through the June date and the last would
include those cleared entries up through the ending
1989 date. You can load either of these data files by
following the methods described above.
---------------------------- End of USE.DOC -------------------------
UTILITY.DOC
I N T R O D U C T I O N
_____________________________________________________________________
Welcome to some simple but specialized utility programs. Listed
below is a description of the utility programs. I hope you will
find these programs easy to use and most of all useful. Please
see the "FUNC.DOC" file on conventions used, and a description of
how these programs behave.
C O N V E N T I O N S
_____________________________________________________________________
<> - These are used to bracket an actual key on the keyboard to be
used/pressed.
EXAMPLES: <A> - this would be the "A" key on the keyboard.
<Esc> - this would be the "Esc" key on the keyboard.
^ - This denotes holding down the <Ctrl> key and pressing the
following letter.
EXAMPLE: ^S - hold down the <Ctrl> key and press the <S> key
at the same time.
<Enter> - This is the same key as the <Return> key.
() - Default values are and can be enclosed in the parentheses.
() - Comments/notes
[] - Options
/x - These are command line switches used to give the DDIR.COM
and D.COM programs their instructions.
CGA - Color Graphics Adapter.
Snow - the noticeable fuzzy effect found on older CGA adapters.
Selecting - the CopyDisk, DirLabel, and Printer programs are menu
driven. Selections are made by moving the Highlighted
selection bar with the arrow keys and pressing the <Enter> key
to select. CopyDisk and DirLabel can both select directly by
pressing the corresponding Capitalized/High lighted letter.
NOTE: for more information on selecting/entering/editing please
reference the functional guide ("FUNC.DOC").
Moving:
Up Arrow key, ^E - moves one line up.
Down Arrow, ^X - moves one line down.
Page Up key, ^R - moves one page up.
Page Down, ^C - moves one page down.
Home key - moves to the top selection shown.
End key - moves to the end selection shown.
^Page Up key - moves to the very top selection.
^Page Down key - moves to the very end selection.
P R O G R A M D E S C R I P T I O N S
_____________________________________________________________________
CopyDisk.EXE - Multiple Disk copying program. The program reads in
an entire 360k floppy disk once and then you can make as many
copies as you want without having to re-read the source disk
each time. If you have two floppy drives then you can oscillate
writing between both. This program also has a verify option where
the disk is re-read after a read/write to verify that what was
read/written matches byte for byte. You may also set the number
of retries that the copy program will attempt before an error
occurs. To avoid CGA snow put "/S" on the command line.
EXAMPLE: COPYDISK A: B: /S <Enter>.
( Needs: 100% IBM PC/AT compat., 400k free RAM and only works on
360k floppies ).
D.COM - a no "\" change Disk/Directory program. This program enables
you to change to a specified disk and subdirectory quickly and
without having to hunt the keyboard for the illusive "\" key.
Now you won't have to type "\" or enter long commands with path
information, like "CD \name1\name2\name3". With D, you can move
from any drive\subdirectory to any other drive\subdirectory simply
by typing commands such as "D A: INSTALL", "D C: DOS", "D UTILITY"
or "D UTILITY DISK". Run the program without anything on the
command line and the instructions on how to use this program will
be displayed.
DDir.COM - This is a Date DIRectory service. This program searches
for files according to an optional user specified date range.
The program can search all subdirectories or the default one.
The user can optionally change the found files date and time.
You can search before a date, after a date, search a date range,
or simply use as a file find, ignoring the date. For
instructions at the DOS prompt type: A> DDir /h <Return>.
DirLabel.EXE - This is a program to print out a disks entire directory
in small compact form. The program will print all files in all
subdirectories (it will use as many labels/sheets of paper as
needed). The user can specify the disk drive, printer port, size
of paper/label to be used, and the top/ending spaces for each
label. For instructions, bring up the program and press the
"I" key for program Info. (Program requires 128k RAM, dot matrix
printer, and a IBM PC/AT etc. compatible computer).
N O T E S
_____________________________________________________________________
DOS PATH: If you have a hard disk then place any or all of the above
utilities/files in the subdirectory that has your DOS PATH set
to it. This will allow you to execute any of these programs from
whatever subdirectory you are on.
EXAMPLE: In your AUTOEXEC.BAT file, have the statement
"PATH C:\Dos;C:\Util", or whatever subdirectory(s)
you have placed these files in.
HARDWARE REQUIREMENTS: "D" and "DDIR" will run on any MS-DOS version
2.0 machine with as little as 64k of RAM. The COPYDISK and
DIRLABEL require true IBM PC/XT/AT compatibles. The programs
have been verified to be network compatible and will not hang
the system.
D I S C L A I M E R
_____________________________________________________________________
This software is Copyrighted (c) by Garth Braithwaite, 1987, 1988,
1989 with all rights reserved. Please feel free to make copies of
these programs and pass them along to friends for their evaluation.
These programs carry no written or implied warranties.
P R O B L E M S
_____________________________________________________________________
If you encounter problems with any of these programs or if you simply
would like to comment on anything please write to the address ment-
ioned below in the registration section. To help in trouble shooting
please specify: The program you are using, the version number, the
type of machine you are running, the specs on that machine (type of
display, memory, disk drives), the DOS version, TSR's you were
running, any messages, and the nature of the problem along with
anything that seems odd or out of place.
R E G I S T E R I N G
_____________________________________________________________________
Any feed back or comments on any of these programs or future programs
you would like to see will be welcomed and greatly appreciated. These
programs have been created for you to use and enjoy. To be able to
support you and these programs you are encouraged to register. Regis-
tered users are entitled to receive a free update, future updates at a
very minimal cost, new programs, phone support and the 25% Referral
Program (see next section for details).
To register please include: your name, address, phone, what program(s)
you are using, version number(s), any comments, and the amount that
you feel these programs are worth (any comments and/or monetary
support will be greatly appreciated). A sample registration form is
included in a file named: "REGISTER.FRM". Simply copy this to your
printer, fill in the blanks, and mail to the address given below. To
print the sample registration form turn your printer on, and type the
following DOS command: "COPY REGISTER.FRM PRN <Enter>". If you need
an invoice for a purchase order then type "COPY INVOICE.PO PRN
<Enter>". Thank you for your support.
Send comments and registration fees to:
Garth Braithwaite
2045 W. 1245 S.
Syracuse, Utah 84075
R E F E R R A L P R O G R A M
_____________________________________________________________________
For a contribution of $15 or more you will be enrolled into the
Referral Program. This will entitle you to receive a 25% finder's
fee for all future contributions received for those "Utility Programs"
that reference you.
EXAMPLE: 1. You introduce these utilities to a friend.
2. He finds he likes the program and makes a donation.
3. We check our user database for the name your friend has
specified as the person who introduced him the utilities.
4. If that name is yours, I'll send you 25% of your friend's
donation! Whatever the amount. It's that simple.
When sending in your registration form, be sure to include the full
name of the person who introduced you to these utilities.
-------------------------- End of UTILITY.DOC -----------------------
Directory of PC-SIG Library Disk #1859
Volume in drive A has no label
Directory of A:\
READ ME 2328 2-18-90 4:00a
WHATS NEW 3485 2-18-90 4:00a
BUDGET DOC 24719 2-18-90 4:00a
TUTORIAL DOC 18061 2-18-90 4:00a
FUNC DOC 12673 2-18-90 4:00a
USE DOC 12890 2-18-90 4:00a
GROUP DOC 1823 2-18-90 4:00a
REPORTS DOC 21010 2-18-90 4:00a
DEMO BAT 18 2-18-90 4:00a
DEMO DAT 42130 2-18-90 4:00a
BUDGET EXE 98448 2-18-90 4:00a
INVOICE PO 1034 2-18-90 4:00a
REGISTER FRM 1637 2-18-90 4:00a
UTILITY DOC 9581 2-18-90 4:00a
COPYDISK EXE 28351 2-18-90 4:00a
D COM 3654 2-18-90 4:00a
DDIR COM 15574 2-18-90 4:00a
DIRLABEL EXE 37637 2-18-90 4:00a
GO BAT 38 1-01-80 1:37a
GO TXT 1464 4-17-90 12:36a
FILE1859 TXT 2665 4-17-90 2:03p
21 file(s) 339220 bytes
10240 bytes free