Your Money v0.01 Doc v0.02 An expanded 'checkbook' program. Complete enough to keep track of each financial transaction but lacking in the areas of reports and budgets. The initial plan was for a more comprehensive program but the realities of working for a living leave far too few free hours to do much programing. The program design is to divide your money into folders, accounts and transactions. A folder could be all your finances, an account is the same as a single bank account or credit card. For file handling a folder is a subdirectory, an account is a file and a transaction is a record in a file. The best way to learn to use it is to follow thru the menus. If much more explaination is needed than what is presented here then I failed in my efforts to produce a easy to use program. Limitations The current program design requires a stack of 10000. If you start the program from the Icon included the stack will be set for you. If you use the CLI interface then check your stack size first or input stack 10000 before starting. A related memory limitation allows no more than 100 accounts in a folder and no more than 500 transactions in an account. These will all be fixed some day. Running Configuration At startup YourMoney will look for 1 file and 1 directory in the same directory as the program itself. The file is your category names and the directory holds your accounts. If they aren't found the program will prompt you to create them. Answer the first 3 requesters with OK, YES and YES. This will create the needed files, then use Edit Categories to define your categories, then send them to me, I'm to lazy to create a set myself. Don't create the account directory yourself or delete all the files in it. Let the program create, edit and delete it. Lastvisit is a file in the directory that if not found will crash the program. (First v01 bug). The menus The Project Menu About My hello to the user. Sleep Closes the program down to a minimum configuration. This mode frees about 30K of ram. Quit Just what it says. The Folders Menu Folders are subdirectories that contain your accounts. You won't need more than 1 active folder but will need several to keep BACKUPS. This is an early release of a lightly tested program and bugs will occur. Every attempt has been made to keep your data straight, even the sacrifice of some speed but still BACKUP YOUR DATA. Oh, by the way, did I tell you to KEEP SOME BACKUPS. Archive Makes a backup copy of a Folder. Specify a full path name or the folder will be relative to the active folder. It's also good to copy your folder into ram: when searching the transactions. It speeds things up but does risk data loss if you do data entry with your folder in ram:, vd0: is better but still a risk. Delete Completely, totally and forever deletes a folder and all the accounts and transactions the selected folder contains. I should remove it, it's too permanant. Open Create a new folder or change active folders. The Accounts Menu Balance Reconciles your bank statement against the account. Select the transactions to clear with the mouse or numeric shortcuts. When DONE is selected the file will be updated and a balance sheet shown, it can be printed by selecting the YES gadget or entering 'y'. Create Builds a new account file. Delete Deletes an account file. Very permanent. Edit Change anything about an account. New Year Carry forward any uncleared transactions and start a new account file for the new year. ReThink Checks an account file for reasonableness. Do start and end balance match, is the number of transactions and file length correct? It will also correct the balances if they are changed by edit. View View an account. The Transactions Menu Auto Build any of ten fixed transactions to be used repeatitivly. Can be used by entering a0, a1 etc. as the transaction type during transaction entry. Edit Category Edit the text for any Category. Categories are allowed from 100 thru 599 each having a 10 character discription. There are currently no predefined meanings to any range of cats. At some point the 100s will be expenses the 200s assets etc. Enter Enter new transactions. There are currently 7 types of transactions. 4 are debits, 'c' for check, 'ic' for interest charged, 's' for a service charge and 'w' for a withdrawl. 2 are credits, 'd' for a deposit and 'ie' for interest earned. The last type is an automatic transaction 'a#' where # is a number 0 - 9. Print Sets a flag that will print each new transaction as entered. View View, edit or void an existing transaction. The search gadgets allow the selection of search and sort criteria. The '*' and '?' characters can be used as wild cards for the text field searches. The category field is considered as a numeric field. The alpha fields will fold upper and lower case letters together so 'A' is equal to 'a'. Some general editing comments. The right and left arrow keys move 1 character left or right. The up and down arrow keys move from field to field. The shifted arrows move to the start or end of line. ESC or CTRL/X erases the line completely. DEL and back space work normally. Requesters and gadgets. Most requesters can be answered with either a mouse selection or by entering the first character of the requester Text. Folder names are entered as text into a plain string requester. Everything is relative to the current directory (active folder). The account requester allows selection of an account by either selecting the account with the mouse or entering the small number to the right. The account will appear in the bottom. The transaction requester will select a transaction with either a mouse select or the right hand number. The balance req. will highlite the selected trans., the other tran reqs will expand the one liner into the complete transaction. Some idle, random comments. My plans are for this to become a more complete financial management tool and not just a record keeper. My plans oft go astray but that's another story. I've tested this version enough to know I don't see the bugs but they are most certainly there. I'm sure that some fix broke something that I tested earlier. I hope you will tell me where so I can correct them. Bug reports, comments and suggestions are most welcome. Remember not to trust any answers you get from this until some bugs are found and fixed. My answers in testing have been correct but who knows what lurks in the depths of your processor. I plan on keeping the file structure basically the same, or at least including a utility with any upgrade to allow you to keep any records you may enter intact. The ability to split a transaction into multiple categories and automatic credit and debit from one account to the other is next on the list. Can I use real soon now to tell you when it will be done ? I would like this version released as a shareware program. If you like it and use it send me some of the money your keeping track of. If you don't like it, send me your reasons (and money if you want to). It's only a record keeper now so don't expect a comprehensive program. The backbone is there but it's not complete. Donald L. Wahl 2710 Apple Way Dunkirk MD. 20754 CIS 76515,1510 BIX dwahl