The Transaction requester allows you to edit the four types of transactions (Checks, Other Debits, Deposits, and Other Credits). You select the type of transaction from the Main Screen's Edit Menu. For more information, consult the Main Help Screen. If Batch Mode is ON [see the Main Help Screen], selecting the "Add" option will bring up a new transaction of the same type to edit. To exit Batch Mode editing, select "Cancel". NOTE: This will neither enter the "Cancel"led transaction into the checkbook nor toggle Batch Mode to its OFF state. After entering new or updating entered transactions, the running and checkbook balances are automatically updated. --------------------------------------------------- The following list describes the functions available in the Transaction Requester. The order of these functions corresponds to the order they appear in the requester's menu bar. You can select any function using either the keyboard (shown as "Keyboard:") or mouse ("Mouse:"). Transaction Menu Add/Update For new transactions (menu and button labelled "Add", this function will add the current transaction into the checkbook as the last transaction. For previously entered transactions (menu and button labelled "Update", this function will update the current transaction's information to reflect the changes and recalculate the checkbook balance accordingly. If a transaction is, because of its characteristics, not a viewable transaction (as defined in the View (Select Groups) Requester), it will not be displayed in the Main Screen Transaction List. Although it is still in the checkbook, it is not currently viewable. Keyboard: RIGHT-AMIGA A Mouse: Menu Item; Command Buttons "Add" or "Update" Delete Remove the current transaction from the checkbook. This function can only be selected for previously entered transactions (during the update process). The checkbook balance will be updated accordingly. Keyboard: RIGHT-AMIGA D Mouse: Menu Item; Command Button Void Cancel the usage of a check transaction. A voided check cannot be further edited, although it can be deleted from the checkbook. Voided checks are defined as being "outstanding" (not cleared). This function is irreversible (no way to un-void a check). Keyboard: RIGHT-AMIGA V Mouse: Menu Item; Command Button Tax Toggle the labelling (YES or NO) of the current transaction as either being tax deductible or used for tax purposes. If selected (YES), the transaction entry in the Transaction List will contain a 'T' under the 'T' column (which signifies a transaction as being tax deductible or used for tax purposes). Keyboard: RIGHT-AMIGA T Mouse: Menu Item; Check Box Budget Allow the check transaction's amount to be distributed across several (maximum of 99) budgets. The Budget Distribution Requester will be displayed for the definition of this check's budget distribution list. The number of budget distributions for the current transaction is displayed in parentheses to the right of the "Budget" button (between the "IN"/"OUT" designation and the PREV/NEXT buttons). Keyboard: RIGHT-AMIGA B Mouse: Menu Item; Command Button Previous Move to the previous transaction in the Transaction List without having to exit the current transaction and double-click on the previous entry in the Transaction List. If the current transaction is the first transaction in the Transaction List, then this function cannot be selected. This function can only be selected for previously entered transactions (during the update process). If the current transaction has been modified, selecting this function will not replace the old information with the new information (except for changes made to the budget distribution list). To save all changes, select the Update function. If the Transaction Requester is not properly drawn (as can be the case when using the Keyboard Selection), select the Main Screen (which unselect the Transaction Requester), then reselect the Transaction Requester. This procedure should properly display the current transaction's information. Keyboard: RIGHT-AMIGA < Mouse: Menu Item; UP ARROW Button Next Move to the next transaction in the Transaction List without having to exit the current transaction and double-click on the next entry in the Transaction List. If the current transaction is the last transaction in the Transaction List, then this function cannot be selected. This function can only be selected for previously entered transactions (during the update process). If the current transaction has been modified, selecting this function will not replace the old information with the new information (except for changes made to the budget distribution list). To save all changes, select the Update function. If the Transaction Requester is not properly drawn (as can be the case when using the Keyboard Selection), select the Main Screen (which unselect the Transaction Requester), then reselect the Transaction Requester. This procedure should properly display the current transaction's information. Keyboard: RIGHT-AMIGA > Mouse: Menu Item; DOWN ARROW Button Cancel Terminate the current editing session. If Batch Mode is ON, selecting Cancel will exit Batch Mode processing without changing the Batch Mode status. For new transactions, this function does not enter the current transaction into the checkbook. For previously entered transactions, this function ignores any changes made during the current editing session (except those made to the transaction's budget distribution list which are preserved) and restores the previous information. Keyboard: RIGHT-AMIGA N Mouse: Menu Item; Command Button Description List Menu Select Display the Description List Requester for you to select a phrase to be placed in the current transaction's PAY/DESC or MEMO input fields. If the cursor is currently in the PAY/DESC input field and this function is selected, the selected description will be placed in the PAY/DESC input field, replacing the previous description. If the cursor is currently in the MEMO input field and this function is selected, the selected description will be placed in the MEMO input field. If the cursor is in any other input field or not shown at all, the selected description will be placed in the PAY/DESC input field. Keyboard: RIGHT-AMIGA L Mouse: Menu Item ---------------------------------------------------- The following list describes the input fields which hold the transaction's description. The input format of each field is also given (shown as "FORMAT:"). CHECK# The check number is entered here. This input field is only shown for check transactions. FORMAT: nnnnn a number between 1 and 99999 DATE The date of the transaction is entered here. This date is used to determine if this transaction is within View Range and within the analysis period. If the current check transaction falls within the current analysis period, the word "IN" is displayed next to the "Budget" button. If the check falls outside the analysis period, the word "OUT" is displayed in the same area. FORMAT: MM/DD/YY or MM/DD/YYYY any date between 1/1/0100 and 12/31/9999 (MM/DD/YY is equivalent to MM/DD/19YY) SHORTCUTS: Enter 's' to use current system date. PAY / DESC The description of the transaction is entered here. For check transactions (labelled as "PAY"), this field should contain the payee (to whom the check is written). It is initialized to "CHECK", if the S:CAdefault.CAp file does not exist. Otherwise, the description defined in the Default Description For -- Checks input field of the Program Prefs Requester will be used. For non-check transactions (labelled as "DESC"), this field will contain the word "DEBIT" (for debits), "DEPOSIT" (for deposits), and "CREDIT" (for credits), if the S:CAdefault.CAp file does not exist. Otherwise, the descriptions defined in the Default Description For input fields of the Program Prefs Requester will be used. This initial description can be edited. FORMAT: Any sequence of characters (maximum of 50). Amount ($) The dollar value of the transaction is entered here. For check transactions, this amount is equivalent to the amount unbudgeted. If a budget distribution list currently exists and this dollar amount is edited, causing a discrepancy with the amount unbudgeted, the program will notify this fact. This amount can be increased without affecting the budget distributions, but can only be decreased by the amount currently unbudgeted before a discrepancy will occur. FORMAT: nnn,nnn.nn (commas not mandatory) an amount between 0.00 and 999,999.99 MEMO Additional information about the current transaction is entered here. This is what would normally be written in the second line of a transaction entry in the checkbook register and on the MEMO line of a check. FORMAT: Any sequence of characters (maximum of 50). CLEARED The date the current transaction was cleared (posted) by the bank. This information can be found on the bank statements. Once a transaction contains a valid cleared date, it will be defined as being cleared. The resulting transaction entry in the Transaction List will contain a 'C' under the 'C' column (which signifies a transaction as being cleared). FORMAT: MM/DD/YY or MM/DD/YYYY any date between 'DATE' date and 12/31/9999 (MM/DD/YY is equivalent to MM/DD/19YY) SHORTCUTS: Enter 's' to use current system date. -- END OF TRANSACTION HELP --