OPLObjectFile**
BANKS3AH.OPP
Help Index(
Accounts Screen(
Transaction Screen(
Currency Screen(
 ScreenK(
Archive Screen(
Look Ahead Screen(
(Optional Modules)(
Help Index(
Budget Screen(
Budget Planner Screen(
Shares Screen(
 ScreenK(
House Contents Screen(
Utilities Screen(
Expenses Screen(
O	8\[
Accounts Help  (
 F A Richey    (1)K(
+=This  is  the main front screen of the program.  It lists the
+=Accounts  in  the selected Group,  along  with  their  latest
+?balance,   the   overall  worth  and   the  default   currency.
+:The usual File Menu options are available, as well as Menu
+=options  to  Add,  Delete,  Update  and  Move  Accounts.   If
+8required, Groups can be individually Password protected.
+:Also,  the  menu  shows the  modules  available, which can
be cycled through using the O
 key.K+
<Enter>/<Esc>
Accounts Help  (
 F A Richey     (2)K(
+7Under the Data menu there is a Backup/Restore option to
+:allow you  to keep  a copy of  the data  somewhere else on
+<your system.   There is  a 'Look Ahead'  option so  that you
+9can see what the state  of your finances will be sometime
+>in the  future and  also  an  option to  Import and  Export to
+BQuicken  and  other formats.   Finally,  there  is  a  'Pay Bills'
+:option similar to that in MS Money. The Special Menu gives
++you an 'Account Details' option to keep....+
<Enter>/<Esc>
Accounts Help  (
 F A Richey     (3)K(
+:track of  account numbers,  bank codes  etc...  There is a
+>'Group Info'  option,  as well as  the usual  'Printer Setup',
+<'Zoom'  and  'Exit'  options.  The  'Set  Preferences'  menu
+7allows you to configure a number of program and display
+:options and, for international users, an option to specify
+8some of the different terminologies  that can be needed.
+<There  is a  'Currency'  option  to define  which  countries
+ should  be used for the three...+
<Enter>/<Esc>
Accounts Help  (
 F A Richey     (4)K(
+:international modes  that the program uses.  The  'Default
+>Transactions'   option  allows  you  to  predefine  up  to  20
+7common entries,  which can include  automatic numbering
+:for  cheque  (check)  books.  Other  display  and  program
+;options that  can be  configured are:   Escape key  action,
+&Sound, Date Format and Decimal Places.+
<Enter>/<Esc>
Transaction Help   (
 F A Richey       (1)K(
+=This screen shows the transactions for the selected  Account.
+?Along with  the diamond menu,  the option to open  a new Group,
+Dand  to  create  a  new  Archive file,  there are  Menu  options  to
+?Add,  Delete,  Update and Underline  Transactions.  When a bank
+?statement is received,  you can reconcile each entry,  and then
+Aa  running  total  is shown,  which should  match the  statement.
+=Once complete, you can Archive the transactions in a separate
++file.  You can also Defer a transaction....+
<Enter>/<Esc>
Transaction Help   (
 F A Richey       (2)K(
+Hso that  it is  still  included in the display,  but not included in any
+?calculations. You can Import and Export Quicken files from this
+Cscreen,  as  well  as  displaying  an  information  screen  and the
+AAccount details screen.  Also,  under the Special menu,  there is
+?a shortcut option  to move between accounts.  Finally,  you can
+Aselect a foreign  currency option  if you are on holiday  and you
+Cwant  to  use  a  different  currency  temporarily.   From the Edit
+(menu you can also change the Interest...+
<Enter>/<Esc>
Transaction Help   (
 F A Richey       (3)K(
+=... Rate which is used in the calculations for those accounts
+;which have been specified in  the Standing Order (or Future
+?Transactions) option.  Finally,  from this screen,  (as well as
+:from the Main Screen), you can define up to twenty default
+9transactions, each of which can include an auto-numbering
+"facility as well as other details.+
<Enter>/<Esc>
Currency Help   (
 F A RicheyK(
+AThis screen allows you to enter details of any foreign currencies
+Dyou  may wish to use.  It also  indicates  the primary  currency for
+Bthe  program,  the  selected  Group,  and  the selected  secondary
+?currency for any temporary use, such as holidays. The usual Add
+BDelete and Update functions are available, as well as an option to
+Cupdate all the Accounts at one time.  There is a built-in  Currency
+Cconversion module and,  finally, there is an optional  extra column
to record daily allowances.+
<Enter>/<Esc>
+	s Help   K(
 F A Richey       (1)K(
+!This screen shows details of the 
+>As usual, you can Add, Delete and Update the entries. When you
+?enter an Item, you just specify the Account to or from (or both
+Cif it is a  transfer between accounts).  The date is the first time
+Cyou wish it to be used,  and you can enter an initial value as well
+Aas the  normal value.  In the second dialogue,  the period can be
+?multiples of days, weeks, months or years.  Also, the automatic
+,inclusion in the other installed modules....+
<Enter>/<Esc>
+	s Help   K(
 F A Richey       (2)K(
+@...can also be selected. Finally, you can specify how many times
+?you wish the item to be actioned. Once the date is reached, the
+AItem will  be automatically  activated and the  date reset to the
+Bnext time.  Also in this screen, an automatic credit (or debit) of
+AInterest can be implemented.  Finally, there is an option to have
+'the total value of the items displayed.+
<Enter>/<Esc>
Archive Help   (
 F A RicheyK(
+FThis screen  allows you to  look at  transactions  previously archived
+Mfrom  the  Accounts.  It  also  has  a  Find  (and  Find  Next)  facility  to
+Hallow for easy searching for a specific transaction or date. If the file
+His too big, I suggest you store it on a  floppy and then use the 'Delete
+HArchive' option and  Create Archive  to start again.  Finally,  a Budget
+Lfilter can  be  set,  and the  display  will  then  show  only  those  items
within that category.+
<Enter>/<Esc>
Budget Help   (
 F A RicheyK(
+=This screen allows you to keep track of your budget expenses.
+@Simply enter a category and,  if you wish, an estimate of annual
+Bspend.  Once a category is specified, it will appear in the Budget
+AItem field  when a  transaction is  entered into an account.  The
+Dvalue  of the  credit or  debit will  be automatically  added to the
+Bcategories  'Current Spend'.  There are  options to  Add,  Delete,
+@Update,  Move and Sort the categories.  The final option is then
+0to have either 'Spend' or 'Remaining' displayed.+
<Enter>/<Esc>
+	s Help   K(
 F A RicheyK(
+?This screen allows you to  keep track of  a small portfolio of 
+FAs well as the  usual Add, Delete and Update  options, there is also a
+,Move  option if  you wish  to re-order  the 
s,  and an  Update AllK
+Joption to do them all at  once (I do  it once  a week).  Use of  this last
+Loption will  also allow  you to  store the  value in  a history  file, which
+Eyou can see by selecting a share and pressing <Psion-V>. Also, if you
+$have  an  account  anywhere  called 
s,  it's overall  balance canK
+*be updated automatically from this screen.+
<Enter>/<Esc>
s History Help   K(
 F A RicheyK(
+'This  screen  shows a  history of the  
 price,  assuming it hasK
+2been updated using the Update All option from the 
K+	s screen.K
+EThe only thing  that needs  updating  in this screen is the scale for
+?the plot,  depending on how many entries you have, and how much
 price has changed.K+
<Enter>/<Esc>
 Help   K(
 F A Richey    (1)K(
+>This keeps  a running  record of your  fuel expenses,  and the
+Afuel  consumption for  up to  10  different cars.  The spot  fuel
+>consumption relates  only to the  last entry,  and the average
+@consumption  is  based  on  the  last 10  entries.  (To make the
+<figures accurate, you must  obviously use the  same base for
+Bfor  each entry,  in my case  I  always  fill the tank.)  The Menu
+*allows you to add, delete or select a car.+
<Enter>/<Esc>
 Help   K(
 F A Richey    (2)K(
+@You can either enter  the details  manually via this screen,  or
+<automatically from  the transaction  screen by describing an
+Aentry  as 'Petrol'  (or 'Gas' if you have configured it as such),
+=or by selecting it in the Extended Transaction function. Note
+Bthat,  if required,  you  can use  litres  and  kilometers instead
of gallons and miles.+
<Enter>/<Esc>
 History Help   K(
 F A RicheyK(
+=This screen shows a long-term history of the Fuel Consumption
+Cvalues.  As well as the usual Edit functions, you have full control
+Aover the 'X'  (Time) and 'Y'  (Consumption) scales to ensure that
you have the optimum display.+
<Enter>/<Esc>
Look Ahead Help   (
 F A RicheyK(
+<This screen shows  a prediction of the  state of all  of the
+9accounts at some  point in the  future, when the Standing
+6Orders (Future Transactions) and deferred transactions
+;have been actioned.  This is only a viewing option, and you
+9can not change  any details unless you return to the main
Accounts screen.+
<Enter>/<Esc>
House Contents Help   (
 F A RicheyK(
+=This module is for keeping track of the value of the contents
+<of your house.  There are three screens: the first shows the
+=details by room,  the second shows  the details  by category,
+>and the final screen  gives exact details of each entry.  Each
+<screen has the usual Add,  Update,  Delete  and Move options
+@to allow you  to configure the details.  There is also an option
+?to have more than one house, each with a title.  Finally, there
+/is an option to update all Items for inflation.+
<Enter>/<Esc>
Budget Planner Help   (
 F A Richey      (1)K(
+BThis  planning module  allows  you to  predict annual  expenditure
+Cfor up to 25 agencies, such as Electricity,  Rent,  Phone etc.  The
+Edefault mode is for a year's display, including a total line, options
+>to Add/Update/Delete agency titles  and the predicted  monthly
+?expenditure.   For those whose  budgetary costs  are more  than
+D3 figures,  it is  possible to  reduce the  number of  months  which
+/are displayed, to avoid overlap of the numbers.+
<Enter>/<Esc>
Budget Planner Help   (
 F A Richey      (2)K(
+ANote that any month  can be used as the starting column.   If you
+@are running a separate  Budget account,  you can specify a value
+Afor a monthly transfer and the program will evaluate the balance.
+CFinally,  there is an  automatic mode, which  positions the months,
+Epositions  the  cursor  and  predicts  the balances,  using the  last
+#months balance as a starting point.+
<Enter>/<Esc>
Utilities Help   (
 F A RicheyK(
+CThis module is designed  to help you keep  track of those utilities
+Bthat are metered,  such as Electricity,  Gas and Water.  Each of 3
+Butilities can be  configured to have a Standing Charge,  2 meters,
+Bto cater for Normal  and Cheap Rate,  an Initial Balance and a tax
+>rate.  Then, when meter readings are entered, the cost between
+Eentries is evaluated, and an estimate of the total bill is displayed.
+EOne,  two or three utilities can be displayed,  bills can be entered,
+/and all the usual Edit functions are available.+
<Enter>
Expense Account Help   (
 F A Richey      (1)K(
+BThis module is  designed for  those people with expense  accounts.
+EIt is similar to the standard Transactions screen,  but is  optimised
+Efor this specific purpose.  You can define a new  set of  categories,
+Gsuch as Hotel, Meal, Taxi etc.., select a trip allowance, mileage rate,
+Ftrip title,  and have a  foreign currency option.  The Balance  can be
+Econfigured as a total,  or allowance remaining.  As well as the usual
+2entry system, there is an additional entry mode...+
<Enter>/<Esc>
Expense Account Help   (
 F A Richey      (2)K(
+Cwhere you put in a mileage figure,  and the amount is automatically
+Bcalculated from the mileage rate.  As with the Transaction screen,
+Eyou can  reconcile entries,  and select  a category  or  the  mileage
+Ifilter to  see just  those entries  that match  the filter.  Finally, you
+Fcan print a copy of the trip for the future, or store the details in a
separate archive file.+
<Enter>/<Esc>
Expenses Archive Help   (
 F A RicheyK(
+HThis screen  allows  you  to look  at transactions  previously  archived
+Efrom the Expenses screen. Like the main Archive screen, it has a Find
+H(and Find Next) facility to allow for easy searching for a specific date
+Ior transaction.  The file can then be  manipulated using all  the various
+ commands available on the Menus.+
<Enter>/<Esc>