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Extensible Markup Language  |  2001-07-25  |  3KB  |  54 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="254105" author="sallyh" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>See your cash flow forecast</title>
  6.         <category>bills</category>
  7.         <klink type="prcdr">How do I see my cash flow forecast?</klink>
  8.     </index>
  9.     <content>
  10.         <extend>
  11.             <tease>Why?</tease>
  12.             <reveal>
  13.                 <p>Forecasting your cash flow can help you plan ahead to avoid being short of cash in your day-to-day accounts in the near future.</p>
  14.             </reveal>
  15.         </extend>
  16.         <ol>
  17.             <li>On the <emph>Accounts & Bills</emph> menu, click <emph>Cash Flow Review</emph>.</li>
  18.             <li>In the <emph>Account</emph> box, click the account for which you want to review your cash flow.</li>
  19.             <p>To include all your checking, savings, and credit card accounts, click <emph>All Day-to-day Accounts</emph>.</p>
  20.             <p>To choose which accounts you want to include, click <emph>Multiple Accounts</emph> and follow the instructions on your screen.</p>
  21.             <li>In the <emph>Time Period</emph> box, click the time period for which you want to review your cash flow.</li>
  22.         </ol>
  23.         <p>Money updates the Cash Flow Forecast chart to reflect your new selections.</p>
  24.     </content>
  25.     <footer>
  26.         <extend>
  27.             <tease>What types of transactions are included in the cash flow forecast by default?</tease>
  28.             <reveal>
  29.                 <p>By default, the forecast is based on:</p>
  30.                 <ul>
  31.                     <li>Each account's current balance.</li>
  32.                     <li>Recurring transactions you've scheduled in Money.</li>
  33.                     <li>Post-dated transactions in the account register.</li>
  34.                     <li>Budget data if you have set up a budget, or data calculated from trends if you have not.</li>
  35.                     <li>Transactions in both necessary and discretionary categories.</li>
  36.                 </ul>
  37.             </reveal>
  38.         </extend>
  39.         <extend>
  40.             <tease>Can I change the types of transactions that are included in the cash flow forecast?</tease>
  41.             <reveal>
  42.                 <p>Yes, you can customize the cash flow forecast to suit your needs. </p>
  43.                 <ol>
  44.                     <li>In the left pane, click <emph>Customize cash flow</emph>.</li>
  45.                     <li>Choose the transaction types you want to include and how you want your cash flow to be displayed, and then click <emph>Done</emph>.</li>
  46.                 </ol>
  47.             </reveal>
  48.         </extend>
  49.         <include href="Changehowmoneyforecastscashflow.xml#xpointer(*/index/klink)"/>
  50.         <include href="Changehowmoneyforecastsatrendeditem.xml#xpointer(*/index/klink)"/>
  51.         <include href="LearnaboutBalanceForecast.xml#xpointer(*/index/klink)"/>
  52.     </footer>
  53. </topic>
  54.