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NEWMONTH.HLP
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1994-06-11
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NEW MONTH AND NEW YEAR:
The 'New Month' command is one of the
keys of this budget system. At the end of
every month, after ALL transactions and
changes for the month have been entered,
select 'New Month' under the 'Budget'
menu. That will lock the file so that no
more changes can be made, and then
save the file as an archive. You can
always view or print the information, but
cannot change it. (Except for marking
transactions when bank or credit card
statements arrive). The default name will
be the Month and Year of the middle
transaction in a file, but you will be
prompted whether you prefer another
name. Then the old current amounts will
become the new start amounts, and the
budget will transfer money from some
Funds into others. Since Funds and
Accounts which were deleted the previous
month will be removed at this time, it is
possible that the budget will no longer be
balanced, and you will have to make some
changes. The transaction list will be
erased. If you later discover a transaction
from the previous month was missed, you
can enter it in the new month. ONCE A FILE
IS LOCKED IT CANNOT BE UNLOCKED.
'New Year' simply resets the Year-To-
Date variables for the Funds. At the end of
a calendar year, you will be asked if you
wish to reset the variables at the end of a
'New Month' command. If your fiscal year
ends at some other time, select the 'New
Year' command after performing a 'New
Month' command whenever your new
fiscal year begins.