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1986-04-30
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Program name: Personal Finance Manager, V5.02
Author name: John A. Mac Evoy
Address: 301 N. Beauregard Street, #1218
Alexandria, VA 22312
Telephone Number: none given
Suggested Donation: A $35 registration fee entitles the registrant to
program update notices, program updates, a graphing/
utilities program and documentation, and access to
the TELEWARE electronic bulletin board service.
Program Description:
Personal Finance Manager is a sophisticated household personal finance
management system that has extensive capabilities for managing checking
accounts, credit cards, savings accounts, and investment accounts. The
program is menu-driven and requires no computer knowledge to operate. A
cursory review of the operations section of the manual is adequate for
effective operation of the program. This program is an 8+ on a scale of 10.
The program provides numerous functions and reports that are useful for
controlling home (or small business) finances:
It manages ten (10) separate checking and credit card accounts that
record all purchases, withdrawals, interest, etc.
It has an unpaid bills function to store one-time-only, monthly or
annually recurring bills, and prompt when they fall due. Bills are
automatically entered in the checking file when paid.
It has an investment and savings account program that tracks where money
is invested and how well those investments are performing.
It has numerous reports, the most interesting being a budget report to
show how much was spent in any user defined budget area such as food,
entertainment, auto expense, etc..
The documentation consists of a forty-eight (48) page manual which is
included on the diskette. It is formatted for printing to the system
printer using the COPY command.
This program is designed to run on an IBM PC, XT or JR with at least 192K
bytes of RAM memory, one disk drive, a color graphics or monochrome display,
and PC DOS 1.1 or higher. It will not run properly on some "100%
compatible" systems such as the Zenith 150. Compatibles that are known to
properly run the program include Columbia, Compaq, Sanyo (cursor control
won't work), Eagle (program acts like its on a monochrome PC), Leading Edge
(program acts like its on a monochrome PC) and Sperry (program acts like its
on a monochrome PC).