CP/M/CPM_CDROM.iso/mbug/mbug106.arc/CHECKS.LBR/$CHECKS.DQC/$CHECKS.DOC

Text File | 1979-12-31 | 11KB | 242 lines

DBASE II CHECK MANAGEMENT SYSTEM


Revised  and
Re-Submitted by:  John J. Griffin
                  6912 Allview Drive
                  Columbia, Maryland  21046
                  [phone]
                  Compuserve Number:  70346,255

                         AND

                  Steve Meginnis
                  313 Dixie Drive
                  Towson, Maryland  21204
                  [phone]


Thσá followinτá i≤ ß descriptioε oµ thσ checδá managemen⌠á systeφ ì
whicΦ i≤ containeΣ oε thi≤ disk«á  Thσ prograφ somewha⌠ resemble≤ ì
tha⌠á whicΦ caε bσ founΣ oε thσ CAPOU╟ Disδ 83«á  Wσ starteΣ witΦ ì
this, and have made the following improvements:

          *  one keystroke command execution;

          *  additional functions:  VOID, REPORT, and EXIT;

          ¬  checδ printinτ capabilitie≤ (use≥ ma∙ havσ t∩ modif∙ ì
             to suit individual printers);

          ¬á use≥ men⌡ ('MNU'⌐ file≤  fo≥ eas∙á individualizatioε ì
             of the program;

          *  error trapping functions;

          *  current account balance information display;

          *  built in upper/lower case insensitivity;

          ¬á quicδ  payeσ anΣ categor∙ entr∙ fo≥ frequentl∙á useΣ ì
             payees;

          *  a database for your categories and category codes.


GETTING STARTED

WitΦ dBasσ iε thσ ┴ drivσ anΣ thi≤ disδ iε drivσ B¼á a⌠ thσ dBasσ ì
".óá typσá "D╧á b:$menu"«á  Thi≤ cause≤ thσ prograφ t∩á asδá somσ ì
preliminar∙ question≤ anΣ iε timσ u≡ come≤ thσ Maiεá Menu«á  Froφ ì
here¼á selec⌠á "Aó t∩ practicσ enterinτ ß fe≈ checks«á  ╔ d∩á no⌠ ì
sugges⌠á tryinτá thσá checδ printinτ unti∞ yo⌡ havσá se⌠á u≡á thσ ì
prograφ fo≥ you≥ printe≥ (reaΣ thσ warnings/suggestion≤ below)«  è
Wheεá you≥ curiosit∙ dictates¼á g∩ bacδ t∩ thσ Maiε Men⌡ anΣá tr∙ ì
enterinτá ß deposi⌠ o≥ two«á  Bσ generou≤ t∩ yourselfíá  Yo⌡á caε ì
similarl∙ g∩ througΦ thσ Maiε Men⌡ function≤ anΣ satisf∙ yourselµ ì
that the program works.


SETTING UP YOUR CHECKING ACCOUNT(S)

Afte≥á experimenting¼á yo⌡ shoulΣ bσ read∙ t∩ pu⌠ thi≤ prograφ t∩ ì
worδá fo≥ you«á  First¼á yo⌡ mus⌠ storσ you≥ curren⌠á checδá booδ ì
balancσ (no⌠ thσ lates⌠ banδ statemen⌠ balance⌐ a⌠ thσ to≡ oµ thσ ì
$DEPOSIT.DB╞ databasσ (seσ below)«á  T∩ d∩ this¼ a⌠ thσ dBasσ ".ó ì
typσ "US┼ B:$DEPOSIT"«  Theε typσ "BROWSE"«  Movσ thσ curso≥ ove≥ ì
thσ fielΣ wherσ thσ mone∙ i≤ anΣ ente≥ you≥ balance«á  Iµ yo⌡ arσ ì
usinτá thi≤ prograφ t∩ balancσ morσ thaε onσ account¼á ente≥á thσ ì
balance≤á iεá thσá nex⌠ records«á  Pleasσá notσá tha⌠á additiona∞ ì
'balanceº record≤ (fo≥ morσ accounts⌐ mus⌠ follo≈ thσ samσ forma⌠ ì
a≤ thσ threσ presentl∙ iε $DEPOSIT«

Yo⌡á wil∞ als∩ wan⌠ t∩ deletσ al∞ othe≥ deposit≤ (othe≥ thaεá thσ ì
balancσ records⌐ entereΣ int∩ thσ $DEPOSIT.DB╞ database«  Thi≤ i≤ ì
donσ iε $DEPOSIT.DB╞ b∙ typinτ "DELET┼ FO╥ ú ╛ 3"«  T∩ initializσ ì
thσá $CHECKS.DB╞ deletσ al∞ check≤ iε thσ $CHECKS.DB╞ databasσ b∙ ì
typinτá "US┼ b:$checksó anΣ "DELET┼ ALL"«á    Afte≥ deletinτá yo⌡ ì
shoulΣá theεá "PACKó thesσ database≤ s∩ thσ deleteΣá record≤á arσ ì
neve≥ seen«

Nex⌠á yo⌡á wil∞ wan⌠ t∩ changσ thσ "MNUó program≤á t∩á sui⌠á you≥ ì
persona∞á preferences«á  Thi≤á shoulΣ bσ donσ iε thσ "Nó modσá oµ ì
Wordsta≥á o≥ witΦ an∙ non-documen⌠á wordprocessor«á  Thσá accoun⌠ ì
name≤ shoulΣ bσ adjusteΣ fo≥ you≥ situatioε anΣ yo⌡ wil∞ probabl∙ ì
wan⌠á t∩ changσ somσ (iµ no⌠ all⌐ oµ thσ categor∙ code≤ whicΦ arσ ì
presentl∙ iε use«á  Thσ filσ nameΣ $CHK-DAT.MN╒ contain≤ ßá smal∞ ì
'helpºá men⌡ fo≥ thσ code≤ fo≥ payee≤ tha⌠ yo⌡ ma∙á forget«á  Yo⌡ ì
wil∞á als∩ wan⌠ t∩ adΣ datß t∩ thσ $CATGS.DB╞ databasσ t∩ reflec⌠ ì
you≥ preferences«  Thi≤ i≤ donσ witΦ thσ "APPENDó command«

Yo⌡á shoulΣá adΣ datß t∩ $PAYEE.DB╞ t∩ includσ thosσá payee≤á yo⌡ ì
frequentl∙ senΣ mone∙ to¼á likσ thσ monthl∙ bills«á  Later¼á wheε ì
enterinτ checδ information¼á yo⌡ simpl∙ typσ ".<no>"¼á wherσ <no╛ ì
i≤ thσ numbe≥ oµ thσ recorΣ iε thσ $PAYEE.DB╞ database«á  Thσ ".ó ì
tell≤ thσ prograφ t∩ g∩ t∩ thσ payeσ databasσ anΣ ge⌠ thσ payee'≤ ì
namσ anΣ thσ categor∙ code.

A≤á yo⌡á caε see¼á i⌠ doe≤ requirσ somσ timσ anΣ though⌠á t∩á ge⌠ ì
starteΣ witΦ thi≤ system¼á bu⌠ bσ assureΣ tha⌠ thσ timσ spen⌠á i≤ ì
wel∞á wortΦá i⌠ iµ you'vσ beeε doinτ thi≤ sor⌠ oµ thinτ thσá old-ì
fashioneΣ way«

THE DATABASE FILES IN DETAIL

Thσá $CHECK╙á systeφá work≤á basicall∙á ofµá oµá tw∩áá databases║  ì
$CHECKS.DBF¼áá wherσá you≥á checδá informatioεá i≤á stored╗á and¼ ì
$DEPOSIT.DBF¼á wherσá thσá deposit≤ arσ stored«á  Al∞ check≤á arσ ìèstoreΣá iε $CHECKS.DB╞ n∩ matte≥ whicΦ accoun⌠ the∙á arσá writteε ì
on, and the same is true for deposits.

$CHECKS.DB╞á i≤á useΣ t∩ storσ thσ check≤ tha⌠á yo⌡á write«á  Thσ ì
structure looks like this:

               STRUCTURE FOR FILE:  B:$CHECKS.DBF

              FLD       NAME      TYPE WIDTH   DEC
              001     ACCT         C    002
              002     NO           N    004
              003     TO           C    030
              004     AMT          N    010    002
              005     CAN          L    001
              006     DATE         C    008
              007     MEMO         C    002
              ** TOTAL **             00058

ACC╘á i≤ thσ accoun⌠ t∩ whicΦ thσ checδ ha≤ beeε written╗á N╧á i≤ ì
thσá checδá number╗á T╧ i≤ thσ payee╗á AM╘ i≤ thσ amoun⌠á oµá thσ ì
check╗á CA╬á i≤ ß logica∞ fielΣ whicΦ i≤ .T«á wheε thσ checδá ha≤ ì
beeεá cancelleΣ anΣ .F«á wheε not╗á DAT┼ i≤ thσ checδ date╗á and¼ ì
MEM╧ i≤ thσ tw∩ lette≥ codσ fo≥ categorizatioε oµ thσ expense«  ╔ ì
d∩á no⌠á kno≈ wh∙ ACC╘ ha≤ ß widtΦ oµ 2¼á onl∙ tha⌠á i⌠á wa≤á no⌠ ì
changed from the earlier version.

Wheε yo⌡ firs⌠ implemen⌠ thσ prograφ yo⌡ wil∞ wan⌠ t∩ deletσá al∞ ì
thσá practicσ check≤ presentl∙ iε thi≤ databasσ b∙ typinτ "DELET┼ ì
ALLó anΣ "PACK".

$DEPOSIT.DB╞ i≤ wherσ you≥ deposit≤ arσ stored«  It≤ structurσ i≤ ì
very similar:

               STRUCTURE FOR FILE:  B:$DEPOSIT.DBF

              FLD       NAME      TYPE WIDTH   DEC
              001     ACCT         C    001
              002     DATE         C    008
              003     SOURCE       C    015
              004     AMT          N    010    002
              005     CAN          L    001
              006     MEMO         C    002
              ** TOTAL **             00038


Thσá onl∙ differencσ iε fielΣ namσ convention≤ i≤ tha⌠ SOURC┼á i≤ ì
the source of your deposit.

Wheε yo⌡ looδ a⌠ thσ firs⌠ record≤ oµ $DEPOSIT.DB╞ b∙ typinτ "US┼ ì
B:$DEPOSITó anΣ "LIST"¼ yo⌡ shoulΣ seσ somethinτ likσ this:

    00001  A 03/26/84 BANKA             -69774.58 .T. ZZ
    00002  B 01/01/84 BANKB                 21.33 .T. ZZ
    00003  C 01/01/84 BANKC                  0.10 .T. ZZ
èThi≤á i≤á wherσá thσ $CHECK╙ systeφ store≤ you≥á curren⌠á accoun⌠ ì
balances«á  Yo⌡á ma∙á noticσ tha⌠ onσ woulΣ bσ iε ßá ver∙á highl∙ ì
leverageΣá positioεá werσ thesσ you≥á balances«á  Oncσá yo⌡á havσ ì
initializeΣá thesσ yo⌡ shoulΣ "DELET┼ FO╥ ú ╛ 3ó (o≥ howeve≥ man∙ ì
account≤ yo⌡ wisΦ t∩ use)«á  Thi≤ wil∞ deletσ thσ datßá presentl∙ ì
iε thσ database.

Therσá arσ tw∩ othe≥ database≤ whicΦ shoulΣ bσá reviewed«á  Thesσ ì
arσá useΣ iε thσ prograφ t∩ speeΣ u≡ you≥ worδ iε completinτá thσ ì
mundane job of keeping the bills paid.

PAYEES.DB╞á i≤á useΣ t∩ storσ commonl∙ useΣ payee≤ whicΦ yo⌡á arσ ì
to∩ laz∙ t∩ enter--that'≤ wh∙ yo⌡ bough⌠ ß compute≥ isn'⌠ it┐  T∩ ì
acces≤á these¼á yo⌡ woulΣ ente≥ ".<no>ó wheε thσ men⌡ ask≤ yo⌡ t∩ ì
ente≥ thσ payee«  Thσ '.º tell≤ thσ prograφ tha⌠ yo⌡ wisΦ t∩ finΣ ì
thσá payeσá iε thσ PAYEE.DBF╗á thσ '<no>ºá indicate≤á thσá recorΣ ì
numbe≥á oµá thσá desireΣá payee«áá  Also¼á thσá categor∙á oµá thσ ì
expenditurσá wil∞ bσ automaticall∙ pickeΣ u≡ froφ thi≤ datßá basσ ì
iµá yo⌡ ente≥ ß categor∙ field«á  Yo⌡ wil∞ wan⌠ t∩ kee≡ ß lis⌠ oµ ì
thesσ payee≤ nearb∙ wheε yo⌡ arσ payinτ bills«á  Thi≤ caε bσ donσ ì
by turning the printer on and typing:

              .USE b:$payees
              .SET PRINT ON
              .LIST
              .SET PRINT OFF

The database's structure looks like this:

                STRUCTURE FOR FILE:  B:$PAYEES.DBF

               FLD       NAME      TYPE WIDTH   DEC
               001     PAYEE        C    030
               002     CATGORY      C    002
               ** TOTAL **             00033


Finally¼á thσá $CATGS.DB╞ databasσ i≤ useΣ fo≥ repor⌠ writinτ anΣ ì
a≤ ß hand∙ wa∙ fo≥ yo⌡ t∩ kee≡ tracδ oµ al∞ thσ categorie≤á whicΦ ì
yo⌡ wisΦ t∩ invent« Yo⌡ shoulΣ modif∙ thesσ t∩ sui⌠ you≥ specifiπ ì
needs«  Therσ i≤ n∩ neeΣ t∩ havσ theφ sorted¼ a≤ thσ prograφ wil∞ ì
d∩ thi≤ automaticall∙ a≤ thσ neeΣ arises«  T∩ adΣ categorie≤ jus⌠ ì
use "APPEND".  It's structure is:

                STRUCTURE FOR FILE:  B:$CATGS.DBF

               NUMBER OF RECORDS:   00056
               DATE OF LAST UPDATE: 07/03/84
               PRIMARY USE DATABASE
               FLD       NAME      TYPE WIDTH   DEC
               001     MEMO         C    002
               002     DESCRIP      C    018
               ** TOTAL **             00021

èNOTE ON PRINTING YOUR CHECKS

Thσá prograφá $CHKPRNT.CM─á contain≤á thσá routinσá fo≥á printinτ ì
checks«  A≤ written¼ i⌠ work≤ flawlessl∙ oε thσ Andersoε Jacobsoε ì
832«á  Sincσ therσ i≤ n∩ limi⌠ t∩ thσ variou≤ format≤ fo≥ checks¼ ì
anΣ printe≥ codes¼á thσ prograφ mus⌠ bσ changeΣ t∩ adap⌠ t∩á you≥ ì
environment¼á iµá yo⌡á arσ no⌠ usinτ thσ A╩ 83▓ anΣá walle⌠á typσ ì
checks«á  Pleasσ examinσ thσ prograφ iε thσ "Nó modσ ofá Wordsta≥ ì
o≥ whateve≥ non-documen⌠ wordprocesso≥ yo⌡ have«  $CHKPRNT.CM─ i≤ ì
heavil∙ documented«  Yo⌡ shoulΣ bσ ablσ t∩ follo≈ thσ prograφ anΣ ì
seσá wherσ thσ change≤ mus⌠ bσ made«á  WitΦ thσ manua∞á fo≥á you≥ ì
printer¼á anΣá witΦ somσ patience¼á yo⌡ to∩ wil∞ ge⌠ i⌠á printinτ ì
check≤ your checks too.  Happy dBasing!


CONCLUSION

I⌠ i≤ hopeΣ tha⌠ yo⌡ enjo∙ usinτ thi≤ program«  Therσ ma∙ bσ man∙ ì
differen⌠á kind≤á oµá Report≤ tha⌠ yo⌡ ma∙ wisΦá t∩á generatσá iε ì
additioεá t∩á thosσ provided«á  Sincσ thσ prograφ i≤á writteεá iε ì
dBasσá yo⌡ shoulΣ havσ n∩ probleφ 'fixingº i⌠ t∩ you≥á particula≥ ì
needs«á  I⌠á i≤ hopeΣ tha⌠ yo⌡ wil∞ pleasσ senΣ alonτ t∩ u≤á you≥ ì
idea≤ anΣ suggestion≤ fo≥ improvinτ thi≤ program.

                                     -- THAT'S ALL !!! --