@database MajorBank.guide @wordwrap @node "MAIN" "MajorBank" M A J O R B A N K Version 1.90 -- @{fg highlight}© 1997-98 Donat Michel@{fg text} -- E-Mail : MajorBank@wanadoo.fr W.W.W : http://perso.wanadoo.fr/majorbank/ @{"   " link "Enregistrement" 0} How to register and why ? @{"   " link "licence" 0} License @{"   " link "desistement" 0} Disclaimer @{"   " link "presentation" 0} Discovering MajorBank @{"   " link "utilisation" 0} How to use MajorBank @{"   " link "menus" 0} Description of menus @{"   " link "MajorBank_ENG.historique/main" 0} History of versions @endnode @node "ENREGISTREMENT" "Registration" ______________________________________________________________________________ REGISTRATION : ______________________________________________________________________________ !! IMPORTANT !! The demo version of MajorBank is limited to 100 transactions. In order to encourage the author for the accomplished work and that to come for future versions, In order to encourage developers to program softwares for your Amiga, it would be nice of you to register if you are to use MajorBank. That is what it's price is reasonable : 100 French Francs, 40 DM or 20 US$ , which doesn't deprive it of anything but allows more of you to afford it. After registrating, every coming update of MajorBank will be free of charge, available either : o by downloading it from MajorBank's web site : http://perso.wanadoo.fr/majorbank/ o or on simple request, without forgetting to supply the original floppy disk and a pre-paid self-addressed envelop. The author. @{" Order form " link "Register.English/main" 0} ------------------------------------------------------------------ English translation by Valéry Amiot As you may have discovered, English is not my mother tongue :) So I would really appreciate getting some feedback about this translation : suggestions, critics, comments... Thank you ! I hope you'll enjoy MajorBank as much as I do. ------------------------------------------------------------------ @EndNode @node "PRESENTATION" "Introduction to Majorbank" ______________________________________________________________________________ INTRODUCTION TO MajorBank : ______________________________________________________________________________ What is it ? It's a software that allows you to manage your bank accounts easily and intuitively. Its main assets compared to the different existing softwares are : o Fully localized in English , French and Deutsch (documentation + catalog). o Its simple, powerful and intuitive graphical interface. o Highly configurable. o The management of 10 accounts simultaneously. o The loading of ABank, BlitzBank or HomeBank accounts. o A realtime Euro conversion. o Groups allowing you to load and save several accounts at one go. o The ability to manage transfers and deductions automatically. o The management of predefined transactions. o A powerful search function. o Cut, copy, paste handling. o A powerful sort function. o A graphical display of transactions. o A statistics window. o The printing and exportation of the account. o The balance calculation at a date of your choice. o A calculator available at any moment. o The ability to merge several accounts. o No limit for the number of transactions. o The multiselection of transactions. o A hypertext documentation available at any moment. @endnode @node "UTILISATION" "Use of MajorBank" ______________________________________________________________________________ USE OF MajorBank : ______________________________________________________________________________ MajorBank opens its own screen. On this one, you can distinguish several buttons : Graphic buttons at the top which allow you to rapidly access the main functions of MajorBank : @{" Load    " link "charger" 0} : Loads an account into the current account. @{" Save    " link "sauver" 0} : Saves the current account. @{" Account   " link "compte" 0} : Edits the account parameters. @{" Categories  " link "postes" 0} : Edits the list of predefined categories. @{" Notepad    " link "bloc_notes" 0} : Edits the notepad. @{" Graphics    " link "graphiques" 0} : Displays transactions in a graphical way. @{" Print    " link "impression" 0} : Prints the account. @{" Calculator  " link "calculatrice" 0} : Opens the calculator. @{" Quit  " link "Quitter" 0} : Quits MajorBank. @{fg highlight}The display area which is composed of 5 parts : @{fg text} 1. Tabs. They allow you to rapidly change account without using the menu items, with the ability to manage 10 accounts simultaneously. A star indicates that an account is loaded. 2. The 'information' part which comprises the account's informations : o The 'NAME' field displays the name of the account's owner. . Ex: John Smith o The 'NUMBER' field displays the account number. . Ex: 125489720A o The 'TYPE' field displays the type of the account. . Ex: Current, Savings, Deposit, etc ... o The 'DATE' button changes the date for the balance calculation. . Ex: in order to know the state of your account on the 10th of August 1996, choose the appropriate date from the date-selection window which pops up. o The 'BALANCE' field displays the calculated balance at the aforechosen date. o The 'REAL BALANCE' field displays the balance taking all the transactions into account. 3. The 'display' part (just below) composed of four horizontal gadgets which allow to display the account's transactions in several ways. o The first one allows to select the year. o The second one allows to display transactions : . Within a single month from January to December, . Within the whole current year, . Or all the transactions of the account since its creation. o The third one allows to display only : . Credits, . Debits, . Both (credits and debits). o The last one allows to display only : . Validated transactions, . Not validated transactions, . Both (validated and not validated). 4. The 'central' part which displays the list of the transactions according to the criteria chosen in the third part. It gives you some control over the transactions : o Select a transaction by clicking on it with the mouse or by pressing the Up and Down arrow keys of your keyboard. o It supports multiselection, by holding down the left mouse button. o Change the validation state of the selected transaction by pressing the 'Return' key of your keyboard. 5. The 'edition' part (at the bottom) composed of 7 horizontal gadgets allowing to create and manage the transactions : o The 'ADD' button allows to add a transaction. o The 'MODIFY' button allows to modify the selected transaction(s). o The 'DELETE' button allows to delete the selected transaction(s). o The 'ALL' button allows to select all the transactions. o The 'NONE' button allows to unselect all the transactions. o The 'INVERSE' button allows to inverse the current selection. o The 'CALCULATE' button allows to calculate the sum of both the credits and the debits of the selected transactions. A text gadget at the bottom of the screen displays the function of the gadget pointed by the mouse pointer. @endnode @NODE "MENUS" "Description of menus" @{fg highlight}DESCRIPTION OF MENUS : @{fg text} PROJECT menu : @{" About " link "APropos" 0} : Informations about the version and user's name. @{" New " link "nouveau" 0} : Opens a new account. @{" Load " link "charger" 0} : Opens an account as the current one. @{" Save " link "sauver" 0} : Saves current account. @{" Save as " link "sauver_as" 0} : Saves current account with a different name. @{" Merge " link "fusionner" 0} : Includes into current account the transactions of another account. @{" Close " link "fermer" 0} : Closes current account. @{" Load group " link "charger_groupe" 0} : Loads a group of accounts. @{" Save group " link "sauver_groupe" 0} : Saves a group of accounts. @{" Help " link "Main" 0} : Displays this documentation. @{" Quit " link "quitter" 0} : Quits MajorBank. EDIT menu : @{" Add " link "ajoute" 0} : Adds a transaction. @{" Modify " link "modifie" 0} : Modifies a transaction. @{" Cut " link "couper" 0} : Cuts one or several transactions. @{" Copy " link "copier" 0} : Copies one or several transactions. @{" Paste " link "coller" 0} : Pastes one or several transactions. @{" Selection " link "tout_op" 0} : Selects transactions in different ways. @{" All " link "tout_op" 0} : Selects all transactions. @{" None " link "rien_op" 0} : Selects no transaction. @{" Inverse " link "inverse_op" 0} : Inverses the current selection of transactions. @{" Calculate " link "Calcul_op" 0} : Calculates the sum of the selected transactions. @{" Search " link "recherche" 0} : Searches for one or several transactions. @{" Sort " link "Trie" 0} : Sorts all the transactions. @{" Take categories " link "prendre_poste" 0} : Copies the categories of another account. @{" Automatic transact. update " link "" 0} : Forces automatic transactions update. @{" Account " link "compte" 0} : Edits account's parameters. @{" Categories " link "postes" 0} : Edits the list of predefined categories. @{" Automatic transactions " link "Automate" 0} : Edits the list of automatic transactions. @{" Predefined transactions " link "op_def" 0} : Edits the list of predefined transactions. @{" Notepad " link "bloc_notes" 0} : Edits the notepad. TOOLS menu : @{" Preferences " link "Preferences" 0} : Edits MajorBank's preferences. @{" Statistics " link "statistiques" 0} : Displays transactions statistics. @{" Graphics " link "graphiques" 0} : Displays transactions in a graphical way. @{" Balancing " link "balance" 0} : Displays the balancing of the year. @{" Calculator " link "calculatrice" 0} : Opens the calculator. @{" Print " link "impression" 0} : Prints the account. @{" Export " link "exportation" 0} : Exports the account. ACCOUNTS menu : @{" Account " link "menu_compte" 0} : Gives you access to the 10 accounts handled by MajorBank. @ENDNODE @node "NOUVEAU" "New" _______________________________________________________________________________ OPEN A NEW ACCOUNT : _______________________________________________________________________________ o Select an account number using the tabs, unavailable accounts being disabled. o In the Project menu, click on 'NEW'. A window opens, showing 4 tabs : Account, Savings , Display et Preferences. In the Account tab, type the parameters of your account : o Owner (name of the account's owner), . Ex: John Smith o Bank (name of the bank), . Ex: Barclays o Bank Logo (logo of the bank), Choose it from the GFX/Blogos directory o Account No (account number), . Ex: 6553224569 o Type of account (type of account), . Ex: Current, Savings, Credit card... o Opening balance, (amount of money at start), . Ex: 635.00 o Minimum amount, (minimum amount not to exceed), . Ex: -100.00 MajorBank reports overstepping of the minimum amount by displaying the balance in red. Confirm your choice with 'ACCEPT' or 'CANCEL'. @endnode @node "CHARGER" "Load" _______________________________________________________________________________ LOAD AN ACCOUNT : _______________________________________________________________________________ There are 2 possibilities : o Either you click on the 'LOAD' icon, o Or you choose the 'LOAD' item from the Project menu. In either case, a window opens allowing you to select the correct file. Confirm your choice with 'OK' or 'CANCEL'. MajorBank handles loading of ABank v1.1 accounts, in which case you have to supply the year of the account. @endnode @node "SAUVER" "Save" _______________________________________________________________________________ SAVE THE ACCOUNT WITH ITS CURRENT NAME : _______________________________________________________________________________ There are 2 possibilities : o Either you click on the 'SAVE' icon, o Or you choose the 'SAVE' item from the Project menu. !! IMPORTANT !! The saving process is instantaneous, the previously saved file being renamed with the '.bak' extension in order to allow you to use it again if needed. Only the current account is saved. In case you have loaded several accounts, they have to be saved one after the other. @endnode @node "SAUVER_AS" "Save as" ______________________________________________________________________________ SAVE THE CURRENT ACCOUNT WITH A NEW NAME : ______________________________________________________________________________ In the Project menu, click on 'SAVE AS'. A window opens allowing you to type the new filename. Confirm your choice with 'OK' or 'CANCEL'. !! IMPORTANT !! The previouly saved file is renamed with the '.bak' extension in order to allow you to use it again if needed. Only the current account is saved. In case you have loaded several accounts, they have to be saved one after the other. @endnode @node "FUSIONNER" "Merge" ______________________________________________________________________________ THIS FUNCTION ALLOWS TO INCLUDE TRANSACTIONS FROM ANOTHER ACCOUNT : ______________________________________________________________________________ In the Project menu, click on 'MERGE'. A window opens allowing you to select the correct file. Confirm your choice with 'OK' or 'CANCEL'. The selected account merges automatically with the current account. MajorBank handles loading of ABank v1.1 accounts, in which case you have to supply the year of the account. @endnode @node "FERMER" "Close" ______________________________________________________________________________ THIS FUNCTION ALLOWS TO CLOSE AN ACCOUNT : ______________________________________________________________________________ Select using tabs the account you want to close. In the Project menu, click on 'CLOSE'. !! IMPORTANT !! The closing process is instantaneous. In case your account has been modified, a requester asks you to confirm your choice with 'YES' or 'NO'. @endnode @node "CHARGER_GROUPE" "Load a group" _______________________________________________________________________________ LOAD A GROUP OF ACCOUNTS : _______________________________________________________________________________ This function allows the loading of several accounts at one time. . Ex: Current, Savings, Credit card, etc... In the Project menu, click on 'LOAD GROUP'. A file requester pops up allowing you to select the correct group file. Confirm your choice with 'OK' or 'CANCEL'. All the accounts being part of the group are loaded. !!! ATTENTION !!! All the accounts already loaded are automatically closed by MajorBank. However, a requester asks you if you wish to save them. @endnode @node "SAUVER_GROUPE" "Save a group" _______________________________________________________________________________ SAVE A GROUP OF ACCOUNTS : _______________________________________________________________________________ This function allows the saving of several accounts at one time. . Ex: Current, Savings, Credit card, etc... In the Project menu, click on 'SAVE GROUP'. A file requester pops up allowing you to select the correct group file. The file extension is '.grp'. Confirm your choice with 'OK' or 'CANCEL'. A group file holding the name of the accounts already loaded is created. All the accounts already loaded are saved. !!! IMPORTANT !!! Each account is saved independently. @endnode @node "QUITTER" "Quit" ______________________________________________________________________________ THIS FUNCTION ALLOWS TO QUIT MAJORBANK : ______________________________________________________________________________ In the Project menu, click on 'QUIT'. A requester informs you about this choice and asks you to confirm with 'OK' or 'CANCEL'. If one or several accounts are currently loaded, MajorBank asks you if you wish to save them. @endnode @node "AJOUTE" "Add a transaction" ______________________________________________________________________________ ADD A TRANSACTION : ______________________________________________________________________________ This function allows you to add a transaction to the account. In order to add a transaction, there are 2 possibilities : o Either you click on the 'ADD' button, o Or you choose the 'ADD' item from the Edit menu. In either case, the edit window opens : . Select the date : If it's different from the current date, click on the date in order to change it. . Description : description of the transaction. Type the description of the transaction, or select a predefined transaction from the pop-up gadget to the right. Ex: Restaurant, Rent, Shopping... . Category : category of the transaction. Type the name of the category, or select it from the pop-up gadget to the right. Ex: Leisure, Cheque, Credit card... . Type : debit or credit. . Amount : amount of the transaction. Type the amount of the transaction, using the + or - sign if you wish to. The 'Type' gadget changes according to the amount entered. . Validated : validated or not validated transaction. Click on the checkbox in order to validate/unvalidate the transaction. A checkmark means that the transaction is validated. . Transfer : in order to make a transfer to another account. Click on Transfer, select the payee account using the file selection window. !! IMPORTANT !! The transaction is added and saved into the selected account, even if this one is already loaded. The 'Return' key allows you to cycle from one field to another. Confirm your choice with 'ADD' or 'STOP'. If you select 'ADD', the window doesn't close in order to let you add a new transaction. (Note of the translator : great feature !) The transaction is taken into account instantaneously. @endnode @node "MODIFIE" "Modify a transaction" ______________________________________________________________________________ MODIFY A TRANSACTION : ______________________________________________________________________________ This function allows you to modify an existing transaction. Click on the transaction you wish to modify. In order to modify a transaction, there are 2 possibilities : o Either you click on the 'MODIFY' button, o Or you select the 'MODIFY' item from the Edit menu. In either case, the edit window opens : . Select the date : If it's different from the current date, click on the date in order to change it. . Description : description of the transaction. Type the description of the transaction, or select a predefined transaction from the pop-up gadget to the right. Ex: Restaurant, Rent, Shopping... . Category : category of the transaction. Type the new name of the category, or select it from the pop-up gadget to the right. Ex: Leisure, Cheque, Credit card... . Type : debit or credit. . Amount : amount of the transaction. Type the amount of the transaction, using the + or - sign if you wish to. The 'Type' gadget changes according to the amount entered. . Validated : validated or not validated transaction. Click on the checkbox in order to validate/unvalidate the transaction. A checkmark means that the transaction is validated. The 'Return' key allows you to cycle from one field to another. Confirm your choice with 'ACCEPT' or 'CANCEL'. The transaction is taken into account instantaneously. @endnode @node "COUPER" "Cut one or several transactions" ______________________________________________________________________________ CUT ONE OR SEVERAL TRANSACTIONS : ______________________________________________________________________________ This function allows you to cut one or several transactions and put them into the clipboard. Select the transactions to cut. o Click on the 'CUT' button, o Or select the 'Edit/Cut' menu item. @endnode @node "COPIER" "Copy one or several transactions" ______________________________________________________________________________ COPY ONE OR SEVERAL TRANSACTIONS : ______________________________________________________________________________ This function allows you to copy one or several transactions to the clipboard. Select the transactions you wish to copy. Select the 'Edit/Copy" menu item. @endnode @node "COLLER" "Paste one or several transactions" ______________________________________________________________________________ PASTE ONE OR SEVERAL TRANSACTIONS : ______________________________________________________________________________ This function allows you to copy the transactions from the clipboard to the current account. Select the correct account. Select the 'Edit/Paste' menu item. The transactions held in the clipboard are added to the account. @endnode @node "tout_op" "Select all the transactions" ______________________________________________________________________________ SELECT ALL : ______________________________________________________________________________ This function allows you to select all the transactions displayed on screen. In order to choose this option, select the 'SELECT ALL' item from the Edit menu. The selection is instantaneous. @endnode @node "RIEN_OP" "Select no transaction" ______________________________________________________________________________ SELECT NONE : ______________________________________________________________________________ This function allows you to cancel the current selection. In order to cancel the current selection, choose the 'SELECT NONE' menu item from the Edit menu. The unselection is instantaneous. @endnode @node "INVERSE_OP" "Inverse the selection of transactions" ______________________________________________________________________________ INVERSE SELECTION : ______________________________________________________________________________ This function allows you to inverse the current selection of transactions. In order to select this option, choose the 'INVERSE SELECTION' menu item from the Edit menu. The selection is instantaneous. @endnode @node "CALCUL_OP" "Calculate the total amount of the selected transactions" ______________________________________________________________________________ CALCULATION OF THE SELECTION : ______________________________________________________________________________ This function allows you to calculate the total amount of the selected transactions. A window opens and shows the total amount of credits and debits for the selected transactions. Ex: you wish to know how much were your incomes for the year : . Make a search on the Salary criterion. . Select all the transactions via the Edit menu. . Then, thanks to this function, you'll get the total amount of your incomes. @endnode @node "RECHERCHE" "Search for a transaction" ______________________________________________________________________________ SEARCH FOR A TRANSACTION : ______________________________________________________________________________ This function allows you to search for some kind of transaction, according to the following search criteria : o By the description of the transaction, o By the amount, o By the date. The selected transactions are shown in the list. @endnode @node "TRIE" "Sort the transactions" ______________________________________________________________________________ SORT : ______________________________________________________________________________ This function allows you to sort the transactions in several ways. In the Edit menu, click on 'SORT', then select the kind of sorting : o Either by date, o Or by description of the transactions, o Or by category, o Or by number, o Or by amount. o Or by comment. o Ascending or descending order. !! IMPORTANT !! The sorting being instantaneous, it can take some time according to the account size. @endnode @node "COMPTE" "Edit the account parameters" ______________________________________________________________________________ ACCOUNT PARAMETERS : ______________________________________________________________________________ This function allows you to edit the parameters of the current account. Click on the 'ACCOUNT' icon. 4 tabs are available : Account, Savings, Display and Preferences. 1. THE ACCOUNT TAB. Owner : name of the account's owner. Bank : name of the bank. Logo : bank logo. Account No : account number. Opening balance : amount of money at account creation time. Minimum amount : amount of money not to exceed. 2. THE SAVINGS TAB. Yet unavailable option, it will allow to define the account's rate of interest. 3. THE DISPLAY TAB. It allows to select the display order of the different columns and to modify their name and size. Previous : moves the column to the left. Next : moves the column to the right. All the columns placed under the "**********" line won't be displayed on screen. Name : column name. Size : column size in %. 4. THE PREFERENCES TAB. o Password : Determines whether the account will make use of a password or not. If it will, type the password into the text gadget. o Date format : Determines the transactions' date format : DD.MMM.YY (day, full month, year), YY.MMM.DD (year, full month, day), MM.DD.YY (month, day, year), DD.MM.YY (day, month, year), Locale (like your Workbench prefered language). o Default validation : Determines whether new transactions will be validated or not. o Validation string : Choose the string that will display in the validation column. o Colour : Changes the display colour of several functions : . Date, . Description, . Category, . Credits, . Debits, . Amount, . Notepad, . Negative balance. A 16 colour palette is available to choose from. Confirm the changes with 'ACCEPT' or 'CANCEL'. @endnode @node "POSTES" "Edit the list of predefinied categories" ______________________________________________________________________________ CATEGORIES : ______________________________________________________________________________ This function allows you to edit the list of predefined categories, you can : o Modify them, o Delete them, o Or create new ones. Click on the 'CATEGORIES' icon. An edit window opens : Add : adds a predefined category to the list. Sort : sorts the list of predefined categories. Delete : deletes a predefined category from the list. Accept : accepts the changes. Cancel : cancels the changes. By clicking on the category's name, you can modify it in the edit window. Confirm the changes with 'ACCEPT' ou 'CANCEL'. @endnode @node "PRENDRE_POSTE" "Take the categories of another account" ______________________________________________________________________________ TAKE CATEGORIES : ______________________________________________________________________________ This function allows you to copy the categories from another account. A requester pops-up, select the account number (from 1 to 10) from which you wish to take the categories. The categories of the selected account are instantaneously added to the ones of the current account. If the selected account has no predefined category, an alert box warns you. @endnode @node "BLOC_NOTES" "Edit the notepad" ______________________________________________________________________________ NOTEPAD : ______________________________________________________________________________ This function allows you to edit a notepad associated with the account. You can write different informations concerning the account : Ex: Your bank office opening hours, The name of the person who handles your account, The phone number of some bank services, The number of the current cheque book, etc... In the Edit menu, click on 'NOTEPAD', the notepad window opens. Confirm what you've typed with 'ACCEPT' ou 'CANCEL'. @endnode @node "AUTOMATE" "Edit the automatic transactions" ______________________________________________________________________________ AUTOMATIC TRANSACTIONS : ______________________________________________________________________________ This window allows you to manage your automatic transactions. In order to create your automatic transactions, in the Edit menu, click on 'AUTOMATIC TRANSACTIONS'. A window showing different gadgets and the list of your automatic transactions opens. Gadgets function : . Add : adds an automatic transaction. . Modify : modifies an automatic transaction. . Sort : sorts the automatic transaction. . Delete : deletes an automatic transaction. . Accept : uses these automatic transactions. The edition of an automatic transaction : Transaction name : The name of the transaction. Transaction day : Day of the month your transaction will occur. Begining date : Begining date of your automatic transaction. The current day is displayed by default, in order to change it, click on the date, then use the calendar. Ending date : Ending date of your automatic transaction. The current day is displayed by default, in order to change it, click on the date, then use the calendar. Repeat every : Select the periodicity of your automatic transaction : . Every day, . Every 1, 2, or 3 weeks, . Every month, . Every 2,4,5,7,8,9,10, or 11 months, . Every quarter, . Every half year, . Every year. Description : Transaction description that will appear in your account. Category : The category of your automatic transaction. Type : Select credit or debit. Amount : Amount of the transaction. Transfer : In order to make an automatic transfer to another account. Click on Transfer, select the payee account using the file selection window. !! IMPORTANT !! The transaction is added and saved into the selected account, even if it's already loaded. In case of a transfer, if the payee account is loaded into MajorBank, the transfer will automatically appear at the transaction date. Confirm your transaction with 'ACCEPT' or 'CANCEL'. @endnode @node "op_def" "Edit the predefinied transactions" ______________________________________________________________________________ PREDEFINIED TRANSACTIONS: ______________________________________________________________________________ This window allows you to manage your predefined transactions. The predefined transactions allow to fill one or several fields when adding or modifying a transaction. In order to use them, in the 'Add a transaction' window, click on the gadget beside the description field which will make appear the list of predefined transactions. In order to create your predefined transactions, choose the 'PREDEFINED TRANSACTIONS' item from the Edit menu. A window holding different gadgets and the list of your predefined transactions appears. Gadgets function : . Add : adds a predefined transaction. . Delete : deletes a predefined transaction. . Accept : uses these predefined transactions. Edition of the predefinied transaction : Name : Name of the transaction. Description : Description of the transaction. Category : Category of the transaction. Type : Select credit or debit. Amount : Amount of the transaction. Validated : Validation or not of the transaction. Comments : Comments about the transaction. @endnode @node "PREFERENCES" "Edit MajorBank's preferences" ______________________________________________________________________________ PREFERENCES : ______________________________________________________________________________ This function allows you to change and give a personal touch to MajorBank's preferences. In order to modify the preferences, choose the 'PREFERENCES' item from the Tools menu. A window opens and shows you all the changes you can make. 3 tabs are available : Global, Toolbar and Start. 1. THE GLOBAL TAB : o Toolbar. It's the list of icons situated above the account tabs, in the main window. You may select 4 different display modes : . Nothing (the toolbar doesn't appear), . Pictures (the icons appear), . Texts (only the icons' title appear), . Pictures + Texts (the icons and titles both appear). o Fonts. In order to select MajorBank's display font. o Transactions date. This gadget allows you to select the default date that will appear when adding new transactions. . Latest, date of the lastest transaction, . Today, today's date. o Automatical sorting. This gadget allows you to activate or not the automatical sorting of transactions when creating them. o Automatic transactions update. This gadget allows you to decide whether the automatic transactions will be updated from the 1st of the month or according to the chosen date. o Screen. In order to select MajorBank's screen mode. . Like Workbench, MajorBank opens its own screen in the same resolution as WorkBench, . Private, MajorBank opens its own screen in the resolution that you want, a screen mode requester appears. o Palette. In order to modify MajorBank's palette of colours. 2. THE TOOLBAR TAB : This function allows you to give a personal touch to the buttons of MajorBank's toolbar. Add : adds a new button, Delete : deletes a button, Previous : moves a button to the left, Next : moves a button to the right, Sort : sorts the buttons in alphabetical order. Example of the creation of a new button that will print your account : . Click on Add. . In the Name field, type for example 'Print'. . Using the Action button, choose in the list the 'Print' option. . Then, thanks to the 'Pictures' button, you are able to combine a picture with the tool button. 3. THE START TAB : This tab allows you to select the group or accounts that will load at start. If you wish to start with a group, check the group gadget, then select the group file. Else, select each account you want to be loaded at start using the 10 account gadgets available. Confirm the changes with : o SAVE (the changes are saved), o USE (the changes are just used), o CANCEL (the changes are not taken into account). !! IMPORTANT !! Preferences linked to the account are not saved, you need to save the account in order to save them as well. @endnode @node "STATISTIQUES" "Display the account's statistics" ______________________________________________________________________________ STATISTICS : ______________________________________________________________________________ This function displays the account's statistics. It allows you to display the transactions according to different criteria. Different gadgets allow to modify the statistics. Type : in order to display the transactions according to their category or to the months. List : In order to choose only one category or one month according to the type. Year : In order to display only the transactions of the year. The window is resizable in order to adjust the graphic size. Two gadgets allow you to save or print the graphic. @endnode @node "GRAPHIQUES" "Display transactions in a graphical way" ______________________________________________________________________________ GRAPHICS : ______________________________________________________________________________ This function displays the account graphic. This way, you can look at the proportion of your categories in your budget. Several gadgets allow you to manage the graphic. Credits/Debits : In order to look at the transactions of credit or debit type. Year : In order to choose the year of process. Whole year : In order to display transactions of a single month or of the whole year. The window is resizable in order to adjust the graphic size. Two gadgets allow you to save or print the graphic. @endnode @node "BALANCE" "Display the balancing of months" ______________________________________________________________________________ BALANCING : ______________________________________________________________________________ This function displays the balancing (credits and debits) of the current account. You can choose the year of process. The window is resizable in order to adjust the graphic size. Two gadgets allow you to save or print the graphic. @endnode @node "CALCULATRICE" "The calculator" ______________________________________________________________________________ THE CALCULATOR : ______________________________________________________________________________ This function allows you to display the Workbench calculator on MajorBank's screen. In order to activate the calculator, click on the 'CALCULATOR' icon. The calculator window opens. @endnode @node "IMPRESSION" "Print the account" ______________________________________________________________________________ PRINT : ______________________________________________________________________________ This function allows you to print informations about your account. A requester pops-up asking you which part of the account you want to print. All -> Prints all the transactions of the account. List -> Prints the transactions held in the list. Select -> Prints the transactions selected in the list. At any moment, you can stop the printing by clicking on the 'STOP PRINTING' gadget. @endnode @node "EXPORTATION" "Export the account" ______________________________________________________________________________ EXPORT THE ACCOUNT : ______________________________________________________________________________ This function allows you to save your account in a different format than MajorBank's one. In the Tools menu, select 'EXPORT', then choose the correct format : o ASCII A requester pops-up asking you which part of the account you wish to export. All -> Exports all the transactions of the account. List -> Exports the transactions held in the list. Select -> Exports the transactions selected in the list. A file requester asks you the saving filename. @endnode @node "MENU_COMPTE" "Account" ______________________________________________________________________________ DISPLAY THE ACCOUNTS : ______________________________________________________________________________ This menu allows you to display one of the 10 accounts available in MajorBank. In the Account menu, choose the number of the account you want to be displayed : . Numbers range from 1 to 10 !! REMINDER !! There a 2 ways of changing account : o Either by the Account menu, o Or simply by clicking on the account tabs. @endnode @node "Licence" "License" ______________________________________________________________________________ @{b}LICENSE@{ub} ______________________________________________________________________________ 1. This license applies to the product called "MajorBank", a set of programs for the Amiga computer, published by Michel Donat under the concepts of ShareWare, and the accompanying documentation, example files and anything else that comes with the original distribution. The terms "Programs" and "MajorBank" below, refer to this product. The licensee is addressed as "you". 2. You may copy and distribute verbatim copies of the programs' executable code and documentation as you receive it, in any medium, provided that you conspicuosly and appropriately publish only the original, unmodified programs, with all copyright notices and disclaimers of warranty intact and including all the accompanying documentation, example files and anything else that came with the original. 3. You may not copy and/or distribute these programs without the accompanying documentation and other additional files that came with the original. You may not copy and/or distribute modified versions of these programs. 4. You may not copy, modify, sublicense, distribute or transfer the programs except as expressly provided under this license. Any attempt otherwise to copy, modify, sublicense, distribute or transfer the programs is void, and will automatically terminate your rights to use the programs under this license. However, parties who have received copies, or rights to use copies, from you under this license will not have their licenses terminated so long as such parties remain in full compliance. 5. By copying, distributing and/or using the programs you indicate your acceptance of this license to do so, and all its terms and conditions. 6. Each time you redistribute the programs, the recipient automatically receives a license from the original licensor to copy, distribute and/or use the programs subject to these terms and conditions. You may not impose any further restrictions on the recipients' exercise of the rights granted herein. 7. You may not disassemble, decompile, re-source or otherwise reverse engineer the programs. 8. You may use the programs for a period of up to 30 days for evaluation. After that, you have to register. 9. If you wish to incorporate parts of the programs into other programs, write to the author to ask for permission. 10. You agree to cease distributing the programs and data involved if requested to do so by author. 11. You may charge a fee to recover distribution costs. The fee for diskette distribution may not be more than the cost to obtain a public domain diskette from Fred Fish. @endnode @node "Desistement" "Disclaimer" ______________________________________________________________________________ @{b}DISCLAIMER@{ub} ______________________________________________________________________________ THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT HOLDER AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF ALL NECESSARY SERVICING, REPAIR OR CORRECTION. IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MAY REDISTRIBUTE THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS), EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE AUTHOR HAS NO OBLIGATION TO PROVIDE MAINTENANCE, SUPPORT, UPDATES, ENHANCEMENTS, OR MODIFICATIONS. @endnode