





                                WinCheck Owner's Manual

                                   Table of Contents
          About This Manual                           1
          Introduction                                2
             Transaction Types                        2
             System Requirements                      2
             Acknowledgements                         2
             WinCheck Installation                    3
             Where Should I Begin?                    3
             Files Included with WinCheck             4
          Commands                                    5
             An Overview of the WinCheck Commands     5
             Dialog Boxes                             6
             Menus and Menu Items                     8
               FILE (WinCheck Window)                 8
               FILE (Form Designer Window)            9
               DATA*                                 10
               CHECKING                              12
               SAVINGS                               13
               TOOLBOX                               13
               WINDOW*                               14
               COMMON                                14
               HELP                                  15
             Keyboard short cuts                     15
             Dialog Boxes                            16
               LOAD                                  16
               TRANSACTIONS                          16
               PICK A MONTH                          18
               EDIT/DELETE                           18
               FIND Transaction                      19
               SETTINGS                              20
               CURRENT BALANCE (F2)                  21
               FORM ATTRIBUTES                       22
               CHECK FIELD ATTRIBUTES                23
               TRANSACTION DETAILS                   24
               SPLIT TRANSACTION DIALOG              25
               EDIT CATEGORIES                       26
               REPORT GENERATOR                      27
               SELECTING PRINTERS                    27
          Starting a New Account                     28
          Using WinCheck                             29
             Daily Activities                        29
             Less Common Activities                  29
          Transaction Types                          30
          Checks                                     31
             Check Details                           31
             Entering Checks you wrote away from home31
             Creating Checks at home                 32
             Common Checks                           32
          Deposits                                   33
          Cash Machine                               33




                                           i





          Transfers                                  33
          Interest                                   34
          Miscellaneous                              34
          The Register                               35
             The Register Appearance                 35
             Reconciliation of Transactions          37
             Deletion of Transactions                37
             Modification of Transactions            37
	     Changing Transaction Dates 	     37
             Viewing your Running Balance            37
          The Statement                              38
             The Statement Appearance                39
             Reconciliation of Transactions          40
             Deletion of Transactions                40
             Modification of Transactions            40
	     Changing Transaction Dates 	     40
             Finding Transactions                    40
          Finding Transactions                       41
          Common Transactions                        41
          Exporting Files                            42
          Settings                                   43



































                                           ii





          WinCheck Form Designer                     44
             Form Attributes                         45
             Check Printing Queue                    45
             Editing the form                        46
             Text Field Attributes                   46
          Printing Your First Check                  47
          Password Protection                        49
          Tips & Techniques                          50
          How To                                     51
             Starting a new Account                  51
	     Entering Checks written while away      51
             Setting up WinCheck for Bill Paying     52
             Paying Bills                            53
             Your Bank Statement Arrives             54
             Payday!                                 55
             A night on the town                     55
             Splitting a Transaction                 56
          Appendix A:  WinCheck Messages             57
          Appendix B:  License Information           60





































                                          iii





          About This Manual

           This manual is divided into six sections:


            Introduction           Installation and introductory information
            Commands               A brief overview of the WinCheck commands
                                   (menu items)

            Starting A New Account Information for starting your first
                                   WinCheck account
            Using WinCheck         Information on using  WinCheck's features

            Tips and Techniques    Helpful hints and techniques to using
                                   WinCheck
            How To                 A list of "How To's" on using WinCheck.

            Appendix               WinCheck messages and meanings.





































                                               Page 1  WinCheck Owner's Manual





          Introduction

           WinCheck is a checkbook management program for Microsoft Windows
           Version 3.00.  With WinCheck it is possible to enter and track the
           following transactions for multiple savings and checking accounts.

           Transaction Types

             Check Writing and/or Withdrawal from Savings
             Deposits
             Interest Accrued
             Cash Machine Advances
             Misc Bank Charges
             Transfers to or from Savings and Checking

           WinCheck will manage all of these transactions, making it easy to
           balance your checkbook and record a savings account's history.

           System Requirements
             WinCheck requires an IBM PC or compatible with a minimum of 640K
             memory running Microsoft Windows version 3.00 or higher.


           Acknowledgements

             WinCheck was designed and written by Dave Edson.
             User's Manual designed and written by Kate Edson, with a tiny bit
             of help from Dave Edson.

             WinCheck OnLine Help by Don Hasson
             Special thanks to all who sent comments and suggestions, helping
             to make WinCheck as useful and easy to use as possible.























                                               Page 2  WinCheck Owner's Manual






           WinCheck Installation
             The installation program for WinCheck is a Windows application,
             so Windows will need to be running prior to running the Setup
             program.  To start the Setup program, put the appropriate disk
             into the floppy drive and from the File menu of the Windows
             Program Manager choose Run.  Beside the words "Command Line:",
             type the drive that contains the floppy disk followed by the
             filename SETUP.EXE (i.e. A:\SETUP.EXE).  This will start the
             WinCheck setup program.

             Setup prompts you for a location to install WinCheck (i.e.
             C:\WINCHECK) and copies over all of the necessary files to this
             location.  Near completion of the Setup program, a Program Group
             called WinCheck is created (if your Windows shell is the Program
             Manager).

           Where Should I Begin?

             A good place to start learning WinCheck is with the tutorial
             files.  The WinCheck tutorial file includes sample data for
             January,February and March of 1991.  To access this file start
             the WinCheck program and type "TUT" for the Account ID.  With the
             tutorial file, experiment with the different features via the
             "Toolbox"; selecting the Toolbox menu toggles the Toolbox on and
             off.  Go ahead and write some fake checks, make that lottery
             check deposit you've always wished for, and get a good feel for
             WinCheck before entering your own data.
             View the check register and statement for January and February by
             selecting Display Check Statement or Display Check Register from
             the File menu (select January or February from the list of
             months).  Choose Tile from the Window menu and view information
             from January and February at the same time.

             Once you have experimented with the tutorial file and you want to
             start your own account, choose Load Account from the File menu
             and type in an account ID (i.e. your initials) or type in a new
             account ID on startup of the WinCheck program.

















                                               Page 3  WinCheck Owner's Manual






           Files Included with WinCheck
             WINCHECK.EXE     The WinCheck program file

             WINCHECK.HLP     The WinCheck Windows help file
             CHKHDR.TUT       The main file for the TUT account
             CHKHDRB.TUT      A backup of the CHKHDR.TUT
             NATURES.TUT      The file containing the transaction types (i.e.
                              Personal/Business/Rent) for the TUT account.

             COMMON.TUT       The file containing "common transactions" for
                              the TUT account
             JAN91.TUT        TUT account transactions for the month of
                              January 1991
             FEB91.TUT        TUT account transactions for the month of
                              February 1991
             MAR91.TUT        TUT account transactions for the month of March
                              1991

             DETAILS.TUT      Contains the deatils of the TUT files
             SPLITS.TUT       Contains information about split transactions.
             EXP0191.TUT      A tab delimited text file created with the
                              WinCheck Export function
             *.WCT            Files created with the WinCheck Form Designer

             WINBATCH.TXT     This manual in ASCII format

             All account information is stored with the file extension of the
             account ID (requested upon startup).  This way it is possible to
             have multiple accounts, each with it's own account ID.

             Valid account ID's are 1-3 characters in length, only A-Z, 0-9
             characters are allowed.
             Each month is limited to 500 total transactions (includes
             deposits, checks, misc...).




















                                               Page 4  WinCheck Owner's Manual





          Commands

           An Overview of the WinCheck Commands

             Menu choices with an asterisk* are only available at certain
             times.

             The following is the menu bar for the WinCheck Window:
             FILE
             DATA
             CHECKING
             SAVINGS
             TOOLBOX   (mouse required)
             WINDOW*
	     COMMON*
             HELP

             The following is the menu bar for the Form Designer Window:

             FILE
             HELP

             The underlined character indicates the ALT key combination for
             keyboard usage, i.e. ALT+F to activate the File menu without the
             use of a mouse.  The Toolbox menu is a toggle; click on Toolbox
             menu to activated and deactivate the Toolbox (the Toolbox can
             also be deactivated with the keyboard by pressing ALT+SPACEBAR,
             C).



























                                               Page 5  WinCheck Owner's Manual






           Dialog Boxes
              LOAD                Prompts for an Account ID to load a
                                  new/different account.  Previous accounts
                                  are automatically saved and closed with
                                  another account is loaded.

              TRANSACTIONS        These dialogs are the actual transactions
                                  (i.e. cash machine withdrawal).
                                  Transactions are accessed from the Checking
                                  and Savings menus or by using the Toolbox.
              PICK A MONTH        Prompts for a month to display a Register
                                  or Statement.
              EDIT/DELETE         Allows editing of Common Transactions.
              FIND                Prompts for information to find a
                                  transaction.

              SETTINGS            Prompts for program wide
                                  preferences/settings.
              CURRENT BALANCE     Displays Current Balance.
              FORM ATTRIBUTES     Defines the actual check form for printing
                                  checks.  Here you indicate the size of the
                                  piece of paper.
              CHECK FIELD ATTRIBS Defines a particular field on the check
                                  form.  For example, you can define the size
                                  and position of the date field on a check.

              TRANSACTION DETAILS Details about a transaction, such as memo
                                  lines, address of recipient, and comments
                                  are entered through this dialog box.
              SPLIT               When splitting a transaction over multiple
                                  categories (such as Personal and Business),
                                  this dialog will assist in accurate
                                  recordkeeping.





















                                               Page 6  WinCheck Owner's Manual






              EDIT CATEGORIES     If a category name needs to be changed or
                                  deleted, this dialog will help you quickly
                                  accomplish the task.

              REPORT GENERATOR    Reports on your account can be printed or
                                  previewed through this dialog.
              SELECT PRINTER      WinCheck by default uses your default
                                  printer.  If you wish to use different
                                  printers for checks or reports, you can
                                  indicate this here.












































                                               Page 7  WinCheck Owner's Manual






              Menus and Menu Items
             FILE (WinCheck Window)

	      Load Account	   Brings up the Load dialog to load a
                                   different or new account.
	      Check Register	   Brings up a check register for a specified
                                   month.

	      Check Statement	   Brings up a bank statement for a specified
                                   month.
	      Current Balance	   Brings up the Current Balance dialog.
	      Close*		   Closes the current Register/Statement
				   window.
	      Find		   Brings up the Find dialog.

	      Edit Categories	   Brings up the Edit Categories Dialog.
	      Report Generator	   Brings up the Report Generator dialog.
	      Export*		   Exports the active register window to a
                                   tabbed text file which can then be
                                   imported into a spreadsheet program such
                                   Microsoft Excel, Lotus 1-2-3, Quattro
                                   etc....
	      Check Form Printer...Used to bring up the WinCheck Form
                                   Designer.

              Select Printers...   Brings up the Select Printers dialog.
	      Windows Printer...   Brings up the standard Windows Printer
                                   Setup dialog.  Consult your Windows manual
                                   for usage.
	      Settings		   Brings up the Settings dialog to store
                                   user preferences.























                                               Page 8  WinCheck Owner's Manual





              FILE (Form Designer Window)

	      New Form Template    Clears the workspace for a new template.
	      Load Form Template   Loads and selects a form template.
	      Save Form Template   Saves a form template.

	       Save & Add...	   Saves the template, and adds it to your
                                   template list.
	      Form Attributes	   Activates the Form Attributes Dialog
	      Print Test Form	   Prints a Test Form
	      Go Back to WinCheck  Returns to WinCheck Main Window












































                                               Page 9  WinCheck Owner's Manual





             DATA*

	     Print Checks	   Prints the selected check(s) from the
                                   active register.
	      Sum Highlighted	   Amts Sums the selected transactions from the
                                   active register, and displays the amount.
	      Clear		   Tags selected transaction(s) in the Check
                                   Register or Statement as cleared by the
                                   bank.  When the transactions have been
                                   cleared, they appear with an asterisk
                                   beside the date and dollar value.  The
                                   "BnkChk" or "BnkSav" columns in the Check
                                   Register  indicate the "Banks opinion" on
                                   your account.

              UnClear              Toggles "cleared transactions" to
                                   uncleared (no asterisk).
	      Delete		   Deletes selected transaction(s).from the
                                   Check Statement or Register (deleting a
                                   transaction from either the Statement or
                                   the Register will also delete the
                                   transaction from the corresponding
                                   Statement or Register).
	      Display Uncleared    When checked, only the transactions that
                                   have been marked as  "cleared" will
                                   display in the Check Statement.
	      Headings		   Toggles the header line from the active
                                   Statement/Register.

             Sort ->
               By Date*            Sorts the active Check Register by date.
               By Number*          Sorts the active Check Register by check
                                   number.
               Date,Number*        Sorts the active Check Register by Date,
                                   then Number.

               Number,Date*        Sorts the active Check Register by Number,
                                   then Date.

















                                              Page 10  WinCheck Owner's Manual





             Sort ->
               Checks by Date*     Sorts the check section of  the active
                                   Check Statement by date.

               Checks by Number*   Sorts  the check section of  the active
                                   Check Statement by number.

















































                                              Page 11  WinCheck Owner's Manual





             CHECKING

	      Check		   Activates the Write Check dialog for
                                   writing a new check.
	      Deposit		   Activates the Deposit dialog for recording
                                   a deposit transaction.
	      Cash Machine	   Activates the Cash Machine dialog for
                                   recording a cash machine withdrawal from
                                   your checking account.

	      Misc		   Activates the Misc dialog for recording
                                   miscellaneous charges or credits to your
                                   checking account.
	      Savings to Checking  Activates the Transfer Savings to Checking
                                   dialog in order to record transfers from
                                   your savings account to your checking
                                   account.
	      Checking to Savings  Activates the Transfer Checking to Savings
                                   dialog for transferring money from your
                                   checking account to your savings account.
	      Interest accrued	   Activates the Checking Interest Accrued
                                   dialog, in order to record interest on
                                   your checking account.
































                                              Page 12  WinCheck Owner's Manual





             SAVINGS

	      Withdrawal	   Activates the Savings Withdrawal dialog
                                   for recording withdrawals from your
                                   savings account.
	      Deposit		   Activates the Savings Deposit dialog for
                                   recording deposits into your savings
                                   account.
	      Cash Machine	   Activates the Savings Cash Machine dialog
                                   for recording a cash machine withdrawal
                                   from your savings account.

	      Misc		   Activates the Misc dialog for recording
                                   miscellaneous charges or credits to your
                                   savings account.
	      Savings to Checking  Activates the Transfer Savings to Checking
                                   dialog in order to record transfers from
                                   your savings account to your checking
                                   account.
	      Checking to Savings  Activates the Transfer Checking to Savings
                                   dialog for transferring money from your
                                   checking account to your savings account.
	      Interest accrued	   Activates the Checking Interest Accrued
                                   dialog, in order to record interest on
                                   your checking account.


             TOOLBOX

              Displays the Icon-Based toolbox (mouse required).

























                                              Page 13  WinCheck Owner's Manual





             WINDOW*

              The Window menu only appears once a Register or Statement
              window has be opened. Choose Display Check Register or Display
              Check Statement from the File menu in order to open a
              Register/Statement window.

	      Cascade		   Cascades the open Register/Statement
                                   windows (windows appear in a staggered
                                   stack).
	      Tile		   Tiles the Register/Statement windows so
                                   that all open Register/Statement windows
                                   can be viewed at once.
	      Arrange Icons	   Arranges any minimized Register/Statement
                                   icons.


             COMMON

	      Add ->		   Allows for the creation of  common
                                   transactions:
                                   Check, Checking Deposit, Checking Misc.,
                                   Checking Interest accrued, Savings
                                   Withdrawal, Savings Deposit, Savings
                                   Misc., Savings Interest accrued.
                                   A common transaction is a transaction that
                                   is made on a regular basis, such as a car
                                   payment.  There is a maximum of 32 Common
                                   transactions allowed.
	      Edit/Delete	   Allows you to change or delete Common
                                   Transactions.

              Date/Transaction/$$$*These menu items represent the common
                                   transactions created with the Add menu
                                   choice. When you select a common
                                   transaction, the appropriate transaction
                                   dialog will appear. Pressing OK when the
                                   dialog is displayed, will record the
                                   transaction for the current month.
















                                              Page 14  WinCheck Owner's Manual





             HELP

	      Index		   Displays the Index of the OnLine help
                                   information.
	      Overview		   Displays Overview information for
                                   WinCheck.
	      Keyboard		   Displays the Keyboard Controls for
                                   WinCheck.

	      Commands		   Displays information about the WinCheck
                                   Menu Commands.
	      Help on Help	   Activates the Microsoft Windows Index to
				   Using Help.
	      About		   Displays the WinCheck About dialog.


           Keyboard short cuts:

	     F1 	      Activates the OnLine Help Index.
	     F2 	      Displays Current Balance.
	     F3 	      Activates the Check dialog for writing a check.

	     F4 	      Activates the Checking Deposit dialog to record
                              a checking deposit.
	     F5 	      While in a Transaction Dialog, F5 will increase
                              the date in the date field (each time F5 is
                              pressed the date will increase by a day).
	     F6 	      While in a Transaction Dialog, F6 will decrease
                              the date in the date field (each time F6 is
                              pressed the date will decrease by a day).

























                                              Page 15  WinCheck Owner's Manual






           Dialog Boxes
             LOAD

              This allows you to load in another account.


	      OK		   Loads new account.
	      CANCEL		   Does not load new account.

	      Note:		   Only one account can be loaded at a time.
                                   If the account is password protected, the
                                   user will be prompted for a password at
                                   this time.



             TRANSACTIONS

              These are the checks, deposits, cash machines items, etc.  Use
              the TAB key to move between fields.

	      OK		   Adds the transaction.
	      CANCEL		   Does not add the transaction.
	      ANOTHER		   Adds the transaction and clears the edit
                                   fields so that another transaction of the
                                   same type can be made (i.e. another check
                                   can be written).
	      DETAILS		   Brings up the Transaction Details window
                                   that allows you to enter extra
                                   information.

	      PRINT		   If the transaction is a check, WinCheck
                                   will print the Check.
	      Note:		   A maximum of 16 transaction dialogs can be
                                   displayed at any one time.



















                                              Page 16  WinCheck Owner's Manual





              The Type drop down listbox allows you to specify the category
              of the transaction.  By default, all transactions are Personal.
              To add more types, simply type the new type into the edit field
              of the drop down listbox. If the type already has been entered,
              it can be selected from the listbox.

              Exported files are divided by type.
















































                                              Page 17  WinCheck Owner's Manual





             PICK A MONTH

              This dialog appears when you open a Register or a Statement.
              Select the month and year you want to view.

	      OK		   Opens the Register/Statement for the
                                   specified month and year.
	      CANCEL		   Does not open the Register/Statement.


             EDIT/DELETE
              Displays a listbox with the Common Transactions dialog.

	      EDIT		   Edits the selected Common Transaction.

	      DELETE		   Deletes the selected Common Transaction.
	      LEAVE		   Exits this dialog.

	      Hint:		   Double Clicking on a Common Transaction
                                   entry can also be used to edit it from the
                                   list.


































                                              Page 18  WinCheck Owner's Manual





             FIND Transaction

              Allows you to search for a string or types of transactions.

	      Search Range     Determines the dates to search.
                                   Can be:

                                        Search Current Month Only
                                        Search ALL months
                                        Search from: fill in month/year ->
                                              month/year  (i.e. 10/90
                                   11/90).
	      Trans:		   Determines the transaction to search for
                                   (i.e. checking deposit).
	      Type:		   Determines the type of transaction
                                   (Personal, etc) to search for.

	      Amount:		   Determines the amount to search for.  If
                                   left blank, then the search will consider
                                   any amount (wildcard).
	      Check #:		   For checks only.  Indicate the check
                                   number to search for.  If left blank, then
                                   the search will consider any check number
                                   (wildcard).
	      Keyword:		   For checks and Miscellaneous transactions
                                   only.  If the keyword in the field is in
                                   the To line for a check, or the
                                   Description line of a Misc, the search
                                   will consider it (i.e. Barbie Doll).  If
                                   left blank, the search will consider all
				   descriptions (wildcard).
	      Search		   Start the search.

	      Cancel		   Leave the Find Transaction dialog without
                                   searching.

              Hint:                The transactions found are summed.  Use
                                   this to figure out how much you spent on a
                                   certain thing by using clever search keys.
















                                              Page 19  WinCheck Owner's Manual





             SETTINGS

              Allows you to choose the preferences for WinCheck.

	      Register Sorting	   Determines how to sort the Register.  This
                                   can be changed for each Register window at
                                   any time; this is purely the initial sort
                                   method.
	      Statement Sorting    Determines how to sort the Statement.
                                   This can be changed for each Statement
                                   window at any time; this is purely the
                                   initial sort method.
	      Check Type	   Endstub checks have a different Tab field
                                   order than conventional checks.
                                   Otherwise, there is no difference.

	      Headings		   If checked, displays headings for the
                                   Register or Statement.
	      Wallpaper 	   If checked, the transactions have a
				   colorful texture (Color systems only).
	      Toolbox on startup   If checked, the Toolbox appears when you
                                   start WinCheck (mouse systems only)
	      Balance on startup   If checked, the Balance dialog appears
				   when you load an account.

	      Password Protection  If checked, the password entered in the
                                   edit fields is required to access the
                                   account.  The password must be the same in
                                   both fields.  Valid passwords are any
                                   string of characters up to 15 characters
                                   long.
	      OK		   Saves preferences.
	      CANCEL		   Uses previous preferences.






















                                              Page 20  WinCheck Owner's Manual





             CURRENT BALANCE (F2)

              Allows you to view your balance and the bank's current balance
              at any time except when in the WinCheck Form Designer.

             OK                   Close Balance window.

















































                                              Page 21  WinCheck Owner's Manual





             FORM ATTRIBUTES

              Lines Per Inch       This defines the number of lines per inch
                                   your form is designed for.  Almost every
                                   form is designed for 6 lines per inch (the
                                   default value).
              Chars per Inch       This defines the number of characters per
                                   inch your form is designed for.  Almost
                                   every form is designed for 10 characters
                                   per inch (the default value).
              Form Vert Size       This defines the number of lines for a
                                   single check.  For example, if you have a
                                   check that is 3.5 inches deep, and you are
                                   printing at 6 lines per inch, then your
                                   check would be 21 lines long.

              Form Horiz Size      This defines the number of inches wide
                                   your form measures.  Typically 8 inches
                                   (the default value).
              Forms Per Page       This defines the number of checks that fit
                                   on a single printer page.  A check queue
                                   will be the size of this number (valid
                                   range is 1-5).  As you print checks, this
                                   queue will fill up.  When the queue is
                                   full (or when you exit WinCheck), the
                                   queue will print.  This allows laser
                                   printer forms with three checks per page
                                   to print all three checks at once.  If you
                                   are using a dot matrix printer, you may
                                   find it annoying that a page eject is
                                   produced after printing a check.  This is
                                   a limitation of Windows.  Therefore, by
                                   specifying a number of checks per page,
                                   you can print a pageful of checks at a
                                   time, reducing the number of times you
                                   need to "wind the printer back".



















                                              Page 22  WinCheck Owner's Manual





             CHECK FIELD ATTRIBUTES

              Chars Wide           This defines the number of characters wide
                                   the text field may be.
              Lines Deep           This defines the number of lines deep the
                                   field may be.  Generally, the field is one
                                   line deep, with the exception of the
                                   address field.  In this case, it should be
                                   four lines deep.
              Check Field Type     This allows you to define the type of text
                                   field.  There are eight standard fields,
                                   plus a custom field.  The standard fields
                                   will be automatically filled in when you
                                   print the check.  The custom field will
                                   print the text you enter in this dialog.








































                                              Page 23  WinCheck Owner's Manual





             TRANSACTION DETAILS

              This dialog allows you to save additional information about a
              transaction.  Information entered in the memo line field(s)
              will be printed when printing checks.  Information entered in
              the address section will be printed on checks if an address
              field as included.

              Comments are not printed.














































                                              Page 24  WinCheck Owner's Manual





             SPLIT TRANSACTION DIALOG

              Splitting a transaction takes place after you have pressed the
              OK or ANOTHER button on a transaction if the "Type" field
              displays "Split...".

              Amount Accted For    This is how much money has been assigned
                                   to a category.
              Amount Remaining     This is how much money is not assigned to
                                   a category.  This number must be 0.00 in
                                   order to leave the split dialog.
              ADD                  Assigns the amount in the edit field to
                                   the category in the Type field, and adds
                                   it to the list of assigned amounts.

              DELETE               If an amount is selected in the list, this
                                   will delete it.
              MODIFY               If an amount is selected in the list, this
                                   will replace it.
              HELP                 Brings up a help screen containing the
                                   information on this page.
              OK                   Accepts the list.


              For an example, please refer to the "How To" section of this
              manual.





























                                              Page 25  WinCheck Owner's Manual





             EDIT CATEGORIES

              To edit categories, choose "Edit Categories" from the "File"
              menu.

              Select a category from the list.

              DELETE               Removes the category.
              MODIFY               Replaces the selected category with the
                                   category in the edit field.

              Note:                Deleting a category is a permanent
                                   decision.  Make sure that none of your
                                   transactions are still using this
                                   category.  WinCheck will not lose these
                                   transactions, but the reports will place
                                   these dollar amounts in a category titled
                                   "Deleted".


              Modifying a category will change that category description
              throughout your entire register.  For example, changing
              "Business" to "Pleasure" will affect every "Business"
              transaction in your account.

              It is not possible to delete or modify the category "Personal".





























                                              Page 26  WinCheck Owner's Manual





             REPORT GENERATOR

              WinCheck has a report generator that allows for printing and
              viewing reports.  Bring up the Report Generator Dialog from the
              "File" menu.  Select the starting month of the report span,
              then select the ending month.  Select the report type you wish
              to view.

              Pressing the "View" button gives a quick look at the report on
              the screen.  It is not possible to page backwards through the
              report.

              Pressing the "Print" button prints the report on the printer
              specified in the Select Printer Dialog.

             SELECTING PRINTERS

              Choosing "Select Printer" from the "File" menu will bring up
              the Select Printers dialog.  For each type of printout (Checks,
              Reports), choose a printer.  When complete, press OK.  To use
              the default printer for everything, press USE DEFAULT, and then
              press OK.

































                                              Page 27  WinCheck Owner's Manual





          Starting a New Account

           Setting up a WinCheck bank account is easy.  After starting the
           WinCheck program you are prompted for the account ID of the
           account which you would like to work with.  Valid account ID's are
           1-3 characters in length, only A-Z, 0-9 characters are allowed.
           To start a new account, type in an account ID that you have not
           used before.  Doing this will bring up a dialog asking to open a
           new account (click the OK button to start a new account with the
           specified account ID).
           Once a new account is started, the balance for checking and saving
           is $0.00.  To specify an initial checking account balance, choose
           Misc from the Checking menu.  Enter the starting balance amount in
           the Amount field and type "Starting Balance" in the Description
           field.  Check both the Credit account and Cleared boxes.  Click on
           the button marked Details or press ALT+D to access Details from
           the keyboard.  Press the TAB key six times to advance to the
           Comments section or click within the Comments section with the
           mouse.  In the Comments section, you can type any notes about a
           particular transaction.  In this case, you might want to type in a
           note indicating that this transaction is the initial checking
           account balance for WinCheck.  The other fields in the Details
           dialog are used to enter a mailing address and memo information
           for printing checks.  Once you have entered the comment, click OK
           to close the Details dialog and OK again to close the Checking
           Deposit dialog.

           To specify an initial Savings account balance, choose Misc from
           the Savings menu and type a beginning balance figure in the Amount
           field and type "Starting Balance" in the Description field.
           Next, you might want to add your paycheck amount to the Common
           menu so that each time you are paid, the amount can be entered in
           one step.  From the Common menu choose Add and select Checking
           Misc.  Enter the date you are paid, the amount, and type PayCheck
           in the Description field.  Check both the Credit account and
           Cleared boxes. Press OK to add the transaction to the Common menu
           for later access.


















                                              Page 28  WinCheck Owner's Manual





          Using WinCheck

           Daily Activities

             Once you have started your account with WinCheck, there are a few
             activities you will do often:

             1.Enter checks you wrote while away from home.  This can be done
              by pressing F3, or by choosing Check from the Checking Menu.
             2.Create checks at home.  This can include bill paying, or other
              expenses.  WinCheck can print the checks on any available blank
              check that will fit in a printer.  WinCheck can keep track of
              up to 32 "Common Transactions", these transactions are those
              that happen on a repeat basis.  For example, payday can be
              entered as a common transaction, allowing you to make your
              payroll deposit with a single menu choice.  Also, bills can be
              automatically paid with a single menu choice.

             3.Enter deposits, transfers, or other transactions.

           Less Common Activities
             There are some other activities that you will not do as often:

             1.Reconcile and Balance your account.  Usually once a month, you
              can flag all of your banking transactions as cleared by your
              bank.  Afterwards, you can check you balance to the bank's
              balance, and as long as they match, your account is A.O.K.
             2.Create Common Transactions.  Here you can define a transaction
              that will happen on a repeat basis (i.e. Car Payment, etc).

             3.Create Check Form Templates, or load templates.  The WinCheck
              Form Designer allows you to create a template to print on
              anything that will fit in your printer!
             4.Print reports.  WinCheck's Report Dialog has a list of the
              types of reports available.

             5.Change WinCheck settings.


















                                              Page 29  WinCheck Owner's Manual





          Transaction Types

           Transactions by default are of the type "Personal".  If you do not
           wish to separate your transactions by type, just leave the type in
           the "Type" field of a transaction dialog as "Personal".  However,
           if you wish to create new transaction types, such as "Business",
           "Utility", "Cats", etc, you can use the "Type" field to select
           one.  To add a new type to the list, just type it in; WinCheck
           will automatically add the type to the list.


           When you export your account to a file, the type field will be
           used to separate transactions.  Each column of information will be
           for a different type.
           Sample Exported File:


           CHECKING CREDITS

                                                Personal  Bills     Utility

           11/01/90         Checking Deposit    1000.00

           CHECKING DEBITS

                                                Personal  Bills     Utility

           11/01/90  #103   Phil's Cat Cabana   45.96
           11/12/90  #104   Pacific Power Company                   23.33
           11/07/90         Checking Cash Machine         60.00
           11/12/90         Credit Card Payment           250.00
























                                              Page 30  WinCheck Owner's Manual





          Checks:

           Check Details:

             WinCheck can keep extra information about any transaction.  This
             information can be accessed by pressing the "Details..." button
             in the transaction dialog.  For this section, we will refer to
             the check dialog.

             The Transaction Details dialog provides for three pieces of
             information:
               1. Two memo lines.  These will be printed on the memo line of
                  a check (if your form includes a memo field(s)).

               2. An address.  This is the address of the recipient of the
                  check.  If you print the check, and use envelopes with a
                  window, you can have the address show through the window.
               3. Comments.  You can enter any information you want in this
                  field.  It will not be printed.

           Entering Checks you wrote away from home:


             WinCheck has dialogs for entering checks.  There are two slightly
             different variations: Conventional and Endstub.  The only
             difference between the two are the tab ordering of the fields.
             When entering in the data, the check number field will have the
             next available check number in it.  If you write your checks in
             order, you will not need to change this field.  The current date
             will be in the date field.  You can manually type in a new date,
             or you can use the F5 and F6 keys to move down or up a day,
             respectively.  The F5 and F6 keys only work while the blinking
             caret is in the date field.  If you enter an invalid date,
             WinCheck will prompt you for a correct date.  If you enter an
             invalid dollar amount, WinCheck will inform you of it's
             interpretation of the number.



















                                              Page 31  WinCheck Owner's Manual






           Creating Checks at home:

             WinCheck can print checks to any blank check that fits in your
             printer.  Before printing checks, use the WinCheck Print Form
             Designer to design your check form.  Enter the information into
             the check fields as you would normally.  If you like a memo and
             address field printed on the check, be sure to add the
             information to the check with the Details dialog (a memo an
             address field will also need to be part of your form or it won't
             print the fields).  Make sure the details dialog has the address
             and memo line information you want.  Once this is OK, press the
             "Print" button from the check dialog.  If you are using a Check
             Print Queue, the check will be entered into the check printing
             queue.  If the queue is full, all of the checks in the queue will
             be printed.  Pressing "Print" will also save the check into the
             data file (the equivalent of pressing the OK button).  If you
             want to print a previously entered check, double click on the
             check entry from the check Register or Statement.

           Common Checks:

             If you add checks to the Common Transactions, you should also
             enter the check details such as an account number for the memo
             field and a recipient address.  This way, when you actually write
             checks at home from the Common menu, the check details will be
             automatically filled in.  By using the Common Check and details,
             paying a bill is as simple as a Menu Choice, a push of the
             "Print" button, a signature, and sealing the envelope!


























                                              Page 32  WinCheck Owner's Manual





          Deposits:

           There are two ways to make a deposit to your account.  You can
           choose "Deposit" from the Checking or Savings menus, or you can
           choose "Misc" from the Checking or Savings menu.  If you choose
           "Misc", you can describe the type of deposit (i.e. "Direct
           Deposit", or "Bank Credit").  Be sure to check the "Credit
           Account" box on the Misc dialog, otherwise the amount will be
           deducted from your balance instead of credited.
           Take advantage of the Common Transactions to put your paychecks
           and other direct deposits using the Deposit or Misc transaction
           types.

           For both the Deposit and Misc dialogs, if you press F5 or F6 while
           on the Date field, you will move the date up or down one day,
           respectively.


          Cash Machine:

           The cash machine allows you to indicate cash machine withdrawals.
           You can indicate common withdrawal amounts of cash, or you can
           type in the exact amount you withdrew.  Note that these
           transactions are automatically flagged as "Cleared" by WinCheck.
           This is because the transaction was done electronically through
           your bank and thus clear immediately.  To unclear a transaction,
           use the Register or Statement.
           If you press F5 or F6 while on the Date field, you will move the
           date up or down one day, respectively.


          Transfers:

           You can indicate transfers of funds from checking to savings or
           vice versa.  Enter the amount and date in the fields.
           If you press F5 or F6 while in the Date field, you will move the
           date up or down one day, respectively.


















                                              Page 33  WinCheck Owner's Manual





          Interest:

           If your checking account or savings account accrues interest, you
           can enter the amount with this dialog.  Enter the amount and date
           in the fields.
           If you press F5 or F6 while in the Date field, you will move the
           date up or down one day, respectively.


          Miscellaneous:

           If none of the transaction types suit your needs, you can make up
           your own transaction here.  Type the description of the
           transaction into the Description field, and enter the date and
           amount.  If the transaction adds money to your balance, check the
           "credit account" box.  By default, this is not checked.

           If you press F5 or F6 while in the Date field, you will move the
           date up or down one day, respectively.




































                                              Page 34  WinCheck Owner's Manual





          The Register:

           The Check Register can be used for many different operations:
             1.Reconciliation of transactions.

             2.Deletion of transactions.
             3.Modification of transactions.
             4.Changing transactions from one date to another.
             5.Viewing your running balance.

             6.Finding Transactions (although you can use the Find function).
           The Register Appearance:

             The Register is a window with a caption (header) and a listbox.
             The caption indicates the columns and the information each one
             provides.  The Header Line will only appear if the Headings box
             is checked in the Settings dialog.  The Register window can be
             minimized, sized, closed, or arranged with the Window menu option
             on the Main Window.

             Multiple Registers and Statements from the same or different
             months can be open at once.  Opening the same Register twice can
             be helpful for comparing different parts of the month to each
             other.  Opening a register from two different months can be
             helpful for comparing months' transactions.  The Window menu
             lists the open windows and can be used to jump from one window to
             another.
             If an asterisk appears by the dollar amount or date on the
             transaction, this indicates that it has been cleared by the bank.

             For both checking and savings, there are two columns for your
             running balance.  The Checking has "ChkBal" and "BnkChk" columns.
             "ChkBal" indicates your balance.  This is updated with every
             transaction you make.  In a idealistic system where all
             transactions instantly clear the bank, this would be your true
             running balance.  However, banks are usually a few days behind in
             clearing transactions, hence the "BnkChk" column.  Only those
             transactions that are cleared will show up in this column.

















                                              Page 35  WinCheck Owner's Manual





             The Register listbox is a Multiple Selection listbox.  To select
             one item, click on it (or use the arrow keys to move to it).  To
             select a block of items, use the shift key and arrow keys, or
             click and drag the mouse.  This could be helpful to clear a group
             of checks at one time when your bank statement arrives.  To
             select non-contiguous transactions, use the control key and mouse
             or arrow keys.  Consult your Windows User Manual for more
             information on Multiple Selection Listboxes.

             The number of Register windows open at one time depends on the
             amount of memory your system has available.












































                                              Page 36  WinCheck Owner's Manual






           Reconciliation of Transactions:
             To reconcile (clear) a transaction(s), select it, and then choose
             "Clear" from the Data menu.  Once cleared, these transactions
             will now have an asterisk beside them, and the "BnkChk" column
             will update to reflect the Bank's balance.  When you have
             reconciled every transaction that your bank knows about, compare
             the "BnkChk" balance with the Bank's balance.  If they match up,
             you have a balanced account!

             Pressing the F2 key will bring up the current balances of your
             account.

           Deletion of Transactions:

             To delete a transaction, select it, and then choose "Delete" from
             the Data menu.  Be sure you really want to do this, as the data
             cannot be undeleted.

           Modification of Transactions:
             To modify a transaction(s), select the transaction(s), and double
             click the mouse, or press the Enter key.  The transaction(s) will
             appear on the screen in their respective dialogs so the
             information can be edited.  You can have a maximum of 16
             transaction dialogs open at any one time.

           Changing Transactions from one Date to Another:

             Edit the transaction, and change the date.  WinCheck will then
             automatically move it to the new place in the register (if sorted
             by date).

           Viewing your Running Balance:

             You can view your running balance with the Register.  For a most
             accurate reflection, you should set the sorting to be by Date.
             This can be done from the "Sort" option in the Data menu.
             NOTE:            Each window has it's own sort options.
                              Changing the sorting option for one window does
                              not change the sorting option for another
                              window.














                                              Page 37  WinCheck Owner's Manual





          The Statement:

           The Check Statement can be used for many different operations:
             1.Reconciliation of transactions.

             2.Deletion of transactions.
             3.Modification of transactions.
             4.Changing transactions from one date to another.
             5.Finding Transactions (although you can use the Find function).














































                                              Page 38  WinCheck Owner's Manual






           The Statement Appearance:
             The major difference between the Register and the Statement is
             the range of items displayed.  The Register displays the items as
             they would be in your check register.  The Statement displays
             items as they would appear on a Bank statement.  Deposits are
             first, then checks, then other transactions.  Register Windows
             display transactions for a month.  Statement windows display
             transactions for a month long cycle (i.e. Jan 15 through Feb 15).
             The "Settings" option under the File menu allows you to specify
             the start of the bank cycle.

             The Statement is a window with a Header and a listbox.  The
             Header indicates the columns and the information each one
             provides.  The Statement window can be minimized, sized, closed,
             or arranged with the Window menu option on the Main Window.
             It is completely OK to have more than one window open of the same
             month.  This can be helpful comparing different parts of the
             month to each other.

             If an asterisk appears by the dollar amount or date on the
             transaction, this indicates that it has been cleared by the bank.
             If the "Display Uncleared" option is checked on the Data Menu,
             then only those transactions that have yet to clear the bank will
             appear.  This is useful for the "Elimination Method" of
             reconciliation.

             For both checking and savings, there is a column for the
             transaction amount.
             The Statement listbox is a Multiple Selection listbox.  To select
             one item, click on it (or use the arrow keys to move to it).  To
             select a block of items, use the shift key and arrow keys, or
             click and drag the mouse.  To select non-contiguous transactions,
             use the control key and mouse or arrow keys.  Consult your
             Windows User Manual for more information on Multiple Selection
             Listboxes.



















                                              Page 39  WinCheck Owner's Manual






           Reconciliation of Transactions:
             To reconcile (clear) a transaction(s), select it, and then choose
             "Clear" from the Data menu.  These transactions will now have an
             asterisk beside them, and the "BnkChk" column will reflect the
             Bank's balance.  When you have reconciled every transaction,
             press the F2 key to bring up the balances of your account.  If
             you have the "Display Uncleared" menu option checked, the cleared
             transactions will not be displayed.

           Deletion of Transactions:

             To delete a transaction, select it, and then choose "Delete" from
             the Data menu.  Be sure you really want to do this, as the data
             cannot be undeleted.

           Modification of Transactions:

             To modify a transaction(s), select the transaction(s), and double
             click the mouse, or press the Enter key.  The transaction(s) will
             appear on the screen in their respective dialogs so the
             information can be edited.  You can have a maximum of 16
             transaction dialogs open at any one time.

           Changing Transactions from one Date to Another:
             Edit the transaction, and change the date.  WinCheck will
             automatically move it to the new place in the Statement (if
             sorted by date).

           Finding Transactions:

             View the Statement and locate the transaction or use the Find
             Transaction function for quicker results.

             NOTE:            Each window has it's own sort options.
                              Changing the sorting option for one window does
                              not change the sorting option for another
                              window.

















                                              Page 40  WinCheck Owner's Manual





          Finding Transactions:

           To find a transaction, the easiest method is to choose the
           "Find..." option from the File menu.  Here you can fill in a
           search key to find your transaction.  You can make the key as
           detailed or vague as you wish.  You can also specify the search
           range to be either the current month, all months, or a range of
           months.
           Once you have pressed the OK button, WinCheck will display all of
           the transactions it finds in a listbox.  If no transactions are
           found, the listbox will be empty.  Double clicking on the
           transaction or pressing the "view" button will display the
           transaction dialog.  Pressing the "View & Register" button will
           display that transaction, and open the appropriate Register.

           Pressing "Leave" will exit the Find function.


          Common Transactions:

           There are many transactions that you make on a regular basis:
           PayCheck deposits, Bills, Direct Payments.  WinCheck will keep a
           record of these transactions, and add them directly to the Common
           menu.  You can have up to 32 Common Transactions per account.
           To add a common Transaction, choose "Add" from the Common Menu.
           Decide the type of transaction you wish to add.  Fill in as many
           or as few fields as you wish.  Be sure to add details to this
           transaction if you want them to be added every time you make this
           transaction.

           Once you have added a transaction to the Common List, you can then
           view it on the Common menu.  Choosing the menu item will bring up
           a new transaction, with the fields already filled in.  However,
           the date and the check number (when applicable) will reflect the
           current date and the next available check number.  The details of
           the transaction will also have any details you entered in the
           common transaction.
           To Edit or Delete a common transaction, choose the Edit/Delete
           option from the Common menu.  Select the transaction, and push the
           Edit or Delete button.  When you are done, press the Leave button.















                                              Page 41  WinCheck Owner's Manual





          Exporting Files

           To Export a file, choose "Export" from the File menu.  This menu
           option will only be available if a check Register is open and
           active.  A file with a extension of the Account ID is created in
           your WinCheck directory.  The file is saved in a tab delimited
           text format which is readable by most spreadsheet programs such as
           Microsoft Excel, 1-2-3, etc.
           The filename consists of EXPmmyy.iii, where:

           mm               The Month of the exported register.
           yy               The Year of the exported register.

           iii              The Account ID.


           Example:         EXP0990.TUT,  for September, 1990 Month, account
                            TUT.





































                                              Page 42  WinCheck Owner's Manual





          Settings

           WinCheck has a few settings that are individual to an account.
           These can be obtained by bringing up the Settings dialog from the
           File menu.


          Register Sorting     When you open a new Register, this is the way
                               it will sort the information initially.  You
                               can change the sorting for that particular
                               window from the menu bar (Data... Sort).  If
                               the Headings box is checked, the headings
                               caption will be displayed in the Register
                               window.
          Statement Sorting    When you open a new Statement, this is the way
                               it will sort the information initially.  You
                               can change the sorting for that particular
                               window from the menu bar (Data... Sort).  If
                               the Headings box is checked, the headings
                               caption will be displayed in the Statement
                               window.

          Check Type           This defines your check type (Regular or
                               Endstub).  The only difference is the tab
                               ordering of the data fields.
          Transaction WallpaperIf checked, a pattern will appear for each
                               transaction (color systems only).

          Toolbox on Startup   If checked, the Toolbox, an icon-based command
                               menu, will appear when you start WinCheck
                               (mouse systems only).
          Balance on Startup   If checked, your current balance will be
                               displayed when you start WinCheck.

          Password Protection  If checked, you are prompted for a password
                               when loading the account.



















                                              Page 43  WinCheck Owner's Manual





          WinCheck Form Designer:

           The WinCheck form designer allows you to create or edit forms to
           print checks.
           There are several options you can do from the Form Designer:

            1.  Create a new template.  Choose "New" from the File Menu to
                create a new template.
            2.  Load a form template.  This will set your default printing
                template also.  Choose "Load" from the File Menu.
            3.  Save a form template.  This will save the template on the
                screen.  It will not add it to your list of templates.  If
                this template already exists in your list, it will update the
                file.

            4.  Save a form template and add it to your list.  This will save
                the template, and allow you to give it a "human" description.
                When you load templates, you can load by description.
            5.  Change the form attributes.
            6.  Print a test form.  You can use this to determine if your
                form is printing correctly.
            7.  Edit a template.

































                                              Page 44  WinCheck Owner's Manual






           Form Attributes:
             A form describes one check.  If you have three checks per page,
             you still want to describe the properties of only one check.


           Lines Per Inch       This defines the number of lines per inch the
                                template is designed for.  Typically, you
                                should leave this as six lines per inch.

           Characters Per Inch  This defines the number of characters per
                                inch the template is designed for.  Typically
                                you should leave this as 10 characters per
                                inch.
           Form vertical size   This defines how many lines deep your check
                                is.  If your check is three and one half
                                inches deep, and you are using 6 lines per
                                inch, then your check would be 21 lines deep.
           Form Horizontal size This defines how wide the form is.  Usually
                                eight inches wide, but some forms may be
                                wider.
           Forms per page       This defines the size of the Check Printing
                                Queue.  This should reflect the number of
                                checks per page.

           Check Printing Queue:

           Windows is not capable of printing part of a page.  Windows
           expects an entire page to be printed at a time.  To overcome this
           limitation, WinCheck has a check queue.  As you select the "Print"
           button from checks, WinCheck will add them to the Check queue.
           When the check queue is full (i.e. a page is full), then the
           entire page will print.
           On some printers, you can change the page size.  Check with
           Windows Control Panel to see if your printer supports this.  If
           your printer can accept a page size change, then you can change
           the size of the page to reflect the size of the check.  In this
           case, it is possible to leave "forms per page" to 1, and have each
           check print individually.
















                                              Page 45  WinCheck Owner's Manual






           Editing the form:
             You can edit the form on the workspace with the mouse only.  A
             text field is a block on the form that indicates the area in
             which information can be printed.  A text field has many
             attributes (see Text field attributes).

             Clicking and dragging the text field moves it.  Double clicking
             on a text field will bring up the text attributes.
             Pressing the Delete key while the cursor is over a field will
             delete it.

             Pressing the Insert key will insert a new text field at the
             cursor location.

           Text Field Attributes:

             The text field has the following properties:

             Chars Wide       This defines how many characters wide the field
                              can be.
             Lines Deep       This define how many lines deep a field can be.
                              It is recommended that this value be set to 1
                              for all fields except the address field, which
                              should be four lines deep.

             Check Field Type This defines what information will be in the
                              field.  If the field is set to "Text", then you
                              can place characters in the field that will
                              print on the form.

























                                              Page 46  WinCheck Owner's Manual





          Printing Your First Check

           Printing the first check is the most work.  Almost all of this
           work can be avoided by purchasing a check that matches the
           included check templates.  The "Default LaserJet" template will
           print on the NEBS B9039-1 General Purpose Laser Check.  NEBS can
           be reached at 1-800-225-9550.  The "Default Epson" template was
           designed to print on the checks enclosed with the "Quicken"
           software package.
           Here are the steps that should be taken when you get ready to
           print checks the first time:

            1.  Purchase computer check forms from your favorite dealer.
            2.  Start up WinCheck, but do not put the forms in your printer
                yet.
            3.  If you are using a supported form, choose "Load Form
                Template" from the WinCheck Form Designer (Activated by
                choosing "Check Form Printer Setup" from the "File") menu.
                Step 4 should not be necessary.

            4.  If you want to create a new check form, choose "New Form
                Template" from the WinCheck form designer.  Create the fields
                to fill in your check (double clicking the right button on
                the mouse adds a new field, or press the insert key).
                Describe the attributes of the field(s).  Double clicking
                with the left button on an already existing field will allow
                you to edit the attributes.  Double clicking with the left
                button on the "workspace" of the WinCheck form designer will
                allow you to describe you form attributes.  Form attributes
                describe the size of one check.  If you are using a laser
                printer, describe the full page (unless your check form has
                multiple checks per page).  If you are using a dot-matrix
                printer, describe one check.  If three checks fit on a page,
                you can indicate this.
            5.  Once you have described the "rough draft" (or loaded in an
                existing template), print a test form on plain paper.  Hold
                the test form against your check form and make sure all of
                the fields line up (you can use a lightbulb to see through
                the papers).  Click and drag fields to line them up.
















                                              Page 47  WinCheck Owner's Manual





            6.  Repeat step 5 until your rough draft is OK.  If you have not
                saved this template before, choose "Save & Add" from the
                WinCheck form designer.  Describe your template however you
                want, and pick a filename.  If you have previously saved your
                file, just choose "Save".
            7.  Now you are ready to print checks!

















































                                              Page 48  WinCheck Owner's Manual





          Password Protection

           WinCheck allows for password protection of data.  In the settings
           Dialog Box, check the Password Protection box, and enter the same
           password in both edit fields.


           For your safety, Wilson WindowWare will not assist users in
           recovering data due to forgotten or lost passwords.














































                                              Page 49  WinCheck Owner's Manual





          Tips & Techniques

           Take advantage of the Misc transaction.  Direct Deposits,
           automatic withdrawals, service fees, and more can be entered here.
           Take advantage of the Type field in the Transaction dialogs. You
           can accurately and carefully track your finances this way.  For
           example, you can break transactions out to be Personal or
           Business, Taxable or Non Taxable, or whatever your imagination
           decides.  Other types fields could be rent, entertainment,
           shareware registration, utilities, or teenager expenses.

           Use the Common Transactions to the fullest!  Bill paying can be
           just a few keystrokes or mouse clicks away.  By using the Misc
           transaction for everything except checks, you can have detailed
           descriptions on the menu bar.
           Generally, it is a good idea to only reconcile when your bank
           statement arrives.  This way you can use the Display Uncleared
           (from the data menu) to make sure you have not forgotten to enter
           any transactions.  Once no transactions appear, you should be done
           balancing (everything has cleared the bank).

           Take advantage of the Transaction Details.  You can put account
           numbers or other important information on the memo line for added
           security.  If you purchase envelopes with windows, you can have
           the recipients address printed on your check so it views through
           the window.  Take advantage of the Comments section so you can
           look back later.
           When you create form templates, please feel free to distribute
           them everywhere.  Many other users would love to have pre-defined
           forms.  A good description would be the form inventory number and
           manufacturer.

           Forms are device independent as long as you leave the lines per
           inch and characters per inch settings at their defaults (6 LPI and
           10 CPI).
           Register this product!  By registering this product, you will keep
           informed about updates, and you will keep me motivated to make
           more nifty windows apps.

















                                              Page 50  WinCheck Owner's Manual





          How To

           Here is a list of How-To steps for many common actions with
           WinCheck.

           Starting a new Account

             Please refer to the Section "Starting a New Account".


           Entering Checks written while away from home

             Example:You go shopping at the grocery store, pick up some
                     videos at the video rental outlet, and you have an
                     espresso at the coffee shop.
             1. Select "Check" from the menu or Toolbox.

             2. Fill in the fields for the grocery store, and indicate the
                amount.  When the fields are complete, press the ANOTHER
                button.
             3. Repeat step 2 for the video store.

             4. Repeat step 2 for the coffee shop, except press the OK
                button.































                                              Page 51  WinCheck Owner's Manual






           Setting up WinCheck for Bill Paying
             1. If your periodical bill (i.e. monthly, weekly, etc) is not on
                the Common menu, choose "Add" from the Common Menu.

             2. If you pay your bill by check, choose "Check" from the Add
                menu.  If you pay you bill electronically (such as automatic
                payments), choose "Misc" from the Add menu.
             3. Fill in the fields to indicate the appearance of the bill.
                If the dollar amount varies for each time you get the bill,
                fill in the dollar amount for 0.00 or leave it blank.

             4. If the transaction is the "Misc" type, fill in the
                description.
             5. If the bill falls into a category other than "Personal",
                choose the category.

             6. If the bill is paid by check, and you print your own checks,
                fill in the Details dialog.  By indicating the address and
                account number of the bill, you can avoid having to enter it
                in the future.
             7. Choose OK from the transaction.  The bill will not be on the
                Common menu.
































                                              Page 52  WinCheck Owner's Manual






           Paying Bills
             1. If your periodical bill is not on the Common Menu, consider
                adding it (see above section, "Setting up WinCheck for Bill
                Paying").

             2. If you print checks, load your printer with the check forms,
                and note the check number.  Otherwise, skip steps 3, 4 and 5.
             3. If your bill is on the Common menu, select the bill, adjust
                the amount (if necessary), and press the PRINT button.

             4. If your bill is not on the Common menu, select "Check" from
                the menu or toolbox, fill in the fields, and press the PRINT
                button.
             5. Repeat steps 3 and 4 until your bills are paid.  Ignore steps
                6-8.

             6. If you bill is on the Common menu, select the bill, adjust
                the amount (if necessary), and press the OK button.
             7. If your bill is not on the Common menu, select "Check" from
                the menu or toolbox, fill in the fields, and press the OK or
                ANOTHER button (depending if you have more bills).

             8. Repeat steps 6 and 7 until your bills are paid.































                                              Page 53  WinCheck Owner's Manual






           Your Bank Statement Arrives
             1. Open up a Statement window for the month.  If you have
                transactions from the previous month that did not clear, you
                may need to open last month's Statement window also.  Choose
                "Display Statement" from the File menu.

             2. Choose "Display Uncleared Only" from the Data menu for each
                Statement Window.  For example, if you have January and
                February's statements, activate January by clicking the mouse
                on it (or from the Window menu), and then choose Data...
                Display Uncleared.  Do the same steps for February.
             3. You will see a list of the transactions that have not yet
                cleared the bank.  The ordering should closely math your bank
                statement.  You may need to change the sorting order, this
                can be done through the File menu.

             4. Compare the transactions on the bank's statement with your
                statement to make sure the amounts agree.  If the amounts
                disagree, either contact your bank, or change your amounts to
                reflect the bank's statement.
             5. Once the amounts agree, select the transactions that are on
                the bank's statement.  You can select multiple transactions
                by holding down the CTRL key while selecting.

             6. Choose "clear" from the Data menu.
             7. Repeat steps 4-6 until all of the transactions on the bank's
                statement have been indicated.

             8. Enter in your bank's service fees, if any.
             9. Check your balance by either opening a register, or by
                pressing F2.  The Bank's balance should match up.  If you
                have made deposits that have not cleared, they may reflect on
                this balance.  If you have, it will be necessary to open the
                register to examine the bank's balance on the closing day of
                your statement.



















                                              Page 54  WinCheck Owner's Manual






           Payday!
             1. If your paycheck(s) are on the Common menu, choose them, and
                press OK.  You are done!

             2. Otherwise, consider adding your payroll to the Common menu.
                If you are using direct deposit, you could use the "Misc"
                transaction to indicate this.  Make sure that you check the
                "Credit" box on the Misc transaction to indicate that this
                transaction is adding money to your account.

           A night on the town

             Example:You head downtown, withdraw $50 from the cash machine,
                     write a check for dinner, and withdraw another $50 for
                     late night dancing.
             1. Select "Cash Machine" from the Menu or Toolbox.  Indicate the
                dollar amount and press ANOTHER to enter your second "hit" on
                the cash machine.  Note that your bank's balance is updated
                immediately for cash machine withdrawals.  To change this,
                uncheck the "Cleared" box before pressing the ANOTHER key.

             2. Indicate the dollar amount for the second withdrawal, and
                press OK.
             3. Enter your check for dinner.






























                                              Page 55  WinCheck Owner's Manual






           Splitting a Transaction
             Example:You have written a check to your stockbroker for
                     $1000.00.  Of this amount, $500 is for stock, $250.00 is
                     for a money market, and $250.00 is for a margin call.


             1. Enter the check for $1000.00 and make sure that the type
                field displays "Split...".
             2. Press OK or ANOTHER to bring up the split Dialog.

             3. Type "500.00" into the amount field, and select "Stock" in
                the type field.  If this category does not exists, type the
                word "Stock" into the field.
             4. Press ADD.

             5. Type "250.00" into the amount field, select "Money Mkt" (or
                type it in), and press ADD.
             6. Do the same for "Margin".

             7. Press OK.


































                                              Page 56  WinCheck Owner's Manual





          Appendix A:  WinCheck Messages

           The following is a list of WinCheck messages and their meanings.

          Message(s)             Meaning
          Too many open          WinCheck can display
          Transactions.          up to 16 transaction
                                 dialogs
                                 simultaneously.
                                 However, only one new
                                 transaction is
                                 allowed.


          Not Enough Memory.     WinCheck requires
          Close some             about 256K of memory
          Registers/Statements,  to run efficiently.
          and try again.

          Too low on memory to
          do anything (xxx
          Bytes). Close some
          registers/statements/
          other apps and try
          again.

          Limit Reached on       WinCheck can keep
          Common Transactions    track of 32 Common
                                 Transactions.


          There is no data to    WinCheck will not
          search.                search, or display
                                 registers/statements/
          There is no data to    reports until a
          calculate.             transaction has been
                                 entered.
          There is no data to
          password protect.

          Too many matches!      WinCheck can display
                                 up to 100 matches
                                 during a search.
                                 Matches over 100 are
                                 not displayed.  The
                                 "total" figure,
                                 however, is accurate.








                                              Page 57  WinCheck Owner's Manual





          The date is            Example: 03/09/91
          incorrect. Please use
          MM/DD/YY format.


          Negative Sign          WinCheck
          Unnecessary.           automatically adds or
                                 subtracts the amount
                                 from the register.
                                 In the case of
                                 Miscellaneous
                                 transactions, use the
                                 "Credit" checkbox to
                                 indicate deposits to
                                 your account.

          Warning: $.$$$         WinCheck rounds
          changed to $.$$        transactions to the
                                 penny.


          Invalid ID- Please     WinCheck must have an
          use characters and     account ID of 1-3
          numbers only.          characters, A-Z, 0-9
                                 only.


          Unknown Data Type.     Your data files my be
          Using Default Data     corrupted.  Check
          Type                   your register.

          Error While Printing   Refer to your Windows
          Printing Aborted       owner's manual for
                                 printing problems.


          Please do not enter a  All WinCheck
          file extension.        templates must have
          WinCheck will          .WCT as the
          automatically add      extension.
          .WCT to the filename














                                              Page 58  WinCheck Owner's Manual





          Unable to access       An error occurred
          printer driver. Check  while loading the
          to make sure the       Windows Printer
          printer is active via  Driver.  Consult your
          Control Panel          Windows Owner's
                                 manual for printing
          Failure to Load        problems.
          Printer DLL

          Failure to Access
          Printer DLL



          Added Check to Check   WinCheck has queued
          Print Queue            up this check for
                                 printing.  It will
                                 print it when the
                                 queue is full, or
                                 when you exit
                                 WinCheck.


          All money must be      When splitting
          accounted for.         transactions, the sum
          Number must be less    total must equal the
          than or equal to       total amount of the
          amount available       transaction.

          WARNING: Deleting a    WinCheck wants to
          category can leave     make sure all your
          transactions with      money is categorized
          unresolved             in other areas.
          categories. Continue?  Otherwise, WinCheck
                                 reports will have
                                 amounts under the
                                 category "Deleted".


          Field(s) blank on      WinCheck will use
          transaction. Discard?  $0.00 for a blank
                                 amount field.

          Only one new           WinCheck allows only
          transaction allowed    one new transaction
          at a time. Please      to be entered at a
          complete the current   time to help avoid
          new transaction.       confusion.







                                              Page 59  WinCheck Owner's Manual





          Password and Verify    WinCheck wants to
          Fields do not match.   make sure your typed
                                 your password
                                 correctly.



















































                                              Page 60  WinCheck Owner's Manual





          Appendix B:  License Information



                                        WinCheck
                          Copyright c 1990, 1991 by Dave Edson
                                  All rights reserved.


                                    SOFTWARE LICENSE

          WinCheck is not and has never been public domain software, nor is
          it free software.

          Non-licensed users are granted a limited license to use WinCheck on
          a 21-day trial basis for the purpose of determining whether
          WinCheck is suitable for their needs.  The use of WinCheck, except
          for the initial 21-day trial, requires registration.  The use of
          unlicensed copies of WinCheck by any person, business, corporation,
          government agency or any other entity is strictly prohibited.

          A single user license permits a user to use WinCheck only on a
          single computer.  Licensed users may use the program on different
          computers, but may not use the program on more than one computer at
          the same time.

          No one may modify or patch the WinCheck executable files in any
          way,  including but not limited to decompiling, disassembling, or
          otherwise reverse engineering the program.

                                       (more...)
























                                              Page 61  WinCheck Owner's Manual






          A limited license is granted to copy and distribute WinCheck only
          for the trial use of others, subject to the above limitations, and
          also the following:

          1) WinCheck must be copied in unmodified form, complete with the
          file containing this license information.

          2) The full machine-readable WinCheck documentation must be
          included with each copy.

          3) WinCheck may not be distributed in conjunction with any other
          product with out a specific license to do so from Wilson
          WindowWare.

          4) No fee, charge, or other compensation may be requested or
          accepted, except as authorized below:

          A) Operators of electronic bulletin board systems (sysops) may make
          WinCheck available for downloading only as long as the above
          conditions are met.  An overall or time-dependent charge for the
          use of the bulletin board system is permitted as long as there is
          not a specific charge for the download of WinCheck.

          B) Vendors of user-supported or shareware software approved by the
          ASP may distribute WinCheck, subject to the above conditions,
          without specific permission.  Non-approved vendors may distribute
          WinCheck only after obtaining written permission from Wilson
          WindowWare. Such permission is usually granted.  Please write for
          details (enclose your catalog).  Vendors may charge a disk
          duplication and handling fee, which, when pro-rated to the WinCheck
          product, may not exceed eight dollars.

                                       (more...)





















                                              Page 62  WinCheck Owner's Manual





                                    LIMITED WARRANTY

          Wilson WindowWare guarantees your satisfaction with this product
          for a period of 90 days from the date of original purchase.  If you
          are unsatisfied with WinCheck within that time period, return the
          package in saleable condition to the place of purchase for a full
          refund.

          Wilson WindowWare warrants that all disks provided are free from
          defects in material and workmanship, assuming normal use, for a
          period of 90 days from the date of purchase.

          Wilson WindowWare warrants that the program will perform in
          substantial compliance with the documentation supplied with the
          software product.  If a significant defect in the product is found,
          the Purchaser may return the product for a refund.  In no event
          will such a refund exceed the purchase price of the product.

          EXCEPT AS PROVIDED ABOVE, WILSON WINDOWWARE DISCLAIMS ALL
          WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED
          TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
          PARTICULAR PURPOSE, WITH RESPECT TO THE PRODUCT.  SHOULD THE
          PROGRAM PROVE DEFECTIVE, THE PURCHASER ASSUMES THE RISK OF PAYING
          THE ENTIRE COST OF ALL NECESSARY SERVICING, REPAIR, OR CORRECTION
          AND ANY INCIDENTAL OR CONSEQUENTIAL DAMAGES.  IN NO EVENT WILL
          WILSON WINDOWWARE BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING
          WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS
          INTERRUPTION, LOSS OF BUSINESS INFORMATION AND THE LIKE) ARISING
          OUT OF THE  USE OR THE INABILITY TO USE THIS PRODUCT EVEN IF WILSON
          WINDOWWARE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

          Use of this product for any period of time constitutes your
          acceptance of this agreement and subjects you to its contents.

                                       (more...)




















                                              Page 63  WinCheck Owner's Manual





                           U.S. GOVERNMENT RESTRICTED RIGHTS

          Use, duplication, or disclosure by the Government is subject to
          restrictions as set forth in subdivision (b)(3)(ii) of the Rights
          in Technical Data and Computer Software clause at 252.227-7013.
          Contractor/manufacturer is Wilson WindowWare
          2701 California Ave SW /suite 212/ Seattle, WA 98116

                                       TRADEMARKS

          IBM, PC/XT, PC/AT, and PS/2 are registered trademarks of
          International Business Machines Corporation.

          Microsoft and MS-DOS are registered trademarks of Microsoft
          Corporation.
          Windows is a trademark of Microsoft Corporation.

          Pagemaker is a trademark of Aldus Corporation.

          PubTech and BatchWorks are registered trademarks of
          Publishing Technologies, Inc.

          BARBIE is a registered trademark of Mattel, Inc.

          Command Post is a trademark of Wilson WindowWare.

          WinCheck is a trademark of Dave Edson




























					      Page 64  WinCheck Owner's Manual
