WinCheck 3.0 User Manual Additions and Notes ============================================= SHIFT+F6 will Tile all of the open Windows. SHIFT+F5 will Cascade all open Windows. Voiding Transactions (CTRL+V) --------------------- To Void a transaction, choose Void from the Data menu or prss CTRL+V. A prompt will appear asking if you are sure you want to void the transaction - yes will Void the selected transaction.... Printing Dot Matrix Checks -------------------------- New to WinCheck version 3.0G and later, is the ability to print directly to the printer port. This was implemented to allow for a single check to be printed to a dot matrix printer without a page eject or form feed occuring. Refer to the On-Line Help file (Topic: Printing Checks to a Dot Matrix Printer) for more information on this feature. Pre-defined Categories When Starting a New Account -------------------------------------------------- New to version 3.0G and later; when starting a new account, you will be given an option to use pre-defined categories and subcategories: Choose Personal (the default) and WinCheck will create pre-defined categories for you, such as: Automobile:Gasoline Charitable Donations Food:Dining Out Gifts Healthcare:Prescriptions Leisure:Video Rentals Choose Business and WinCheck will create pre-defined categories for you, such as: Utilities:Electricity Taxes:State Income Tax Services:Accounting Office Expenses:Rent Entertainment:Meals Choose Both and WinCheck will create pre-defined Business and Personal categories. And finally, choose "None" and WinCheck will not create categories for you, allowing you to specify all of you own custom categories. Using the Category Command Files on an Existing Account File ------------------------------------------------------------ Three batch files are included to create pre-defined categories when opening a new account or add the categories to an existing account by running the Command File (choose Run/Edit WinCheck Command File from the Acct menu and select the appropriate command file): H.WCB / WinCheck Batch File to create Personal categories B.WCB / WinCheck Batch File to create Business categories HB.WCB / WinCheck Batch File to create Personal & Business categories These files can be edited by choosing Run/Edit WinCheck Command File from the Acct menu. Delete or add categories to the WCB file. Command File Language --------------------- Page 16-2 Indicates that the default check # value is 0. If no check number is indicated, WinCheck will inserted the next available check number and not a 0 as documented. Page 16-2 refers to the Category Keyword without a note about the types of Categories. New to version 3.0G of WinCheck is the ability to specify the type of category: Expense Income Both (Income and Expense) as well as Tax Deductable/Tax Significant The additional parameters for the Category Keyword are: E = Expense I = Income T = Tax Deductable/Significant B = Both (default) If no parameter is indicated, then categories are marked as Both or general (both Income and Expense). For more accurate reporting of Cash Flow and Budgeting information, you should indicate the type of category (Income or Expense) whenever possible. CATEGORY=(ET)Automobile/Truck:Maintenance Creates a Tax Significant Expense category named Automobile/Truck, with a subcategory of Maintenance. CATEGORY=(IT)Interest Income Creates a Tax Significant Income category named Interest Income. CATEGORY=(E)Automobile:Gasoline Creates a Expense category named Automobile, with a subcategory called Gasoline. CATEGORY=Automobile Creates a general category called Automobile. Reports ------- The Rows and Column boxes are grayed when a internal report is selected (as is the Export button). Heading on Page 13-10 of the manual, should read: Statement Sorted by Date, Number REPORTS Budget Report Cash Flow Category Report Common Transaction Report Debit Report Deposit Report Profit/Loss by Category Profit/Loss by Category, by Month Register Data with Memo1 Information Register Sorted by Date, Number Register Sorted by Checkbook Name Register Sorted by Category Register with Running Balance Statement Sorted by Date, Check Number Statement Sorted by Number, Date Statement Sorted by Number, Date - Uncleared Tax Deductible Report WinCheck Order Form Each report is available for Savings and Checking data (if the account is a Savings and Checking account). Checking: Register Sorted by Date, Number Savings: Register Sorted by Date, Number If the account is a Checking or Cash account (no Savings account tracking), then the reports will not appear with the word Checking or Savings before them. Choose the Print or Preview button to print or preview the report with the data from the selected months. Hint and Tips ------------- Refer to Appendix A in the User's Guide and the Help file topic "Hints and Tips" for WinCheck techniques and tips. Data Menu Items --------------- Under the Data Menu there are three optional Register window options. They are: Register Vertical Gridlines Register Horizontal Gridlines Show Category and Memo in Register All of these options, when checked, will affect open Register windows. "Show Category and Memo in Register" is an option to display the Category/Subcategory as well as the Memo 1 information in the Register window. This information will appear below the Payee or Description information when "Show Category and Memo in Register" is selected (checked). For example: 03/14 Checking Cash Machine 20.00 Entertainment:Fun, Chicago's Entertainment:Fun Category/Subcategory Chicago's Memo 1 line information from the Transaction Details dialog. Additionally there are options for horizontal and vertical lines for the items in the Register window. "Register Vertical Gridlines" will place vertical lines between the columns of information in the Register window. "Register Horizontal Gridlines" will place horizontal lines between the rows of transaction information in the Register window.