                         DPBank manual
                         Daniel Pfund
                    version 1.6, April 1997
              Copyright  1995-1997 Daniel Pfund
         http://www.geocities.com/SiliconValley/8130/
         ============================================

  1. SUMMARY                                                 2
  2. FOREWORD                                                2
  3. INTRODUCTION                                            2
  4. DISTRIBUTION                                            2
  5. USES                                                    3
  6. FEATURES                                                3
  7. INSTALLATION                                            4
  8. MEMORY REQUIREMENTS                                     5
  9. USING THE PROGRAM                                       5
    9.1 TRANSACTION DIALOG                                   6
    9.2 MOVING AROUND                                        7
    9.3 NEW ACCOUNTS                                         7
    9.4 TRANSFERS                                            7
    9.5 CURRENCIES                                           7
    9.6 AUTO DESCRIPTIONS                                    8
    9.7 CATEGORIES                                           8
    9.8 STANDING ORDERS                                      8
    9.9 EDITING TRANSACTIONS                                 8
    9.10 EVALUATING TRANSACTIONS                             9
    9.11 COPY / INSERT TRANSACTIONS                          9
    9.12 RECONCILING TRANSACTIONS                            9
    9.13 DELETING TRANSACTIONS                               9
    9.14 ARCHIVING TRANSACTIONS                              9
    9.15 EXPORTING TRANSACTIONS                             10
    9.16 SUM UP TRANSACTIONS                                10
    9.17 VIEWING GLOBAL AMOUNT AND BALANCES                 10
    9.18 PREFERENCES                                        11
    9.19 PASSWORD PROTECTION                                11
    9.20 COMPRESSION                                        12
    9.21 USEFUL INFO                                        12
    9.22 PRINTING                                           12
    9.23 DIAMOND KEY                                        12
    9.24 PLOTTING ACOUNT DATA                               12
    9.25 PLUGINS                                            13
    9.26 SWITCHING BACK TO DPBANK WITH A HOTKEY             13
  10. REGISTERING DPBANK                                    13
  11. LIMITATIONS AND BUGS                                  13
  12. TECHNICAL                                             14
  13. FUTURE                                                14
  14. THANKS TO                                             15
  15. LEGAL STUFF                                           15
  16. SUPPORT / IDEAS                                       15
  17. AUTHOR                                                15
  18. PLANET PFUND                                          16

1. Summary
  This  file contains all the necessary information to use  and
install the DPBank bank accounts tracking program.

2.  Foreword
  For  those who never completely read the documentation files:
just read the section 7 ``Installation'' and install the online
help  file which you can delete later when you're used  to  the
program.
  If  you are upgrading from a previous version, I suggest  you
read  the  file HISTORY.TXT for a list of changes. All  version
1.x files are compatible with this version so you don't need to
change  anything. You do however need to need to copy  the  new
application file as well as a language file and a help file  if
you want help. See the ``Installation'' section for details.

3.  Introduction
  DPBank  is a program designed to help you keep track of  your
bank accounts. The program is written in OPL and will only work
on Psion Series 3a/3c palmtops.
  It  lacks some of the bells and whistles of the ``big'' shots
(like ``S3aBank'') but on the other hand, it offers rudimentary
bank  account tracking possibilities to those using a  256/512k
RAM  Psion  Series  3a  (and all others who  care  about  their
precious little RAM ;-) .
  The  objective of this program wasn't to try to compete  with
such  ``monsters'', but give users with lesser needs an  easier
to use and learn alternative.
  If  you  need  more  than  a  (fairly)  simple  bank  account
tracking program, I suggest you opt for S3aBank, otherwise take
a look at section 6 for a list of available features.

4.  Distribution
  DPBank  is distributed under the terms of shareware. You  can
try  it freely during a test period of 30 days. After this test
period,  if  you still like and/or use DPBank you  must  either
register  it or delete all the files associated to DPBank  from
your Psion. See the file ``REGISTER.TXT'' for more details.
  The  program  can  be distributed freely  by  any  electronic
means  (anonymous FTP sites, BBSes, packet radio ...)  provided
the  file  ``DPBANKxx.ZIP'' (where the ``xx''  is  the  version
number)  stays intact (see section 7 ``Installation''  for  the
file's  contents). This gives you express right  to  distribute
this program by whatever electronic mean.
  Software  distributors can freely distribute this program  on
their sharewaredisks, provided that:
  .   You don't charge more than $5 for the service.
  .   The file ``DPBANKxx.ZIP'' stays intact (see section
      7``Installation'' for the file's contents).
  .   You don't make any money out of it.
  Steve  Litchfield has specific right to change the  ZIP  file
contents to accomodate his disk's space needs.
  If  you have any technical questions or comments of any  kind
(good/bad),  do, by all means, contact me (Email prefered;  see
end of file)!

5.  Uses
  DPBank  is  one of the most useful programs on my  Psion  (of
course, otherwise why would I have written it ;-). It helps  me
keep  track of my bank accounts and I can now have an  overview
of  my  bank situation at all times. I've added the possibility
to  ``see''  into the future for all those who  use  a  lot  of
standing  orders  (up to 90 days). I myself am  only  a  (poor)
student  and I must admit that I don't have hundreds of monthly
transactions on my accounts, so this option is not very  useful
for me.

6.  Features
.   Foreign currencies supported with exchange rates in either
    local or foreign form
.   Accounts can be held in foreign currencies
.   Currency conversions "on the fly" possible
.   Automatic transaction descriptions supported (avoids
    unnecessary typing)
.   Budget categories supported
.   Shows ``Global'' value (sum of your selected accounts)
.   Supports unlimited transactions
.   Supports unlimited monthly standing orders
.   ``Forecast'' possibility of up to 90 days
.   Automatically deletes counter part of a deleted transfer
    (unless it is already reconciled)
.   Automatically increments cheque number (if account uses
    cheques)
.   Supports useful information for each account
.   Programmed system conform, ie: interacts with the System
    screen for file changes, exit...
.   Optional password protection
.   Dynamically edit transfers
.   View specific balances, ie: debit/credit/reconciled...
.   Possible archive of selected transactions
.   Export of selected transactions to Quicken, ASCII, pure
    Psion DATA
.   Printing to either parallel, serial or file (but NOT with
    PsiPrint!)
.   Possibility to Sum up transactions with same descriptions
    or same categories (view or replace transactions)
.   Possible to evaluate amount (ie: enter 100+23+45 or even
    use calculator memories!)
.   Possible warning when reaching user defined limit
.   Possible automatic monthly interest rate calculation
.   Optional cache memory
.   Optional help system
.   Nice graphic user interface
.   Possible graphical plotting with external Plot application
    writen by Nick Dawkins
.   Plugin  capability  to allow you to infinitively  expand
    DPBank to do what YOU want or need!

7.  Installation
  Here  is  a  table  showing you what files  are  in  the  ZIP
archive and where to put them on your Psion:
File            Directory        Required        Description
DPBANK.OPA      \APP             Yes             Executable
LANGS01.OPO     \APP\DPBANK      Yes*            UK      language
                                                 file
LANGS10.OPO     \APP\DPBANK      Yes*            US      language
                                                 file
HELP01.RSC      \APP\DPBANK      optional        UK help file
HELP10.RSC      \APP\DPBANK      optional        US help file
DPBANKxx.TXT    -                -               Doc  in english,
                                                 ASCII      (DOS)
                                                 format
PLUGIN.TXT      -                -               Technical
                                                 plugin
                                                 description
                                                 (for         OPL
                                                 programmers).
REGISTER.TXT    -                -               Registration
                                                 details       in
                                                 English,   ASCII
                                                 format
HISTORY.TXT     -                -               History       of
                                                 program,   ASCII
                                                 format
  *only one language file is necessary! (EITHER langs01.opo  OR
langs10.opo but not both!)

  As  you  can  see, only the executable file and one  language
file  is necessary for the program to run. These files  can  be
placed  on  any  drive (A, Internal, or B) of  any  media  type
(Internal  RAM, Stat RAM, or Flash) as the files  do  not  need
modifying.
  Here  are  the language codes used for the language and  help
files:
.   01: UK English
.   02: French (available separately, look for the file
        ``DPBxx_FR.ZIP'')
.   03: German (available separately, look for the file
        ``DPBxx_DE.ZIP'')
.   08: Norwegian (available separately, look for the file
        ``DPBxx_NO.ZIP'')
.   10: US English (check instead of cheque)
  If  (for  example) you own a UK Psion but want to use another
language file, this is still possible by overiding your Psion's
preference with the help of the LANGS.USR file (included in the
different  locale  files but NOT in this  english  distribution
file).  This file must be an ASCII file with only the  language
number you want to use (from the above list) as the first  (and
only) line of the file.
  For  a  more  permanent  change of language  for  your  Psion
(including  the  keyboard),  I  suggest  you  take  a  look  at
Konstantin I. Saliy's excellent KbdMap program.
  To  install  DPBank, simply copy the required files  to  your
Psion or use the RCOM installation script. On you Psion, go  to
the  system screen and choose the menu option ``Install''  from
the  ``Apps''  list  (or just press Psion-i  for  a  shortcut).
Choose  ``DPBank'' and that's it! You will then see the  DPBank
icon I have drawn.
  If  you  wish  to uninstall DPBank, you have  to  remove  the
\DPBANK  directory the program created (as well  as  all  files
inside  it) and \APP\DPBANK and finally the DPBANK.OPA file  in
your \APP directory.

8.  Memory requirements
  DPBank  requires  about 60k of disk space  (storage  memory).
When running, DPBank will need about 30k free (process memory).
As  you  can  see, the program was really optimized for  people
with small memory space. Of course, the counter part of this is
that  you  lose  in speed. (Programmer's axiom ;-)  Although  I
tried to make a suitable compromise between space and speed, if
you  find DPBank too slow, contact me and I'll see what  I  can
do.
  It  may happen that you don't have this memory free if you're
really  low  on  mem.  The program will warn  you  and  act  in
consequence.  Versions  from 1.5 greatly  improved  the  memory
checking  problem  and it should not happen that  DPBank  exits
without warning you that your memory is too low.
  Of  course,  if DPBank is running and then you  open  another
application that requires a lot of memory, be sure to close  it
again before coming back to DPBank otherwise it may happen that
DPBank closes itself.


