Copyright 2005, Clintonville Software. All rights
Contents
1. OK Review the newly displayed records to make sure they are correct If you need to make changes select the menu item Macro Create Edit Macro and pick the same file Make your changes and quit Since macro files really are small data files you may use the deleted record purge restore and internal backup items with them just like with a normal data file Copyright 2005 Clintonville Software All rights reserved Synchronizing Between Notebook Desktop 11 10 Synchronizing Between Notebook Desktop If you use both a desktop and a notebook computer the data merge function allows synchronizing line items between the two It makes it possible to enter line items on both machines when they are not connected and then merge their data together later when they are connected Click the Synchronize button on the main screen Synchronize button z Easy Money 6 0 Licenced to Dave Gjessing Sle Ed Fil Records Macro Search Range ListMode Reports Help le Cl E m 07072005 2 346 15 regular paycheck Check GFA NFP ONIN HAAR nanrall deducting saral sernir PR Meduct 1S Treas Lode Descrption Hl Ht N E S All F8 to bring up the synchronize form Push button Push amp Pull button Pull button synchronize Data Number of days to look back z m Remote Data a i Local Data C Documents and Settings Dave Gressing4pplicati2. OOF e2005 26 77 payroll deduction medicare PA Deduct US Treas OOF 2005 36 92 payroll deduction columbus IC tax PA Deduct Columbus OOF e2005 sege AMOR SE reimbursement OOF A005 172 79 payroll deduction federal IC tas PA Deduct US Treas OOF e2005 67 65 payroll deduction state IC tax PA Deduct Ohio Entertainment Food Insurance Income Taxes Medicare OF O62005 537 46 Chase Mortgage Check ChageM ort OF 05 2005 OF 05 2005 OF 05 2005 OF 05 2005 OF 04 2005 OF 01 2005 56 97 electric bill 337 29 Anthem Blue Cross monthly fee 57 44 phone bill 55 83 gas bill 85 79 groceries 16 80 groceries Check Check Check Check Visa Visa AEP SBC ColumbG a Kroger Kroger izc D ave Medical Mizc Kyle Misc Misc Misc Aioz Shelter Social Security O62 72005 239 00 sale of Purchase Order Supply Chain Ser Check ch 1 06 27 2005 150 00 Assistant Sad stipend Check eee T r m m m nmr h shan 52 607 13 23 07 4 52 20 072 61 364 terns Category All Categories Fy 2005 0170172005 gt 1273172005 essing pplication DataClintonville SoftwaresE asy Money OOF 2005 Operation is quick and painless You can easily start the program enter in several expenses and get back out in a matter of seconds This high speed no nonsense approach makes it easy to get in the habit of using the program every day Records are organized according to user defined catego
3. system combination and so therefore it is impossible to say for sure that Easy Money will function flawlessly on your system License disclaimer of warranty Prior to installing Easy Money hereinafter referred to as the SOFTWARE you agreed to the license terms and other provisions contained herein The SOFTWARE and accompanying documentation are protected by United States copyright law and also by international treaty provisions In exchange for the purchase price Clintonville Software grants you a limited license to install and use the SOFTWARE on a single computer You are explicitly prohibited from copying renting leasing selling modifying decompiling disassembling or transferring the program license to others Any such unauthorized use shall result in immediate and automatic termination of this license All rights not expressly granted here are reserved to Clintonville Software NO WARRANTY THE SOFTWARE IS PROVIDED ON AN AS IS BASIS CLINTONVILLE SOFTWARE DISCLAIMS ALL WARRANTIES RELATING TO THE SOFTWARE WHETHER EXPRESSED OR IMPLIED INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE NEITHER CLINTONVILLE SOFTWARE NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION PRODUCTION OR DELIVERY OF THE SOFTWARE SHALL BE LIABLE FOR ANY INDIRECT CONSEQUENTIAL OR INCIDENTAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE SOFTWARE EVEN IF CLINTONVILLE SOFTWARE HAS BEEN AD
4. 2005 Clintonville Software All rights reserved Quick Start Guide 3 al July 2005 1 2 3 4 5 6 Ss 9 10 11 12 13 14 15 16 17 18 19 20 271 224 23 24 25 26 27 28 29 30 31 Save expense lt lt 3 Today 0770772005 Category Shelter RAB Amount Note Type Vendor Check eR G E Record edit box in new mode Type in the amount of the payment in the amount box no currency character or plus or minus sign required Then type a short note describing the expense in the note field and click the Save Expense button The new expense entry will be displayed in the line item list on the left side of the screen Now let s say you got a paycheck Click the Wages category and then the New button Again type the amount in the amount field and a note in the note field This time though click the Save Income button Taxes were probably taken out of your salary by your employer so make another new entry showing that expense as well Now click the All Categories bar at the top of the category list All three of your new line items are displayed on the left side of the screen Note that the expenses are shown in red income in black For recurring things like paychecks where you might have quite a few regular predictable line items each time such as salary expense reimbursement federal tax state tax local tax health insurance retirement dues whatever create a macro file that you run each p
5. Clintonville Coftware Easy Money Copyright 2005 Clintonville Software All rights reserved Easy Money 6 x Table of Contents Part Introduction 1 Part Il Quick Start Guide 2 Part Ill Categories 4 Part IV Data Folders 5 Part V User Defined Fields 5 Part VI Adding editing records 7 Part VII Date Range 8 Part VIII Generating reports 8 Part IX Macros automatic data entry 10 Part X Synchronizing Between Notebook Desktop 11 Part XI Configuration 12 Part XII Miscellaneous Functions 13 Part XIII Importing data from other applications 14 Part XIV Ordering information 15 Part XV Conditions of use disclaimer of warranty 15 Index 0 Copyright 2005 Clintonville Software All rights reserved Introduction 1 1 Introduction Easy Money is a quick and easy means to record where all your money comes from and where it goes If you have ever talked to a financial planning expert they probably told you this is the single most important first step in getting your finances under control The good news is that unlike many other personal finance programs Easy Money does not assume or require that you speak in bean counter jargon Easy Money 6 0 Licenced to Dave Gjessing Sle Fie Records Macro Search Range ListMode Reports Help Bl 4 Amount Hote All F8 0A072005 2 346 15 regular paycheck Check LFA OOF 2005 114 46 payroll deduction social security PA Deduct US Treas
6. VISED OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIMS THE PERSON USING THE SOFTWARE BEARS ALL RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE Clintonville Software s maximum liability under this Agreement for all damages losses costs and causes of actions from any and all claims whether in contract tort including negligence quasi contract statutory or otherwise shall not exceed the actual dollar amount paid by you for the software This agreement shall be governed by the laws of the State of Ohio USA and shall inure to the benefit of Clintonville Software and any successors administrators heirs and assigns Any action or proceeding brought by either party against the other arising out of or related to this agreement shall be brought only in a STATE or FEDERAL COURT of competent jurisdiction located in Franklin County Ohio The parties hereby consent to in personam jurisdiction of said courts Copyright 2005 Clintonville Software All rights reserved
7. ayday Macro files automatically enter a series of records for you Continuing with the introductory lesson click on one of the Report buttons middle of the tool bar E Easy Money 6 0 Licenced to Dave Gjessing Fie Records Macro Search Range List Mode Reports Help ca m m lt 02 2 2a Report buttons In a nutshell these are Easy Money s primary day to day functions Now that you have a good idea of how the program works go back and revise or delete the sample categories and entries and build your own category list that makes sense for you Finally if you are thinking of moving from another personal finance application to Easy Money there is a good chance that you can import your existing data from the other program into Easy Money Please look at the Import Utility Upgrading from an earlier version Version series 3 x 4 x and 5 x data is fully compatible with version 6 x however 6 x keeps data in a different folder than before and so you must transfer it over But there is a utility included to make this easy Select the Copyright 2005 Clintonville Software All rights reserved Easy Money 6 x menu item File Data Restoration complete to bring up this dialog Select old data location here 5 x default shown Easy Money Daia Restoration Source C Documents and Settings Dave Gressing My Documents avery S treet E asy Money category dat ezmoney dat
8. creen If desired select or type new user defined fields Enter the amount in the Amount Field Numbers thousands separator and decimal separator only Do not indicate or or provide a currency character here Type in a new note or edit the existing one if cloning in the Note Field Click the Save New Expense button E to save the new entry with a negative value the Save New Income button 4 to save with positive value If you have opened the edit box by double clicking an existing record the Replace buttons and the Delete button Copyright 2005 Clintonville Software All rights reserved Easy Money 6 x To quit record edit without saving any changes click the Close button Tip Once you are up and running the very quickest way to add a new entry is to clone an existing one Double click it on the main grid click the today on the calendar revise the amount etc if required and Save will be active Click one of the Replace buttons to correct an existing record Delete to remove it Date Range At any given time Easy Money displays and works with only records which fall within a certain range of dates The currently selected range is shown in the bottom left section of the status bar at the bottom of the main screen 0672672005 14 03 groceries Wise kroger UT tities o 75 005 2 0 Hl Oke tegen cash I was Wess 28 475 87 10 959 98 17 515 89 153 Ite
9. defined fields being filled in during new record entry Field 1 has been named Type as in payment type and the item Cash has already been selected Field 2 has been named Vendor and we are in the process of selecting one in the picture The names and behavior of the two fields can be adjusted please see the configuration section for details on how to change their settings If you wish to remove an item from the list highlight it and press the little Delete button to the right of the field The main display grid may be populated by searching the user defined fields Easy Money 6 0 Licenced to Dave Gjessing Sie Fie Records Macro ESen Range List Mode Reports Help ce fle Word Fragment Fa PE 4 o S Pla Complete Word F x Amou Type Vendor 07 04 2005 GA esearch by Type Visa Kroger 07 01 2005 416 9 Maia visa ener 06 26 2005 4 01 Show all Categories Pra Cash Hills 067 2672005 20 clear Show Nothing Cash Burgerkinc 067 2672005 4 Us N E a ae E Carts Visa Kroger Select and list will appear Select the menu item Search user field and the category list will temporarily be replaced by the list of items you have saved under the selected user field Important If a given user field is set up to save entries then that field is excluded from full or partial word searches On the other hand if the field is set to not save entries then it is included in word searches The reason
10. ea z SI Amount Mote Wendor 07072005 2 346 15 regular paycheck Check GFA e AE Ae NNR 11A AEN m snrall Aadi ichan 2 secs sarmi rihi PE Medinek IIS Trass pa e z Category Search Result Only Mode normal Search Range List Mode Reports Help gt Cl I 2 Date Amount Note Type vendor o e IID EEEE Code Description Free Selection Add Subtract Mode for custom reporting Copyright 2005 Clintonville Software All rights reserved 10 Easy Money 6 x While in Free Selection mode the main display grid shifts to a light blue background and behaves differently than normal in several important ways The first difference is that when you perform a search function or select a category the results are ADDED to the list without the list first being cleared In this way you can make the grid display records from several different selected categories user defined fields or word searches at the same time The second difference is that you can remove individual items from the list without actually deleting them from the data file highlight the item and press the delete key In this way you can selectively exclude certain records which do not belong in the report Click the Clear button above the category list to get a clean slate if desired Once you have put together a list containing all the items you wish to include select one of the four report types as usual Yo
11. ed txt or comma separated value csv formats for import into any spreadsheet or word processing program If you are switching over from another personal finance program Easy Money can probably import your existing data in either comma delimited or comma separated value format If desired you may set up pass code protection where the program will not start unless the correct code is first entered The pass code requirement may be turned off or on at any time Easy Money automatically conforms to your system s date and currency formatting standards Quick Start Guide Nobody likes to read help files fair enough But to avoid confusion please read at least this section OK When Easy Money starts up for the first time it will automatically create a few categories for you to make it easier to get up and running E Easy Money 6 0 Licenced to Dave Gjessing Fie Records Macro Search Range List Mode Reports Help lele L Hl la 21E Vendor All FS A346 15 regular paycheck Check GFA OF OF 4005 ee ee Pda AG m anrall Aadi ihar 2 errial aari arhi PE Madiek PPC Treas Click the New Record button ET Entertainment or press lt INS gt or F2 FO Food Select at _ ae IM Insurance Elect a Category IT Income Tares Let s pretend you just paid your rent or mortgage payment Click on the Shelter category then the New button top left side of Easy Money screen You will see this Copyright
12. ersions of programs from time to time without changing the main Version Number To find out which Release Number you have click the menu item Help About To make it easier to check and see what the latest release is click the menu item Help Visit Clintonville Software Website while your internet connection is active and Easy Money will activate your web browser for you and go directly to our site Importing data from other applications If you have been using some other personal finance or general spreadsheet application to track your spending there is a good chance that all or at least part of the old data can be imported into Easy Money Look around in the other application and try to find a data export or save as function You need to create either a comma delimited txt or a comma separated values csv file Also many banks offer online services in which you can download history files in csv format E gt Comma Delimited Import Field Selector C downloads bank datcsy appears to contain 349 records Import File Data Fields I AE COR Il 1 100 2 DE 3 Roz orthodontist 4 02 26 2005 A Visa B I RECORG 4 MUNII q 20 ET 3 Mid Ohio vintage grand pris 4 06 26 2005 5 Cash B I RECORG IU 1 6 70 2 F0 3 groceries 4 07 04 2005 A Visa The Import File Data Fields ae list on the right shows the first Easy Money Fields Amount Category Mote Date User Field 1 U
13. essor ErI E Category Sub Tota Write Report to Text File Cbrl T Dentist 148 6 Export Full Report Data to txt or csv Format Ctrl F Entertainment F200 Export Summary Report Data to kxk or cesy Formak Ctrl 5 B Food e547 _ 4 Income Taxes 4 928 Open Note File F4 Medicare 214 16 p 1 95 Print Report sends the report immediately to your default system printer Edit Report with Word Processor attempts to start up your word processor program with the report already loaded where you can change it around however you please before printing it Close Report Window returns you to normal operation Write Report to Text File allows you to save the report as a plain text file The Export functions allow you to write the report DATA to either a comma delimited txt or comma separated value csv file for import into a spreadsheet program or any other program which can read these types of data files Use this technique to create charts and graphs for example Tip If you have a spreadsheet program installed use CSV format and Easy Money will probably be able to start it up for you immediately after the export is complete If you wish to tailor a report to include only certain categories and or certain line items change the List Mode from Category Search Result Only to Free Selection Add Subtract Mode selection button E Easy Money 6 0 Licenced to Dave Gjessing Sz Ed Fie Records Macro Search R ge List Mode Reports Help
14. for this behavior is as follows If the field is not saved in a list then each thing you are entering there must be unique like a check number or something Including these unique entries in word searches allows finding a particular check number If you are saving the items in a list then you can search for them as in the picture above Copyright 2005 Clintonville Software All rights reserved User Defined Fields 7 Note that you can first set a field to keep a list and then change it to not save the items after you have the list they way you want it Each different data folder that you use will have It s own user defined field pick lists however their names and behavior settings will be the same in all folders 6 Adding editing records There are three ways to activate the Line Item Editor Click the New button on the toolbar press F2 or INSERT or double click an existing line item Either way the line item editor will be displayed March 2005 i alll Delete Close 1 2 E 7 8 4 Replace as Income 13 14 15 16 Replace as Expense Date 0 21 22 23 af 28 23 30 New Income New Expense lt lt Today 0770772005 aca fies iii amp name Fi Transportation Note drop down to select past T wpe Vendor Ve BCs Pi Delete user field entry User field 1 User field 2 Select a date from the calendar Select a category by clicking on the category selection list on the right side of the s
15. gory proceed as if replacing as outlined above but click the Delete button instead Easy Money will remove the category from the category file and then prompt you for instructions on what to do with the newly orphaned records You can either delete them or leave them there If you chose not to delete the records will still exist but they will not ever show up on any printed reports To make the orphans reappear on reports just recreate the category or any category with the same category code You may merge two categories into one as follows 1 Edit the obsolete code to be exactly the same as the one with which you wish to merge 2 Delete one of the two duplicate category designations being careful NOT to delete the records too 4 Data Folders By default Easy Money creates data files in a folder named C Documents and Settings your name Clintonville Software Easy Money If needed you may set up additional data folders For example you might use the default folder for your personal expenses and set up a separate one for business expense etc To set up a new folder click the menu item File Select Data Folder Now click on the new folder icon and type in the name you wish where prompted and press ENTER Now double click on the new folder s name so that it is displayed at the top of the dialog box then click the Open button Note you may also create your additional folders outside of Easy Money with the Windows Explorer
16. ll be sorry Please at least once a month select the menu item File Data Backup complete to run the backup utility Use the standard Windows drive and directory selection items to specify a target for the backup Your Easy Money data note macro and user defined list files will be copied for safekeeping Should your hard disk files be destroyed somehow you may restore the backup files Data Restoration complete This essentially runs the backup routine in reverse If you have had a hard disk failure and or bought a new computer use this to restore data from your backup floppy disk Note that you can also use this as an easy way to migrate Easy Money 3 x or 4 x data to your new 5 x installation see the Quick Start Guide Manual Internal Data Backup Easy Money also incorporates a much less secure but very convenient internal data backup utility as well If you run this right before doing a data import operation heavy editing of categories restoration of deleted records or any other operation that you just might want to undo then you will indeed be able to restore your data to its previous state These functions are under the menu items File Create Internal Backup File and File Restore Internal Backup File These functions will NOT protect you from a hard disk failure Automatic Internal Backup With version 6 0 05 Easy Money silently keeps 5 copies of the main line item data file It creates one of these copies each time you star
17. menu item File Program Settings z Easy Money Configuration Settings At Start Up Display Save C Past 1 ear C Past 30 Days C Past 2 Years Quit f Past 60 Days C Past 3 Years C Past 90 Days C Past 4 Years Password Past 180 D aps B Past a Bare HHMEMEEEEE Fiscal Year Start Month 1 Fiscal fear Start Day i Mame For User Field 1 IT ype W Save List Items Mame For User Field 2 Vendor W Save List Items start Up Folder zj CAD ocuments and Settings Dave Gjessing pplication At Foder JA a Akt Folder JAS aa Fromgt for confirmation on record replace and delete Use Windows Calculator instead of T inpyCalc At Startup Display Select one of these buttons to specify what period of time is displayed when the program starts Note that the lower the value the faster the program will load Password If you provide a password the program will require it on startup It can be a maximum of ten characters long and is case sensitive To remove password protection clear the password field and save the configuration Note that this is not particularly strong protection it s only intended to hinder casual intruders FY Starts Month and FY Starts Day Use these fields to specify the first day of the fiscal year you wish to use Name for User Field 1 and Name for User Field 2 These are simply the names you wish for the user defined fields They will be displayed on the program menu data entry box and
18. ms Categor All Categories 90 Days 04 08 2005 gt 0A072005 Dave Gjessing4pplication DatasClintonville Software E asy Money OOF e005 With the exception of data backup the date range selection applies to all program functions including searches and report generation The range may be adjusted at any time by selecting the menu item Range In addition to the predefined range selections you may also use the item Select Dates to pick a specific period of time The default or startup range is specified on the configuration form as are the start stop limits of the fiscal year ranges Generating reports To make a report click on any of the four Report buttons at any time E Easy Money 6 0 Licenced to Dave Gjessing Reports Help Cashflow Becord for Dave Gjessi Report buttons gt When a report is displayed additional functions become active Copyright 2005 Clintonville Software All rights reserved Generating reports 9 E gt Easy Money 6 0 Licenced to Dave Gjessing ig EE See Help CA fase Close Report Window Ctrl R Summary Report Marrow Format Ctrl 4 a Cashflow Record for Dave Gjessing Pri cyl Report Narrow Format no User Fields Ctrl B Searched the period 04 08 2005 through 2Ummary Report Wide Format Ctrl C Records found span 04 08 2005 through Full Report Wide Format w User Fields Chri D sce Suiaary Gf abner Chan pere GUT i E DE Edit Report With Word Proc
19. n the middle If you can match up all six fields great If only some of them seem to match up or if there are more than six fields in the import data That s fine too but only the matched fields will be imported so choose wisely Once the fields are matched up click Import to start the operation The status bar on the form will indicate progress When complete close the import form and return to the main Easy Money screen to CHECK THE DATA as follows Set the date range to encompass all possible dates that the imported data might contain Scroll up and down through the list looking at the records to make sure they really contain the correct information in the correct fields If not then the entire import operation can be discarded by using the menu item File Restore Internal Backup File Try again Note the import operation does not automatically add to either the category list or the user defined field lists this you must do manually after the import 14 Ordering information In order to use Easy Money beyond the 30 day trial period you must purchase the program from Clintonville Software It costs only 19 95 US When you buy we will generate for you a matching Registration Name and Registration Key which you will then enter into the appropriate boxes on the opening screen Once registered all program functions are restored plus the opening dialog clears without your having to click OK Each 19 95 registration fee entitle
20. on DataClintonville Software E asy Money eznoney dat Results Cancel Pulled 7 remote records into your local data Pushed 3 local records into your remote data To get started first make sure that the Easy Money data folders on both of the machines is set for sharing Do this by finding the folder s with Windows Explorer My Computer When you find them right click and select Sharing from the menu Check the box to allow sharing the folder Next open the synchronize form in Easy Money and click the button to the left of Remote Data label Find the other machine s shared folder go into it and select the file ezmoney dat and click Open may show simply as ezmoney Now click either the Pull Push or Push Pull buttons depending on which way the transfer needs to go If it works then this machine is set up Repeat the same process on the other one if needed you can do all the synchronizing from a single machine Note This utility only transfers line items it does not transfer categories user defined labels or other items To transfer a complete set of data from one machine to another use the Data Backup complete utility Set the Copyright 2005 Clintonville Software All rights reserved 12 Easy Money 6 x 11 backup target to be the other machine s data folder Configuration There are a number of program configuration settings that you may adjust by selecting the
21. or simply pick already existing folders and use them The first time you go to the new folder Easy Money will create new empty data and category files so you will be starting from scratch Note that the path to the folder being used is displayed at the bottom of the Easy Money screen just to the left of the date To return to the default folder select the menu item File Default Data Folder To re enter an alternate folder use File Select Data Folder If you wish you can go into configuration and hard wire up to two alternate folders as menu items You may also specify which folder Easy Money should start up in on the configuration form Each different folder has its own data categories user defined field lists and note file and is completely independent of any other folder Note that this means you must back them up separately 5 User Defined Fields In addition to the main category system Easy Money records may be further classified by two user defined data fields These fields can be used for anything you want such as payment type vendor name check number actual projected whatever you need Copyright 2005 Clintonville Software All rights reserved Easy Money 6 x a June 2005 l 1 2 3 5 6E 7 88 J 10 T 12 13 14 15 16 WT 16 19 20 21 22 23 24 25 6 27 28 29 30 lt 3 Today 077 0772005 User Field 1 Delete button User Field 2 The picture above shows the user
22. printed reports Maximum of ten characters See User Defined Fields for details Save List Items Checkbox for each user defined field If the box is checked then each time you manually type a new item in the user defined field and save the record the item will be saved in a drop down list so that you can use it again for other records If not checked items entered in the field are not saved for re selection See User Defined Fields for details Copyright 2005 Clintonville Software All rights reserved Configuration 13 Editor To keep notes and to edit reports Easy Money calls a separate word processing program editor On most Windows installations this will be either Microsoft Wordpad or Word This optional setting allows you to specify a different third party programs to be called instead Click the button to select a different program Start Up Folder If desired you may specify a different data folder to be used upon start up The most likely use for this would be where you have the program installed on two different computers on a home network and wish to access the same data all the time CAUTION this does NOT mean the program can be used by two different people at the same time it s not designed for that and data corruption is likely if attempted Alt Folder 1 and Alt Folder 2 Easy Money is able to keep data sets in an unlimited number of folders These two configuration items allow saving t
23. ries For example you might set up categories for work food shelter utilities etc Whenever you make or spend any money make an entry under the appropriate category If you keep this up on a regular basis you will be rewarded with some genuinely useful composite information In addition to the category system you may further organize records according to a couple of user defined fields These can be check numbers vendors project numbers payment types whatever you need To help find things you may click on any column header at any time to sort the display by that column Click once to sort ascending again to sort descending The Macro utility allows you to automate the recording of recurring expenses and income such as payroll checks Running a macro file automatically makes a number of entries at the same time Easy Money creates four different types of reports All reports have a summary section showing the sub totals for each category the percentage of the grand total and the grand total There is also a simple bar graph in the summary section At your option the summary is followed by a complete listing of each line item grouped under category headers and divided into money IN and money OUT Either the summary or full type may be made in portrait or landscape style Copyright 2005 Clintonville Software All rights reserved Easy Money 6 x Report data may be exported in comma delimit
24. s one person to use Easy Money on up to two computers To purchase use one of the following methods 1 Click here and use one of the order processing services listed They will process the transaction and then notify us via email and we will email you your registration info within a few hours 2 If you wish to use surface mail send a check money order or cash US funds only please for 19 95 to Clintonville Software 277 W Brighton Road Columbus Ohio 43202 United States Be sure to include a return address either surface or email So we can send you your registration info There is a handy print order form item under the menu item Help Print Order Form Upgrading from an earlier version There is a substantial discount available look here for details 15 Conditions of use disclaimer of warranty Great care has been taken to make sure that Easy Money is a solid and dependable computer program The program is written in Microsoft Visual Basic version 5 SP3 the trial use and registration systems are handled by Armadillo and the installation is performed by Inno Setup version 3 0 7 The program installation and un installation have been extensively tested on several in house machines and also independently by a number of volunteer beta testers However it is simply not possible to test on every conceivable Copyright 2005 Clintonville Software All rights reserved 16 Easy Money 6 x hardware operating
25. ser Field 2 Import Clear Fields Cancel uit five records from the data file you selected You must match up the fields with the E asy Money Fields list in the middle Highlight each item on the right in turn and then click on the corect feld number bos to make the field number appear Easy Money fields which have no coresponding import file feld number will simply be left empty Copyright 2005 Clintonville Software All rights reserved Importing data from other applications 15 Once you have obtained the export file run the Easy Money menu item File Comma Delimited or CSV Import to bring up the import form pictured above Click Select File and find the file you just created Once the file is loaded CAREFULLY look at the content listing on the left side of the import form there should be a clearly readable list of the first five records in the file Each numbered record should have the same number of fields shown For example in the picture above note that record 3 has 6 fields record 4 has 6 fields etc If the five records Don t have the same number of fields then Easy Money Can t import the data correctly and the operation should be canceled If the data looks good then use the mouse to match the import record field numbers with the correct Easy Money data fields as follows Click on an import field on the left to highlight it then click in the appropriate Easy Money field number box i
26. t up the program on a new day The files are named in the format O0000 autobak and are located in the start up data directory If your main data file somehow becomes corrupted you can restore it by renaming the latest of these autobak files ezmoney dat the main line item data file is named ezmoney dat Deleted Records When a record is deleted it is really only marked as such until you run the menu item Copyright 2005 Clintonville Software All rights reserved 14 Easy Money 6 x 13 Records Purge Deleted Records If you accidentally delete something and want it back run the menu item Records Restore Deleted Record It is advisable to purge from time to time because the restoration function restores ALL marked records including ones you may have forgotten about and do not want back Change Display Order Press F9 to cycle through several different layouts for the main display grid The setting is saved between sessions Toggle Bold Regular Font While many users have reported that they love the bold fonts that Easy Money uses others have said it would be nice if they could be turned off Click this to toggle back and forth The setting is saved between sessions Turn off on Tool Tips Click the menu item under Help to turn off or turn back on those little notes that show up next to the mouse pointer The setting is saved between sessions Clintonville Software may release slightly changed v
27. u may toggle between the two List Modes by clicking the blue white square button Macros automatic data entry Some of your expenses are probably identical or nearly so at regular intervals perhaps the most obvious example being all those payroll deductions your employer makes for you Rather than making a number of individual entries each time you get a paycheck you can make a Macro File which will do most of that repetitive work for you Easy Money macro files are actually small data files which are created and edited almost exactly the same way as the main data To get started click the menu item Macro Create Edit Macro Type a descriptive name in the File Name box and click Open E gt Easy Money 6 0 Licenced to Dave Gjessing A folly Macro Help ee All lt Fa gt Description Dentist Entertainment The main display screen will shift to a yellow background To add an item to the file click the New button or press F2 or INSERT as usual Note the date selection is irrelevant during macro edit because macro items are given a new date each time the macro is run the date created is not used Once you have all the items you want included select the menu item Macro Quit Macro Edit to return to normal operation Test your new macro by selecting the menu item Macro Play a Macro Select the file you just created and click Open A small date selection box will come up get the date right and then click
28. ud dat udf dat Target E C Documents and Settngs Dave Gjessing4pplication D atas Clintonville Softwares E asy Money Copy all Source tiles to Target Close Clicking the Copy all Source Files to Target should update your new installation with your existing data Note that you can also use this utility later on to recover backup data from floppy disk should your computer fail or be replaced Categories Easy Money organizes records according to categories that you create The categories can be anything you want food shelter hobby etc To set up categories click the menu item Records New Category to display the Category Edit Box Delete Quit Save Replace KETE Shelter E Name Category Box Type a short up to ten character category code in the Category Code field a descriptive name in the Category Name field and then click the Save button Your new category will be displayed in the category list on the right side of the screen Copyright 2005 Clintonville Software All rights reserved Categories 5 To change the name or code of an existing category first select it by double clicking it in the category list Once only it s line items are displayed click the menu item Categories Edit Category Revise the name and or code and click the Replace button Easy Money will replace the old category name code in the category file and in all associated records as well To delete a cate
29. wo alternate locations for quick access from the File menu item Click the button s to select folders or click the Use Current button s to lock in a folder you are already working in Prompt for Confirmation by default Easy Money prompts for confirmation before you either delete or replace a record This can be turned off by unchecking the Prompt for Confirmation box Use Windows Calculator determines which calculator for Easy Money will call To save changes to the settings click the Save button To quit without saving click the Quit button 12 Miscellaneous Functions Keeping Notes Maintain a free form journal for each fiscal year by clicking the Notes button Easy Money employs the default Windows word processing program for this purpose You can change to a different program in configuration Calculator Select the menu item Help Calculator to popup the very simple TinyCalc To use the calculator type numbers in the two upper boxes then click an operator button and the whole little math problem is displayed The calculator can add subtract multiply and divide If you double click on the result box it is placed in the Windows Clipboard which is handy for pasting the figure into the record edit amount field You can use the Windows calculator instead if desired see configuration Data Backup complete Someday your computer is going to get old and crash and if you fail to do regular data backups you wi
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