-
GENE RAL
DATA
ENTRY
INFORMATION
2
GETTING
STARTED
The fo
llowi
ng l ist co n
tai
ns rules yo u sho uld
follo
w wh en ente ring d ata into yo ur
Person al Financ ial
Ma
nageme nt System . Wh en a s
pecial
sit
uat
io n
occurs
, itw
ill
be i nd ica ted attheap
prop
riate ti me in t he manu al. The li st be
low
is relevant
t
hro
ug ho ut the perso nal fin ance progra m, a nd
yo
u sho u ld read it th o roug hly
befo re continuing.
1. You ca n esta blishupto 128 catego ries and su
bcatego
ries. A syou set th ese
up, it isadvisab le to revi ew the li st o f nam es yo u already haveentered .
You may fi nd afile int o w hich yo u can p lace your new da ta. Do not try to
nam e a cate gory All, as
thi
s te rm is reserved fo ruse by th esy stem .
The key to establishing a logical, fun ctio na l data base, is to pl an
yo
ur
bud
get. Kn
ow
wh at categoriesyou wi ll n eedbased o n yo ur cu rre
nt
livi ng
requir ements. You can add new cate gories as they are necessary , but yo ur
basics wi ll be establ ished .
No te: You shou lduse th e ADD f
orm
at
of
the B
udg
etMan ager m
odul
e to
establish your budg et categories and subc ategories in the data
fil
es. Thi s
w ill hel pyo u p lan yo ur budge t more
effec
tive
ly .
W hen yo u establ ish acatego ry name, do not use any co mmas, o r t he pro-
gram w i ll giv e you an erro r message. This happens becau se
a..c
om ma wi ll
a
ut
o
mat
i
call
y be inse rt ed b ythe pr ogr am
aft
er the subc atego ry nam e is
esta blished (
bo
th catego ry and subcate
gory
are di splayed to gether; i.e.
au to
mo
bile
, fuel).
2. W hen
yo
u ente r yourbudget catego ries thro ugh the Rec o rd Kee per
module. it is important to remember you are entering the category names
and su
bcategory
nam es, and not t he bud get i
nfo
rma t io n suc h as bud get
goals or bu
dget
ty pes. Theref o re, in orde r to co mp le te th ei
nfo
r
matio
n in
the dat a fi les o n the D at a Disk
ett
e, you
mu
st use t he M
ODI
FY
fo
r
mat
in
the Budget M anager mo
dul
eto ente r the b
udg
et typ e. If yo u fa il to f
oll
ow
th is p ro ced
ur
e,
yo
ur b
udget
go als w ill be ref lect ed as 0 .00 (ze ro) w hen yo u
wa nt an analys is
of
yo u r expenses and inco me. The bud get typ e o fT
(Transfer), I (I
nco
me), F (Fixed). or V (Va riab le) w ill auto ma t ica
lly
be
assigned by the prog ram and may not refl ect atrue pi
ctu
reof yo ur
fi nance s.
3. O ccasion all y,
yo
u
will
see the category o fTRANSFER a
utom
ati
ca
lly
assigned toyour data ent ry. The
purpo
se
of
th e TRANSFER cate go ry isto
prot
e
ct
you
from
having ad
oub
le ent ry in your
data
fi les. A
subcat
egory
s
hould
be assigned in a TRANSFER catego ry so you know w
hat
you
t ransferred.
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