10. Ifyou are ente ri ng a pr ev iou sly esta blis hed
bud
get ca tego ry, go to Step
12. I f
yo
u are ente ri ng a new budget
cat
ego ry, answe r the pr
ompt
WOU
LD
YOU LIK ETO REV IEW EXISTING CA TEGO R
IES?
Y
IN
.
• If no,
type
N, pr ess E'lII!IliIlI and go
to
Step 1 1.
•
If
yes,
type
Y. p ress
"""iI'
Keep pressing ' ·liili·h' u
ntil
yo uhave
reviewed a ll the
catego
ries. Then press ' ·'jiij.!,' agai n a nd go to Step
11.
11. Answe r t he p ro m pt DO Y
OU
WAN T TO EST
ABLI
SH
XXXXXX
AS A NEW
B
UD
GET CATEGO
RY?
YI N.
• If yes, t
yp
e V, press
""lihiJi
a nd go to
Ste
p12.
• If no,
type
N, press 'UiiiMi ande
nte
r t he bu dget category
l;lilli
.p.
E
nte
r the subca tego ry. jf a ny. '·'i'n.V'
Co
toS
tep
' 2.
12. I f you ar eenteringapr ev iou slyesta b lished credi t ca rd, rep eat Steps 2-10 .
If yo u are e
nte
ring a ne w cre dit ca rd, answe r the pr
ompt
W
OU
LD YOU
LIKE TO REVI EW EXIS
TING
CA RD
NAM
ES? YIN .
•If yes ,
typ
e Y, press
'·"ii!dt
,a nd a list o f es ta blished c redit ca rds will
be d ispl ayed . Keep pr essing H·l¥
iiiiUH
un
til
all credit cards have been
listed . Press 'd"j.j·" aga in a nd go toSte p 14.
• If no.
type
N ' i!i""U' a ndgo to
Ste
p 14 .
1 3. Answe r t he p r
ompt
DO YO U
WA
NT TOESTA BLISH
XXXXXX
ASA
NEW
CA RD NA ME? N/Y.
• If yes, type Y, press 1
;1
""'
11
1
and
co
nti
nue
with
Ste
p 14.
•If no, ty pe N and press ' ·',III;I.l' Then typ e inthe ca rd
nam
e yo u wa nt
to use and press ';iii/1M. CO back to Step 12.
1 4 . If
you
are fi nished
wit
h the C
redit
Card fo
rmat
, press
IBJiII
to re
turn
to
the Transa
ctio
n
Typ
es
Me
nu .
15. If
you
arefini shed
wit
h the Transac t ion Typ es
Menu
. press
lBJiII
aga i n to
ret
urn
to the M ain
Me
nu .
16. If you want to ex it
fro
m t he module,
typ
e EXIT and pr ess 'H'w't'
17. Toex
it
from
yo
ur
Person al Financial
Manage
ment
System,
typ
e EXIT. the n
'j
i
ll
"j !" Wh en th e message
prompt
appears. tu rn o
ff
t he system.
INCOME Form
al
A ny i
ncome
yo ureceive sho u ld be rec
ord
ed th rough the INCOME
format
of
the
Transac ti on Types M enu . Do not forg et to mak e the necessaryent ry
if
yo u
deposi t the income received in an acc ount. This i
ncl
udes inco me f rom sala ry,
s
toc
ks, bonds, sale
of
real estate, and the lik e. Thisenti re INCOME fo r
mat
wi ll be
im po rta nt to yo u at i
nco
me tax ti me, bec ause all pers
onal
inco me istaxab le.
M ake sure yo u also incl ude any in terest or di v ide nds yo u recei ve f ro min-
vestm ent sand ot her
acco
u nts as inc
ome
.
Rec
ord
Keeper 11