
	Money Mizer Tutorial


      This tutorial will help you perform the following functions so that
      you may become familiar with the MoneyMizer programs.

		- Create an account
		- Setup the Monthly accounts/recurring Payee list
		- Add 2 Checks
		- Add 1 Deposit
		- Perform a Budget Split
		- Graph the budget amounts
		- Reconcile and Balance the register
		- Set and view a Reminder


	- Comments -
	------------

	This tutorial goes over some functions of the MoneyMizer programs.

	Its purpose is to help you get acquainted with the programs.

	Reading the  "tutor.txt", "read.me" and using the help screens
	should be sufficient information to get you started with using
	the programs.

	A comprehensive manual will be sent to registered users.


	-Using HELP-
	 ----------

	You can receive HELP on any item/selection/error by simply pressing
	ALT-H or ALT-F1.

	HELP will also provide recommendations on how to perform the task
	or how to format data etc..

	-Setup-
	 -----

	 Make sure you setup the program prior to doing this tutorial.
	 Reference the read.me document.

	-Execute the MoneyMizer program-
	------------------------------


	____ Type MM
	     This is the Main Program, MoneyMizer



================================[  Page 1  ]==================================


	-Create an Account-
	-----------------

	____ Press Enter
		Read the first screen then continue

	____ Press Enter
		This is to show you the format of the Reminder Screen
		Delete the permanent reminder later

	____ Press ESC  ONLY if you have read the introduction and
		new user screens.
		If you have not then I suggest you do this at this time.
		ESC will abort these Introduction help screens

	____ Press ALT-G
		Hot-Key to bring up Account Directory menu
		If you get an error at this point, then run
		the setup program to create your account
		directories.

	____ Position /Press Enter
		Position on your checking account directory.
		You position with the up/down arrow keys.

	____ Position on "Create Acct" /Press enter
		You also can press F4 to select

	____ Enter "test" /Press Enter
		For the account name to create

	____ Enter "1" /Press Enter
		To signify this is a  checking account

	____ Enter "123" /Press Enter
		The account number, bank assigns

	____ Enter "1000" /Press Enter
		The last statement balance

	____ Press Enter
		Select todays date as the statement date

	You have finished creating an account.
                                                            

================================[  Page 2  ]==================================

	-Setup the Monthly Account register and Recurring payee list-
	-------------------------------------------------------------
	____ Position on "Monthly Account" /Press Enter
		You also can press shift F5 to select
                                                            
	____ Press F1
		This will execute the command menu
                                                            
	____ Position on "Add a monthly check" /Press Enter

	____ Date Field: Select the date you want to be reminded to
               pay this transaction. Set it at least 5 days 
               before it is actually due                    

	____ Pay to Field: Enter "Electricity" /Press Enter

	____ Amount Field: Enter "100" /Press Enter

	____ Budget Field: Press F3

	____ Budget Field: Position on "UTIL" /Press DOWN ARROW

	____ Budget Field: Position on "electricity /Press Enter

	____ Press Enter

	____ Position /Press Enter
		This is the account names menu. You can
		direct different transactions to different
		accounts.

	____ Press F1
	      This will commit the transaction

	____ Press Enter
	      This will set a reminder for this trans

	____ Press Esc

	-Press F1
	      Invoke the command menu

	-Position "Sort Account" /Press Enter

	-Select "Pay to/Notes" /Press Enter
	      This will sort the account and the recurring payee list

	You have now created a monthly account transaction that
	can be directed to the account you have selected.
	You can set up multiple accounts and direct specific
	transactions to those accounts.
                                                            
	 ____ repeat the previous procedures for "Home Gas Payment"
                                                            
	After finished you also will have two transactions for the
	recurring payee list.
	We will use this payee list later.


================================[  Page 3  ]==================================

	-Add 2 Checks to your checking account-
	-------------------------------------

	____  Press ALT-M
		This will return you to the Main Menu.
		You can use menu selections but the Hot-Keys
		are the fastest way to traverse through the programs

	____  Position on "Work on Acct" /Press Enter
		The default is unreconciled accounts
		This will allow you to work on a selected
		account

	____  Type "1" /Press Enter
		This is to select the "Item" number of the
		account you wish to work on

	____  Press ALT-C
		This is the Check/pay money Hot-Key
		You can use the alternative Menu with F1
		and position on Check

	____  Position on the "Pay to or notes" field using the down arrow

	____  Type in "ele" for searching the recurring payee list.
		This assumes that you followed the previous instructions
		to add a recurring payee into the list.

	____  Press ALT-P
		This will bring up the recurring payee
		list and search for "ele" and should find "electricity"

	____  Press Enter and the "electricity" information will be moved
		to the transaction screen.
		This will move the name,budget code and amount to the
		working transaction fields

	____  Press F1
		This will COMMIT the check to the account


	____  Fill out a second check without using the payee list.
		Use whatever data you want

	____  Press F9  to commit the transaction to the account and ALSO
		set a recurring payee transaction.

	Review:

	We have just performed a simple transaction using the recurring
	payee list. We also entered a check manually.
	The data we entered was distributed to two accounts. First it went
	to the unreconciled working account. Secondly, budget data went to
	the budget database.

	We will examine, graph and print a Budget Report later.

================================[  Page 4  ]==================================

	-Add 1 Deposit to your checking account-
	--------------------------------------

	____ Press ALT-D
		This is the Hot-Key for Deposit
		You also can select a Deposit transaction
		from the Command Menu

	____ Press Down-Arrow

	____ Press Down-Arrow
		You should now be positioned on the Amount
		Field.

	____ Enter "300" /Press Enter

	____ Press F3
		Pressing F3 at the budget code field will
		execute the budget pull-bar menu

	____ Position on "income"

	____ Press Down-Arrow

	____ Position on "Salary 1" /Press Enter

	____ Press F1
	       This will commit the transaction

	____ Press Esc
	       This will finish the transaction input mode


================================[  Page 5  ]==================================

	-Add 1 Check transaction and perform a BUDGET SPLIT-
	--------------------------------------------------


	____ Press ALT-C
		Hot-Key for Check

	____ Date Field: Press Down-Arrow

	____ Pay To/Notes: Enter "Master Card" /Press Tab

	____ Amount Field: Enter "200" /Press Enter

	____ Budget Code: Press Enter
		Bypass the single Budget Code selection

	____ Budget Split: Press F3
		Invoke the budget pull-bar menu

	____ Press Right-Arrow 2 times

	____ press Down-Arrow at "auto" major field

	____ Position on "parts, auto" /Press Enter

	____ Type "100" /Press Enter
		Allocate 100 dollars to auto parts

	____ Budget Split: Press F3

	____ Position on "Home"

	____ Press Down-Arrow

	____ Position on "Landscaping" /Press Enter

	____ Type "100" /Press Enter
		Allocate 100 dollars to "landscaping"
	Notice that the Budget Code changed from 888 to 999.
	This is to signify a split was done and the split total
	amount is equal to the transaction amount. 888 signifies
	that the budget split total is NOT equal to the transaction
	amount.

	____ Press F1
		Commit the transaction

	____ Press Esc
		To finish
                                                            
	____ Press ALT-L
		Display budget splits for a selected transaction

	____ Enter transaction number \Press Enter


================================[  Page 6  ]==================================

	-Graph the budget amounts-
	 -------------------------

	____ Press ALT-B
		Hot-Key to execute the Budget Program


	____ Position on "Display/Edit Budget DATA & Codes" /Press Enter

	____ Press F5
		This will invoke the budget code pull-bar menu

	____ Position "util" /Press Down-Arrow

	____ Select "electricity" /Press Enter

	____ Press     F1 = Bar chart
		F2 = Pie           Multiple months of data is needed
		F3 = Line chart
		Graphs will need multiple months of data for presentation

	____ Press Enter

	____ Press ALT-X
		eXit to main MM program


================================[  Page 7  ]==================================

	-Reconcile and Balance the Account Register-
	 ------------------------------------------

	____ Press ALT-M

	____ Position "Work on Acct" /Press Enter

	____ Type "1" /Press Enter

	____ Press F1
	   Invoke the Command Menu

	____ Select "Reconcile" /Press Enter

	____ Type "Y" /Press Enter
		Sort the account by check. This will put all
		atms,deposits,interest,service charges at the
		top of the account. Then checks will be sorted
		in sequential order.

	____ Position with UP/DN arrow keys

	____ Press "S" on each transaction to reconcile
		A "r" will be set to signify the transaction
		is to be reconciled.

	____ Press ESC to finish


	-Balance the Account-
	---------------------


	____ Press F1
	    Invoke the Command Menu
	____ Position "Balance Account" /Press Enter
	____ Type balance amount /Press Enter
		Since all transactions will be reconciled then
		the last transaction total or account balance
		will be used.
		Normally this is the BANK STATEMENT BALANCE

	If the BALANCE WAS SUCCESSFUL
	____ Enter the Statement Date
	____ Enter "Y"

		To print a reconciled report

	The transactions have now been moved to the "Reconciled
	Account". You can view the Reconciled Accounts from the
	main menu.


================================[  Page 8  ]==================================

	-Set and View Reminders-
	 ----------------------


	____  Press ALT-M
		Takes you to the Main menu

	____  Press ALT-R
		Hot Key for Reminders, or select
		the Main Menu item "Reminders"

	____  Position "Set/View ALL your Reminders" /Press Enter

	____  Enter a reminder. Use ALT-H for Help on how to do this.
                                                 
                                                               
                                                               
                                                               
                                                               
                                                               


