Category : Financial and Statistics
Archive   : MIZER251.ZIP
Filename : TUTOR.TXT

Money Mizer Tutorial


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

- Create an account
- Setup the Monthly accounts/Re-occuring 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 of the 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.

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



-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 through 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 can also 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 Re-ocurring payee list-
-------------------------------------------------------------

->Position on "Monthly Account" /Press Enter
(You can also 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 re-occuring 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 will also have to transactions for the
re-occuring 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 UN-Reconciled 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)

-> Press ALT-P
(This will bring up the re-occuring payee)
(list)

-> Position on "Electricity" /Press Enter
(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 F1 (to commit the transaction)

Review:

We have just performed a simple transaction using the re-occuring
payee list. We also entered a check manually.
The data we entered went to two accounts. First it went to the
un-reconciled 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 can also 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 7 ]==================================

-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 8 ]==================================

-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
(An "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 9 ]==================================

-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.