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Checkaroo bill paying programs. Easy to use and setup.
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Checkaroo bill paying programs. Easy to use and setup.
File Name File Size Zip Size Zip Type
CHECK.DOC 49303 13898 deflated
CHECK.EXE 94936 45948 deflated
CHECK01.SCR 986 488 deflated
CHECK02.SCR 1020 517 deflated
CHECK03.SCR 504 274 deflated
CINSTALL.EXE 40570 26541 deflated
FILEINFO.FI 830 314 deflated
START.BAT 213 118 deflated

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Contents of the CHECK.DOC file

Checkeroo Version 2.2

Copyright (C) 1986-88 - Tom Rodman

* * NOTICE * *

The author of this program and user's guide has made every effort to
ensure mathematical accuracy. This program and user's guide are
distributed "as-is," without warranty of any kind. Further, Tom Rodman
does not warrant, guarantee or make any representation regarding the
accuracy, the use, the results of the use of this program and user's
guide, or otherwise.

Registered users of this program are entitled to unlimited support via
U.S. mail, or electronic mail. Registered users also will be given
advance notice of future upgrades, and will be given the opportunity to
order these upgrades for a small shipping & handling charge.

Permission is hereby given to you to evaluate Checkeroo. If you find this
program useful, you are required to pay $20, using the form provided in
this guide. If you find that Checkeroo does not fit your needs, please
discontinue using the program. Either way, feel free to give a copy of
Checkeroo to others who wish to evaluate it.

Registration is also required for business and government users on a
per-machine basis. This means that if you are using Checkeroo on three
different machines, three registrations are required. This also applies
to CPAs and consultants who have their clients using Checkeroo. At least
one registration is required per client. Site licensing discounts are
available. Please contact me for details.

If you copy Checkeroo and/or its associated files, all files must remain
in their original state. You are not permitted to add to, remove from or
change in any way the files associated with Checkeroo. While I encourage
the free distribution of Shareware, you may charge the recipient a
reasonable amount for any distribution and/or shipping costs. I reserve
all rights to Checkeroo and will be the sole judge of what is reasonable.
If you have any doubts, please contact me.

With the exception of reasonable shipping and/or handling costs, you are
not permitted to charge anyone any amount for Checkeroo without my
written consent. My address can be found on the registration form in this

Thank you for trying Checkeroo. I look forward to hearing from you.

Very truly yours,
Tom Rodman

*** Member, Association of Shareware Professionals (ASP) ***


1 Shareware Registration . . . . . . . . . . . . . . . . 2
2 News from the Workshop . . . . . . . . . . . . . . . . 3
3 Checkeroo Version History . . . . . . . . . . . . . . . 3
4 Getting Started . . . . . . . . . . . . . . . . . . . . 4
5 Program Installation . . . . . . . . . . . . . . . . . 5
6 Using Checkeroo in the Real World . . . . . . . . . . . 6
7 Beginning a Session - The Opening Screen . . . . . . . 6
8 Checkbook Files - Backup . . . . . . . . . . . . . . . 7
9 The Main Menu . . . . . . . . . . . . . . . . . . . . . 8
9.1 (1) Access Checkbook . . . . . . . . . . . . . . . 9
9.1.1 "GETTING AROUND" the Checkbook . . . . . . . 9
9.1.2 [F1] Add Entries . . . . . . . . . . . . . 10
9.1.3 [F2] Delete Entries . . . . . . . . . . . . 12
9.1.4 [F3] Cleared Bank . . . . . . . . . . . . . 12
9.1.5 [F4] Toggle Display . . . . . . . . . . . . 13
9.1.6 [F5] Edit . . . . . . . . . . . . . . . . . 13
9.2 (2) Print Register . . . . . . . . . . . . . . . 13
9.3 (3) Search by Code . . . . . . . . . . . . . . . 14
9.4 (4) Search by String . . . . . . . . . . . . . . 14
9.5 (5) Verify Balances . . . . . . . . . . . . . . 15
9.6 (6) File Statistics . . . . . . . . . . . . . . 15
9.7 (7) Balance With Bank . . . . . . . . . . . . . 15
9.8 (8) Sort Checkbook . . . . . . . . . . . . . . . 16

Appendix A A few notes on codes 18

Appendix B Code worksheet 19

Appendix C Why Should You Pay For Checkeroo? 21


= = Checkeroo (TM) Version 2.2 User's Guide = =

1 Shareware Registration

Checkeroo took many, many hours to pull together. For that reason, I ask
that you send your payment after you've had a chance to evaluate the
program and determine that it suits your needs. If Checkeroo is not for
you, please stop using it.

When we receive your payment, we'll send you the Checkeroo Registered
User's Kit, which contains:

o The latest version of Checkeroo on disk.

o Instructions for disabling Checkeroo's Shareware screen.

o Advanced notice of future upgrades.

o Discounts on future upgrades.

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Ver2.2
Checkeroo Registration

YOUR NAME ________________________________________________________

STREET ADDRESS ___________________________________________________

CITY, STATE, ZIP _________________________________________________

Where did you get this copy of Checkeroo?


Check one:

_____ Send me the latest version of Checkeroo on 5 1/4" disk. $20.00
(IBM PC, XT, AT, or compatible)

_____ Send me the latest version of Checkeroo on 3 1/2" disk. $25.00
(IBM PS/2, laptop, or compatible)

*** PLEASE NOTE *** Payment must be made by check or money order. PAYMENT
MUST BE IN U.S. FUNDS. If no choice is specified, the latest Version of
Checkeroo will be sent to you on a 5 1/4" disk.

Please send your payment to:

Tom Rodman
1544 Lighthouse Dr.
Naperville, IL 60565

Copyright (C) 1986-88 - Tom Rodman 2

= = Checkeroo (TM) Version 2.2 User's Guide = =

2 News from the Workshop

I use this page to welcome new users to Checkeroo and to say hello to
all of my old friends who've been using the program for awhile. Checkeroo
is now in its fourth release! That's a credit to you, the user, in that
EVERY SINGLE improvement to the program began as a suggestion from a
user! It's your program. You designed it, you financed it, and you
deserve the credit (though we'll keep the Copyright ).

The kind letters we've received from all over the world have made this
one of the most rewarding experiences of our lives. Oh, and the mail...
Some of the funniest, wittiest, most encouraging words we've ever read
have come along with the registrations. You've given us many smiles.

I'd also like to take a moment to introduce my wife, Sandy. She's the
one who writes all of this documentation and corrects my grammatical and
spelling errors in correspondence. It's hard being married to a
journalist when you're a poor speller. She hasn't taken a ruler to my
knuckles yet, but I won't rule out the possibility. She's the one who
yells at me when I don't spend enough time working on the program and
she's the one who yells at me when I spend too much time with it! She's
my partner.

Well, thanks again to those of you who've registered the program and
encouraged your friends to do the same. And welcome to you if you're new
to Checkeroo. We sincerely thank you for trying the program and look
forward to hearing from you.


3 Checkeroo Version History

Version 1.1 02/12/87 The first release of Checkeroo as a
Shareware product.

Version 2.0 10/15/87 Editing and sorting features added.
Command-line checkbook specification added. Cosmetic and operational

Version 2.1 12/16/87 Corrected problem that prevented program
from operating properly on Tandy 1000 computers. Improved edit function.

Version 2.2 05/01/88 Modified sort routine to operate on fiscal,
as well as calendar years. Added checkbook filename to printouts and
screens. Corrected bug in edit function. Cosmetic improvements.

Copyright (C) 1986-88 - Tom Rodman 3

= = Checkeroo (TM) Version 2.2 User's Guide = =

4 Getting Started

This manual will take you through the process of creating and managing
your checking account(s) step-by-step. It's divided into sections that
correspond to Checkeroo's main menu options, as well as the functions
available in the checkbook. Before we get too involved in the program,
though, we need to get Checkeroo set up and running on your system.

First, you need to make a working copy of the program disk.

If you're using a DUAL FLOPPY disk system --

you can use the DOS command:

COPY A:*.* B:*.*/V [Return]

to copy from your Checkeroo master disk in drive A: to a blank,
formatted disk in drive B.

If you're using a HARD DRIVE --

copy the contents of the Checkeroo distribution disk onto your
hard drive using the command:

COPY A:*.* C:\PATH\*.*/V [Return]

If your hard drive is other than drive C:, substitute its letter.
The PATH is the directory\subdirectory into which you want to place
the Checkeroo files. I recommend that you create a separate
directory for Checkeroo and its data files. A directory called
\CHECKS would be easy to remember. (See your hard drive or DOS
manual for specifics concerning directories, subdirectories and

In either case, you must be sure that you at least copy these two files:

CHECK.EXE (The program)
CINSTALL.EXE (The installation program)

These two files must be present on your working copy. Checkeroo will be
creating several other files during its execution.

Now that you have your working copy, label it (if it's a floppy), and
file away the master in a safe place. In the event that your working copy
fails, you'll be glad that you did.

Now that you have a working copy, let's "activate" it with the
installation program ...

Copyright (C) 1986-88 - Tom Rodman 4

= = Checkeroo (TM) Version 2.2 User's Guide = =

5 Program Installation

Before you can use Checkeroo, you need to tell it some things about how
you would like it to operate. Think of this installation as "customizing"
Checkeroo to suit your personal tastes. If your tastes change (or your
computer system does), just repeat the following instructions to re-
customize Checkeroo.

The first step to installing Checkeroo is to set your DOS default to the
drive that contains your working copy.

IF Checkeroo IS ON A HARD DISK... change to the directory that contains

IF Checkeroo IS ON A FLOPPY... your DOS prompt should be A>. If it isn't,
type A:[Return].

Now, you're ready to roll. Let's load the installation program by typing
the following at your DOS prompt:


The first screen you see will be the software disclaimer and license.
Please read this screen carefully and press [Y] to accept the terms and
to continue. You'll now be given a series of questions that will
determine how Checkeroo will run.

1) First, you're asked whether you have a color or monochrome
monitor. Press the highlighted key that corresponds to your choice.
If you chose monochrome, proceed to step #3.

2) If you chose color, you will now be presented with a bordered
screen that contains high and low intensity text, flashing text and
a description of how each is used in the program. Press the
highlighted key that corresponds to the element you wish to change
to see another color. Repeat this process with each element until
you find a pleasing combination. When you're satisfied, press [Esc].

3) Next, you'll be asked whether or not you want sound. Checkeroo
ALWAYS makes a warning sound when you make a mistake, but this
allows you to do away with Checkeroo's "chirp" prompt which can be
helpful, but may be annoying in an office environment.

At this point, the installation program will save the parameters you've
specified, and you'll be taken to the Checkeroo program (finally).

Copyright (C) 1986-88 - Tom Rodman 5

= = Checkeroo (TM) Version 2.2 User's Guide = =

*** Important ***

From now on, you can simply skip the installation program and load
Checkeroo directly by typing CHECK [Return] at the DOS prompt.

6 Using Checkeroo in the Real World

I wrote Checkeroo to organize my expenses and to save time. If used
properly, it will benefit you in the same ways.

If you use single copy checks and record them in the register that came
with your checks, sit down every week or so, and enter those transactions
into Checkeroo. You'll be able to balance your account with your bank
statement in a matter of moments. You'll instantly be able to check your
math, and best of all, you'll be able to analyze where your money is
going with Checkeroo's powerful search functions.

To make things even easier, order some of those checks with a carbon
copy. Whenever you have a "Checkeroo session", just look at your copies,
and "plug in" the information. This allows you to avoid having to record
transactions manually in your checkbook.

If you use an automatic teller machine (ATM), fear not. Unlike other
checkbook programs, Checkeroo fully supports all ATM transactions (see
the section on ADD ENTRIES for details). Maybe you'd like to use
Checkeroo to keep track of your passbook savings account or money market
account. No problem... Checkeroo is flexible enough to do it.

7 Beginning a Session - The Opening Screen

There are two ways to load Checkeroo. The first method is to type CHECK
[Return] at the DOS prompt. This will take you to Checkeroo's opening
screen which prompts you for a drive and checkbook name. For example, if
you want to store your data on a disk in drive B, and you wanted to name
this checkbook (or account) 1988, you would type:

B:1988 [Return]

If you are using subdirectories, paths may also be included:

C:\CHECKS\1988 [Return]

Only two rules apply to the drive:checkbook name prompt:

1) Your response must conform to DOS filename specifications (the

Copyright (C) 1986-88 - Tom Rodman 6

= = Checkeroo (TM) Version 2.2 User's Guide = =

2) DON'T USE A FILENAME EXTENSION. Checkeroo creates two files for
each checkbook and automatically adds the extensions.

The second method allows you to specify the checkbook name on the DOS
command line when the program is loaded, bypassing the opening screen. To
load Checkeroo with this direct method, type the following at the DOS
command line:


(where CHECKBOOKNAME is the name of the checkbook you want to work with).

If you are creating a new checkbook, Checkeroo will display a screen that
informs you that the checkbook you entered can't be located. TO CREATE A

If you get this screen when you were expecting to access an existing
checkbook, you probably mistyped the checkbook name. TO TRY AGAIN, PRESS
[Esc]. You'll be returned to the opening screen.

Once you've created (or accessed) a valid checkbook, you'll be taken
directly to the check register screen, which we'll discuss in just a

8 Checkbook Files - Backup

Occasionally, you'll want to make backup copies of your checkbook data.
Making backups is recommended before using Checkeroo's SORT function and
before Checkeroo Version 2 accesses a checkbook created with earlier
versions of Checkeroo for the first time. Backing-up your data is also a
good regular habit to get into. Should your data disk fail, you'll be
glad you did.

A "checkbook" is actually two files on the drive\path you specified when
you first created them. These files are have extensions of .DTA and .PRM.
For example, if you called your checkbook 1987, the two files are:

- and -

Copy these files to a floppy disk for safe storage. If your main copy
ever fails, at least you'll have your latest backup. REMEMBER - Each
checkbook has its own pair of files. If you use Checkeroo on THREE
different checkbooks (accounts), you'll need to copy SIX files. If you
don't understand copying procedures, see your DOS manual for an
explanation of the COPY command.

Copyright (C) 1986-88 - Tom Rodman 7

= = Checkeroo (TM) Version 2.2 User's Guide = =


Since it is the .DTA and .PRM files that contain your actual checkbook
information, NEVER copy them when you give Checkeroo to others to
evaluate. If you desire confidentiality, NEVER COPY .DTA AND .PRM FILES

9 The Main Menu

The main menu is the gateway to the various sections of Checkeroo.
Whenever you complete a task in any section, or [Esc]ape from the
register screen, you'll return here.

Even though you're taken to the register screen directly when you first
load Checkeroo, the register screen itself is only one of the functions
available from the main menu. For that reason, we'll use the main menu as
the starting point for our discussion on the operation of Checkeroo.

An important thing to remember is that wherever you are in the program,
the [Esc]ape key will always take you back one step (it "backs you out").
That also holds true in the main menu. Pressing [ Esc] will return you to
the opening screen. Pressing [Esc] at the opening screen returns you to
the DOS prompt. Being able to [Esc] to the opening screen from the main
menu allows you to access another checkbook without reloading the

*** WARNING ***

In many situations, Checkeroo updates its data files as you [Esc] a
particular section of the program. For this reason, NEVER shut off the
computer while Checkeroo is running. Always use [Esc] to "back your way
out the front door" to the DOS prompt. Failure to do so could result in
lost data.

The bottom left corner of the main menu screen displays the checkbook you
are currently working on (the "active" checkbook), the bottom right
corner displays the number of active entries in the active checkbook.

Each choice on the main menu is preceded by a number. Pressing that
number takes you directly to that section of the program.

Option #1 is "ACCESS CHECKBOOK". This is where you'll be spending most of
your time with Checkeroo, and it's in the register screen that you begin
each session, so let's begin there...

Copyright (C) 1986-88 - Tom Rodman 8

= = Checkeroo (TM) Version 2.2 User's Guide = =

9.1 (1) Access Checkbook

Option #1 on the main menu - "access checkbook" - takes you to your
electronic checkbook, or register. This is where you'll be spending the
majority of your time.

Checkeroo will draw a screen that resembles the old paper register you're
accustomed to. There are two things you should take note of:

1) On the lower right corner, you'll see a page number. Checkeroo
allows you to look at and modify your data one page at a time, but
uses logic to determine the "active" page; that is, the page on
which new data will be entered. Every time you access the checkbook
from the main menu, you'll be taken directly to the active page.

2) The checkbook screen is divided into three main sections: the
top section displays your data in columns; the bottom section
contains a "mini-menu;" and, in-between, there's a rectangular area
called the "workspace." It's in this workspace that you'll enter new

In the workspace, Checkeroo will always display one of two messages:

- or -

When "Ready..." is displayed in the workspace, Checkeroo is ready to
accept your commands. But when "Working..." is displayed, Checkeroo is
performing any of a number of internal functions which usually take no
more than a couple of seconds. When "Ready..." re-appears, you're ready
to get to work.

Now, let's spend some time learning how to "get around" the checkbook...

9.1.1 "GETTING AROUND" the Checkbook

Right below the "Ready..." or "Working..." message in the workspace are
some reminders of the keys used to get around the checkbook:

[PgUp] and [PgDn]

These two keys take you backward or forward, respectively, one page at a
time. You can always check your location by looking at the page number in
the lower right corner.

Copyright (C) 1986-88 - Tom Rodman 9

= = Checkeroo (TM) Version 2.2 User's Guide = =

[Home] and [End]

The Home key takes you to the first page of the checkbook and the End key
takes you to the last, or "active" page.

Anytime you press an invalid key (i.e., pressing [End] when you're
already on the last page), Checkeroo will "honk." This is true regardless
of whether or not you told Checkeroo to "chirp" during the installation

Now, let's cover the operational functions within the checkbook...

9.1.2 [F1] Add Entries

Pressing the [F1] key on your computer allows you to enter new data.
You'll be prompted for five inputs:


The date must be entered as six numbers. Example: 10/5/86 is entered as
100586. Simply pressing [Return] within a blank date line will duplicate
the last date entered or the current date, if this is the first entry.
This "repeating" feature is handy if you pay a number of bills on the
same day, because you only need to enter the date once.


This prompt appears directly below the number column. This is where you
enter the check number or a blank if it's a deposit or "ATM" for an
automatic teller machine transaction. Like the date input, pressing
[Return] on a blank line repeats the last entry in the number column. If
you press [Return] on a blank number prompt and the last entry in that
column was a check number, Checkeroo will return the next consecutive
number. If you'd like to leave the number entry blank (i.e., for a
deposit), you'll need to press [Space] [ Return].


You are now presented with a prompt for the transaction column. This is
where you'll enter "DEPOSIT" or to whom the check was written. You may
also add a note, such as:


This will allow you to later locate this entry by searching for either
"Dr. Jones" or "John." Searching is described in further detail in
sections 9.3 and 9.4.

Copyright (C) 1986-88 - Tom Rodman 10

= = Checkeroo (TM) Version 2.2 User's Guide = =


After entering a transaction, you're prompted for a debit amount directly
under the DEBIT column. It is not necessary to enter zeros after the
decimal point. Checkeroo will "fill-in-the-blanks:"

$23.00 can be entered as 23 [Return]; $23.50 can be entered as 23.5

If you DO enter a debit amount, Checkeroo assumes that you don't want a
deposit in the same entry. So it skips the deposit prompt when you hit


If you do want to enter a DEPOSIT, just press [Return] on a blank DEBIT
line. Checkeroo will then present a DEPOSIT prompt. This prompt is
identical to the DEBIT prompt in that it will enter zeros after the
decimal point.


You'll now be taken to a prompt for "Codes." These codes are a powerful
feature of Checkeroo. The code input line (directly below the Balance
column) allows for the input of up to nine characters. A code can be any
one letter or number that you use to designate a particular category. For
example, all of your automotive related expenses might have a code such
as "C". Or, you might want to give them a code such as "4". A more
detailed explanation of code implementation can be found in appendix A,
as well as some examples of how to make the best use of them. After you
have entered your code(s), press [Return].

* * *

You have now completed entering a transaction into the checkbook. The
information from the workspace now appears in the next slot at the top of
the screen. The workspace clears and you are presented with another DATE
prompt and Checkeroo is ready for you to enter another transaction. If
this is the last transaction you are going to enter, press [Esc] at the
DATE prompt and you'll be returned to the command level.

One final note: at any prompt within the input system, you can use the
[Back Space] key to delete characters; the [Esc] key to go back one
prompt. Example: pressing [Esc] in the transaction prompt will take you
back to the number prompt.

Copyright (C) 1986-88 - Tom Rodman 11

= = Checkeroo (TM) Version 2.2 User's Guide = =

9.1.3 [F2] Delete Entries

Checkeroo makes it easy to delete any entry from the checkbook. First,
"flip" through the pages (using [PgUp] and [PgDn]) until the entry you
want to delete is displayed.

When the victim is in sight, press [F2]. A highlighted bar will appear
across the first entry on the screen. Use the up and down arrow keys to
move the highlight until it covers the entry to be deleted, then press

You'll now be asked to confirm the deletion. If you're sure (remember,
deletion is permanent), press [Y]. Pressing [N] will return you to the
"Ready..." prompt.

Once you've confirmed the deletion, the "Working..." prompt will appear.
Depending on the number of entries, Checkeroo may take several moments to
delete as it recalculates balances.

If you press [F2] by mistake, you can escape the "DELETE ENTRY" mode by
pressing [Esc].

9.1.4 [F3] Cleared Bank

Later in this manual, we'll discuss how Checkeroo balances your checkbook
against your bank statement. However, here's where the process begins.

The first step in balancing is to "check off" the entries that have
cleared the bank. With your bank statement in hand, flip through the
pages on your screen until you've found the first transaction that's

Now, press [F3] and you'll see a highlighted bar appear over the first
entry on the page. You'll also notice that the "BALANCE" column has now
become the "CLEARED" column.

Use the up and down arrow keys to locate the entry you want to "mark" as
cleared, and press [Return]. You'll see an "X" appear in the "CLEARED"
column next to the entry you selected. This transaction is now "marked"
as having cleared the bank. Checkeroo will need to know this when it
comes time to balance your account.

As with all of Checkeroo's other functions, you can escape from the
"CLEARED BANK" mode by pressing [Esc]. You'll need to escape the "CLEARED
BANK" mode to change the pages.

If you make a mistake and mark the wrong entry, move back to it and press
[Return]. The "X" disappears and the entry is "unmarked."

Copyright (C) 1986-88 - Tom Rodman 12

= = Checkeroo (TM) Version 2.2 User's Guide = =

The first step in balancing your checkbook is to mark EVERY entry (debit
and deposit) that has cleared your bank. Do this by flipping through the
pages and using the [F3] function. The rest of the balancing procedure
is described in the "Balance With Bank" section of this guide.

9.1.5 [F4] Toggle Display

The last command in the checkbook is the [F4] "toggle display" key. Quite
simply, I didn't have room on the checkbook screen to display the codes
you entered for each transaction. Press [F4] and the "BALANCE" column
becomes the "CODES" column. Press [F4] again, and it's the "BALANCE"
column again.

The only thing to remember about the [F4] key is that it's the only
function you don't need to escape from. With [F4], you're always in
command mode.

9.1.6 [F5] Edit

Pressing [F5] puts you in the edit mode. This mode allows you to edit
(change) any entry on the page currently being displayed. Once pressed,
you'll be asked to use the arrow key to select the entry to be edited. Do
this by moving the highlighted bar to the correct entry and pressing

The entry you've selected now appears in the workspace below the
register. You can now add to, remove or correct any characters in any
column. Use [Return] to advance to the next column and [Esc] to go back
one. Continue pressing [Return] until you've gone through all of the
columns and the edit is complete.

"WORKING..." will now appear on your screen. Checkeroo will take a moment
to make any corrections to balances and to modify its internal
references. When the update is complete, "READY" will appear on the
screen and the changes you made will be displayed on the register. You
are now back in command mode.

When you're in edit, it is possible to [Esc]ape your way back to command
mode. When this is done, any changes are ignored. To make changes
permanent, press [Return] to skip across all columns to the right.

9.2 (2) Print Register

Here's an easy one...selecting option #2 from the main menu allows you to
print out a hard copy of your checkbook.

Copyright (C) 1986-88 - Tom Rodman 13

= = Checkeroo (TM) Version 2.2 User's Guide = =

You'll be asked whether you want to print all of the entries in your
checkbook, or just those that you've entered since the last printout.
This saves time and paper if you've kept past printouts.

9.3 (3) Search by Code

Now we're getting to the real power of Checkeroo. There are two search
options on the main menu. The first is "SEARCH BY CODE."

To search by codes, select option #3 from the main menu. You'll be asked
for the code you'd like to locate.

Enter the code (up to nine digits) and press [Return]. Checkeroo will now
ask you to set your printer and press any key. When you do, Checkeroo
will search every entry in your checkbook and print every one that
contains the code you specified. You're gonna love this feature at tax

9.4 (4) Search by String

Selecting option #4 from the main menu allows you to search all entries
by "string." But what's a string?

Actually, "string" is computer-eeze (I've tried to avoid computer-eeze,
but couldn't come up with a better term for this one.) A string is a
series of characters "strung together." A word is a string - so is a
number. A string can also be a single character. Now that we've defined
string, here's how it works:

When you select "SEARCH BY STRING" from the main menu, you're asked for
the "search string." This is where you enter the series of characters
you'd like to search for.

If you'd like to locate every check you wrote to "DR JONES," enter:

DR JONES [Return].

If you want to see every check you wrote to DR JONES, DR SMITH and DR

DR [Return].

In the above example, "DR [Return]" not only would locate the medical
professionals listed, but would also find "DRY CLEANERS." To avoid this,
try "DR [space] [Return]." Remember, Checkeroo will search for exact
occurrences of the characters you specified. There is a space after "DR"
for the doctors, but not for "DRY CLEANERS."

Copyright (C) 1986-88 - Tom Rodman 14

= = Checkeroo (TM) Version 2.2 User's Guide = =

You may also want to enter a space first. Entering "[space] OR" would

You'll need to experiment with strings a little, but once you figure
things out, you'll have harnessed one of the most powerful benefits of
electronic checkbook management.

*** Important ***

The "SEARCH BY STRING" option not only searches data in the "TRANSACTION"
column, but also in the "NUMBER" column. This makes it possible to locate
all of your automatic teller machine transactions by entering "ATM
[Return]". You can even locate a particular check by searching for its
check number.

9.5 (5) Verify Balances

Option #5 on the main menu - "VERIFY BALANCES" - is a feature for the
insecure. If you have a hard time trusting your computer, selecting this
option will cause Checkeroo to re-calculate all balances and compare its
new result to the original.

If you still have no faith after verification, sell your computer and buy
an abacus.

9.6 (6) File Statistics

Selecting option #6 from the main menu breaks down all of your
transactions and presents figures for:

Total Deposits
Total Debits

9.7 (7) Balance With Bank

Now here's a time saver. Selecting option #7 from the main menu takes you
to the balancing screen, but before you go there, you need to do three

1) "Mark" all cleared transactions (see section on "CLEARED

2) Enter any and all service charges from your bank as debits in
the checkbook, AND MARK THEM AS CLEARED!!

Copyright (C) 1986-88 - Tom Rodman 15

= = Checkeroo (TM) Version 2.2 User's Guide = =

3) Enter any and all interest paid by the bank as deposits in the

When you select "BALANCE WITH BANK" from the main menu, you'll be asked
to confirm that you've performed the steps mentioned above. You'll then
be asked for the balance (or, new balance) on your bank's statement.

Now, Checkeroo goes to work. Go get a cup of coffee, and when you come
back, you'll have a printout that includes an "Adjusted Balance" (which
should agree with your adjusted bank balance), as well as complete
reconciliation (i.e., a listing of transactions that haven't cleared

9.8 (8) Sort Checkbook

Option #8 on the main menu is SORT CHECKBOOK. This feature re-sequences
all of your entries. The results of a sort are permanent and the original
order cannot be restored.

Entries are sorted in ascending order. First priority is given to DATE.
entries with the same date are then sub-sorted according to the NUMBER
column in ascending order, with alphabetic entries listed first. For
example, the following entries:

08/26/88 DEPOSIT 1525.77
08/25/88 1132 JUAN'S DELI 25.32
08/26/88 ATM WITHDRAWAL 15.00
08/26/88 1133 CHECKEROO REGISTRATION 20.00

Would look like this after a sort:

08/25/88 1132 JUAN'S DELI 25.32
08/26/88 DEPOSIT 1525.77
08/26/88 ATM WITHDRAWAL 15.00
08/26/88 1133 CHECKEROO REGISTRATION 20.00

Checkeroo will recalculate each balance during a sort, since changing the
order of entries will effect the running balance. You'll find that the
end balance remains the same. Checkeroo even goes into BALANCE
VERIFICATION mode automatically after each sort.

Please note that the SORT CHECKBOOK function performs a disk-based sort
that is rather time consuming. Since it is a function you will rarely
use, that shouldn't pose much of a problem. The time required for a sort
depends on three factors:


Copyright (C) 1986-88 - Tom Rodman 16

= = Checkeroo (TM) Version 2.2 User's Guide = =

A sort of 600 entries on a 4.77 Mhz computer with data stored on a hard
drive took nearly 20 minutes. If you have more data or a floppy drive,
you might want to consider going to dinner or a movie during a sort.
Still, try doing it faster by hand!

*** WARNING ***

NEVER, under any conditions, interrupt the computer during a sort. Any
interruption whatsoever will result in an unusable checkbook. For this
reason, IT IS HIGHLY RECOMMENDED that you make a backup copy of your data
files before beginning a sort. Even a power interruption will destroy
your data. Please see the section called CHECKBOOK FILES for information
on backing up your data.

Copyright (C) 1986-88 - Tom Rodman 17

= = Checkeroo (TM) Version 2.2 User's Guide = =

Appendix A

A few notes on codes

In designing a "code" or "category" system for Checkeroo, I took a look
at quite a few existing programs. Many require you to "establish" or
"create" categories and assign each transaction to one or more of them.

Not only did this require additional programming, but the system itself
tends to be self-limiting.

Checkeroo's code system consists of a nine-character line for each entry
in which you may enter up to nine characters.

Each of these characters or a combination of up to nine characters is a
"code" that can be searched using Checkeroo's "SEARCH BY CODE" function.
There is no need to "create a category" as is the case with other

Let's say that you wrote a check to DR JONES for your son Jim's physical
exam. You might use "M" as a code for medical bills, "J" for Jim's
expenses and "T" for tax deductible items. In this example, the code
line for this check to DR JONES might look like this:


This way, you can locate this check in a search for all medical expenses,
all of Jim's expenses or all tax deductible expenses.

Many business users suggested that Checkeroo should allow for up to nine
characters per code. That suggestion is implemented in Version 2. Now,
formal account numbers can be used in the code column and located using

For more information on codes, see sections 9.3 (SEARCH BY CODE), 9.1.2

Copyright (C) 1986-88 - Tom Rodman 18

= = Checkeroo (TM) Version 2.2 User's Guide = =

Appendix B

Code worksheet


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Copyright (C) 1986-88 - Tom Rodman 19

= = Checkeroo (TM) Version 2.2 User's Guide = =

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Copyright (C) 1986-88 - Tom Rodman 20

= = Checkeroo (TM) Version 2.2 User's Guide = =

Appendix C

Why Should You Pay For Checkeroo?

Checkeroo is not a free program. It is distributed as "Shareware."
Shareware DOES NOT mean that you don't have to pay. It means that you
have a chance to evaluate the program BEFORE YOU PAY. Anyone who tells
you that this is a free program, or gives you the impression that they've
sold it to you, has cheated us both. They've sold you my product without
paying me for it and as a result, you don't have access to the technical
support and upgrade programs registered users are entitled to.

Shareware is distributed by various means. You might have obtained this
program from a national data network, a local bulletin board or user's
group, a friend or even a "disk vendor." In fact, Shareware authors
ENCOURAGE free distribution of their programs by these and other means
for the purpose of EVALUATION. But under no circumstances can anyone tell
you, or give you the impression that this software is free, or has been
paid for. Persons or organizations who "forget" to mention this, or who
intentionally hide this fact, don't deserve your business.

By distributing Checkeroo as Shareware, I've not only given you the
chance to evaluate the program before paying for it, I'm also making it
possible for you to obtain the program for much less than it would cost
if it were a commercial program. I am saving you money.

After you've looked Checkeroo over, please take a moment to fill out the
registration form in this user's guide and send it in with your payment.
Together, we can help make computing affordable.



*** Member, Association of Shareware Professionals (ASP) ***

CHCK22UG.SPR Rev:8/30/88

Copyright (C) 1986-88 - Tom Rodman 21

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