HOME BUDGET (with printer option)
Note: In the following text, and on the screen prompts, keys to be pressed are indicated by chevrons thus <H> but the chevrons should not be typed. This program is designed to enable you to create and maintain annual files containing estimated monthly expenditures and incomes. The file is saved on tape for later retrieval to allow replacement of forecast amounts with actual amounts. You may choose the starting month of the budget year, and a 'Rolling Budget' can be produced to allow you to 'see' 12 months ahead at any time. Individual inputs cannot exceed œ9999.99. To load and run the program, place the tape in the Datacorder and type <RUN"">. When the title is displayed, press any key to proceed. Help pages will then be available while running the program. Escape from these pages by pressing any key. At the outset you will be given the extra option of using a printer, and printed displays can be otained by using options <5> and <6>. However, a printer is not essential for the proper operation of the program. The program is 'option driven' through two routines as follows:- First Options 1. - To create an initial file. 2. - To load an existing file Main Options 1. - Write into file. 2. - Open subsequent file. 3. - Save file to tape. 4. - Display monthly results. 5. - Display year-end totals. 6. - Display bar charts. 7. - End program. USING THE PROGRAM Stage 1 (Initialisation of forecast file) Choose option <1> of the First Options to create a new file. The computer will then display 12 categories of expenditure. These may be used, or amended to suit personal requirements. A similar operation may be performed on the income descriptions. At the outset, descriptions are as follows: Expenditure 1. - Mortgage 2. - Rates 3. - Insurance 4. - Rental/H.P. 5. - Heat/Light 6. - Housekeeping 7. - Car/Travel 8. - Clothes 9. - Entertainment 10.- Holidays 11.- Credit Card 12.- Sundries Incomes 1. - Salary 2. - Expenses 3. - Fees 4. - Sales 5. - Tax rebate 6. - Sundries Next open a new file by typing the number of the starting month and the year in which the month falls. The month chosen should then be the starting month for writing to the file and the ending month should be 11 months later. Thus, for a file starting in March, type <3> for the starting month and <2> (February of the next year) for the ending month. At this point an amount (negative or positive) can be introduced into the opening month of the file as a 'brought forward' figure. When the list of expenditure items is displayed, type the first and last numbers of the list to write to the whole file. Input the forecast figures as appropriate, using the facilities for backing up, moving forward and viewing 3 monthly display etc. When this is complete, a similar operation is to be performed on the incomes. These incomes are assumed to be available at the end of the month in which they are placed. When all amounts have been inserted you will be presented with the Main options table from which the various display routines can be accessed to check the validity of the file, and to amend it via option <1> if necessary, before finally saving the file on tape using option <4>. A flashing screen prompt, indicated by a chevron '>' against option <4>, will show that a file has been created or amended and has not been saved to tape. When saving a file you may record date and time and must input a six figure security code and file name. These must be remembered when reloading the file at a later date. Stage 2 (a) (Monthly update) At the end of each month, load, the file into the computer using option <2> of the First Options. Call option <1> of the Main Options and type the number of this month, to represent both the opening and closing months for writing to the file. You will then be given 2 optional methods of updating the file. In this instance you should choose option <1> and then input the item numbers and amounts from your bank statement and/or cheque book records. Upon exit from this routine the computer will display the new figures against the forecast figures, which can now be changed if desired. If.^when choosirrg to put these 'acluat' ffguresxmto the frterttrere are any-forecast figures which exceed the new, actual figures, the difference will be held in a buffer from which all, or some, of these may be transferred to the following month. On completion of this part of the program, you may view the displays via options <5> <6> and <7> before saving the new file using option <4>. Stage 2 (b) (Revision of forecasts) It may be necessary to alter some of the forecast figures before saving the new file. In this case use option <1 > of the Main Options to write to the file, but proceed to alter the forecast as in Stage 1. Stage 3 (Opening subsequent file) At six monthly intervals, or longer if desired, you should load the file and call option <2> of the Main Options in order to open a subsequent file. At this point you can amend the item descriptions again as in stage 1. A new month number, which should be ahead of the first month of the file, should be input and this will be the first month of the new file. For instance, in the case of an existing file starting in March, to type <1 > will open a file commencing in January of the following year. All data before the new opening month will be lost, and an equivalent number of new months will be available for writing forecast amounts to, as in stage 1. If it is required to alter item descriptions at any time this option can be used, but the existing first month of the file should be typed when you are asked for the new first month of the file. This will leave the existing file intact but allow you to alter the descriptions. Whilst the foregoing is a logical sequence around which the program has been designed, you should start by experimenting with the various options to get the 'feel' of the system before proceeding to stage 1. Copyright 'C' A. J. & S. E. Pack 1984. ------------------------------------------------------------------------------ Retyped in 2013 by hERMOL Visit my website at http://CPCRULEZ.fr ------------------------------------------------------------------------------ |