Accounts ÄÄÄÄÄÄÄ ú Creating a New Account ú Opening an Existing Account ú Closing an Account ú Saving an Account ú Starting a New Fiscal Year ú Editing an Account ú Deleting an Account ú Reconciling an Account ú Backing up Accounts ú Printing an Account Display ÄÄÄÄÄÄ ú Viewing Cleared Entries ú Viewing Memos ú Finding Entries ú Using an External Calculator ú Working with Fixed Transactions ú Setting Colours ú Setting the Ledger Font Entries ÄÄÄÄÄÄ ú Adding an Entry - Deleting Drop-Down Combo Box Items - Updating External Accounts ú Deleting an Entry ú Undeleting Entries ú Editing an Entry ú Reordering / Sorting Entries Known Bugs/Limitations ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Warranty ÄÄÄÄÄÄÄ Registration ÄÄÄÄÄÄÄÄÄ Copyright Notice ÄÄÄÄÄÄÄÄÄÄÄÄ Contacting the Author ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Revision History ÄÄÄÄÄÄÄÄÄÄÄÄ Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Creating a New Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Select the 'New' item from the 'Accounts' menu and fill in the various entry fields. The only optional field is the one named 'Number'. Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Opening an Existing Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Drag the existing Account from the 'Accounts' container on to the 'Ledger' container or double click on its icon. The currently opened account has the InUse attribute (cross-hatch). Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Closing an Opened Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ It is seldom necessary to close an account manually. The exception to this when you select the 'New fiscal year...' item from the accounts menu. Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Starting a New Fiscal Year ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ What this option essentially does is erase all of the cleared entries from the account ini and present you with a window identical to the one used to create an account in which you can specify the starting balance, date, etc. Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Saving an Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Rarely is it necessary to save the account, since many of the everyday activities are automatically saved to file. Exceptions are editing entries, reordering entries, and deleting entries. If you forget to save after any of the activities, E-Teller will notify before the account is closed for whatever reason. Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Editing an Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Select this menu item to edit all but the starting balance of the selected account. Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Deleting an Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Either drag the account to the WPS shredder, or select it and choose the 'Delete' item from the 'Accounts' menu (also available by right-clicking on the ledger container). Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Reconciling an Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Either click on the scale icon or select 'Reconcile...' from the 'Accounts' pull-down menu (also available by right-clicking on the Accounts container). You are first asked to supply information, such as New Balance, Interest payments or charges and Service charges. You are then returned to the ledger where you will double-click on the entries that are to be cleared (double-click a second time to unclear entries). When you are done, click on the scale or uncheck 'Reconcile...' If the account has not been properly balanced, you will be informed of the difference. You can elect either to add the adjustment to the account, end the reconciliation without adding an adjustment (the discrepancy will remain), return to the reconciliation process, or ignore the discrepancy, in which case the discrepancy is eliminated as though it had never existed. When you end the reconciliation process, you will be given the choice to save the information to file in which case all the cleared entries will be removed from the register. HINT: if the account has not been balanced and you elect to have E-Teller add an adjustment, do not save the account immediately, so that you can edit the entry manually - date, particulars, etc. Then save the account. Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Backing up Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ If the 'Backup on exit' menu item is checked, E-Teller will prompt you to insert a diskette into a floppy drive and to press a corresponding button labelled A: or B:. The status of this menu item is preserved across sessions. Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Printing an Account ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Either click on the printer icon or select 'Print'. You can then elect to print all the entries in the current account or specify a selection in a window identical to the search window. The records will then be read into a secondary window where you can either print, edit, or save the report, or open a previously saved report. The format is hard-coded for an 8.5" x 11" sheet of paper. The 'Printer setup' in the 'File' menu in the print window is used to select the printer to which the report is to be sent. This need be done only once, unless you remove the printer driver or wish to change printers. Display ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Viewing Cleared Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ By default, cleared records are not loaded into the ledger to speed up the reading process. Cleared records can be displayed by selecting the 'Cleared' item in the 'Display' menu. To return to the default view, uncheck the 'Cleared' item. The status of this menu item is not preserved across sessions. Display ÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Viewing Memos ÄÄÄÄÄÄÄÄÄÄÄÄÄ By default, the memo field is hidden. If you want to view the memo field, check the 'Memos' menu item. To hide the memos once again, simply uncheck the menu item. The status of the check mark is preserved between sessions. Display ÄÄÄÄÄÄÄÄÄÄÄÄ ú Finding Entries ÄÄÄÄÄÄÄÄÄÄÄÄ It is possible to search for entries. Either click on the magnifying glass icon or select 'Find...' from the 'Display' menu. Click upon the appropriate Field and Criterion radio buttons, fill in the search string, and click 'OK'. Entries matching the selections will be displayed in the register. To display all the records that were in the ledger prior to the search, click on the 'Undo' button. Searches are case insensitive. Display ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Using an External Calculator ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Should you require the use of a calculator, either click on the calculator icon or select the 'Calculator' menu item. When you first select this item, E-Teller will attempt to locate pmdcalc.exe on its own by sniffing out the location of the OS2.INI file as specified in config.sys. If it can't find pmdcalc or if your user ini is not in the default location, then you will be prompted with a file dialog box where you will locate the calculator program. Subsequent invocations of the calculator will load the originally specified program. Display ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Working with Fixed Transactions ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ A fixed monthly transaction is one which the date, amount and payee/credit information remains fixed from month to month. If, for example, you habitually write a cheque to John Doe, your landlord, on the first of every month in the amount of $700, you need only fill out one cheque and click on the 'Fixed monthly transaction' checkbox in the debit window. That entry will be added both to the current account and to an external ini file named ET_Fixed.ini. This and ET_Fix.ini are processed by ET_Month.exe, a shadow of which should be placed in your startup folder. What ET_Month does is look at any entries in the ET_Fix file. If the date is either less than or equal to the current system day, then the entry date will be incremented by one month and the entry will be added to the appropriate account file and then moved to ET_Fixed. On the first of the month, ET_Month.exe looks for any remaining entries in ET_Fix. If it finds one or more, it process them without incrementing the month, adds them to the account file, and renames ET_Fixed to ET_Fix. One limitation to this is that cheque numbers are not incremented. If the entry has a cheque attached to it, you will have to enter the appropriate number manually after it has been added to the account. You can also edit or delete the fixed transactions by selecting the 'Fixed transactions' item in the 'Dipslay' menu. The current account (if any) will be temporarily closed and replaced by the fixed transactions. To delete an entry, right click on the ledger container and select 'Delete'. To edit the entry, either Alt-Right Click on the field you want to edit or double click on the entry. When you are done editing/deleting entries, uncheck the 'Fixed transactions' menu item. If changes have been made, you will be asked if you want to save the file. Display ÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Setting Colours ÄÄÄÄÄÄÄÄÄÄÄÄÄ You can change the background/foreground color of the main window, account and ledger containers by selecting the 'Set colours...' item from the 'Display' menu. Most of the attributes (size, colour, etc.) are saved when you exit E-Teller, except for the ledger container, which is saved immediately since it is destroyed whenever another account is selected. You can also use the system colour palette to change colours, but E-Teller will only keep track of colours for the three above-named objects. Do to a VX-Rexx limitation (I believe), colour and font changes made to the menu bar or title bar cannot be preserved. Display ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Setting the Ledger Font ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Since the ledger container is in detail view, it fails to recognize any font change (this is not the case with the window, but see Display - Setting Colours. Because of this, a small secondary window exists in which you can drag a font selection to the displayed text. Selecting 'Set' sets the dragged font in the ledger container and saves it to E-Teller's ini. Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Adding an Entry ÄÄÄÄÄÄÄÄÄÄÄÄÄ To credit or debit the account, either click on the $+ or $- icons, or select the appropriate item from the 'Entries' menu. Fill in the relevant information in the secondary window, and press 'OK'. When drop-down combo boxes receive the focus, they automatically drop down and display previously entered and saved items. By default, data added to the 'Pay to...'/'Details' and 'Memo' fields are not saved for future retrieval. The information is, of course, saved to disk along with the other data pertaining to the specific transaction, but not to the external .dat file. You can set the default of saves by clicking on the appropriate item in the 'Entries' -> 'Save options' sub-menu. A check mark beside the item means that the checkbox in the credit/debit window for the given field will be automatically checked. You can always overide the default by clicking on the relevant checkbox in the credit/debit window prior to clicking on the 'OK' button. In any event, both the checkboxes are disabled and unchecked until data is added to the given field. The 'Memo' field, itself, is disabled unless information is entered in the 'Pay to...'/'Details' field. The external .dat files are as follows: c_number.dat <- credit number data (format: NUM~Info) d_number.dat <- debit number data (format: NUM~Info) b_credit.dat <- bank credit 'Details' (format: Info$Amount~memo) c_credit.dat <- c.card credit 'Details' (format: Info$Amount~memo) b_payee.dat <- bank 'Pay to...' (format: Info$Amount~memo) c_credit.dat <- c.card 'Pay to...' (format: Info$Amount~memo) 'NUM' is the three-character code/digit which is added to the 'Number' field. The associated 'Info' data automatically appears in the 'Pay to...'/'Details' field once the 'Number' drop-down combobox loses focus; thus, ATM~Withdrawal would mean that 'ATM' appears in the 'Number' drop-down combobox and selecting that item and tabing to the next field would automatically fill the 'Pay to...' field with the value 'Withdrawal'. Similarly, the 'Info' data in the four other .dat files is what is optionally saved to disk and what appears in the 'Pay to...'/'Details' drop-down combobox. Selecting an existing item and tabing from the field fills the '$' field and, if applicable, the memo field with the associated data. NB there are no spaces on either side of the $ and ~ characters in the .dat files. If, for example, you have an entry in the b_payee.dat file like 'John Doe$700~Monthly Rent', and if you chose 'John Doe' from the 'Pay to...' drop-down combobox and tabbed to the next field, the $ field would be automatically filled with the amount 700, and the memo field would read 'Monthly Rent'. Date fields must adhere to the yy/mm/dd format. If you substitute the forward slash for another character, E-Teller will inform you that a formatting error has been detected. To increase the date one day at a time, press PageUp; to decrease the date, press PageDown. If you happen to enter a date like 94/10/1, E-Teller will automatically format it to 94/10/01. Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Adding an Entry ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ -Deleting Drop-Down Combo Box Items ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ You can delete unwanted items by right-clicking on the appropriate combo box, selecting the item(s) you no longer need, and clicking the 'Delete' button. Clicking 'OK' saves the new list to disk. Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Adding an Entry ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ - Updating External Accounts ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Occasionally you will want to update another account when crediting or debiting the current account. To do this, simply enter the name of the other account in the 'Pay to...' / 'Details' field. E-Teller will do the opposite of what it is currently doing to the currently opened account, i.e. if you're debiting account A and enter account B's name in the 'Pay to...' field, then account B will be credited and the 'Particulars' field in account B will bear account A's name, enclosed within brackets, e.g. [Visa]. Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Deleting an Entry ÄÄÄÄÄÄÄÄÄÄÄÄÄÄ There are two ways to delete ledger entries. Either drag the selected entry to the WPS shredder or right click on the ledger container and select 'Delete'. The items aren't actually deleted - simply hidden. This is a precautionary measure, because I myself find that I sometimes delete an item without first selecting it. If you make an error, click on the Undelete menu item, and it will unhide all currently hidden entries, not simply the last one deleted. Once you save the account, the deleted (that is to say hidden) entries are removed. Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Undeleting Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ The Undelete menu item is enabled only if there are deleted (hidden) entries. Clicking on 'Undelete' displays all of the currently hidden (deleted) entries and hides all of the visible entries. To undelete an entry, simply double-click on it and it will be hidden. When done, click the 'Undelete' menu item once again (which will remove the checkmark) and the ledger will return to its default status, e.g. deleted entries hidden and vice versa. If you undelete all the currently deleted items, the 'Undelete' menu item will be disabled - until you delete another, of course. Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Editing an Entry ÄÄÄÄÄÄÄÄÄÄÄÄÄ To edit an entry, Alt-Right Click on the entry's field you would like to change. Type in the new information and click anywhere on the ledger to register the alteration. Alternatively, double click on the entry and the debit/credit window will appear with the entry's information. Click on the 'OK' button once you're done editing, and you'll be returned to the ledger. Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ ú Reordering / Sorting Entries ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ You are now able to sort the records (based upon the date field). The 'Sort' item in the 'Entries' menu is toggled on or off. On means that all future records will be automatically sorted. Off indicates that new entries will be added to the end of the ledger. Because there is no way for E-Teller to know where an entry may end up when sorting is on, it must recalculate the balance for the entire ledger, which may result in considerable performance lag should there be a considerable amount of uncleared records. You can also drag an entry to another location within the ledger. If sorting is on, the entry will be repositioned within its date range. If sorting is off, the entry will be repositioned wherever you happen to drag it. HINT: for the move to be effective, ensure that a line appears *between* two entries. The status of the Sort feature is preserved across sessions. Known Bugs/Limitations ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ There is only one known bug but it seems more a VX-Rexx limitation than a bug (I may be wrong). When right-clicking on the ledger container and dismissing the menu, the menu doesn't seem to relinquish the focus. I've managed a workaround for all but one of the menu items in this menu by explicitly setting the focus to the container. The only item for which I can't do this is the 'Save options' menu for which I am unable to associate an event. So, if the menu is dismissed by clicking on this particular item, and you then use one of the accelerators to credit or debit the account, it may appear that you are unable to add the transaction. This is not the case. Simply click on the ledger container to give it focus, and then use the accelerator. If you use either the pushbuttons or click on the appropriate menu item directly, you won't have any problem. Warranty ÄÄÄÄÄÄÄ This program is supplied with no warranty whatsoever either expressed or implied. Neither its author nor Watcom International can be held directly or indirectly responsible for any loss of data or damage caused by the use or misuse of E-Teller. All software and documentation is supplied AS IS. If you use this program, you understand that you do so AT YOUR OWN RISK. Registration ÄÄÄÄÄÄÄÄÄ This product is released as Shareware. You are granted permission to use E-Teller for a period not exceeding 30 days for evaluation purposes only. If you decide to continue using E-Teller, you are required to register the program by sending 15 USD to: Mr. J-P Caron c/o Paul H. Caron A10-420 Westmount Avenue Sudbury, Ontario P3A 5V4 CANADA Registering E-Teller entitles you to free upgrades to every minor release. You will also be given a 5 dollar discount on the next major release of E-Teller. I will NOT mail upgrade diskettes, but I will notify you by e-mail when I upload minor upgrades and by snail-mail or e-mail when major upgrades are uploaded. You are not entitled to charge a fee for the use of E-Teller. Distributors are permitted to charge a fee not exceeding 5 USD to cover media costs. Copyright Notice ÄÄÄÄÄÄÄÄÄÄÄÄ E-Teller (c) 1994 Paul H. Caron VX-Rexx (c) Watcom International Contacting the Author ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ If you find a bug or have suggestions for improvements, feel free to contact me at G9026163@mcmail.cis.McMaster.CA. Revision History ÄÄÄÄÄÄÄÄÄÄÄÄ April 1994 (version 1.0) - Initial release. April 1994 (version 1.1) - Moved account information to the ledger container. - Added push button hint text. - Added accelerators to the Find and Calculator menu items. - Fixed a bug when clicking on the 'Cancel' button in the Credit and Debit windows. (reported by Carl Graham on 1994-04-17) - Removed some extraneous code and the essentially superfluous Credit Window (credits and debits now share the same window). - Fixed a potential bug in the introductory window. April 1994 (version 1.2 - never released) - Added many error-handling routines in the hopes that unanticipated user-behaviour will not bring E-Teller to an unceremonious halt - like clicking on the 'Reconcile' button without an account being opened. (reported by Jacques Pignat) - Added routines to disable and enable menu items and push buttons to prevent users from selecting an option that would otherwise have catastrophic results. - Changed certain mnemonics to avoid conflicts. - Amounts are now saved to disk along with debit/credit entries - useful for consistant, recurring entries. - Changed the accelerators for debits and credits to '-' and '+' respectively to prevent inadvertent {Ctrl}{Alt}Del when debiting the account. - Added new items to the 'Entries' menu - Edit, Delete, Undelete, Sort. - Added popup routines to the Accounts and Ledger containers. - The currently opened account now has the 'InUse' attribute. - Main window state is now saveable - size, ledger and accounts colours, window font size/style, etc. (I can't seem to get the ledger container to display and maintain a font size/style since it's in detail rather than icon/text view; the title and menu bars do not maintain a dragged colour or font - a VX-Rexx limitation, unfortunately.) - Added a 'Printer setup' item to the 'File' menu in the report printer to select a printer. If none is selected, then E-Teller will use the first one it finds, be it a fax modem or whatever. - Did away with the 'Update' container in the credit/debit window - caused too much confusion. To update another account, simply enter its name in the 'pay to...' or 'details' field. - E-Teller now associates 'Number' items with info. data, so entering 'ATM' in the number field and 'Withdrawal' in the info. field need only be done once. - Separate number.dat files are used for credits/debits, cnumber.dat and dnumber.dat respectively. So either transfer the items in number.dat manually into the appropriate file or simply delete it. - Added the 'Fixed transactions' to the 'Display' menu which adds recurring fixed monthly transactions to a separate INI which is used in conjunction with ET_Month.EXE to update accounts automatically. April 1994 (version 1.3) - Cheque numbers no longer appear in the Number drop-down combobox if the transaction is a credit. - The data (if any) in the memo field is no longer automatically saved to disk. Check the 'Save Memo' checkbox to do so. - Fixed a potential bug in trying to read a non-account ini file. - E-Teller tries to find pmdcalc.exe for the calculator on its own (by first getting the os2.ini path). If it doesn't find it, then a file dialog box appears where you are requested to select manually a calculator program. - Next cheque number remains consistent even if a cheque # lower than the next cheque number is entered/edited. - Moved hint text for credit/debit window to the credit/debit window rather than the main window. - Moved status bar from top of main window to bottom. - Added hint text to menu items. - Limited entry in # field in credit/debit window to 3 characters which are automatically translated to uppercase. - Added a 'Set colour...' item to the 'Display' menu - used to set the back/forecolor of the main window, accounts and ledger containers. - Added a workaround for changing the ledger default font. Select the 'Set ledger font...' item in the Display menu, open the system Font Palette, and drag the new font to the text. Click 'Set' and the font selection will be set. - Moved some of the code out of the initialization routine and removed intro. window to decrease load time (only marginally succesfull). - Numbers entered as cheque numbers that are less than three digits are automatically formatted with leading zeros. - The memo drop-down combobox has been replaced by an entry field, and the contents are saved to disk along with the payee/detail information if the 'Save memo' checkbox is checked. - The print feature now makes use of the find window to limit the entries that are to be printed. - The date in the credit/debit window defaults to the current system date only on the first transaction. Thereafter, it uses the last entered date. - Added a 'Close' item to the Accounts menu. - Added a 'New fiscal year...' item to the Accounts menu - used for starting a new fiscal year (essentially deletes all cleared items from the account ini). - Selecting 'Display cleared' would use the initial balance as well as the cleared balance in recalculating the running balance. This has been fixed. - If the two icon files bank.ICO and ccard.ICO are present in the current directory, they will be used to distinguish bank and credit card accounts in the accounts container. Otherwise, a simple file icon will be used. - Fixed a glitch in the auto. date where sometimes a date would not appear, or the most recent date used was replaced by the last date entered, regardless of whether it was earlier or not (which should not have been the case). Now the last date will reflect the most recent date entered. - Added a checking routine when reading account ini files to exclude potential non-account files. The intent is also to dispense with the nameless 'shadow' account which seems to appear. - Fixed an oversight on my part, whereby creating new accounts would use E-Teller's icon rather than the account specific icon. - Added an 'Edit...' item to the Accounts menu to edit all but the starting balance of an account. - User can now select which entry to undelete by double-clicking on the specific entry after selecting 'Undelete.' - The status of the 'Memo' item in the 'Display' menu is now preserved between sessions. - Fixed a problem whereby the 'Entries' menu when invoked by right-clicking on the Ledger container would not lose focus when dismissed, preventing one from using the accelerators to credit/debit the account. This is still the case if the popup menu is invoked and the user clicks on the 'Save options' item to dismiss the menu. This, as far as I can see, is a VX-Rexx limitation. Since I can't associate an event to the 'Save options' item, if you find yourself unable to credit or debit the account, simply click on the ledger container once to give it the focus. - Added routine to prevent double-clicking on push buttons. - Bank and credit card accounts now have their own 'Pay to...'/'Details' files, named b_credit.dat b_payee.dat for Bank account credits/debits respectively, and c_credit.dat and b_payee.dat for credit card accounts. - The memo field is now disabled unless the 'Pay to...'/'Details' field contains data. - The updated external account now has the name of the account which caused the update in the 'Particulars' field, surrounded by brackets.