


To work on your money-market, checking,
or savings accounts, or your credit
card or cash transactions, press <Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Accounts.
To record stock sales & purchases
or changes in values of stocks
that you own, press <Rtn>.
To record purchases or sales of your
assets or changes in their value,
press <Rtn>.
To keep records of liabilities that
you've incurred and records of when
and how you pay them off, press <Rtn>.
To keep records of Stocks, Assets, Bank
Accounts, Liabilities, & Credit Card or
Cash transactions, press <Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Main Menu.
To plan out or modify a budget, or even
to check up on how your expenditures
match your planned budget, press <Rtn>.
CPA can give you many kinds of
printed or on-screen reports about your
finances.  To get one, press <Rtn>.
Press <Rtn> to back up your copy of
CPA or your data disk.

This section is where you tell CPA
what kind of system (printer, memory
size, disc drives, etc.) you have.
Choose this section to reset the date. 
CPA will use the system date if you
don't set it to something else.
If you've never used CPA before
and would like a general introduction,
press <Rtn>.
To record anything you've done in this
session you HAVE TO exit CPA this way.
To exit CPA, press <Rtn>.
Select this option when you are ready
to buy the program.  We will give you
a number to un-lock your program.
Use the space bar to see your choices.
When the choice you want is showing on
the screen, press <Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Describe your system & Toggles.
Press <Rtn> to accept the data you see,
Use arrows keys if you want to go back
and change the data before accepting.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Describe your system & Accept.
The system date is displayed. To accept
it press <Rtn>, otherwise type in the
corrected date.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Date.
To set the date to the date displayed
above, press <Rtn>.  To change it,
press <> (the up arrow).
Press <?> again for more on-line help,
or look in the manual's HELP section
under Date & Accept.



Press <?> again for more on-line help,
or see the insert on Buying the Program
provided with the manual.
If you want to record a stock purchase,
press <Rtn>.

Press <?> again for more on-line help,
or look in the manual's HELP section
under Stocks.
If you want to record the sale
of some of your stocks, press <Rtn>. 

If you want to change information
CPA has stored about one or more of the
stocks in your portfolio, press <Rtn>.
Move the cursor to the stock that
you want to sell, then press <Rtn>.
<Esc> to cancel & go back to last menu
Press <Rtn> to accept the data you see.
Use the arrow keys to go back and edit
the data.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Accept & Stocks.
Dollar amounts can include '$' or '.' 
but must fit in the field shown.
When you're done entering, press <Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Amounts & Stocks.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Stocks & Amounts.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Amounts & Sell Stock.
To enter April 15 (for example), type
Apr15, APR15, 15APR, 15Apr, 4/15, 
or 4-15. 
Press <?> again for more on-line help,
or look in the manual's HELP section
under Stocks & Date.
This is your current total gain/loss
for this lot (line) of your stock.

Press <?> again for more on-line help,
or look in the manual's HELP section
under Stocks & Amount.
Type in a stock symbol for this stock.
You may use any symbol you wish.

Press <?> again for more on-line help,
or look in the manual's HELP section
under Stocks & Names.
Enter the number of shares that
you bought/sold of this stock.
The number must fit in the field.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Stocks. 
Type in the stock symbol for this
category. You can use any abbreviation
but it must fit in the field shown.
CPA will keep track of your assets.
Choose this selection if you want
to record information about an asset.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Assets.
CPA will keep track of your assets.
Choose this selection if you want
to record a sale (or loss) of an asset.
CPA will keep track of your assets.
Choose this selection if you want
to change a record of an asset.
Move the cursor to the asset
you want to sell, then press <Rtn>.
If you don't want to sell, press <Esc>. 
CPA can keep track of your liabilities.
Choose this selection if you want to
record information about a liability.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Liabilities.
CPA can keep track of your liabilities.
Choose this selection if you've paid 
off a liability that CPA was tracking.
CPA can keep track of your liabilities.
Choose this selection if you want to
change a record of a liability.
Move the cursor to the liability
you want to pay, then press <Rtn>.
If you don't want to pay, press <Esc>. 
Press <?> again for more on-line help,
or look in the manual's HELP section
under Accept.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Liabilities & Assets.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Amounts.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Dates & Assets.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Amounts & Liabilities.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Dates.
Type in a name to identify this asset.
Names can contain any characters
but must fit in the field shown.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Names & Assets.
Type in a name for this liability.
Names can contain any characters
but must fit in the field shown.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Names & Liabilities.
Type your name and press <Rtn> (just
above the PrtSc key and left of the
Home key).  Press "?" for more help.
For an longer explanation of what to
do, see the manual or hold down <Alt>
(lower left-hand corner) & press "t".
If your name's REALLY the way you want
it, press <Rtn>.  If not, use  to go
back & fix it. Press "?" for more help.
Use the space bar to see your choices.
When the choice you want is showing on
the screen, press <Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Bank Accounts & Toggles.
Dollar amounts can include '$' or '.' 
but must fit in the field shown.
When you're done entering, press <Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Bank Accounts & Amounts.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Bank Accounts & Splits.
Use the space bar or <Alt>-m to see
your choices. When the choice you want
is showing on the screen, press <Rtn>.
Please type in the check number
of this transaction.
The number must fit in the field shown.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Bank Accounts.
To enter April 15 (for example), type
Apr15, APR15, 15APR, 15Apr, 4/15, 
or 4-15. 
Press <?> again for more on-line help,
or look in the manual's HELP section
under Bank Accounts & Dates.
You may type in memo for your own use.
If you wish, CPA will even print
the memo on your check.
Type in a name to identify this trans-
action. Use <Alt>-m to choose from a
menu of recurring transactions.
Type in a name to identify this trans-
action. You can use any characters in
the name, but must fit in the field.
Move the cursor to the account that
you want to delete, then press <Rtn>.
<Esc> to cancel & go back to last menu
Move the cursor to the account that
you want to work on, then press <Rtn>.
<Esc> to cancel & go back to last menu
If you want to balance one of your
checking or money market accounts,
press <Rtn>.
If you want to work on an account that
isn't on this menu (but should be),
press <Rtn>.
If you want to remove an entry
from this menu, press <Rtn>.

Press <Rtn> to accept the data you see.
Use the arrow keys to go back and edit
the data.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Bank Accounts & Accept.
Type in a name to identify the account.
Names can contain any characters
but must fit in the field shown.
If you want to work on a category that
isn't on this menu (but should be),
press <Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Budget. 
To draw up a budget for an existing
category, press <Rtn>.

Press <?> again for more on-line help,
or look in the manual's HELP section
under Budget.
If you want to change information
CPA has stored about one of the budget
categories you've defined, press <Rtn>.
If you want to remove an entry
from this menu, or merge two or more
into a single entry, press <Rtn>.
Move the cursor to the budget category
you want to edit, then press <Rtn>.
<Esc> to cancel & go back to last menu
Move the cursor to the budget category
you want to select, then press <Rtn>.
<Esc> to cancel & go back to last menu
Press <?> again for more on-line help,
or look in the manual's HELP section
under Select Budget Category.
If you want to choose a category that
isn't on this menu (but should be),
press <Rtn>.
If you want to change information
CPA has stored about one of the
categories on this menu, press <Rtn>.
For more on-line help, press <?> again.
For a related manual entry, see
HELP: Select Budget Category
Type in an abbreviation for this
category. You can use any abbreviation
but it must fit in the field shown.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Create Budget Category & Names.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Budget & Accept.
Type in a name for this budget category.
Names can contain any characters
but must fit in the field shown.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Create Budget Category & Toggles.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Setup Budget & Dollars.
Please type in the year that you'd like
to budget for.  You can use 1983,
but you can't use '83.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Setup Budget & Dates.
Move the cursor to the tax category
you want to select, then press <Rtn>.
<Esc> to cancel & go back to last menu
Press <?> again for more on-line help,
or look in the manual's HELP section
under Taxes.
Move the cursor to the tax category
you want to choose, then press <Rtn>.
<Esc> to cancel & go back to last menu
Press <?> again for more on-line help,
or look in the manual's HELP section
under Accept.
Type in a name to identify this entry.
Names can contain any characters
but must fit in the field shown.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Names & Taxes.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Taxes & Names.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Taxes & Toggles.
Move the cursor to the transaction that
you want & press <Rtn>. Use <Esc> if
you didn't want a recurring transaction
Press <?> again for more on-line help,
or look in the manual's HELP section
under Recurring Transactions.
If you want to choose a recurring
transaction that isn't on this menu
(but should be), press <Rtn>.
Move the cursor to the menu item that
you want to delete, then press <Rtn>.
<Esc> to cancel & go back to last menu
If you use window envelopes CPA can
address your checks.  Use these three
lines for the address of this payee.
Press the space bar or <Alt>-m to see
the available categories.  After you
pick a category, go to it & press <Rtn>
Type in the name to print on the check.
Names can contain any characters
but must fit in the field shown.
Type in the account number
for this recurring transaction,
then press <Rtn>.
Please call Sundex Software.


If you want a list of your transactions
in this account over some period, press
<Rtn>.
Press <?> again for more on-line help,
or look in the manual's HELP section
under Reports.
If you want a report of your projected
budget, and how well you stayed within
it month-by-month, press <Rtn>.
If you want a report of how much you
took in & spent over a period in each
of CPA's categories, press <Rtn>.
If you want a detailed report of your
expenses over some period, press <Rtn>.

If you want a detailed report of your
income over some period, press <Rtn>.

If you want a summary of transactions
over a period, broken down by broad
budget types, press <Rtn>.
If you want an overall report
of what you own and what you owe,
press <Rtn>.
If you want a summary of transactions
over a period, broken down by broad
tax types, press <Rtn>.
If you want a summary of transactions
over a period, broken down by
tax categories, press <Rtn>.
If you want a month-by-month report of
your transactions in a particular tax
category, press <Rtn>.
This month-by-month report spans the
year preceeding the specified date.
Income categories won't have targets.
This line shows normal income --
deposits into accounts -- and doesn't
include transfers.
This line shows income from asset
sales.  Income must be recorded in
the Accounts section.
This line shows income from loans.
Income must be recorded in the Accounts
section.
This line shows income from stock
sales. Income must be recorded in the
Accounts section.
This line shows the drop in your liquid
assets.  Your liquid assets drop when
you've used funds from them.
This line shows normal expenses.
Expenses must be entered in the
Accounts section.
This line shows how much you spent to
acquire assets.  You must record Asset
expenditures in the Accounts section.
This line shows how much you spent
paying off liabilities (as recorded in
the Accounts section).
This line shows how much you spent
buying stocks. You must enter stock 
purchases in the Accounts section.
This line shows the rise in your liquid
assets.  You must use funds to increase
your liquid assets.
This is the total of all your sources
of funds.  It must match your total
uses of funds.
This is the total of all your uses
of funds.  It must match your total
sources of funds.
To find the budget category you're
interested in, use the arrow keys or
the first letter of the category name.
Here's how much you spent in this
budget category over the period you've
requested.
Here is the fraction of your total
expenses, over the period you've
requested, that this category makes up.
Here's how much you took in for this
budget category during the period
you're interested in.
Here is the fraction of your total
income, for the period you requested,
that this category makes up.
This line is a summary of your expenses
over the period you've requested for
the type shown in the left-most column.
Here is the percentage of your total
expenses that this line represents.

This line is a summary of your income
over the period you've requested for
the type shown in the left-most column.
Here is the percentage of your total
income that this line represents.

This line has the contents of your cash
and bank accounts.  It's funds that you
have almost immediately available.
This is the current value of your stock
portfolio, calculated from what you've
recorded as your stock's market value.
This is the total value of your fixed
assets, based on what you've recorded
as the market value of each asset.
This is your current credit card
balance.  It is the total of all your
recorded outstanding charges.
This is the total of all your unpaid
liabilities, based on how much you've
recorded that you still owe.
Here is the percentage of your total
assets that this line represents.

Here is the percentage of your total
liabilities that this line represents.

This line shows the total cash value of
all your assets.

This line shows the total cash value of
all your liabilities.

Your net worth is just your total
assets minus your total liabilities.

To enter April 15 (for example), type
Apr15, APR15, 15APR, 15Apr, 4/15, 
or 4-15. 
Press <?> again for more on-line help,
or look in the manual's HELP section
under Reports & Printing Reports.
Use the space bar to see your choices.
When the choice you want is showing on
the screen, press <Rtn>.
Press <Rtn> to accept the data you see.
Use the arrow keys to go back and edit
the data.
This month-by-month report spans the
year preceeding the specified date.

To find the tax category you're
interested in, use the arrow keys or
the first letter of the category name.
Here's how much fell in this
tax category during the period
you're interested in.
Here is the fraction of your total
income or expenses, for the period you
requested, that this category makes up.
Press <Esc> to return to the Reports
menu.

