E-Teller Revision History June 1994 (version 1.7) - increased the number field limit in credit / debit to 5 and removed the automatic insertion of leading zeros when digits are entered. - added user-defined account icons support - added multiple categories for single transaction. - added 'multi' parameter for SEND command in format scripts (sends multiple category data) -added an installation utility -fixed a problem whereby Ledger windows were not being properly cascaded when opened. -fixed a problem whereby closing the main window and a ledger required saving, E-Teller would close it anyway without waiting for the user's response. -fixed a small problem whereby when editing a fixed transaction with a single-digit date, that date would not be properly displayed in 'Begin on:'. -fixed a problem whereby Ledger container would not repaint when undeleting transactions. FIX - a miscalculation when displaying cleared transactions. CHANGE - 'Fixed transaction' checkbox disabled until amount is entered. CHANGE - Transactions | Sort affects only transactions that are added. Sorting is automatic when transactions are initially read. CHANGE - menu structure in E-Teller Report to reflect more accurately the items contained in each. CHANGE - Q2ET is now more reliable and automated. CHANGE - Q2ET now calls upon epm.exe rather than e.exe for error correction (easier to locate line numbers). CHANGE - Q2ET now preserves split category data when converting Quicken QIF files. June 1994 (version 1.6) - added income tax-related categories to E-Teller Report and E-Teller. - detached ledger container from the main window so that multiple ledger can be opened simultaneously - Moved ledger to separate window so that multiple accounts may be opened simultaneously. - added checking routine to ET_Month to ensure that et_fixed isn't processed more than once at the start of a new calendar month (in case the system is booted twice on the first). - added a routine to ET_Month to ensure that et_fix.dat is generated for each new month, in case the user doesn't boot OS/2 on the first of the month. - added accelerators for the Reconcile and Delete menu items in the ledger window. - added user-defined digits for those who need the exponent threshold raised from 9 digits. - added INF-like help (crude, but effective) with semi-context-sensitive help. - Fields in the credit / debit window now change their background colour whenever a field has the focus. - user can now define the behaviour of the key in the credit / debit window (either selects 'OK' or tabs to next field). - fixed potential bug in selecting balance adjustment in reconciliation if there is only one transaction in the ledger. - fixed a typo in the reconciliation dialog box. - the reconciliation toggle button would not return to its depressed state when selecting 'Cancel' from the discrepancy dialog box. - the fixed day-of-week transactions may have been inadvertently removed from et_fixed.dat when adding a fixed date-of-month transaction. - fixed a potential et_month problem in updating cheque numbers on transactions which occur more than once a month. - rewrote comma code to support unlimited commas. - integrated progress bar into the ledger window (separate window was too obtrusive) - Cleared toggle button returns to its depressed state if user chooses not to save after reconciliation. - Removed the back/forecolor window. Neat, but took up too much valuable code real estate to warrant its existance. - Removed the set ledger font window, but it is still possible to set the font of the ledger container. - Cycling through the date in the credit/debit window now recognizes leap years. - Removed the window associated with et_month (messages went by far too quickly to be of any real use). - 'Entries' menu in the ledger window now reads 'Transactions' May 1994 (version 1.5) - added an error handling routine in case something goes wrong when reading account files. - dispensed with the transaction count when reading cleared and uncleared transactions to speed up the reading/formatting process. - the recalculation routine is called when reading uncleared transactions rather than having the running balance updated for each record read - speeds up the reading / formatting process. - added mnemonics to the accounts and ledger groupboxes for quick switching. - fixed an erroneous (and harmless) message about an account not having a filename associated with it when saving the account after reconciling. - the balance column was not made visible after successfully reconciling the account. - reduced the various *.dat files to three: number.dat, info.dat, and category.dat (unchanged). - if deleted transactions are displayed and user saves account, the undeleted transactions are first displayed (to prevent *only* the deleted transactions from being saved). - fixed an error whereby the string 'day' would be saved for fixed transactions rather than the actual date. - added a progress bar for reading, and saving transactions. - fixed a bug whereby coming back from undeleting would not recalculate the balance. - added comma support for amounts (stops at 999,999,999.00 since Rexx begins to use exponents after that). - fixed a mysterious bug in editing fixed transactions. - think I fixed a mysterious lockup in credit/debit window - fixed a buglet in the pre-reconciliation routine. (reported by S. John Banner) - added a 'Recalculate' item in the 'Entries' menu to force a recalculation - editing et_fix.dat and et_fixed.dat is now handled separately. - fixed transactions are now more intelligent and can be set for specific weekdays and one of four frequencies - weekly, biweekly, triweekly, and monthly. - more intelligent and dependable Quicken file converting program (now an .exe). - fixed a bug whereby bogus pay to.../details data would be saved to the number.dat file. - tabbing from the Number combo-box in the credit/debit window now fills in all of the various fields with previously saved data. - the amount field in the credit/debit window now has the descriptive text 'Amount' attached to it, so pressing Alt-A moves user directly to that field. - the balance would not be recalculated when going from a non-sorted to a sorted display. - routines have been added to ensure that multiple instances of the same window aren't loaded. - ET_Month now keeps track of the last cheque (if applicable) and prompts the user to enter the next cheque number at the start of each calendar month if the 'Prompt for next cheque number' checkbox is checked in the 'Fixed Transaction' window. - created different *hlp.txt files for various actions to ease the pain of finding information quickly in non-INF help files. May 1994 (version 1.4a) - fixed a small bug (version 1.4 called upon a routine left over from 1.3) May 1994 (version 1.4) - moved the print feature to an external .exe to cut the size of E-Teller and decrease load time further. - moved the New account, Edit account, and New fiscal year window and code to an external .exe for the same reason. - increased the efficiency of some code (still learning). - changed the account file format from an INI to simple ascii files, *.clr and *.ldg which increased the speed in which accounts are read into the Accounts container by as much as 50%. - added informational text when saving data and recalculating balances (in percentage). - added toggle buttons for displaying memos, categories, and cleared transactions. - changed the reconciliation push button to a toggle button. - added a nag-screen (sorry) and a Beep on transaction menu item which can be disabled only in the registered version. - increased the efficiency of reading and saving window settings on exit. - changed the credit/debit menu items to charge/payment if the account is a credit card account. - credit card charges no longer appear as negatives (nor does the balance). - fixed what I think may have been a miscalculation in the reconciliation process. - added a crude Rexx script to convert Quicken data files to E-Teller format (see the q2et.txt file for information on how to use it). Not even sure if it works on large accounts. - changed some of the help text for E-Teller to make not-so-clear operations a little more clear. - moved push/toggle buttons to the top of the window. 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 - 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. - Added a workaround for changing the ledger default font. - Moved some of the code out of the initialization routine and removed intro. window to decrease load time (only marginally successful). - 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. - 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. - 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. 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 consistent, 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 (?) OS/2 (?) 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. - E-Teller now associates 'Number' items with info. data - Added the 'Fixed transactions' to the 'Display' menu. 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 1.0) - Initial release.