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EasyFinance 1.1
By JF Software - Joshua Foster
http://www.jfsoftware.net
joshua_70448@ureach.com
May 24, 2001
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TABLE OF CONTENTS
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* Introduction
* Initial Use
* Using EasyFinance
* Adding Records
* Editing Records
* Deleting Records
* Saving Your Work
* How to Contact


INTRODUCTION
============
EasyFinance is a simple record-keeping assistant macro for Excel '97.


INITIAL USE
===========
(Note: These are directions for Excel '97.  Any other versions of Excel might have
different ways of accessing these features, but they should be very similar to the
procedures below)

Each time you want to make a new spreadsheet with the EasyFinance macro, you have
to click File => New... and select "EasyFinance.xlt".  If a dialog box appears
about a workbook's macros, click the "Enable Macros" button.  You will have to
click this button every time you open your spreadsheet unless you deselect the
checkbox.  Now you have a new document with the EasyFinance software included.

If you want to access the EasyFinance software in a spreadsheet, you will have to
create a button to access it.  To do this, right-click the menu bar and click
Customize...  Under the Commands tab, select either a Custom Menu Item or a Custom
Button.  Drag your choice onto any toolbar or menu you want.  Now, without closing
the Customize dialog box, right-click your new button and click Assign Macro...
In the Assign Macro dialog box, select the "MEasyFinance" item and click OK.  Now,
whenever you click your new button, EasyFinance will start.  You will have to do
this to every computer and user you want to use EasyFinance on.  You can customize
your new button with a title or picture by right-clicking it (with the Customize
box open) and either changing the Name box or selecting Change Button Image.


USING EASYFINANCE
=================
In your EasyFinance spreadsheet, you can change the four header titles (Date, Name,
Amount, and Current Total) but they must remain in that order and position.

Launch EasyFinance using your EasyFinance button.  The Main Window will appear.  If
you already have records, the first one will appear.  Otherwise, the window will be
rather empty.  See the sections below for detailed instructions on adding and
removing records, among other things.


ADDING RECORDS
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Click the Add Record button to add a record to the end of the list, or the Insert
Before button to add a record before the current one.  The new record will be
highlighted in the spreadsheet, and default information will appear in the Main
Window.  See "Editing Records" for information on changing this information.


EDITING RECORDS
===============
Select the record that you wish to edit by using the scrollbar at the top of the
Main Window.  You can change these parts of information:
* Transaction Date: Select a date on the calendar.  Use the month and year drop-
  down boxes to change month and year.
* Transaction Name: Changes the name of the transaction.
* Transaction Type: Select Withdrawal for a negative amount or Deposit for a
  positive amount.
* Transaction Amount: Changes the amount of the transaction (positive numbers only)


DELETING RECORDS
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Select the record you wish to delete, and click the Delete Record button.


SAVING YOUR WORK
================
As a shortcut, you can click the Save Sheet button to save your spreadsheet instead
of clicking File => Save.


HOW TO CONTACT
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Contact name: Joshua Foster
Email: joshua_70448@ureach.com
Webpage: http://www.jfsoftware.net