PART 2 - QUICK TUTORIAL
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1.	To start the program:

	a.	Highlight 'Bank8' under the BANK Icon.

	b.	Press <PSION-N> to generate a new file (or select via the FILE menu).

	c.	Select the required drive (Internal or a RAM SSD).

	d.	Type ACCOUNTS as a title (or anything else you fancy).

Remove the 'nag' screen by pressing <Enter>.  If you want 
to skip this screen you will have to register your copy !!

2.	You are now in the 'top-level' screen, which contains 
details of the accounts you have in the Group.  (You 
actually need only one Group to run your accounts, but 
personally I like to run different groups for my normal 
accounts, my savings accounts and my expense account.  
Basically you treat the Groups and Accounts in the same 
way as you would treat directories (or folders) and files on 
your PC, MAC or Psion !)

3.	Press the MENU key and then the left arrow key 
and you will see the various core modules that make up the 
whole program.  Selecting 'Add-In Modules' shows the 
optional modules (assuming you loaded the appropriate 
.OVL files).   All of these modules can be selected either by 
using this MENU selection, by pressing a 'hot-key' i.e. 
<Shift-PSION-C> for the Currencies, or by using the 
diamond key to cycle through the screens.  This tutorial, 
and Part 3 of the instructions, will take you through each 
module in turn. 

4.	Press <Esc> and the MENU key again for the FILE 
commands.  I hope these are obvious, and are the usual 
commands you expect to see in most programs.  Just note 
that you will not be allowed to Delete the Group you are 
working on, you will have to Open into another Group first.  
(There is no requirement for a SAVE command, as this 
happens automatically).

5.	Press the MENU key again for the EDIT commands 
and select 'Enter new account' (or press <PSION-E>).  As 
an example, type 'Current' for the short title, 'Current 
Account' for the Description, and whatever you feel like for 
the Opening Balance (Credit or Debit). (For real, this will be 
the final figure on your last bank statement.)  Note the short 
title is limited to 10 characters, the description  can be quite 
a bit longer.  Don't worry about the 'Advanced Settings' 
field, that is covered in Part 4.  Press <ENTER> on 
completion.

6.	Now enter (using <PSION-E>) a 'VISA' account as 
well,  for use later in the tutorial. 

7.	Note that you can use the 'Update Account' 
(<PSION-U> or <TAB>) option if you want to change the 
details, or the 'Delete Account' (<PSION-D> or <DEL>) 
option if you make a mistake.  I have also incorporated a 
Move command (<PSION-M>) if you wish to change the 
order later. 

8.	The initial setting is for the Status Window to be 
hidden.  You can switch it in, either half-size or full size, 
using the normal Psion method (<CTRL-MENU>).  You 
will see later that each module can display additional 
information if you have the Status Window hidden.  
Personally I like having it in view.  I suggest you experiment 
later within each module, but for now leave the Status 
Window in view.
  
9.	Note also that the Cursor keys (& 
PgUp/PgDn/Home/End) allow you to select an account, or 
you can press the first letter of the Account to jump to it 
straight away.  Select the 'Current' account for the next 
stage.

10.	Now move into the 'Transaction' Screen.  This can 
be done either by pressing the Diamond key, using the 
Mode MENU option, pressing <Shift-PSION-T> or, the 
easiest method of all, just press <ENTER>. 

11.	Now enter an example transaction, such as writing a 
cheque.  Use the MENU, <PSION-E> or just press 
<ENTER> to start the process.  Select the date, (to make it 
easy it defaults to today's date), a description and an amount 
(leaving it as a Debit in this case, as we are spending 
money).  Move down to the  'Transfer' item and use the 
<TAB> key or the arrow keys to see how you can select 
another account if it is an inter-account transfer (i.e. a 
cheque from the Current Account paying the VISA bill).  
Use 'None' for now, to show a cheque being paid to an 
external  agency. Skip the 'Display Advanced Functions' 
field for now, that comes in Part 4, and the Update Budget 
Category field, as that is also covered later.  Finally, you 
can use the Reference field for anything you like, in this case 
it's just a free field.  Press <ENTER> when complete.

12.	Add a few more transactions, and to demonstrate 
the Transfer function, do a VISA payment by paying a 
cheque as before, but selecting VISA in the Transfer field.  
Press <ENTER> when complete. You are offered the 
opportunity to change the description and value, just in case 
you want them to be slightly different.  Now press <ESC>  
(or Shift-PSION-A or via the MENU), to get back to the 
Accounts screen, select the VISA account, and check the 
transfer went in OK.

13.	Go back to the transactions in the Current Account 
and practice updating entries (<PSION-U> or <TAB>) and 
deleting entries (<PSION-D> or <DEL>).  Note that the 
Update menu replaces the Transfer field with an Attribute 
field (leave this at the moment, it is explained next).  Also, 
note that if you press <CTRL-MENU> key to remove the 
Status Window, you will see the additional details in the 
Reference field displayed on the screen.  Also, you can 
select a small font using <PSION-Z>, which will allow 
larger numbers and descriptions to be displayed without 
overwriting or truncating, or the Swiss font through the 'Set 
Preferences' menu.  The font size is screen specific, so you 
can have different settings in each screen.

14.	We can now simulate receiving a bank statement.  
At the  start, the Initial Balance figure should match the 
starting  balance on the previous statement (In real life, if it 
doesn't, you must have made a mistake reconciling the 
previous statement!).  Now reconcile each entry on the 
statement, using <PSION-R>, <R> or, more easily, the 
Space Bar (This 'single-key' option can be disabled if you 
don't like it, using the 'Set Preferences' menu).  Once you 
have a reconciled entry, the Initial Balance window changes 
to Reconciled Balance.  After each entry is checked, the 
new Reconciled Balance should match the balance on the 
statement (in the UK that is, I find in the USA they do not 
have 'running balances' on their statements.)

15.	Having confirmed the statement, we should now 
archive the entries  (You must do this regularly, as you can 
hold a maximum of only 100 transactions in each Account, 
see the FAQ file for a fuller explanation of why.   Press 
<PSION-V> to create an Archive file.  This will default to 
the same disc/directory as the normal data, but can actually 
be put anywhere.  (The way I personally use this facility is 
to call the archive 1996  and use it till the end of the year, 
archiving all accounts into it.  Then I will change the 
filename to 1997, and use that.  Once I feel I will not 
require regular access to the 1996 archive again, I will store 
it on a floppy and delete it from the SSD.  Another method 
many people use is to have a separate Archive file for each 
account; basically, the choice is yours.)  Now archive the 
account using <PSION-A>, and store the reconciled 
transactions in an Archive file.  (If required, you also have 
the flexibility of archiving or deleting ALL entries, archiving 
or deleting by category, specifying an end-date, and 
updating the balance or not as required.)  Note that the 
system defaults to Appending the data to the Archive file, 
but at a later date you may wish to overwrite an Archive. 

16.	You can then view the archive at any time by 
pressing <Shift-PSION-V> (or by using the Diamond key or 
the MENU).  When the file gets quite long, there is a 'Find' 
and 'Find Next' option which matches text in the Description 
or Reference fields to enable you to find a transaction.  
There is also an 'Find Date' option if that is how you wish to 
navigate through the file.  If, at a later date you wish to use 
another archive file just use <PSION-S>.  As this is just a 
practice session, I suggest you now delete the Archive file 
using <PSION-K>   Press <ESC> or <ENTER> to remove 
the message, then <ESC> to get back to the Accounts 
screen and use <PSION-V> to specify your preferred name 
for the future.

17.	Another option I have included is the 'Deferred 
Transaction' idea, where you can put in a transaction which 
you know will happen in the future, but not include it in the 
balances. To see this, go into the Current Account, select 
the transaction, and use the menu or just press D or 
<PSION-G> (Illogical I know, but I ran out of letters !!).  
The entry will then be ignored in all future calculations, but 
is there as a reminder. 

18.	By popular request, I have also included an option 
to draw a line under a transaction (<PSION-L> or <L>).  
You can use this to indicate a credit card statement date for 
example.  Finally, you can also have a 'warning' flag 
(<PSION-W> or <W>) which triggers a warning every time 
you leave the program.  I use this to show that a cheque 
should have been paid, but I haven't actually written it yet !

19. 	In the Transaction screen, you can switch between 
accounts by using <PSION-S> or by pressing the right/left 
arrows.

This completes the initial quick tutorial, and if this is all you 
need you can stop here.  However, the program has much 
more built in, so you might wish to continue with Parts 3 & 4.
