Banker 2.0 Installation Notes ----------------------------- This document explains how to install Banker. Please read this document before proceeding. If you received Banker on an SSD, you can run Banker directly from the SSD by leaving it in one of the two SSD slots in your Series 3a, or by copying the complete contents of the Banker SSD to another Solid State Disk. INSTALLING WITH PSISETUP ------------------------- Banker Demo comes with a Windows installer called PsiSetup. To install Banker using PsiSetup, drag the Banker.ctl file to the PsiSetup.exe icon, or just start PsiSetup by double clicking on it, and then locate Banker.ctl to begin the installation. (Note: PsiSetup is a Windows program.) Choose the disk on the Psion to install Banker to, and begin. This will install Banker's files to the correct directories on your Psion. NON PC INSTALLATION -------------------- MacIntosh and other non Pc users should refer to the file location list in this document for manually copying files. INSTALLING MANUALLY ------------------- 1. Create a Banker directory on your PC. 2. Copy the Banker 2.0 files from the floppy disk to your PC or other desktop. File Locations: Filename Location ======================================================= Banker_a.opa \App\ directory 3Bank2_a.opo \App\Banker\ directory 3Bank3_a.opo \App\Banker\ directory 3Bank4_a.opo \App\Banker\ directory 3Bank5_a.opo \App\Banker\ directory 3bQuick.opo \App\Banker\ directory Maineng.opo \App\Banker\ directory Banker.fon \App\Banker\ directory Pel.pic \App\Banker\ directory Logo.pic \App\Banker\ directory Report.rpt \App\Banker\Report\ directory ======================================================= GETTING STARTED WITH BANKER 2.0 Once installed use the help file for a quick reference to new functions. Look over the menu options to get acquainted with the new features in Banker 2.0 Use the diamond key to switch between the different views in Banker. There are some special keys in Banker that are not referenced on the menu, but this is the exception. The <-> minus key is the hot key for the preferences. Ctrl = Balance by Data Ctrl = Show Current Balance/Cleared/Outstanding Ctrl = Use alternate "Enter Data" dialog (Opposite of preferences) ABOUT GROUPS It is helpful when starting Banker 2.0 to understand Groups and how they work. When you open a Banker file from the system screen, you are opening a Banker Group, not an Account. A Banker Group, not to be confused with a Psion Group, is a list of Accounts. You create this list by adding new accounts within the Group. You can also insert Accounts, which means that you can bring in your existing Accounts from Banker 1.0 if you're upgrading. CUSTOM CATEGORIES Quicken users should start out by importing their category list from Quicken, and then importing it into Banker. You must have at least one account created first, so... 1. Create an account 2. Export Categories only from Quicken (File menu/Export) 3. Copy the category qif file that you just created to the \Bank directory on your Psion. 4. Start Banker if it's not running. 5. Open an account in Banker 6. Choose "Quicken Options", or press the hotkey. 7. Choose "Import" and then "Import Categories". 8. Find the category qif file you copied to your Psion. 9. Choose a name for you new Banker category list. (maybe Quicken.cat) 10. Press Enter to start importing your Quicken categories. 11. Go back to the account list view. (Psion Shift) 12. Press Psion on each account, and update the category list to be used, changing it to use your new Quicken category list.