5Account
Simple Home Banking

Program Details
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Name         : 5Account
Version      : R3.0
Release Date : 11 August 1999
Copyright    : Palmscape & Simon Berridge
EMail        : Simon@palmscape.com
WWW          : http://www.palmscape.com/
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Files included on disk
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File Name         Directory
5Account.aif      \System\Apps\5Account
5Account.app      \System\Apps\5Account
5Account.mbm      \System\Apps\5Account
percent.mbm       \System\Apps\5Account
windows.mbm       \System\Apps\5Account
GPrinter.opx      C:\System\OPX
SysRam1.opx       C:\System\OPX
5Account.hlp      \System\Apps\5Account
ReadMe.txt        This file
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Installation Instructions
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1. Unpack the Zip file to your PC or your Psion.

2. On the PC:
   Double click on the file 5Account.SIS. This will start the PC
   automatic installation of 5Account.
   Double click on the file PScape.SIS. This will start the PC
   automatic installation of Palmscape support files.
   On the Psion:
   Double tap on the file 5Account.SIS. This will start the Psion
   automatic installation of 5Account.
   Double tap on the file PScape.SIS. This will start the Psion
   automatic installation of Palmscape support files.

5Account should now be accessible to you from the Extras icon. Run the
file which will initialise the database etc.
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Registration

Sign on to the Palmscape Web Site on

  http://www.palmscape.com/

and follow the Registration instructions there.

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Please register and support software development.
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Changes:

Release Date    Changes
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 17 Aug 98      First beta release.
                Fixed bug in reconciliation routine.
                Released as V1.0
 19 Aug 98      Introduction of QIF Import/Export.
                Number of bug fixes.
                Changed the shading of the highlight bars.
                Released as V1.1
 21 Aug 98      Rounding error fixed.
                Significant changes in the data extract engine to
                increase the speed of the screen refresh. Now runs
                very fast. Tested on 3200 transactions.
                Removing accounts.
                Two data views added.
                Net worth screen report changed.
                Released as V1.2
 29 Aug 98      QIF Import/Export now more stable.
                Help file improved with examples.
                Archiving and archive restore strengthened.
                Income/Expenditure report screen changed.
 05 Sep 98      Addition of 0 - 10 decimal places.
                Released as V1.3
 11 Sep 98      Added Clients
                Added Invoicing
                Strengthened the archive routines. Previously some
                data was 'lost' by being posted into wrong account.
                Added ability to change the Account balances.
                Released as V1.4
 14 Sep 98      Added Archiving One Account
                Added Recovering one Account
                Minor tweaks and bug fixes
 18 Sep 98      Fixed bugs in archiving that strengthens the whole
                procedure to allow for unknown accounts/categories.
                Changed progress bar to show percentage (thanks to
                Andy Clarkson).
                Added HTML print of Net Worth.
                Added print of Net Worth.
                Added HTML print of Income & Expenses.
                Added print of Income & Expenses.
                Released as V1.6
 22 Sep 98      Added fast keys.
                *** NOW READY FOR OFFICIAL RELEASE ***
                Released as R1.0
 24 Sep 98      Small bug fixed in refreshing bottom window after
                fast key access.
                Released as R1.1
 28 Sep 98      Rewrite of Modify Transaction as found it was
                inefficient and prone to errors.
                Ensured that correct options now presented to user
                when tapping on a transaction entry.
                Tightened the editing.
                Currency not being transferred into transaction
                record when being updated by standing order.
                Released as R1.2
 05 Oct 98      Tab key incorporated for Show Transaction within
                Transaction View.
                Removed earliest date of today minus one year from
                transaction entry. Now set to minus four years.
                4 Weekly Standing Orders introduced.
                Work undertaken in the transfers between accounts
                and subsequent modification.
                Released as R1.3
 08 Oct 98      Added Jump Key (Ctrl-J) to account transactions view.
                Allows the user to jump to another account transaction
                view.
                5Account does not allow the modification of a 
                reconciled transaction now.
                Upon entering a transaction the user now has the
                ability to reconcile it immediately.
                Released as R1.4
 09 Nov 98      Ability to reconcile a transaction whilst under
                modification.
                Some balance errors fixed in transferring money.
                Released as R1.5
 17 Nov 98      Added preference that allows the balance of the
                transaction view to follow a logical date order or
                entry order.
                SHift-Ctrl-A now switches to Accounts View, new
                control Shift-Ctrl-J is used to Adjust Account
                balances.
                Released as R1.6
 27 Nov 98      Introduced italicised transaction list for items
                that are in the future.
                Introduced emboldened transaction list for items
                that are due today.
                Produced a Balance Sheet print.
                Produced a Profit & Loss print.
                Added Export to CSV for Account transactions.
                Released as R1.7
 04 Feb 99      Changed the "action" keys to be Psion standard.
                QIF import CX, Cx and C* now supported.
                Changed headers on screen to be more specific.
                Preferences changed to allow for a single pen tap to
                reconcile/unreconcile a transaction within transaction
                view.
                Preferences changed to allow the user to select whether
                to show the progress indicator or not.
                Released as R1.8
 20 Feb 99      Bug fixed in Asset account modify.
                Currency Conversion Module added.
                Switched the INIfile to drive C: for safety.
                Opening/Closing balances adjustment transaction modified
                by adding a 'Calc' button and the system now checks
                if the numbers entered are right and warns if not.
                Added the ability to add a standing order for 0.00 to
                allow for the set up of a variable standing order that
                can be modified later.
                Released as R1.9
 22 Feb 99      Addition of PC Export file and release of the PC Version.
                Bug found and fixed in the archiving function.
                Released as R2.0
 22 Feb 99      Added new Palmscape logo.
                Released as R2.1
 02 Mar 99      Utilised faster progress bar (PC_BAR.OPM)
                Upon startup checks for standing orders and displays
                a dialog box if there are any to process.
                Fixed a couple of bugs in the standing orders area.
                Pressing Tab now does not show the currency symbol for
                the base amount, only the converted amount.
                New preference added to allow for the suppression of
                Personal Details when printing an invoice (allows the
                use of a standard letterhead).
                Added the Preference to change the VAT string from
                "VAT" to any 3 characters.
                Changed the 'quantity' field in Invoicing to allow
                for decimal places rather than as an integer.This
                allows for billing of hours (user request).
                Category Balance reset (Ctrl-R) was reported as
                'not working'. After investigation was found to be
                correct in the author's opinion, but......
                'Home' and 'End' keys now go to the top or bottom of
                the current view.
                Released as R2.2
 27 Mar 99      Introduced HTML print of transactions as an option when
                hitting the printer button.
                Added 'Account Details' by pressing the Tab key on
                a highlighted Account or Category.
                Released as R2.3
 14 Apr 99      Added ability to seed own invoice numbers, now under
                preferences.
                Now handles VAT for an invoice. Will post the VAT
                amount to the selected VAT account.
                Released as R2.4
 29 Apr 99      At long last!!!  PASSWORD PROTECTION.... Added under
                preferences.
                Released as R2.5
 10 May 99      Fixed bug in startup.
                Significantly improved the speed of 'Finalise Invoice'/
                Released as R2.6
 04 Jun 99      Fixed a currency conversion bug.
                Added two more levels of zoom.
                Fixed a bug in the Finalise Invoice section.
                Released as R2.7
 23 Jul 99      Adjust Balances for Categories was not working
                correctly. Now fixed.
                Display in Categories was not correct for large numbers.
                Incorporated CSV extract of categories.
                Date range print of transactions incorporated.
                Released as R2.8
 11 Aug 99      Date range print of transactions added.
                Checked conversion looked for zero entry.
                Now compacts the database on a File|Open command.
                Completely changed and rewrote the PC Export function.
                Now it writes a CSV file and wrote from scratch the
                PC Application (PC5Account) that is distributed free
                to registered users.
                QIF Import expanded to allow users to select 'all'
                categories create, rather than creating one by one.
                Added auto cheque numbering. Initialised at 1 but when
                overridden by a number will use that number as seed.
                Released as R3.0
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