| Section |
 |
|
Page
number
|
| A. |
|
|
Introducing
to Banking 2000 |
1
|
| |
|
|
|
|
| B. |
|
|
Using
Banking 2000 |
2
|
|
B.1. |
|
First
Steps |
2
|
|
|
|
|
Definitions |
| |
|
Account
charges |
| |
|
Clearing
delays |
| |
|
Cleared
balances. |
| |
|
Net
balances |
| |
|
Positive
interest rates |
| |
|
Negative
interest rates |
|
2
|
|
B.2. |
|
The
account information window |
3
|
|
B.3. |
|
The
statement dates window |
4
|
|
B.4. |
|
The
credit/overdraft limits window |
6
|
|
B.5. |
|
The
interest rates windows |
7
|
|
B.6. |
|
Changing
interest rates |
8
|
|
B.7. |
|
Tiered
interest rates |
9
|
|
B.8. |
|
"Whole"
interest rates |
11
|
|
B.9. |
|
"APR"
interest rates |
13
|
|
B.10. |
|
Entering
bank charges |
13
|
|
B.11. |
|
Editing
bank charges |
14
|
|
B.12. |
|
Creating
new bank charge descriptions |
16
|
|
B.13. |
|
Creating
new bank charges with date sequences |
17
|
| |
|
|
|
|
| C. |
|
|
Creating
account records |
18
|
|
C.1. |
|
The
transactions register window |
18
|
|
C.2. |
|
Editing
transactions |
21
|
|
C.3. |
|
Deleting
transactions |
21
|
|
C.4. |
|
Entering
clearing delays |
21
|
|
C.5. |
|
Entering
interest charges and credits |
22
|
| |
|
|
|
|
| D. |
|
|
Starting
interest calculations in Banking 2000 |
23
|
|
D.1. |
|
Close
the current statement period |
23
|
|
D.2. |
|
Starting
interest calculations |
24
|
|
D.3. |
|
Decimal
interest places display |
25
|
|
D.4. |
|
Calculate
total statement period interest values |
25
|
|
D.5. |
|
Checking
bank interest charges and credits in your account |
25
|
|
D.6. |
|
Take
care with dates! |
26
|
| |
|
|
|
|
| E. |
|
|
Checking
your account charges |
26
|
|
E.1. |
|
Get
ready to check your account charges |
26
|
|
E.2. |
|
Using
the bank charges window |
27
|
|
E.3. |
|
Using
the charges variances window |
27
|
|
E.4. |
|
Checking
bank charges in your account |
28
|
| |
|
|
|
|
| F. |
|
|
Applying
check clearing delays |
28
|
|
F.1. |
|
Learning
about clearing |
28
|
|
F.2. |
|
Clearing
terms and definitions |
29
|
|
F.3. |
|
The
bank holidays window |
29
|
|
F.4. |
|
Learning
about your banks' clearing rules |
30
|
|
F.5. |
|
Daily
report window of deposits delayed in clearing queue |
30
|
|
F.6. |
|
The
clearing register window |
30
|
|
F.7. |
|
How
to check your banks real deposit clearing delays |
30
|
|
F.8. |
|
Different
banks may have better clearing delay rules |
31
|
| |
|
|
|
|
| G. |
|
|
Applying
floating, net and cleared balance |
31
|
| |
|
|
|
|
| H. |
|
|
Steps
to improving account balances with Banking 2000 |
32
|
|
H.1. |
|
Using
net balances to control "excess" borrowings |
32
|
|
H.2. |
|
Using
the statement report window to predict savings with different
interest rates and credit/overdraft limits |
32
|
|
H.3. |
|
Using
the bank charges report window to reduce average costs of account
charges |
34
|
|
H.4. |
|
Predicting
savings by running "what if" possibilities |
34
|
|
H.5. |
|
Savings
will be greater due to compounding effects |
38
|
| |
|
|
|
|
| J. |
|
|
Expanding
QuickenŽ accounts |
38
|
|
J.1. |
|
Backup,
verification and Quicken 99 advisories |
38
|
|
J.2. |
|
Importing
a QuickenŽ account in Banking 2000 |
39
|
|
J.3. |
|
Expanding
QuickenŽ accounts and creating new reports |
40
|
| |
|
|
|
|
| K. |
|
|
The
CheckMy 2000 family CD version |
40
|
|
K.1. |
|
The
clearing register window |
40
|
|
K.2. |
|
Learning
to use the clearing delay costs calculator |
41
|
|
K.3. |
|
The
interest report window |
43
|
| |
|
|
|
|
| L. |
|
|
Hints
using Banking 2000 |
44
|
|
L.1. |
|
The
transaction register - and bank charges |
44
|
|
L.2. |
|
The
daily register - and daily interest |
44
|
|
L.3. |
|
Using
Recalc - using the master refresh button |
45
|
|
L.4. |
|
The
interest report window - the master interest calculation |
45
|
|
L.5. |
|
Interest
values and rounding |
45
|
|
L.6. |
|
Editing
cleared balances |
45
|
|
L.7. |
|
Transaction
summary report view |
45
|
|
L.8. |
|
Date
formatting |
45
|
|
L.9. |
|
Currency
formatting |
46
|
|
L.10. |
|
Negative
number formatting |
46
|
|
L.11. |
|
Password
entry declined fourth time |
46
|
|
L.12. |
|
Backup
and restore |
46
|
| |
|
|
|
|
| M. |
|
|
Search
for money back claims with Banking 2000 |
46
|
|
M.
1. |
|
Using
the media as a prime source of information |
46
|
| |
M.
2. |
|
Press
reports summary |
46
|
| |
M.
3. |
|
Detecting
account-overcharges |
46
|
| |
M.
4. |
|
Detecting
interest rate and method errors |
46
|
| |
M.
5. |
|
Detecting
credit card overcharges and late credits |
46
|
| |
|
|
|
|
| |
|
|
Contents
and Index |
46
|
| |
|
|
Copyright
notice |
51
|
