Topic       : CRESUS
Author      : Pierre TONTHAT
Version     : 1.2J
Subject     : Crésus documentation
Nodes       : 40
Index Size  : 1348
HCP-Version : 3
Compiled on : Atari
@charset    : atarist
@lang       : 
@default    : 
@help       : 
@options    : +g -i -s +z -t2 -d12
@width      : 75
 A Crésus databse is a set of tables, corresponding to *.CDB files.

 In the "Tables" menu:
 - the currencies
 - the banks
 - the holders
 - the accounts
 - the types of transactions
 - the categories
 - the transactions

 There's a hierarchy between the tables. The items of one table can
 be created only if at least one item in a parent table exists.
 Therefore, you must create in order : one or more currencies, one
 or more banks, the holders, the accounts, the types and categories,
 and after this, you will be able to add/modify transactions.

 Every table corresponds to a window. Click the '+' button to add
 a new item. Click the '?' button to modify or delete or see more
 informations of an item. The items can be sorted in the table :
 if on top, the item will be found quickly. A correct and witty
 ordering can speed up the display of the transactions table.

 1) The currencies

   The first created currency must be the reference. The next currencies 
   should be declared with a conversion rate, related to the reference.

   Si the currency has not a fix conversion rate, click on the 'float'
   button. The conversion rate will be asked/confirmed when opening
   a transaction table that uses this currency.

   The reference currency must be created;

 2) The banks

   Please indicate the informations corresponding to the bank.
   At least one bank must be created.

 3) The holders

   Indicate the people that will hold one or more accounts.
   At lest one holder must be created.

 4) The accounts

   You must have created at least one currency, one bank et one holder
   to create a bank account.

   It is possible to have an account with double currencies, one main
   and one second: you can set the amount of a transaction with the
   first or the second currency. All will be computed with the conversion
   rate.

   Option: an alert can be display if the balance of the account is lesser
   than a critical value.

   A filename is needed: a file containing all the transactions of this
   account will be managed and stored in the ACCOUNTS folder, instead of
   the SHARED one.

 5) The types of transactions

   Indicate of debt (negativate in the account) or credit (positivate
   in the account).
   The color is used in the transactions table display, to get more
   convenient the reading.

   If the type is a check emission, the programm will show a special
   field for the check number, and will automaticaly present the new
   number if a new check is made.

   If the type is an acount to account transfer, the program will give
   the possibility to indicate the target account, to write
   automaticaly the inverse transaction.
   Please select also the new type after the transfer
   (ie debtor movement -> creditor movement)

   Carefull: the transactions from account to account are
   after totaly independant. Modifying the one does not modify
   automaticaly the other.

 6) The categories

   This item is used to group the transactions for statistics and/or
   graphics in the future.
   The color is used in the transactions display window.

 7) The transactions

   The date, type and amount are needed to insert a new transaction.
   The category and notes are not needed but advised.

   The checking corresponds to the fact the real bank has registered
   the transaction. Checking transactions makes closer the both
   balances.

   The transaction table permits some more manipulations than in the
   others tables:
   - multiple selection (with shift key)
   - multiple checking or un-checking
   - delete without opening the transaction details window
   - if multiple selection, the transaction details window show '⇦' and
   '⇨' buttons to swap between the selected transactions.
   - the balance display
   - the transactions table load and automatic save, when choosing the
   account.