Hi all,
As you know, I'm digitizing everything in my apartment, and that
includes, my checking account ledger, which I use to do, until this
month, in hard copy braille, but now, I'm using word pad to do it, and
love it!
So, I typed out how I created the ledger, and how I use it.
I'd like to know 2 things from everybody:
1. Does this help anyone?
2. Maybe, you do it a different way, using your word processor, or,
maybe using another finance program, etc. If this way that I've done it
is too complicated, please tell me how to make the process simpler.
thanks much, and I've pasted it in below.
Harry
how to create and store your current monthly checking acount ledger
1. Launch your favorite word processor of choice
2. Title the file the name of the month, and the number of the year, for
example
October 2016
3. Then, come down a line, and type the first deposit into the account
for example
deposit on October 3, 2016, in the amount of $5
4. Now, copy that $5 figure to the clipboard with control c, because
we're going to add that deposit to what you have left over from September.
5. Now, come down another line, and paste in the $5 and then type a
space, then, type the + sign, which is the shift of the equals sign,
which is the key to the left of the back space key on a windows
keyboard, then type in the amount you have left over from September,
which will say is, $400, then, type the equals sign, then a space, then,
type your answer, which is $405, so it would look like this
$5 plus $400 = $405.
6. Now, we're going to do our first entry in the ledger, so, come down a
line, and type if it's a deposit, transfer of funds, a credit, or, if
it's a check, or, if it is a debbit, or if it is a withdrawal, then, who
it is to, then, the date, which is month, date, and year, and then, type
how much it is, for example
transfer from my checking acount to my loan, on October 3, 2016 in the
amount of $200
7. Now, come down a line, and do your subtraction, for example
$405, minus $200 = $205
So, that is how I do it. By the way, those examples and numbers are just
made up.
8. After you're done, save the file, and it will probably be saved to
the my documents folder, also called documents folder.
Now when I want to do any banking, using this ledger, I want to be able
to open this file as soon as my computer is turned on, and I don't want
to have to go into a folder, then, click on the file to work with it,
but first, I have to create a folder for all my monthly checking account
ledgers to be put into. So I will:
9. I'm going to go into my hard drive, (also called local disc c), and
create the folder, and I'm going to call it Harrys finances folder.
11. After I have created the folder, I'm going to get the file titled
current monthly checking account ledger, so, what I'm going to do is,
I'm going to find the file, in the folder where it was saved to.
12. then, instead of opening it, I'm going to press control c to copy
the file to the clipboard.
13. Then, I'm going to go back to the Harrys finances folder, and open
the folder with enter.
14. Now, I'm going to press control v to paste in the current monthly
checking account ledger file, so it will always be in that Harrys
finances folder.
15. Now, after I have done that, I'm going to use the down and up arrow
to find that current monthly checking account ledger, file, and I'm
going to press shift f10 to go to the context menu.
16. Then, I'm going to down arrow to send to submenu, and right arrow 1
time, to open that submenu.
17. Now, I'm going to down arrow to desktop create shortcut, and press
enter.
Now, the shortcut for current monthly checking account ledger, is
sitting right on my desktop.
18. Now, I'm going to go back to the desktop, and find the current
monthly checking account ledger - shortcut icon, and instead of opening
it, I'm going to create a hot key for opening this file by pressing
shift f10 to go to the context menu.
19. Now, I'm going to up arrow to properties and press enter.
20. Now, I'm going to press shift tab to get to the list of pages, and I
want shortcut tab.
21. When I find that tab, I now will tab down to hot key field, and I'm
going to press control alt 1 for my hot key.
22. Now, I will tab down to apply, and press enter.
23. Now, I'll tab down to ok and press enter, and my hot key to open the
file has been created!
any time something posts to the account, such as a deposit, a transfer
of funds, a check cleared, a credit, a debbit, or, a withdrawal, I will:
24. open that file with a hot key, and I will type an askterisk, also
called a star, which is the shift of the 8, before the first letter of
the entry.
For example
*deposit on October 3, 2016, in the amount of $5
because it posted to the account.
25. Now, when I'm done with that month, I still need to keep that
filename, because that filename will never change, because it will
always be my current monthly checking account ledger, so what to do with
the October file? I'm going to open the file with my hot key I created.
26. Then, I'm going to select all the text from October that is in that
current monthly checking account ledger file, and cut it to the
clipboard with control x
27. Then, I'm in it's place, going to type November, 2016 on the top
line of the file.
28. Now, I'll save that file.
29. Now, I'm going to open my word processer, and paste in the text of
the October 2016 file.
30. Now, I'm going to save this new file, and title it October 2016
31. Now, I'm going to find the October 2016 file, it's probably in my
documents folder, or, documents folder, and copy the file to the
clipboard, not open it, just copy it to the clipboard.
32. Now, I'll go back to the Harrys finances folder, and paste in the
October 2016 file into that folder, for future reference if I need it.
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