CBB Tutorial



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CBB Tutorial

So, you want to go for a little test drive? Want to see how/if this thing works? Want to send me 4 4Mb simms so I don't have to struggle along with 8Mb RAM? Well, read on ...The following procedure will lead you through the process of creating a new account, importing some data, editing transactions, and balancing your account.

Quick Overview

First, here is the ``one-paragraph'' version of this manual. To use CBB, first make a directory where you would like to keep your group of accounts. Then, go to this directory, run cbb, and make your account(s). Optionally you could choose to import the default categories, but this can be done at any time. Next, load the desired account (if it is not already loaded) and create, delete, and edit transactions to your hearts content. When your statement arrives in the mail, balance your account. Mean while, you have been printing some reports, viewing some graphs, and hopefully managing your money better than before you started using CBB!

Create a demo Account

Ok, so you've just ftp'ed the compressed tar file. I'll just assume you know how to uncompress/untar it.gif Now cd to the newly created directory. If you have perl installed in /usr/local/bin/perl and wish installed in /usr/bin/wish, then there is no need to install at this point. You can run the entire tutorial from the cbb-[version] directory. Just make sure cbb and wrapper.pl have executable permissions. If you are having problems running cbb out of the distribution directory, type make install and answer the questions.

  1. Run CBB by typing ./cbb.
  2. Select Make New Account ... from the File menu. Enter an account name (i.e. my-demo) and an account description (i.e. My Demo Account).
  3. Click on the Create Account button. The name of the account will be added to the category list (i.e. [my-demo]). This category is used to specify transfers between accounts.

Import Some Data

Now that you have created an account it is time to import some data. (This is to save your fingers from the brutalities of typing.) It also speeds things up. The distribution comes with some sample data just for this tutorial!

  1. Select Import QIF File ... from the File menu.
  2. You will be presented with a file selection dialog box. You should already be in the distribution directory. Double click on the demo/ directory. This will select the demo directory. Find the file demo.qif and double click to select it.
  3. Click on the CBB Import old-demo.cbb button to import the data.

Edit Transactions

 

Now, that you have some data to play with, try editing a transaction. Then try creating new transactions. Play around with things until you get the hang of it. You can refer to Section 4.2 for a more detailed description of transaction editing.

Attempt to Balance the Account

Now, lets pretend you just received your bank statement in the mail and you want to reconcile. Lets also pretend that you didn't mess thing up too bad back in Section 3.4. Find the Balance button towards the bottom right hand corner of the window and click on it. This will bring up a list of all ``uncleared'' transactions. Select all the original transaction [blah] [blah] I should finish creating old-demo.cbb before the rest of this will make sense. Blah, blah, click on the Update button when the difference is 0.00. Blah, blah, clear all selected transactions, and so on and so forth!



next up previous contents
Next: CBB Reference Manual Up: CBB Check Book Balancer Previous: Important Information




Fri Aug 11 06:22:37 CDT 1995