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Personal Information and Financial Management



You can mange your personal information and finances with your PrsNote database module and its related spreadsheets. You can duplicate/ copy the database table for your organizational management work. You can also use the text version with your word processing software.
1. PersMemos
2. Phone & Address Lists
3. Mailing Address Labels
4. Things To Do
5. Bank Check Records
6. Financial Planning
* Budget & Tax Planning
* Life & Estate Planning
Future Use

Your PrsNote database can output to report forms and columnar logs for:
  1. form letters and memos and e-mail messages;
  2. telephone and address lists;
  3. mailing address labels;
  4. "things to do" lists;
  5. bank check records and reports; and
  6. financial planning.

    You can use a similar database for Human Resources Job Descriptions and Payroll. * Human Resources

PrsNote includes translator text reports for importing into spreadsheets:


Note: The example templates shown on this webpage are the word processing text templates that you can *Download To view examples of screens, click on the hotlinks for *__ Screen.. Use your browser's BACK function to return to this page.
To view an example of a screen, click on *PrsNote Screen

1. Personal Memos, Form Letters, and E-Mails

You can use your PrsMemo StrongForm for simple memos.
If you need more space, you can do query/ find and then print up to 4 records per page and print all of them with PrsMemoR.
You can customize your letterheads and closings as desired.
For formal letterhead letters, you can use PrsNoteL.
For lengthy letters, you can use or PrsNoteR for up to 4 records per page.
For E-Mail messages, you can compose your message in your database, then use your copy-and-paste function to paste it into your E-Mail.
( This method will give you a copy in your database that's independent of your E-Mail files.)



   /SW\                      P r s M e m o   R e c o r d                          

                                    Date: 03/02/1996  Time: 15:00  Due: 11/03/1995
                                                RECNO:   1  PRSNOTE REC#: PR031500 
   To:    Dick        Strong                                                       
                                                                                   
  About: PRSNOTE DATABASE & WEEKPLAN/LIFLO MODELS                                  
                                                                                   
  1. You could use this database for memos for your diary file or notes to others. 
     There's a form letter already set up; you can modify it to show your          
     letterhead. PRSLOG prints brief listing. PRSLBL is for mailing.               

  2. You can use the PRSSS.FRM to translate your data to your WEEKPLAN personal    
     planner spreadsheet model by using the standard procedure.                    
     PRSSS translates Record #,       Name, About, & TOTALs.                           

  3. E-Mail: RichStrong@aol.com or richstrong@compuserve.com.                           


2. Telephone & FAX Numbers

You can use your PrsTeLog report to list names, addresses, and telephone numbers.
As with any database reports you can query for any criteria.


3. Mailing Labels

You can use your PrsLbl report to print mailing labels or for labelling envelopes.
As with any database reports you can query for any criteria.

4. Things To Do List and WeekPlanner


If you like to list your "Things To Do Today", then you can fill in your Prs or PrsNote, query/ find for date, and then print with your PrsDay report StrongForm, then post it on your desk or wall or carry it.
                                                                                
  /SW\                 P r s D a y                03/02/1996       
 ================================================================== 
  Time  PrsRecId NameLast  About:                                   
 ================================================================== 
  1000  PR021500 Strong    PrsNote Database & WeekPlan/LiFlo models 
  1400  PR021600 Sysop     Coordinating COSMIC                      
////////////////////////////////////////////////////////////////////

You can print your PrsDay as 3x5 or 4x6 cards for easier carrying.


If you like weekly or monthly planning and you dislike reviewing old marked-up records or notes or desk calendars, then you can use your PrsNote for scheduling and recording actions.
If you like to use a pocket planner and you like the idea of setting up a spreadsheet as a weekly planner so you can manipulate with cut-and-paste as things change, then you can use a spreadsheet called "WeekPlan" that does just that. Parts of it will look like this:
    |Beginning          |        |       |  Monday           |        |
    +-------------------+--------+       +-------------------+--------+
    |Break      940     |      0 |       |Break 1440         |        |
    |              1000 |      0 |       |03/02/1996 1500    |        |
    | This is a    1020 |        |       | Strong  PR031500  |        |
    |              1040 |        |       |PRSNOTE DATABASE & |   1.80 |
    | blank period 1100 |        |       |WEEKPLAN/LIFLO     |        |
    |              1120 |      0 |       |MODELS             |        |
    +-------------------+--------+       +-------------------+--------+

5. Tracking Bank Check Accounts with BankChek Forms


You can enter your data in simple bank check form with BANKCHECK:
To view an example of a screen, click on
*BankChek Screen
	PrsNote Bank Check  RECNO:	1	PRSRECNBR:  PR031500
						DATE:	03/02/1995
	Pay To: Dick	Strong                  BUDTOTL:	$3.00
	ADRES1:	Safety Analysis Systems Co.	ACTTOTL:	$3.00
	ABOUT:	PrsNote Database & WeekPlan/LiFlo Models
	BUDGITEM: Office Equipment  Line Item: Ref. BUDTAX


6. Personal Financial Data for Planning and Recording

                                                                           
  _/SW\_                    P R S   R E C O R D                                    
  Date: 03/02/1996  TIME: 15:00       PrsRecId: PR031500  RECNO:   1                
  Name: Dick        Strong          SSFile: 95BUDTAX  CR: 19.01                     
  Tel: 800-COSMIC0       FAX: 800-COSMIC0   EMAIL: RichStrong@aol.com               
  About: PRSNOTE DATABASE & WEEKPLAN/LIFLO MODELS                                   
  Remarks: E-Mail: RichStrong@aol.com or 71446,1462@cis.com .                       
  MOST CALCS: Prob.* ( Money + OpEfect + Safety + Time + SpecFac + Qual) => TOTALS  
  Estimated:   0.90    -2.00     7.00    -1.00    -2.00     0.00     0.00     1.80  
  Actual___:   1.00    -3.00    10.00    -1.00    -2.00     0.00     0.00     4.00  
  Budget Item: enter for budg  Miles:   22  Hours: 12.0  Est.Hours:  0.00           
  SpecFacTxt:              QualMeTxt:                                               
You can also use your Prs StrongForm for recording financial data that you can then import into your BudTax spreadsheet. You can enter data in two ways. The simplest way is to enter estimated and/or actual totals.
Another way, for more complex situations and decisions, is to use the "MOST" method. The MOST technique to get the 'most' out of planning by using a combination of factors. You can use Probability for planning estimates. The built-in calculation multiplies the probability times the sum of the factors.
    You can use an arbitrary probability standard based on percentiles with common words.
  • Probably More = 100% - whatever (things cost more than you thought they would)
  • Highly Probable = 90% - 100%;
  • Very Probable = 70% - 90%;
  • Probable = 50% - 70%; or
  • Improbable = 30% to 50%.
  • Very Improbable = 10% to 30%;
  • Highly Improbable = 0% to 10%;
( The Probability for the Actual figures is usually a "1"; however, since this is not always so, in relation to the subject of the record, it is open for entering whatever you desire.)
  • "Money" is for the cost to you, in dollars or labor equivalent;
  • "OpEfect" is for your Operational Effectiveness, gain, profit, or value;
  • "Safety" is for the cost or gain of accidents;
  • "Time" is for your value of time ( lost time is never found );
  • "SpecFac" is for your value of any special factors you care to use; and
  • "QualMet" is for your value of any measure of quality.


You can use the PrsNote screen/report StrongForm that combines both PrsMemo and Prs.
/SW\                    P R S N O T E   R E C O R D               RECNO:   1

DATE: 11/03/1994  TIME: 15:06  DUE: 11/03/1995  TEXTFILE: LIFLO     LAPSREC#: 20

DBFILE: PRSNOTE   PRSNOTE REC#: P01     PREVIOUS #: na      SSFILE: 95BUDTAX  C-R: 19.01   

Title: Mr.     Name: Dick        A Strong       Prof/Acad: P.E.   Position: Proprietor 

Adrs1: Safety Analysis Systems Co.  APT.#: Dept. 1     RENEW DATE:     /  /  

Adrs2: 7514 Belle Plaine Dr.   City: Huber Heights        St: OH  ZIP: 45424-3229

Tel: 800-COSMIC0       FAX: 800-COSMIC0   EMAIL: RichStrong@aol.com    Country: USA         

REFERENCE DATE:   /  /      ABOUT: PRSNOTE DATABASE & WEEKPLAN/LIFLO MODELS  ACC'T #:

You could use this database for memos for your diary file  or notes to others.       
There's a form letter already set up; you can modify it to show your letterhead.     
PRSLOG prints brief listing. PRSLABEL is for mailing.                                

     You can use the PRSSS.FRM to translate your data to your WEEKPLAN personal      
planner spreadsheet model by using the standard procedure. PRSSS translates Record #,
Name, About, & TOTALs.                                                               

Remarks: E-Mail: RichStrong@aol.com or richstrong@compuserve.com .

MOST CALCS:    PROB*(MONY+ ORGN+ STRS+ TIME+ SPEC+ QUAL) => TOTALS

Estimated:     0.90    -2     7    -1    -2      0      0        2

Actual___:     1.00    -3    10    -1    -2      0      0        4

Budget Item: enter for budg  Miles:   22  Hours: 12.0  Est.Hours:  0.00

Process: pattern search          

REACTION: 0  Rating: 9  DoB: 04/11/1930  QUAD: 4  Gender: 1

OLE BMP: (Copy / Paste )             OLE Spreadsheet: ( Copy / Paste or Insert as Icon )
+-------------------------------+    +------------------------------------------------+
|                               |    |                                                |
|                               |    |                                                |
|                               |    |                                                |
|                               |    |                                                |
+-------------------------------+    +------------------------------------------------+
       


You can view or print a summary report for your activities with your PrsLog StrongForm. If you want to see your Accounts Payable, such as credit card charges, then you can query for Actual =0, with a report for Estimate <0. Likewise, for Accounts Receivable, query for Actual=0 and Estimate>0.


                                                                                    
  _/SW\_                          PRSNOTE LOG      03/02/1996    Page  No.    1    

  Date:         Name:              About:                            Est:      Mi:  
  RecId:                           Remarks:                          Act:      Hr:  
 ---------------------------------------------------------------------------------- 
  03/02/1996    Dick               PRSNOTE DATABASE &                1.80      22   
                                   WEEKPLAN/LIFLO MODELS                            
  PR031500      Strong             E-Mail: either                    4.00      12.0 
                                   RichStrong@aol.com or                       
                                   richstrong@compuserve.com                           
 ---------------------------------------------------------------------------------- 
   Summaries:                                                 Est.:  1.80  Mi: 22   
                                                              Act.:  4.00  Hr: 12.0 
                                                                                    

Translating with PrsSS StrongForm. Notice that one of the WeekPlan blocks has the same data as you have in the PrsNote database. Why key the same data twice into both the database, where you have all the details, and the spreadsheet, that has the essentials in a flow pattern? Now, you can get into one of the key features of StrongWare, the concept of using 'translator' report files for integrating the database and the spreadsheet, so you can ensure that the same data is used in both forms. You can enter both with the same data by using the PrsSS translator report and save yourself a lot of time for multiple entries, particularly if you have many records to plan with, as in weekly planning.


                                                                
           03/02/1996    1500                                   
           Strong  PR031500                                     
           PRSNOTE DATABASE & WEEKPLAN/LIFLO MODELS  ,   1.80   
You can also use your PrsSS translator StrongForm to go into your Life and Estate Planning spreadsheet StrongForm.

Your translator StrongForms are created in monospace ( typewriter ) fonts such as System, Fixed System, Roman, or Courier to eliminate font data. You can use a Printer Setup of "Generic/ Text Only to File" to eliminate printer data in your translation. Assuming that you have entered your code data into your key field, you can query or find a range of records to translate. You can use the following generic translation procedure:
1. Print the PrsSS report to a file in your spreadsheet directory as a .PRN or .TXT file.
2. Open your spreadsheet model, such as WeekPlan, and a new spreadsheet;
3. Import or Open your PrsSS file to the new spreadsheet;
4. If you desire to see the entire "About" text, then wrap the text - if not, leave as is; and
5. Cut and paste into your WeekPlan time slots.

Translating special variable expenses with your BudTaxSS report StrongForm. You likely will have some variable expenses where you'll want to identify them in your BudTax spreadsheet StrongForm, such as improvements, emergencies, or casualty losses, etc.
Notice that your BudTax has a space in the line below, 'For:', to identify the 'Budget Item' from your PrsNote. You can enter the identification into your PrsNote, and then use your BudTaxSS to translate into your BudTax at the appropriate month 'Est.' column and the line item row.
                                        
                    -20,      -30       
                 Office Equipment       

You can setup your Personal Information system to do all of the tasks mentioned above; however, you really need to go back to the * Budget & Tax and * Human Resources to see the StrongForms to fully appreciate the value of using Strongware.


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