Credit Buddy - IsiNet Software

Credit Buddy is a companion for people who make credit card payments online.
Credit Buddy keeps record of the address (URL) for the page used to access the account, the required username and password.
After making the payment you enter on Credit Buddy the amount paid and the confirmation number generated by the bank. Add
Store
Remove
Reports
Sorting
Special Capturing
Always ontop
Configuration
...January 1st
Use year for DB..
Backup DB monthly
Auto shut down
Disable delete
This screen requires pass..
Password at launch
Never show this screen...
Allow duplicate conf..
Use focus aids
Shrink/Expand
IsiNet Software

Credit Buddy stores the information in two separate databases. A low security database is used to store payments and confirmation numbers so it can be retrieved (if needed) with a regular text editor; And a high security database (encrypted) to store usernames and passwords. This database is only accessible trough Credit Buddy and is not available to the Internet Browser program.

After the program installation is complete you can launch it and start filling up the url/user/password database even if at the time you are not doing online payments.
Url/Username/Password inputs are optional. The program will work even if you chose not to use this section.

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Creditor is the Bank or institution who gave you the account not the credit card itself.
For example: If one of your Visa cards was given by Citibank, then the creditor is Citibank. In other words, the creditor is the institution name that appears on the credit card.

To begin adding to the Creditor database, type the creditor name on the Creditor input field.
Optionally you can type or paste on the Login URL input field the web address to access the page for login on to your account.
You can also add your registered Username and Password.
When you are finished click Add/Creditor on the top menu.

When you are ready to start logging payments, use the Creditor input field to retrieve the information for the account you made the payment to.

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This field will recognize the first letter you type and retrieve the first creditor name who matches that letter.
You can also press the down arrow to see the complete list of creditors on the database and select with the mouse the one needed.
If URL/Username/Password field were previously filled they will load up when you click on the Date field or press the Tab key.
The Date input field can be navigated with the arrow keys or opening up the whole calendar trough the down arrow button.
If you don't need to make corrections to the date, press the Tab key or click into the Payment input field.

Type the amount for that payment, then Tab or click on the Confirmation input field and enter the reference number or code the bank has assigned to your payment.

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Revise all information to be correct, if no changes are needed either click Record on the Add menu or press the Tab key. Doing the later will move focus to the Creditor input field and store into the database the information just entered.

Configuration TOP

There are many settings you can take advantage of by configuring Credit Buddy to your preferences.

To access the configuration screen, click More.. on the Preferences menu.

A new screen containing the actual configuration will pop up and Credit Buddy's main interface will hide.
From top to bottom the configuration screen has the following options.

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Automatically Store Data Base on Jan 1st. Default = Yes
This setting tells Credit Buddy to store the current database at the beginning of the new year and clear up the displayed database.
For this setting to take effect, Credit Buddy has to be launched anytime during the new year.

Use Year as filename for DB storage. Default = Yes
Credit Buddy will store the annual database using as name the previous year.
If you want Credit Buddy to use a different name, remove the mark, click on the Change button, enter a new name on the pop-up screen.

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Back up Data Base monthly. Default = Yes
Credit Buddy will make a fresh back up of the current database once a month. The path and file name used is shown on the contiguous text field.
To change the path and/or the fiilename click the Change button.
If you uncheck the mark, Credit Buddy will not make a monthly back up. (Not recommended)

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Always on top at launch. Default = Yes
Credit Buddy's main screen will be the top most screen when this setting is on. Always on top can be switched on/off from the main screen but the change will remain in effect till its changed again or the program restarted.
If you unmark this option, every time Credit Buddy starts will not be the top most screen.

Auto shutdown. Default = No
When set to Yes, Credit Buddy will shut down after the amount of minutes, set into the text field, has passed.

Disable delete. Default = No
Credit Buddy Preferences screen can be password protected so no one but the rightful owner can tamper with the database.
Suppose you keep Credit Buddy on a computer at your office and you are afraid other people could, intentionally or not, delete information from the database. to avoid this to happen you can mark the Never delete entries from file and password protect the access to the Preferences screen. If some one attempts to delete an entry from the displayed database, he/she will succeed; But the database on disk will remain unchanged.
You can also disallow Credit Buddy to be launched at all by password protecting it. Password at launch. Default = No.
If you chose to use this setting, the preferences screen will also require password confirmation in order to be displayed.
This screen requires password. Default = No
Both options will use the same password and password input will be required every time the program starts and the Preferences screen is invoked.
Marking This screen requires password automatically marks Password at launch. However, unmarking This screen requires password will not unmark Password at launch.
If both of them are unmarked, the password will be cleared out.

Never show this screen again. Default = No
If set to Yes (marked) will make the Preferences screen permanently unaccessible. Thus no changes to settings can be done. Be careful with this setting. Use it only if you are sure you will never need to make a change. If you mark this setting an alert will ask for confirmation.

Allow duplicate confirmation numbers. Default = Yes
Protects of double entering the same transaction. When it is set to No and a duplicate confirmation number is entered, even for different Creditor, a confirmation request will pop-up.

Never show passwords. Default = No
When set to Yes, will not display a username's companion password on the main interface. Instead will display the message - Hidden -
Note that the special capturing function will be also disabled. For more about this read the Special Capturing function.

Use focus aids. Default = Yes
The contiguous buttons "NoFocus" and "Focus" represent the current color setting for the main interface focus aids.
Focus aids are thin color bars shown at both sides of the section that has focus at the time. Disabling this setting will not display the color bars.
Clicking on the "NoFocus" and/or "Focus" buttons allow you to replace the default colors. TOP

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Special Capturing

To transfer the content of the Username field to the windows clipboard, click over the "Username" tag.
To transfer the content of the Password field to the windows clipboard, click over the "Password" tag.
To transfer the content of the Login URL field to the windows clipboard, click over the "Login URL" tag.
To open an Internet Browser instance and go to the Login page, double click the "Login URL" tag.
Whenever one of this tags is clicked, the font color will change to red. This change confirms the click and let you remember which line you clicked last.
To clear the content of the Windows clipboard click in an empty surface of the section that contains the URL/Username/Password.
Tag colors will return to black only when you clear the clipboard by clicking on an empty surface as explained above or you click on another "clipboard enabled tag".

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Other commands on the main screen

Store
From this menu you can Recover previously stored copies of the database. Recovering will only load and replace the database currently shown but will not store it as the current default.
To store it as the current default, click on Save under the same menu.

Remove
Click on this button to remove the currently selected item from the database. A confirmation will show after success.
Alternatively right clicking over the database display shows a floating Remove button. Left click it to remove the selected line.

Reports
Click this button to receive a detailed report of the transactions stored on the database.

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Shrink/Expand
Hides/shows the database shrinking/expanding the interface.

Sorting
Each column of the database can be sorted up and down. Click the correspondent button for the column you want to sort.
Available buttons are: Creditor, Date, Payment and Confirmation.

Editing entries

Once an entry has been added to the database it can not be edited. If modifications are needed, add a new entry with the modified information and Remove the old one. This is a safety measure to avoid accidental data loss.

Banner

If Credit Buddy shows a banner aside of it interface, it means the program is running the evaluation period. The banner will never show again after the program is registered.

Credit Buddy Gold - v1.0 - Nov. 3-2001

Isinet Software

http://citywidemall.com/Isinetsoftware TOP

		Credit Buddy is a companion for people who make credit card payments online. Credit Buddy keeps record of the address (URL) for the page used to access the account, the required username and password. After making the payment you enter on Credit Buddy the amount paid and the confirmation number generated by the bank.		Add Store Remove Reports Sorting Special Capturing Always ontop Configuration ...January 1st Use year for DB.. Backup DB monthly Auto shut down Disable delete This screen requires pass.. Password at launch Never show this screen... Allow duplicate conf.. Use focus aids Shrink/Expand IsiNet Software

		Credit Buddy stores the information in two separate databases. A low security database is used to store payments and confirmation numbers so it can be retrieved (if needed) with a regular text editor; And a high security database (encrypted) to store usernames and passwords. This database is only accessible trough Credit Buddy and is not available to the Internet Browser program.

		After the program installation is complete you can launch it and start filling up the url/user/password database even if at the time you are not doing online payments. Url/Username/Password inputs are optional. The program will work even if you chose not to use this section.


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		Creditor is the Bank or institution who gave you the account not the credit card itself. For example: If one of your Visa cards was given by Citibank, then the creditor is Citibank. In other words, the creditor is the institution name that appears on the credit card. To begin adding to the Creditor database, type the creditor name on the Creditor input field. Optionally you can type or paste on the Login URL input field the web address to access the page for login on to your account. You can also add your registered Username and Password. When you are finished click Add/Creditor on the top menu.

		When you are ready to start logging payments, use the Creditor input field to retrieve the information for the account you made the payment to.

				TOP
		This field will recognize the first letter you type and retrieve the first creditor name who matches that letter. You can also press the down arrow to see the complete list of creditors on the database and select with the mouse the one needed. If URL/Username/Password field were previously filled they will load up when you click on the Date field or press the Tab key. The Date input field can be navigated with the arrow keys or opening up the whole calendar trough the down arrow button. If you don't need to make corrections to the date, press the Tab key or click into the Payment input field.

		Type the amount for that payment, then Tab or click on the Confirmation input field and enter the reference number or code the bank has assigned to your payment.
				TOP
		Revise all information to be correct, if no changes are needed either click Record on the Add menu or press the Tab key. Doing the later will move focus to the Creditor input field and store into the database the information just entered.

		Configuration		TOP

		There are many settings you can take advantage of by configuring Credit Buddy to your preferences.
		To access the configuration screen, click More.. on the Preferences menu.

		A new screen containing the actual configuration will pop up and Credit Buddy's main interface will hide. From top to bottom the configuration screen has the following options.


				TOP
		Automatically Store Data Base on Jan 1st. Default = Yes This setting tells Credit Buddy to store the current database at the beginning of the new year and clear up the displayed database. For this setting to take effect, Credit Buddy has to be launched anytime during the new year. Use Year as filename for DB storage. Default = Yes Credit Buddy will store the annual database using as name the previous year. If you want Credit Buddy to use a different name, remove the mark, click on the Change button, enter a new name on the pop-up screen.


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		Back up Data Base monthly. Default = Yes Credit Buddy will make a fresh back up of the current database once a month. The path and file name used is shown on the contiguous text field. To change the path and/or the fiilename click the Change button. If you uncheck the mark, Credit Buddy will not make a monthly back up. (Not recommended)


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		Always on top at launch. Default = Yes Credit Buddy's main screen will be the top most screen when this setting is on. Always on top can be switched on/off from the main screen but the change will remain in effect till its changed again or the program restarted. If you unmark this option, every time Credit Buddy starts will not be the top most screen. Auto shutdown. Default = No When set to Yes, Credit Buddy will shut down after the amount of minutes, set into the text field, has passed. Disable delete. Default = No Credit Buddy Preferences screen can be password protected so no one but the rightful owner can tamper with the database. Suppose you keep Credit Buddy on a computer at your office and you are afraid other people could, intentionally or not, delete information from the database. to avoid this to happen you can mark the Never delete entries from file and password protect the access to the Preferences screen. If some one attempts to delete an entry from the displayed database, he/she will succeed; But the database on disk will remain unchanged. You can also disallow Credit Buddy to be launched at all by password protecting it. Password at launch. Default = No. If you chose to use this setting, the preferences screen will also require password confirmation in order to be displayed. This screen requires password. Default = No Both options will use the same password and password input will be required every time the program starts and the Preferences screen is invoked. Marking This screen requires password automatically marks Password at launch. However, unmarking This screen requires password will not unmark Password at launch. If both of them are unmarked, the password will be cleared out. Never show this screen again. Default = No If set to Yes (marked) will make the Preferences screen permanently unaccessible. Thus no changes to settings can be done. Be careful with this setting. Use it only if you are sure you will never need to make a change. If you mark this setting an alert will ask for confirmation. Allow duplicate confirmation numbers. Default = Yes Protects of double entering the same transaction. When it is set to No and a duplicate confirmation number is entered, even for different Creditor, a confirmation request will pop-up. Never show passwords. Default = No When set to Yes, will not display a username's companion password on the main interface. Instead will display the message - Hidden - Note that the special capturing function will be also disabled. For more about this read the Special Capturing function. Use focus aids. Default = Yes The contiguous buttons "NoFocus" and "Focus" represent the current color setting for the main interface focus aids. Focus aids are thin color bars shown at both sides of the section that has focus at the time. Disabling this setting will not display the color bars. Clicking on the "NoFocus" and/or "Focus" buttons allow you to replace the default colors.		TOP
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		Special Capturing

		To transfer the content of the Username field to the windows clipboard, click over the "Username" tag. To transfer the content of the Password field to the windows clipboard, click over the "Password" tag. To transfer the content of the Login URL field to the windows clipboard, click over the "Login URL" tag. To open an Internet Browser instance and go to the Login page, double click the "Login URL" tag. Whenever one of this tags is clicked, the font color will change to red. This change confirms the click and let you remember which line you clicked last. To clear the content of the Windows clipboard click in an empty surface of the section that contains the URL/Username/Password. Tag colors will return to black only when you clear the clipboard by clicking on an empty surface as explained above or you click on another "clipboard enabled tag".
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		Other commands on the main screen



		Store From this menu you can Recover previously stored copies of the database. Recovering will only load and replace the database currently shown but will not store it as the current default. To store it as the current default, click on Save under the same menu.

		Remove Click on this button to remove the currently selected item from the database. A confirmation will show after success. Alternatively right clicking over the database display shows a floating Remove button. Left click it to remove the selected line.

		Reports Click this button to receive a detailed report of the transactions stored on the database.
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		Shrink/Expand Hides/shows the database shrinking/expanding the interface.

		Sorting Each column of the database can be sorted up and down. Click the correspondent button for the column you want to sort. Available buttons are: Creditor, Date, Payment and Confirmation.

		Editing entries
		Once an entry has been added to the database it can not be edited. If modifications are needed, add a new entry with the modified information and Remove the old one. This is a safety measure to avoid accidental data loss.

		Banner
		If Credit Buddy shows a banner aside of it interface, it means the program is running the evaluation period. The banner will never show again after the program is registered.


		Credit Buddy Gold - v1.0 - Nov. 3-2001
		Isinet Software
		http://citywidemall.com/Isinetsoftware		TOP