Household Module

Q1. Does the Address Book zip code support both Alpha and Numeric characters?

General Usage

Q1. How do I setup a web browser other than Netscape or MS Explorer?

Installation

Data-Entry/SHM Tools

Q1. When I click on the SHM Reminder icon, nothing happens?
Q2. Pop-Up Calculator/Calendar - When I click on it nothing happens?
Q3. Why can't I get into a field to enter records in a screen?

Printing Reports & Graphs

Q1. Why do the graphs in my Financial Picture not correspond to the Dollar amounts?

Misc./Other

Q1. How do I retrieve my Password if I have forgotten it?
Q2. Some of the SHM screens do not fit into the Monitor?
Q3. My Hard Drive got corrupted. Is there any way of getting SHM back?
Q4. How do I backup One or more of the Household Databases?

Error Messages

Q1. What do I do when I get an Error Message?

Financial Module

Q1. How do I reprint a check?
Q2. How do I void a check?
Q3. How do I track Expenses for a particular Income Source?
Q4. When I buy stocks, my Financial Picture shows a liability under .....?
Q5. Does the Zip Code field accept both Alpha and Numeric characters?
Q6. Can I change the address on the check without having to change it in the Payee?

Importing & Exporting Data

Q1. Can I import Financial Data From Other Software?
Q2. Can I export Financial Data To Other Software?
Q3. Can I import/export Address/Telephone Information?
Q4. How do I do Mail Merges?

Household Module

Q.1. Does the Address Book zip code support both Alpha and Numeric characters?

A1. Yes, the Address Book zip code fields now allows both Alpha and Numeric digits up to 10 characters.

General Usage

Q1. How do I setup a web browser other than Netscape or MS Explorer?

A1. From the File menu, click on User Defaults. Next, select the Internet Link Setup folder. Under Current Browser Location, click on the Find button. Next, instead of doing a search, click on the Browse button located under "You Have Selected:". Now, simply search for your browser and click on OK. You will notice your selection appear under "You Have Selected".

Installation

Q1. When Upgrading from a previous version, what happens to my old data?

A1. If you install your SHM 3.0 copy in the same directory as your old SHM software, SHM 3.0 will automatically detect the existence of the old data-files and will automatically convert them to the new format. Thus, all your old data will be available in your new SHM 3.0 version.

Q2. When I start Windows, why does the SHM window pop-up and then close?

A2. SHM Reminders by default is installed in your Windows Startup group. Therefore, when you startup Windows, SHM Reminders will kick in to check if there are any reminders. If there are, you will see them in a Reminder Screen. If there are no reminders, you will just see the flashing SHM screen. If you wish to disable this automatic SHM reminder check, simply delete the SHM Reminders icon from your Windows Startup Group. You can always re-install it by copying the Icon from your Smart Home Manager program group to the Startup group in the future.

Q3. How do I transfer SHM Files from one computer to another?

A3. First install SHM in your new computer. Next, copy all the files from your SHM directory in your old computer to your SHM directory in your new computer. Since some of the files are larger than 1.44 Mbyte, you will have to use a utility software or a tape backup system to copy and transfer all the files. SHM does not allow you to use its backup feature to backup to a floppy.

Data-Entry/SHM Tools

Q1. When I click on the SHM Reminder icon, nothing happens?

A1. If you click on the SHM Reminder Icon from the Smart Home Manager group and all you see is a SHM screen flash, that means that you do not have any Reminders for the day. You will only see a SHM Reminder screen if there are reminders for the day.

Q2. Pop-Up Calculator/Calendar - When I click on it nothing happens?

A2. In order for you to use the Pop-up Calculator/Calendar, you must first select a record or create a new record.

Q3. Why can't I get into a field to enter records in a screen?

A3. Before you can start entering records and data into a field, you must first select an existing record or create a new record by clicking on the New Record button from the Navigational Bar.

Printing Reports & Graphs

Q1. Why do the graphs in my Financial Picture not correspond to the Dollar amounts?

A1. In order for SHM graphs to work, you must have Microsoft Graph already installed in your system. If you do not, the graphs will not correspond to the dollars.

Misc./Other

Q1. How do I retrieve my Password if I have forgotten it?

A1. If you have not entered any data into SHM, then simply re-install SHM and you can re-enter a new password. By re-installing SHM, you will loose any data you have entered. Therefore, only do this if you don't care to retrieve any information you have entered.

If you have been using SHM and have information in it, Send a question to SHM Technical Support. You will be asked to send some files to us in order for us to retrieve that information. There may be a charge associated to this service.

Q2. Some of the SHM screens do not fit into the Monitor?

A2. Your computer video drivers are probably setup in a VGA mode. Simply change the configuration to a SuperVGA from your Windows Setup and that should resolve the problem.

Q3. My Hard Drive got corrupted. Is there any way of getting SHM back?

A3. If you have a tape backup, simply restore the information from it. Otherwise, consult a "disk recovery" company that will try and save as much as information as possible. You will need to restore all information in your SHM directory.

Q4. How do I backup One or more of the Household Databases?

A4. SHM currently does not offer the option to back up selected databases withing the Household Module. We are looking into having this feature in our next release.

Work-Around
You can use a backup software (or use Windows Copy Features) to backup individual Household Database files. To backup a particular Household Database, simply copy all the files listed within the particular section. The files listed below will be stored in the directory that you installed SHM. By default this directory should be C:\Program Files\Surado\Surado Smart Home Manager 3.0\.

For example, to backup your entire Address/Telephone Section, copy all the files listed under Address Telephone below. When copying/backing up files, make sure you include the asterisk "*" as shown below:

Following is a listing of the Household Database Files By Section:

Address Telephone
addtel.*
grouping.*
group_nm.*

Personal Journal
jrnl.*

Medical Records
medical.*
med_phy.*
med_pat.*

Maint/Repairs
repairs.*

Warranty Records
warranty.*

Books/Magazines
books.*

Exercise Log
exercise.*

Safe Deposit Box
safe.*
safe_itm.*

Wine List
wine.*

Recipe Book
recipe.*

Audio/Video
vicdmu.*

Hobby/Collections
hobby.*

Household Inventory
invtry.*

Insurance Policies
ins.*

Pets
pet_pat.*
Pet_vet.*
Pets.*

Plants/Flowers
plants.*

Emergency Procedures
emer.*

Password Tracker
pw_track.*

Web Site Tracker
web_site.*

Projects
pjt.*

Custom Database-1
custom_1.*

Custom Database-2
custom_2.*

Error Messages

Q1. What do I do when I get an Error Message?

A1. If you get an Internal Error message, click on the Exit/Continue button and SHM will automatically close itself. An internal error occurs when the system has inconsistencies. Most of the time, the problem is fixed by exiting out of SHM and login back on. However, if you keep getting an Internal Error, Send a question to SHM Technical Support..

Financial Module

Q1. How do I reprint a check?

A1. To reprint a check, simply bring up the check from the Banking Account. Next, click on the Print button with an icon of a single check.

Q2. How do I void a check?

A2. Simply create a transaction with a Zero dollar amount with the appropriate check number and save the record.

Q3. How do I track Expenses for a particular Income Source?

A3. If you are making your payment from the Payment Screen under the Expense Module, simply select your income source fro the Income Type pull-down pick list. If you are entering payments from the Banking Account, after saving the record (writing a check), go to the Expense/Payment Screen and bring up the last record. Next, update the record with the appropriate Income Source from the Income Type pull-down pick-list. By linking Income Sources to expenditures, you will be able to run Expenditure reports that pertain to a certain Income Source.

Q4. When I buy stocks, my Financial Picture shows a liability under .....?

Q5. Does the Zip Code field accept both Alpha and Numeric characters?

A5. Yes, both the Payee and the Income Sources address information now accept Alpha and Numeric values for the Zip Code.

Q6. Can I change the address on the check without having to change it in the Payee?

A6. Yes you can. From the check entry screen, simply click on the Address information located below your check dollar amount and type in the changes. SHM will keep track of this changed address in your check entry but will not update it in your Payee screen. If you want to update an address permanently, you need to update it in your Payee section.

Importing & Exporting Data

Q1. Can I import Financial Data From Other Software?

A1. Yes, you can import Financial data from any software that supports the QIF (Quicken) format or the standard ASCII format. For more information on importing financial data, please refer to your User's Guide Section 16-5-1.

Q2. Can I export Financial Data To Other Software?

A2. No, SHM does not support exporting financial data to other software at the present time.

Q3. Can I import/export Address/Telephone Information?

A3. Yes, you can. For more information, please refer to your User's Guide under Section 13-1.

Q4. How do I do Mail Merges?

A4. You can do Mail Merges by simply creating a standard ASCII export file of your Address Book. Next, refer your Word Processing software on how you can import the Address information you just created from SHM.