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Professional Numerologist

Users Manual

Version 5

Widening Horizons, Inc.


26621 Sotelo
Mission Viejo, CA 92692, USA
(949) 916-3067
sales@wideninghorizons.com
support@wideninghorizons.com
www.wideninghorizons.com

Copyright 2013 Widening Horizons, Inc.

Contents
Contents.......................................................................................................................... 2
Introduction ..................................................................................................................... 5
Overview...................................................................................................................... 5
Trial Version ................................................................................................................ 5
How To Use Professional Numerologist.......................................................................... 6
How To Set Options..................................................................................................... 6
How To Enter Names .................................................................................................. 6
How To Enter Foreign Names ..................................................................................... 7
How To Enter Birth Dates ............................................................................................ 7
Data Entry Shortcut Keys ............................................................................................ 8
Selecting Report Options............................................................................................. 8
Miscellaneous Data Entry ............................................................................................ 8
Working With The Letters Y and W.............................................................................. 9
How To Create Reports ............................................................................................... 9
How To Edit Reports.................................................................................................. 10
How To Save, Recall and Delete Personal Data ....................................................... 11
How To Save, Recall and Delete Reports ................................................................. 11
How To Email Reports and Charts ............................................................................ 12
How To Format Reports ............................................................................................ 13
How To Format Charts .............................................................................................. 14
How To Set Margins .................................................................................................. 14
How To Insert Text .................................................................................................... 15
How To Automatically Capitalize Names ................................................................... 15
How To Change View Size ........................................................................................ 16
Displaying Multiple Reports/Charts............................................................................ 16
Displaying Report Totals............................................................................................ 16
Using The Status Bar................................................................................................. 16
Using The Toolbar ..................................................................................................... 16
Reinstalling, or Installing On Another Computer ........................................................ 17
How To Activate Reports and Chart .......................................................................... 18
Using Help Within Dialog Boxes ................................................................................ 18
Shortcut Keys................................................................................................................ 19
Menu Shortcut Keys .................................................................................................. 19
Data Entry Shortcut Keys .......................................................................................... 20
File Menu ...................................................................................................................... 21
New Text ................................................................................................................... 21
New Reports.............................................................................................................. 21
Open.......................................................................................................................... 21
Close ......................................................................................................................... 21
Display All.................................................................................................................. 21
Print All ...................................................................................................................... 22
Save All ..................................................................................................................... 22
Delete Files................................................................................................................ 22
Close All .................................................................................................................... 23
Stop ........................................................................................................................... 23
Save Report............................................................................................................... 23
Save Report As.......................................................................................................... 23
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Print ........................................................................................................................... 23
Exit............................................................................................................................. 23
Edit Menu ...................................................................................................................... 24
Undo .......................................................................................................................... 24
Cut ............................................................................................................................. 24
Copy .......................................................................................................................... 24
Paste ......................................................................................................................... 24
Select All.................................................................................................................... 24
Find............................................................................................................................ 24
Find Next ................................................................................................................... 24
Replace ..................................................................................................................... 24
Insert Page Break ...................................................................................................... 25
Insert File................................................................................................................... 25
Read Only.................................................................................................................. 25
Format Menu................................................................................................................. 26
Bold, Italic and Underline........................................................................................... 26
Cover Title, Cover Subtitle, Cover Text, Heading, Subheading, Body Text, Rpt Chart
Text and NUM Chart Text.......................................................................................... 26
Keep With Next.......................................................................................................... 26
Options Menu................................................................................................................ 27
Ease of Use Mode ..................................................................................................... 27
Report Options .......................................................................................................... 27
Chart Options ............................................................................................................ 28
Misc Options.............................................................................................................. 29
Auto Capitalize .......................................................................................................... 29
Auto Detect Y and W ................................................................................................. 29
View Size................................................................................................................... 29
Show Toolbar ............................................................................................................ 30
Show Status Bar ........................................................................................................ 30
Show Menu Descriptions ........................................................................................... 30
Window Menu ............................................................................................................... 31
Maximize ................................................................................................................... 31
Arrange Horizontally .................................................................................................. 31
Arrange Vertically ...................................................................................................... 31
Help Menu..................................................................................................................... 32
Help Topics................................................................................................................ 32
Visual Tutorial ............................................................................................................ 32
Report Totals ............................................................................................................. 32
Activate Reports and Chart........................................................................................ 32
Ordering Information.................................................................................................. 33
License Agreement.................................................................................................... 33
Quick Start Instructions.............................................................................................. 33
About Professional Numerologist............................................................................... 33
Dialog Boxes ................................................................................................................. 34
First Time Instructions and Setup .............................................................................. 34
Data Entry for New Reports....................................................................................... 35
Select Person To Edit ................................................................................................ 40
Select Reports To Display, Print or Save................................................................... 40
Find............................................................................................................................ 41
Replace ..................................................................................................................... 42
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Report Options | Cover Info ....................................................................................... 43


Report Options | Format ............................................................................................ 44
Report Options | Page Margins Tab .......................................................................... 45
Report Options | Cover Margins Tab ......................................................................... 46
Chart Options | System Tab....................................................................................... 47
Chart Options | Numbers Tab .................................................................................... 49
Chart Options | Progressions Tab.............................................................................. 50
Chart Options | Font Tab ........................................................................................... 51
Chart Options | Margins Tab...................................................................................... 52
Miscellaneous Options | Y/W as Vowels Tab............................................................. 53
Report Totals ............................................................................................................. 54
Activate Reports and Chart........................................................................................ 55
Science of Numerology ................................................................................................. 56
Introduction................................................................................................................ 56
The Basics Of Numerology........................................................................................ 56
Significant Parts Of A Numerology Report................................................................. 57
Of Primary Significance: The Core And The Core Elements ..................................... 57
Of Secondary Significance: The Modifiers................................................................. 58
Analyzing The Many Different Names You And Other People Use ........................... 59
More Information About Numerology ......................................................................... 60
Definitions ..................................................................................................................... 62
Numerology Report.................................................................................................... 62
Yearly Report............................................................................................................. 64
Numerologist Chart.................................................................................................... 65

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Introduction
Overview
Professional Numerologist is a very powerful, yet easy to use program for creating numerology reports
and charts. It is intended for professional numerologists and astrologers, serious students, individuals
who want to learn more about themselves, family and friends -- and those wanting to make money selling
reports. Knowledge of numerology is not needed to use the reports, though a working knowledge is
required to use the charts.
Professional Numerologist consists of 4 separately purchasable modules -- Numerology Report,
Relationship Report, Yearly Report and Numerologist Chart -- that all operate from within a single
program interface. You will find Professional Numerologist easy to learn, as it works similar to a word
processor which you probably already know how to use. All reports were developed and written by
Matthew Oliver Goodwin, author of the highly acclaimed, Numerology: The Complete Guide.
Numerology Report produces 12-16 page in-depth Personality reports that reveal the important
lessons to be learned, the natural talents and abilities, deep inner needs and much more. It uses
the birth name, name used today and birth date.
Relationship Report produces 14-18 page reports that provide a valuable way to explore
Romantic Relationships. Reports are full of practical suggestions for helping couples to have
stronger, more meaningful partnerships. By showing the dynamics at work in the relationship, the
reports help two people to better understand each other and to improve their communications
together. It uses the birth names, names used today and birth dates for two people.
Yearly Report produces 11-16 page Progressed reports that describe the important yearly and
monthly influences affecting a person. It shows how to get the most out of one's experiences by
identifying the likely events that will happen and the preferred approach to those events. It uses
the birth name and birth date.
Numerologist Chart provides a complete numerology workup, with over 1065 important
numbers (no interpretations), for anyone who wants to interpret the numbers themselves.
Supports Matthew Goodwin's and Juno Jordan's systems of numerology as well as the
Pythagorean and Chaldean numbering systems. Calculations are much more extensive than
those provided in the above reports. It uses the birth name and birth date.

Trial Version
Initially, Professional Numerologist operates in a trial mode, allowing you to fully use and evaluate the
program before deciding to buy. You can display, print and/or save to a file an unlimited number of
reports and charts for the famous people included, plus 2 Numerology Reports, 2 Relationship
Reports, 2 Yearly Reports and 2 Numerologist Charts for anyone you want to enter data for. At any
time, you can see how many reports you have already processed by clicking on the Help menu, and then
Report Totals.
To get the most out of this program, we suggest that you first use the famous people to process
reports. Once you are familiar with most of the features and capabilities of Professional
Numerologist, enter the data for yourself, family or friends and enjoy reading.
Once you have evaluated Professional Numerologist, decide which modules you want to purchase. Then
go to our website, at www.wideninghorizons.com, with the Keys for those modules (see below) and
order online using our Secure Order Form. Once your credit card is processed, in about 30 seconds, you
will immediately get the Activation Codes necessary to enable the modules. Or if you prefer, call us with
the Keys, or print an order form -- which shows the Keys -- by clicking on the Help menu, Order
Information, and then pressing Ctrl+P. Then fax, or mail to us the filled-in form. The Keys also can be
found by clicking on the Help menu, Activate Reports and Chart and then Activate Reports/Chart. If
you order by phone, fax or mail, we will send you the Activation Codes to turn on the modules you want to
use once we process your order.
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How To Use Professional Numerologist


How To Set Options
Before printing any reports or charts, it is recommended that you first set the program options. Click on
the Options menu and then select Reports to enter your name and address for the 3 report cover pages,
the format styles you want to use for each of the 8 parts of a report, and page margins. Click on the
Reset button at any time to return to the default settings. Next, click on Options and Chart to set all the
various options for Numerologist Chart. If you are not a numerologist, then just use the default settings.
Finally, click on Options and Misc to set how you want the letters Y and W to be treated -- either as
consonants, or sometimes as a vowel, sometimes as a consonant. Again, if you are not a numerologist,
just use the default settings.
There are 6 other settings in the Options menu that also affect how the program operates. Ease of Use
Mode sets the user interface to Beginner, Intermediate or Advanced mode. Your selection should be
based on your familiarity with the program. Automatic capitalization of the first letter of each name can be
toggled on or off. This allows you to type all names in lower case, speeding up data entry. Automatic (or
manual) determination of Y's and/or W's as vowels or consonants can also be toggled on and off. The
size of the screen text can be changed to optimize the readability on your particular display. And the
Toolbar and Status Bar can each be turned on or off, to maximize the screen viewing area.

How To Enter Names


Each report and chart requires the following data: full name given at birth, full name most commonly used
today and the date of birth, in addition to the report options you want. The Data Entry for New Reports
dialog box is used to enter this data and is accessed by clicking on the File menu, then New Reports. If
Beginner mode is set, then the First Time Instructions and Setup dialog box will appear first; then click on
New Reports in this dialog box. When entering the birth name and name used today, use the following
rules for determining the correct names to enter.
Use the full name given at birth, including the complete middle name if there is one. This is usually the
name as it exactly appears on the birth certificate. If the name on the birth certificate was never used or
was changed shortly after birth, for whatever reason, the name on the birth certificate is still the correct
name to use. The only exceptions: (1) if a clerical error has occurred, use the actual name given at birth,
or (2) if the person was adopted within 12 months of birth, use the full adopted name instead.
The full name most commonly used today must also be entered. If several different names are used,
enter the full name most strongly identified with. That's usually the name used with family and close
friends. Sometimes, if the person has strong career identification, it's the name used in their professional
work. Only use the middle name (or initial) if they more strongly identify with it than without it.
If a name is hyphenated, enter the name with the hyphen. The program will internally separate the two
names to correctly perform the calculations, but will display the name with the hyphen, just as entered.
If the last name is made of compounds, combine them into one name, placing an underscore character
between each compound part. For example:
'Arthur van der Kalen' is entered as 'Arthur van_der_kalen'
The program will now treat the last name as a single name to correctly perform the calculations, but will
not display the underscore characters.

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If a compound name contains either a Y or W, then the following are all valid ways to enter the name.
This assures that the Y and W are correctly detected as vowels or consonants, if enabled in Misc.
Options and Auto Detect is turned on:
'George DeWitt' can be entered as:
'George DeWitt' or as,
'George De_Witt' or as,
'GEORGE DE_WITT' or as,
'george de_witt'
but not as 'George Dewitt' or 'GEORGE DEWITT'.
If the name contains a Jr. or Sr. or II, III, etc., following the name, then omit it. For example:
'Henry Ford, Jr.' is entered as 'Henry Ford'
Finally, Matthew Goodwin's system of numerology uses a maximum of four names, as described in his
Numerology: The Complete Guide, volume one. If a person's complete name contains more than four
names, his system uses only the first and last name. Professional Numerologist follows this approach. If
you enter more than four names, all the names will be displayed, but only the first and last names will be
used for the calculations.
If you want to override this method of calculation, then use the underscore character instead of a space
character to separate the extra middle names, so effectively there are only four names. For example:
'William Steven David Matthew Crown' can be entered as
'William Steven_David Matthew Crown'

How To Enter Foreign Names


Foreign alphabets that use the English character set are also supported. For example, the Spanish
alphabet contains several double character letters (CH, LL, RR and AE). To correctly enter these letters,
surround the two characters with a left and right parenthesis, i.e., enter CH as (CH). The parentheses will
not be displayed, but the two letters will now be correctly treated as a single letter.

How To Enter Birth Dates


The full date of birth must be entered, including the month, day and year. The order in which you enter
these is determined by the Country setting in the Windows Control Panel. For example, the USA setting
requires that the month, day and then year be entered. The United Kingdom setting requires that the day,
month and then year be entered.
The date can be entered in any of several different formats. For example, 4/20/1960, 4-20-1960, 4 20
1960 or April 20, 1960, are all valid entries for the USA setting. As you enter part of the date, the full date,
as Professional Numerologist interprets it, is displayed in the Status Bar located in the lower left hand
corner of the screen. This allows you to confirm that the date you think you are entering is in fact the date
that Professional Numerologist will use.

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Data Entry Shortcut Keys


The following shortcut keys are all available from within the Data Entry for New Reports dialog box. To
use a shortcut key, press and hold the Ctrl key while pressing the letter key shown.
Ctrl+T
Ctrl+W
Ctrl+R

Ctrl+Shift+T

Toggles Auto Capitalization, on or off.


Toggles Auto Detect for Y and W, on or off.
When Auto Detect for Y and W is off (manual detection enabled), displays the Y or W
Found dialog box when on an entry that contains a Y and/or W in one of the names. This
allows you to review and/or change the entries you previously made.
Turns Auto Capitalization off one time and then re-enables it when the Next Person
button is clicked. Use this when entering a name that you know auto capitalization will not
correctly capitalize.

Selecting Report Options


In addition to entering the Personal and Forecast Data in the Data Entry for New Reports dialog box, you
must also select which reports and/or charts you want for that person. For each person that you enter
data for, you can choose to process a Numerology Report and/or a Relationship Report and/or a
Yearly Report and/or a Numerologist Chart. All reports and charts, except the Relationship Report,
require data for only one person. (Note: the Forecast Data fields will only be available if you have chosen
a report option that requires this data.)
The Relationship Report requires data for two people. When you select the Relationship Report for the
first person in the relationship, the dialog box title will show, First Person in Relationship. Click the Next
Person button when you are ready to enter the Personal Data for the second person. The dialog box title
will then change to Second Person in Relationship and the Relationship Report options for this person will
be grayed out, since this option has already been set while entering data for the first person.
Further more, there are 3 report options and one chart option for the Numerology, Relationship and
Yearly Reports. If you do not want any of these reports to be processed for the particular person you are
entering data for, select the None option. Otherwise, select the Full Report option to process a full report.
For the Numerology and Relationship Reports, a Full Report consists of the personality and progressed
portions. For the Yearly Report, this includes the yearly and monthly influences. If you want to process
only the personality or progressions, or the yearly or monthly influences, then select just that option. In
addition to any of these options, you can choose to process the one page summary chart at the same
time, or by itself if you select None for the report option.
Numerologist Chart has only two options: Full Chart or Summary. The Full Chart is three pages long
and includes the summary page and the two pages of detailed progressions from birth to age 91. The
Summary option processes just the first page of the full chart, and includes the personality numbers as
well as a summary of the progressions.

Miscellaneous Data Entry


Data for up to 20 people can be entered. After entering the required data for one person, just
click on the Next Person button to enter data for the next individual. When the last person has
been entered, click on the Done button to close the dialog box. When entering data for a
Relationship Report, make sure you enter data for both the first and second persons in the
relationship.
The List button and any of the VCR buttons can be used to find a particular person to
review or edit. The List button can also be used to quickly review all the names and birth dates
entered -- a good way to check for data entry errors before processing the reports.
The names and birth date and any notes entered can be saved for future use by clicking on
the Save Name button. (Note: when entering notes, press Ctrl-Enter to start a new paragraph.)
When you need to retrieve this data, just click on the down arrow in either the birth name or name
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used today field and then click on the name you want.
To delete previously entered names, first select that name by clicking on the down arrow from
one of the name fields, and then click on the Delete Name button.
Use the New Data button when you are ready to process reports for a new batch of people.
Clicking on this button deletes the name and birth date data you previously entered and should
only be used after these reports have been displayed, printed or saved and you no longer need
this data.
To access the names of the 5 famous people, click on the down arrow in either the birth name
or name used today field and then click on the name you want.

Working With The Letters Y and W


Various numerologists treat the letters Y and W differently. Some numerologists -- including Matthew
Goodwin, author of the Numerology, Relationship and Yearly Reports -- treat the letters Y and W
sometimes as vowels and sometimes as consonants, based on a set of rules. Other numerologists,
including Juno Jordan, treat these letters always as consonants. Professional Numerologist allows you to
deal with the letters Y and W according to whichever system you work with. If you are not sure how to
treat these letters, then use the program default settings. (Note: how these two letters are treated affects
only the Soul Urge -- the sum of the vowels in the name.)
The default setting treats the letters Y and W sometimes as vowels and sometimes as consonants. To
change this setting so that either or both of these letters are always considered consonants, click on the
Options menu, then Misc and then the Y/W as Vowels Tab. Next, uncheck Y is sometimes a vowel and
sometimes a consonant and/or W is sometimes a vowel and sometimes a consonant. Now, whenever
these letters are found in a name, they will always be considered consonants.
When either Y or W are set to sometimes be a vowel and sometimes be a consonant, you can choose
either to let Professional Numerologist automatically determine how each occurrence of these letters is
treated (the default setting), or to manually make the determination yourself. Automatic determination is
about 95+% accurate and is recommended when you are processing a large number of reports. If you are
doing a personal reading, you probably will want 100% accuracy and should use the manual setting.
To manually decide how each Y and/or W is treated, click on the Options menu and then Auto Detect Y
and W to uncheck this menu item (this function is toggled on and off each time it is clicked). The AV
panel in the Status Bar will become dimmed, indicating automatic determination has been turned off.
When manual determination is set, a Y or W Found in Name dialog box will appear for each occurrence
of the letter Y and/or W found in each name, whenever you click on the Done or Next Person button in
the Data Entry for New Reports dialog box. From the Y or W Found in Name dialog box, decide if each
Y or W shown is a vowel or consonant by clicking on either the Vowel or Consonant button. The rules
used for making this determination are shown in the dialog box.
The program will prompt you only once to decide how to treat these letters whenever the Name Given At
Birth and the Name Used Today contain the same name, and the name is entered into the Name Given
At Birth field first. You can review and change the choices you previously made in the Y or W Found in
Name dialog box by pressing Ctrl+R whenever that name is shown in the Data Entry for New Reports
dialog box. This will redisplay the Y or W Found in Name dialog box for each occurrence of the letters Y
and W, with either the Vowel or Consonant button shown as active, corresponding to your previous
choice. Just click the other button to make a change, or press the Enter key to accept the choice shown.

How To Create Reports


Once all the required data has been entered the reports can be sent to either the screen, printer or
individual files. Click on either the Display All, Print All or Save All button in the Data Entry for New
Reports dialog box if in Beginner or Intermediate mode; or the File menu, followed by either Display All,
Print All or Save All if in Advanced mode. A Select Reports To... dialog box will then be displayed listing
all the reports waiting to be processed. You can select all the reports by clicking on the Select All button,
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or you can select just some of the reports by clicking on one report and then pressing and holding the Ctrl
key while clicking on all the remaining reports you want to process. Then click on the Select button. This
is very useful if you need to replace an ink cartridge in the middle of a print run and only want to print the
unprinted reports.
When displaying the reports, each report will be displayed in its own full screen window. Either click on
the Window menu and the report you want to see, or click on the View Next Report or View Previous
Report arrow buttons in the Toolbar. This is the same as pressing the Ctrl+F6 (or Ctrl+Shift+F6) keys to
cycle through all the reports. Up to 4 reports can be displayed at one time by clicking on Window, and
then Arrange Horizontally or Arrange Vertically. This allows you to compare the reports or charts for
more than one individual. If more than 4 reports have been processed, the other reports can be viewed by
first clicking in the window you want to update and then clicking on the Window menu and the report you
want to see. This report will replace the one that was already displayed in the window. When viewing
more than one report at a time, decreasing the View Size in the Options menu can allow you to see
more of each report, reducing the amount of scrolling required.
To close any visible window containing a report or chart (or the Quick Start Instructions), click the File
menu, and then Close to close the active window -- or File, Close All to close all windows at once.
There are two ways to print or save reports to a file. The first method is to select Print All or Save All to
directly send the reports to the printer or to the disk. In the case of Save All, the file names are
automatically created based on the type of report and the name of the person. A sequentially increasing
three digit number precedes this name to make it easy to see which reports you just processed. Each
time you save a new set of reports, the first number in the sequence is increased by 2 so that you can
easily see which is the first report in the new group. The other way to print or save reports is to first
display the reports to the screen. Then click on the File menu and either Save, Save As or Print to save
or print the report in the active window. If you have more than one printer connected to your system, the
printer selected in the Print dialog box will become the program's default printer without changing the
Window's system default printer.
If you want to email a report to someone, save the report as a Rich Text File (*.rtf). This file format can be
read by almost all Window word processors, including Microsoft Word and retains all of the report's
formatting. If the person has no word processor, Window's WordPad can be used, but some of the
formatting will be lost.

How To Edit Reports


You can add your own thoughts to an individual report by first displaying the report to the screen. Make
sure that Read Only in the Edit menu is unchecked (if it is checked, just click it once to uncheck it). Once
the report is displayed, you can make changes or additions directly to the report by typing them in, by
inserting a text file (Edit, Insert File) that you have previously created, or by pasting text (Edit, Paste)
from another program. Use the Format menu styles (or the drop down list in the Toolbar) to set the
formatting of each new paragraph to match the rest of the report. When using format styles, make sure
that the entire paragraph, including the last character, is first selected .
Use Insert Page Break, from the Edit menu, to start a new page. To match the format of the rest of the
report, enter 3 blank lines and text that is formatted as Heading for the first line or two. When typing a
Subhead, followed by Body Text, select the entire text of the Subhead and all blank lines after it (but none
of the Body Text) and click Keep With Next from the Format menu to make sure that the Subhead and at
least the first two lines of the Body Text print on the same page.
If you want to create a set of standard paragraphs that can be inserted into reports, click on the File
menu, then New Text to open a blank document. Type in the text you want and then format it using the
styles available. This assures that when you insert these files, they are already formatted to match the
style of the report. When you save this text, save it to the Saved Text folder, just below the folder where
Professional Numerologist is installed.

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Miscellaneous Information. The following ALT-numbers keys, using the numeric keypad, are used to
enter the following special characters:
Character
'
'
"
"

Alt-number
0145
0146
0147
0148
0150
0151
0169

Note: if you enter more than one tab character on a line, make sure the View Size (in the Options menu)
is set to Actual Size. This will assure that the tab spacing, as seen on the screen, will match what is
printed.

How To Save, Recall and Delete Personal Data


Personal Data, consisting of the Birth Name, Name Used Today, Date of Birth and any Notes entered,
can be saved and then later recalled for any person you enter data for. If you will need to process
additional reports for a particular person in the future, then saving the Personal Data means that you can
quickly recall that data without having to re-enter it again.

Save
When the Data Entry for New Reports dialog box is displayed, enter the Personal Data you wish to save
and then click on the Save Name button. This can be done as you are entering new data. The status of
this operation is displayed in the lower left hand corner of the Status Bar . If sound is enabled on your
system, you will also hear a unique tone indicating that the Save operation was successful.

Recall
When the Data Entry for New Reports dialog box is displayed, click on the down arrow in either the Birth
Name or Name Used Today field. A drop down list will then appear showing all the names of people you
have previously saved, in alphabetical order. Just click on the name you want to recall.

Delete
First recall the person you want to delete, as described above. When the correct person is displayed, click
on the Delete Name button and the displayed data will be cleared, indicating the deletion of that person.
The status of this operation is displayed in the lower left hand corner of the Status Bar . If sound is
enabled on your system, you will also hear a unique tone indicating that the Deletion was successful.

How To Save, Recall and Delete Reports


Save
If you want to email a report (or chart) to someone or edit the report in your word processor, you will need
to save the report to your hard disk.
Method 1: To save a single report, first display the report or chart to the screen. If more than one
Window is visible, click anywhere in the Window that contains the report you want to save to make it the
active Window. Next, click on the File menu and then either Save or Save As. If you choose Save, the
default file name will be used. This is the name shown in the title bar of the active Window. The default
extension for Rich Text Format (.rtf) will be added to the name (unless you previously saved a file with the
.txt extension, in which case the .txt extension will be added), and the file will be saved in the last folder
location that a file was opened from or saved to. If you choose Save As instead, the Save As dialog box
will then appear, allowing you to change the file name, the location where the file will be saved and the
file type.
Two file types are supported: Rich Text Format (.rtf) and standard ASCII text (.txt). The Rich Text Format
is the default file type and is preferred for most uses, as it retains all of the report's format information and
can be edited in Microsoft Word and most other word processors.
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Method 2: To save one or more reports, first enter the data for all the people you want to save reports
for using the Data Entry for New Reports dialog box. After clicking on the Done button in this dialog box,
click the File menu and then Save All. A Select Reports To Save dialog box will then be displayed listing
all the reports that can be saved. You can select all the reports by clicking on the Select All button, or
you can select just some of the reports by clicking on one report and then pressing and holding the Ctrl
key while clicking on all the remaining reports you want to process. Then click on the Select button.
After clicking on either the Select All or Select button, the Save Reports dialog box appears. Select the
folder location and file type (see Method 1 above), but do not enter a file name. The file names will
automatically be created based on the type of report and the name of the person. A sequentially
increasing three digit number precedes this name to make it easy to see which reports you just saved.
Each time you save a new set of reports, the first number in the sequence is increased by 2 so that you
can easily see which is the first report in the new group. Finally, click on the Save button to save all the
reports and charts you selected.

Recall
Recalling a previously saved report or chart is easy. Just click on the File menu and then Open. The
Open Report dialog box then appears. Choose the folder location to look in, the file type and the actual
report name you want to view. Only one report or chart can be opened at a time, though, multiple reports
and charts can be displayed by repeating this process.

Delete
If you save a large number of reports and/or charts to your hard disk, eventually you will want to delete
the older reports and charts that you no longer need. This will save hard disk space and make it easier to
find the reports that you still need. To delete old reports and/or charts, click on the File menu, and then
Delete Files. The Delete Files dialog box will then appear. Choose the folder location to look in, the file
type you want to display and then the actual report and chart file names that you want to delete. You can
select a contiguous list of reports and/or charts by clicking on the first file name, then pressing and
holding the Shift key while clicking on the last file name in the list. To select multiple, non-contiguous file
names, click on the first file name, then press and hold the Ctrl key while clicking on each individual file
name you want to select. After all the file names are selected, press the Delete key on your keyboard to
actually delete the selected files. Then click on either the Open or Cancel button to close the dialog box.
Note: Once the files are deleted, you can still restore these files by using to the Windows Recycle Bin.

How To Email Reports and Charts


There are two different ways to create reports (or charts) that can be emailed to a client, customer or
friend. Method 1 is preferred, if the recipient knows how to open an attachment.

Method 1
First, save the report(s) that you want to email. Next, start your email program and create a new
message. Then attach the saved report file to this message. Your email program's Help should explain
how to attach files. For example, in Microsoft Outlook Express, after opening the New Message dialog
box, click on the Insert menu and then File Attachment to open the Insert Attachment dialog box. Then
look in the folder where you saved the report and double click on the report file name. Finally, click on the
Send button in the Toolbar.
If you save reports in the Rich Text Format (the default file type), then the recipient can open and print the
reports from Microsoft Word or almost any other word processor, retaining the report's format. As long as
you use fonts that are also on the recipient's system, the printed reports will look the same
whether printed from your system or theirs. For this reason, it is recommended that only Times New
Roman and Arial be used when emailing reports because they are included with all versions of Windows,
as well as the Mac.
If the recipient does not have a word processor, the reports can still be opened and printed from
WordPad, which is included with Windows 95 and all later versions of Windows. However, the headers
and footers will be lost and the page breaks will not occur in optimized locations.
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Method 2
First, display the report to the screen that you want to email. Then copy the entire text by clicking on the
Edit menu and then Select All. Click on the Edit menu again and then Copy. Now, start your email
program and create a new message. Move the cursor to the location in the body of the message where
you want to insert the report text and then click on the Edit menu (in your email program) and then Paste.
The report will be inserted into the body of the message at the cursor location. Use this method if you
think the recipient does not know how to open an attached file. However, the headers and footers will be
missing.

Important Note on Margins


When emailing reports or charts, set the report and chart margins (as set in the Options menu) to be
large enough to work on whatever printers your recipients might be using. Although reports and charts
may print correctly on your printer, if the recipient's printer requires larger margin settings, their print-outs
may not be the same as yours. Suggested report margin settings for emailing are: top - 0.5", bottom 0.6", left and right - 1.0". Suggested Numerologist Chart margin settings are: top - 0.4", bottom - 0.8", left 0.40", and right - 0.30". These margin settings assume a 8.5" X 11" paper size.

Important Note for Numerologist Chart


Before processing Numerologist Charts to be emailed, it is recommended that you change the Line Draw
Character (as set in Options, Chart, Font) to be Dashes and Pluses. If it is set to Special Line Draw
Characters, the recipient will not be able to read the chart, since they will not have the special line draw
font that is required. Make sure to reset the Line Draw Character back to Special Line Draw Characters
once you are done, if you plan on printing Numerologist Charts on your system.

How To Format Reports


The text for each Numerology, Relationship and Yearly Report is formatted according to eight (8)
predefined styles that correspond to different sections of the report. For each of these styles -- the font
name, size, color, and bold and italic attributes -- can be individually set. In addition, three (3) of these
styles also allow you to set the paragraph alignment. The eight styles and the section of the report that
they correspond to are:

Cover Title
Cover Subtitle
Cover Text
Headings
Subheadings
Body text
Chart Text
Footer & Line Color

title of report, including name of person


time period of report (Yearly Report only)
all other text on the cover
major titles for each section of report
minor titles for each section of report
all the text following a major or minor title
all the text on the chart page
footer text, and top and bottom horizontal lines

Automatic Format
The above listed styles should be set according to your preference before processing any reports.
Changing the styles after a report is processed will not affect that report. Once the styles are defined, all
subsequent reports displayed, printed or saved will reflect the new settings.
To set the format styles, click on the Options menu, Reports and then the Format Tab. Next, click on
the style you want to change in the Select Format Style to Change list box and then click on the Change
button (or just double click the style name) to bring up the Font dialog box. From this dialog box, select
the font name, size, color and bold and italic attributes that you want for this particular style. Repeat this
process for each of the styles listed. In addition, for the Headings, Subheadings and Body Text styles,
you can choose the paragraph alignment by clicking on either Left, Center, Right or Full in the
Paragraph Alignment frame. At any time, you can reset the styles back to their default settings by clicking
on the Reset button.

Manual Format
You can also change the style of individually selected paragraphs after a report is displayed to the
screen. This is useful if you are inserting, pasting or typing your own text into the report and want this text
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to match the rest of the report's format style. Just highlight the entire paragraph(s) you want to change,
making sure that the very first and last characters of the paragraph are selected. Next, click on the
Format menu and then the format style you want to use for these paragraphs. In addition, individual
letters, words or paragraphs can be highlighted and set with the bold, italic or underline attributes from
the Format menu. The styles also can be set by using the drop down list in the Toolbar.
It is also possible to see the style currently assigned to a paragraph by highlighting at least one character
of the text. The styles drop down list in the Toolbar will then display the style. The Format menu will also
have a check mark next to the assigned style.
When inserted or pasted text consists of headings or subheadings, and body text, the Keep With Next
function should be used to make sure that the headings or subheadings print on the same page with at
least two lines of the body text that follows. Select all the text, starting with the first character on the first
line of the heading or subheading, up to but not including the first character of the body text. Next, click
on the Format menu and then Keep With Next. This function can also be accessed from the Toolbar (the
button with the K and down arrow). The Toolbar and Format menu also show the Keep With Next status
of selected text.
Also, when a new heading is created, either by inserting, pasting or typing it yourself, insert a manual
page break and three (3) blank lines before the heading to maintain the same style used throughout the
rest of the report. To insert a page break, click on the Edit menu and then Insert Page Break. This will
be shown as a series of horizontal dots across the screen.
Important Note: To be able to edit displayed text, Read Only (the default setting) must be turned off.
Click on the Edit menu and then Read Only. This function toggles between on and off each time it is
clicked. Read Only is enabled when a check mark is displayed next to it. When there is no check mark
shown, text can be edited.

How To Format Charts


The Numerologist Chart uses a single font, Courier New, for the text. Although this font can not be
changed, the font size, color, and bold and italic attributes can be modified. To change any one of these
font characteristics, click on the Options menu, Chart and then the Font Tab. Next, click on the Font
button to open the Font dialog box and then select the font size, color, and bold or italic attributes you
want to use.
You also can choose one of two ways to create the line draw characters used in the Numerologist Chart.
The first and preferred method is to select the Special Line Draw Characters in the Font Tab. This
approach uses a special True Type font to create the various line characters required to make precisely
drawn boxes. The second option, Dashes and Pluses, is recommended when sending a chart in the body
of an email message or as an attachment. Though the boxes are not as accurately drawn as with the
True Type font, a special font is not required by the recipient of the chart to be able to view it.
At any time, the above parameters can be set to their default values by clicking on the Reset button on
the Font Tab.

How To Set Margins


Reports
For every page, other then the cover page, the top, bottom, left and right margins can be set, in addition
to the header and footer distances. These settings can be made in either inches or centimeters. To
change any of these parameters, click on the Options menu, Reports and then the Page Margins Tab.
Use Dialog Help in this dialog box for the precise definitions of these parameters. Use the Reset button to
set these back to the default values.
The top and bottom margins for each of the report cover pages also can be adjusted. Each report type
has its own settings. These parameters only need to be changed when large font sizes, or fonts with
unusually large line spacing are used on the cover page. If the cover page prints on two pages, or the
cover text is no longer vertically centered, then these margin settings need to be adjusted. To make the
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necessary changes, click on Options, Reports and then the Cover Margins Tab. Follow the instructions
displayed. Basically, though, you optimize the margin settings by making the adjustments in a word
processor, such as Microsoft Word and then counting the number of blank lines before the Title (top
margin) and between the last line of the name (or month and year for Yearly Report) and your address
(bottom margin). Finally, you enter the counted number of lines into the appropriate fields on the Cover
Margins Tab. This may take one or two tries to get it just the way you want it to look when the reports are
printed. (Tip: use the Progressed Only or Years Only report options when making a test print-out, as
these are the shortest reports and will waste the least amount of paper.)

Charts
The top, bottom, left and right margins can be set, in addition to the footer distance. These settings can
be made in either inches or centimeters. To change any of these parameters, click on the Options menu,
Chart and then the Margins Tab. Use Dialog Help for this dialog box for the precise definitions of these
parameters. Use the Reset button to set these back to the default values.

How To Insert Text


Text can be inserted into a report or chart that is displayed on the screen by either inserting a text file or
by pasting a block of text from another open program (or from any open window within Professional
Numerologist). This is useful if you want to add your own thoughtsand have previously saved some
"standard" paragraphs that you want to reuse.

Insert A File
To insert a text file, either in Rich Text Format (which contains formatting information, such as font name,
size, etc.) or standard ASCII text (which contains no format information), click on the Edit menu and then
Insert File. This opens the Insert File dialog box, where you can choose the location of the file to insert,
the file type and the name of the file. Click the Open button to insert the file at the cursor location.

Paste A Block Of Text


To paste a block of text, either in Rich Text Format or standard ASCII text, first select and then copy that
text to the Window's clipboard from whatever program is displaying the text. This can include text from
within Professional Numerologist, from either the same window or another window that is open (if the
window is not visible, first make it visible by clicking on the Window menu and then the desired report
name, and then select and copy the text).
For example, to copy a block of text from within Professional Numerologist, first highlight the text you
want to copy. Then click on the Edit menu and Copy to copy this text to the Window's clipboard. You also
can use the Copy button on the Toolbar. Other Window's programs work the same way.
Once the text is copied to the clipboard, move the cursor to the location where you want to insert the text
and then click on the Edit menu and Paste to actually insert the text. You can also use the Paste button
on the Toolbar.

How To Automatically Capitalize Names


The first letter of each name can be automatically capitalized as you type the name in. By typing all letters
in lower case, this can save time. To enable Auto Capitalization, click on the Options menu and then
Auto Capitalize, if it is not already checked. The keyboard shortcut, Ctrl+T, can also be used to
accomplish the same task. Auto Capitalize is a toggle function -- click it once to enable and again to
disable. The current state of Auto Capitalize is shown in the Status Bar . When AC is dimmed, auto
capitalization is off.
You also can turn Auto Capitalize off for one entry and then have it re-enabled when the Next Person
button is clicked, by pressing Ctrl+Shift+T. This is useful when entering a name that you know auto
capitalization will not correctly capitalize.

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How To Change View Size


The View Size of the screen display can be changed to optimize the readability of the report text. Click on
the Options menu, then View Size and finally the size you want from the displayed list. Actual Size
displays the text in the actual size of the fonts used in the report. All the other numbers, from 50% to
100%, resize the report as a percentage of the screen width, i.e., 50% sets the text size to occupy one
half of the screen, while 100% sets the text size to fit the full width of the screen.

Displaying Multiple Reports/Charts


When displaying more then one report (or chart), each report is initially displayed in its own full screen
window. To display any of the reports that are not visible, either click on the Window menu and the report
title you want to see, or click on the View Next Report or View Previous Report arrow buttons on the
Toolbar until the report you want is displayed. You can also press the Ctrl+F6 (or Ctrl+Shift+F6) keys to
cycle through all the reports. Up to 4 reports can be displayed at one time by clicking on Window, and
then Arrange Horizontally or Arrange Vertically. This allows you to compare the reports or charts for
more than one individual. If more than 4 reports have been processed, the other reports can be viewed by
first clicking in the window you want to update to make it the active window, and then by clicking on the
Window menu and the report title you want to see in the active window. This report will replace the one
that was already displayed in the window. When viewing more than one report at a time, decreasing the
View Size in the Options menu can allow you to see more of each report, reducing the amount of
scrolling required.
TIP: To see 2 reports side-by-side, set the View Size to 50% before displaying the reports and then use
Arrange Vertically after the reports are displayed. Set the View Size back to its previous setting (usually
90% or 100%) when you want to see only one report at a time.
To close any visible window containing a report or chart, click the File menu, and then Close to close the
active window -- or File, Close All to close all windows.

Displaying Report Totals


Professional Numerologist keeps track of how many reports and charts are processed (either printed,
saved or displayed to the screen) for each calendar quarter. Selecting any of the three Report options
(but not the Chart option) for Numerology, Relationship and Yearly Reports will increment this total.
Both options for Numerologist Chart will increment the total. To display or print these totals, click on the
Help menu, and then Report Totals. Totals are shown for the most recent four quarters.

Using The Status Bar


The Status Bar is located at the bottom of the screen and displays lots of useful information as you are
using the program. After Saving or Deleting a name, for example, the Status Information panel (left most
panel) shows the result of the operation; while entering the date of birth, the full date is shown; when
selecting reports to process, it shows the number of reports selected; when adding or editing data, the
record number is displayed; when displaying, printing or saving reports, the current report number being
processed is shown. Short descriptions of each menu item are also displayed when the mouse is over
that particular menu, and prompts are provided that show what to do next. In addition, the state of Auto
Capitalization, Auto Vowel Detection for Y and W, Caps Lock, Num Lock and Overtype mode are
displayed. By holding the mouse over each panel of the Status Bar for a few seconds, a tool tip will
appear that shows what the panel is for.

Using The Toolbar


The Toolbar is located at the top of the screen, just below the menus, and provides an easy and quick
way to access the more commonly used menu functions. Instead of clicking on a particular menu and one
of its sub-functions to perform an operation, you can click on the Toolbar image that corresponds to that
menu function. By holding the mouse over each image on the Toolbar for a few seconds, a tool tip will
appear that shows what menu function the image corresponds to.
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The Toolbar consists of eight groups of buttons. From left to right, these buttons are:
New Reports
Open Report
Display Reports
Print Reports
Save Reports
Stop Processing Reports
View Previous Report
View Next Report
Cut
Copy
Paste

Font and Paragraph Styles


Bold
Italic
Underline
Keep With Next

Reinstalling, or Installing On Another Computer


If you ever have to reformat or replace your hard disk drive, or purchase a new computer, you will need to
reinstall Professional Numerologist and then reenter the original Keys and Activation Codes. Professional
Numerologist can also be installed on multiple computers that you own, so long as you use only one
computer at a time. For example, when you are home, you may want to work from your desktop system,
but when you travel, you want to be able to use Professional Numerologist from your laptop. After you
have run the install program, you will need to restore the original Keys and Activation Codes that you
received. There are two ways to accomplish this.

Method 1
Click on the Help menu, Activate Reports and Chart and then Activate Reports/Chart. Click on the
box, "Unlock by entering old Keys and Activation Codes (for reinstalls only)", and make sure it is checked.
Now you can enter the original Keys and Activation Codes into each of the appropriate fields. Once you
have entered the Key and Activation Code for a module, click on the Activate button to enable that
module. Repeat this for each module you have purchased.

Method 2
If you previously saved the Keys and Activation Codes, then insert the floppy disk, CD, DVD or USB
memory device that you created earlier into the appropriate drive and then click on the Help menu,
Activate Reports and Chart and then Restore Keys/Activation Codes. Both the original Keys and
Activation Codes will be copied to the new system, allowing you to run Professional Numerologist without
having to manually enter the Keys and Activation Codes (Note: Each time you install Professional
Numerologist, it creates a unique set of Keys that will be different then the ones you used to purchase the
original Activation Codes).
Important Note: the License Agreement included with Professional Numerologist allows you to run only
one copy of the program at a time when it is installed on multiple computers that you own. If you want to
run several copies simultaneously, you need to purchase a copy for each system.
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How To Activate Reports and Chart


Initially, Professional Numerologist operates in trial mode. Once the trial limit is reached, you need to
purchase Activation Codes to unlock the modules (Numerology Report, Relationship Report, Yearly
Report and/or Numerologist Chart) that you want to use. The Activation Codes are dependent on
unique Keys that were generated when you first installed Professional Numerologist. The quickest way to
find these Keys is to click on the Help menu and then Ordering Information. The Keys are shown next
to each of the module names.
Once you have obtained the Activation Codes, start Professional Numerologist and then click on the Help
menu, Activate Reports and Charts and then Activate Reports/Charts to bring up the Activate Reports
and Chart dialog box. Enter each Activation Code in the appropriate field and then click on the Activate
button. Once all the codes are entered, click on the OK button to close the dialog box. You will then be
prompted to save the Keys and Activation Codes to a floppy diskette, CD, DVD or USB Flash Memory.
This step is optional, but saving the Keys and Activation Codes can make it easier to reinstall
Professional Numerologist on either this or another computer. Using this backup is faster then manually
re-entering the codes. You can also click on the Print button to print a listing of the Keys and Activation
Codes that will allow you to manually re-enter these codes if you ever need to reinstall the software.
When the Data Entry for New Reports dialog box is opened, the modules with entered codes will be reenabled.

Using Help Within Dialog Boxes


Additional help is available from within most dialog boxes. If a Help button {bmc XP Help Small W.bmp}
appears in the lower, right-hand corner of the dialog box, then clicking on this button displays help for all
the controls and command buttons used in that dialog box. You also can use the F1 function key to
display this help.

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Shortcut Keys
Menu Shortcut Keys
The following shortcut keys are used to access commonly used functions in the menus. To use a shortcut
key, press and hold the Ctrl and/or Shift key while pressing the letter key shown, or press the
appropriate Function key.
File Menu
Ctrl+N
Ctrl+O
F2
F3
F4
Ctrl+S
Ctrl+P

Opens the Data Entry for New Reports dialog box.


Opens the Open Report dialog box.
Displays All reports.
Prints All reports.
Saves All reports.
Saves the report displayed in the active window.
Prints the report displayed in the active window.

Edit Menu
Ctrl+X
Ctrl+C
Ctrl+V
Ctrl+A
Ctrl+F
Shift+F4
Ctrl+H

Copies the selected text to the Windows' clipboard, and then deletes the text.
Copies the selected text to the Windows' clipboard.
Pastes the text on the Windows' clipboard into the document at the cursor location.
Selects all the displayed text in the document.
Opens the Find dialog box.
Repeats the last Find operation.
Opens the Replace dialog box.

Format Menu
Ctrl+B
Ctrl+I
Ctrl+U
F5
Shift+F5
F6
F7
F8
F9
F11
F12

Makes the selected text bold.


Makes the selected text Italic.
Makes the selected text Underline.
Formats the selected text as the Cover Title style.
Formats the selected text as the Cover Subtitle style.
Formats the selected text as the Cover Text style.
Formats the selected text as the Heading style.
Formats the selected text as the Subheading style.
Formats the selected text as the Body Text style.
Formats the selected text as the Rpt Chart Text style.
Formats the selected text as the NUM Chart Text style.

Options Menu
Ctrl+T
Toggles Auto Capitalization on and off.
Ctrl+W
Toggles Auto Detect Y and W on and off.
Help Menu
F1

Displays Help for Professional Numerologist if no other dialog box is open. Otherwise,
displays Help for the dialog box that is open.

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Data Entry Shortcut Keys


The following shortcut keys are all available from within the Data Entry for New Reports dialog box. To
use a shortcut key, press and hold the Ctrl key (and Shift key if listed) while pressing the letter key
shown.
Ctrl+T
Ctrl+W
Ctrl+R

Ctrl+Shift+T

Toggles Auto Capitalization, on or off.


Toggles Auto Detect for Y and W, on or off.
When Auto Detect for Y and W is off (manual detection enabled), displays the Y or W
Found dialog box when on an entry that contains a Y and/or W in one of the names. This
allows you to review and/or change the entries you previously made.
Turns Auto Capitalization off one time and then re-enables it when the Next Person
button is clicked. Use this when entering a name that you know auto capitalization will not
correctly capitalize.

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File Menu
New Text
Use New Text in the File menu to create a blank document that you type text into. This is normally used
to create a standard set of text paragraphs that later can be inserted into individual reports. This allows
you to add your own custom thoughts. All of the report format styles can be applied to each new
paragraph. It is recommended that you save these paragraphs as individual files in the Saved Text folder,
just below the folder where Professional Numerologist is installed (default: C:\Professional
Numerologist\Saved Text). Choose file names that will indicate what each paragraph is about.
After a report is displayed to the screen, any of these newly created paragraphs can be inserted. See
How To Insert Text for additional help.

New Reports
New Reports in the File menu is used to open the First Time Instructions and Setup dialog box if
Beginner mode is selected, and then the Data Entry for New Reports dialog box (all modes). This is
where you start whenever you want to display, print or save reports. All the required data -- birth name,
name used today, date of birth, and the forecast start and length information, if applicable -- are entered
in the Data Entry for New Reports dialog box. In addition, you can enter a personal note for each person
that can act as a future reminder. The desired report options for each person also are entered in this
dialog box. All Personal Data can be saved and later recalled.
When in Beginneror Intermediate mode, Display All, Print All and Save All buttons are available in the
Data Entry for New Reports dialog box. Clicking one of these buttons makes it easier to send the reports
to the desired output device. In Advanced mode, these buttons are removed, requiring that you select
the output device either from the File menu or the Toolbar, and is the way Professional Numerologist
worked prior to version 5.
Use Dialog Help to obtain detailed information about each object contained in the Data Entry for New
Reports dialog box.

Open
Open in the File menu is used to display the Open Report dialog box. This is a standard Windows dialog
box used to open a report that has been previously saved. Two file types are supported -- Rich Text
Format (.rtf) and standard ASCII text (.txt). Reports are normally saved in the Saved Reports folder, just
below the folder where Professional Numerologist is installed (default: C:\Professional
Numerologist\Saved Reports). However, you can open a report from any folder. The folder shown in the
Look In field is whatever folder you last opened a report from or saved a report to.

Close
Use Close in the File menu to close the active window. If more than one report is displayed in multiple
windows, and you no longer need a particular report, closing its window can make it easier to work with
the remaining reports that are still open.
When you are done viewing all the current reports and want to display new reports, you will probably want
to close all the existing windows first. You can use Close on each window when it is the active window or
you can use Close All to close all the open windows at one time.

Display All
After the necessary data for processing new reports has been entered in the Data Entry for New Reports
dialog box and the Exit or Done button has been clicked, you are returned to the main program window.
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To display all these reports to the screen, click on Display All in the File menu. This brings up the Select
Reports To Display dialog box. From this dialog box click on the Select All button to display all the
reports. To display only some of the reports, click on the first report you want to display, press and hold
the Ctrl key while you click on each of the remaining reports and then click on the Select button (only the
highlighted reports will be displayed).
Each report will be displayed in its own window, though, initially only one window is visible. The remaining
reports can be seen by either clicking on the Window menu and then the name of the report you want, or
by clicking on the View Next Report or View Previous Report arrows in the Toolbar. This is equivalent
to pressing the Ctrl+F6 keys until the desired report is shown. You also can press Ctrl+Shift+F6 to cycle
through the reports in the reverse direction.
Up to four reports can be displayed at one time by using Arrange Horizontally or Arrange Vertically in
the Window menu. See Displaying Multiple Reports/Charts for more information.

Print All
After the necessary data for processing new reports has been entered in the Data Entry for New Reports
dialog box and the Exit or Done button has been clicked, you are returned to the main program window.
To print all of these reports, click on Print All in the File menu. This brings up the Select Reports To Print
dialog box. From this dialog box click on the Select All button to print all the reports. To print only some
of the reports, click on the first report you want to print, press and hold the Ctrl key while you click on
each of the remaining reports and then click on the Select button (only the highlighted reports will be
printed).
Next, the Print dialog box appears. Select the printer you want to print to, and if necessary, change any of
the printer settings by clicking on the Properties or Preferences button (the button name will depend on
the version of Windows you are using). Finally, click on the Print button to start printing. If you have more
than one printer installed, Professional Numerologist will remember which printer you last selected without
changing the Window's default printer.

Save All
After the necessary data for processing new reports has been entered in the Data Entry for New Reports
dialog box and the Exit or Done button has been clicked, you are returned to the main program window.
To save all of these reports, click on Save All in the File menu. This brings up the Select Reports To
Save dialog box. From this dialog box click on the Select All button to save all the reports. To save only
some of the reports, click on the first report you want to save, press and hold the Ctrl key while you click
on each of the remaining reports and then click on the Select button (only the highlighted reports will be
saved).
Next, the Save Reports dialog box appears. Select the folder you want to save the reports to (normally
the Saved Reports folder) and the file type -- Rich Text Format (.rtf) or Standard ASCII text (.txt). Do not
enter a file name. File names will be automatically created for each report based on the report type and
person's name. Each file name will also begin with a three digit number.

Delete Files
To delete previously saved files that are no longer needed, click on Delete Files in the File menu. This
will display the Delete Files dialog box. First select the folder to Look In. The default folder shown in the
Look In field is whatever folder you last opened a report from or saved a report to. Then select the File
Type to filter the files displayed. Once the files are shown, select the particular files you want to delete by
clicking on the first file name and then pressing and holding the Ctrl key while you click on each of the
other file names. Finally, press the Delete key on the keyboard to actually delete the files. To close the
dialog box, click on either the Open or Cancel button. (Note: once the files are deleted, you can still
restore the files by using the Windows' Recycle Bin.)

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Close All
Use Close All in the File menu to close all open windows. When you are done viewing all the current
reports and want to display new reports, you will probably want to close all the existing windows first to
make it easier to work with the new reports.

Stop
If you are processing a large number of reports and/or charts and need to abort before all the
reports/charts are done, click on Stop in the File menu. This can be useful if you realize that you have
made a mistake and want to make some corrections before continuing. Any reports already displayed,
sent to the print spooler or saved before you click on Stop will still be processed, i.e., sent to the screen,
printer or hard disk.

Save Report
Save Report in the File menu saves the document (report or chart) displayed in the active window. The
file name assigned is the name shown in the title bar of the active window. The folder and file extension
used will be the same as the ones used in the last file Open or Save Report As operation performed. If
you want to change the file name, extension or folder location, use Save Report As instead.

Save Report As
Save Report As in the File menu is used to save the document (report or chart) displayed in the active
window. This is a standard Windows dialog box used to save reports that are currently displayed. Two file
types are supported -- Rich Text Format (.rtf) and standard ASCII text (.txt). Reports are normally saved in
the Saved Reports folder, just below the folder where Professional Numerologist is installed (default:
C:\Professional Numerologist\Saved Reports). However, you can save a report in any folder. The folder
shown in the Look In field is whatever folder you last opened a report from or saved a report to.

Print
Print in the File menu is used to display the Print dialog box. This is a standard Windows dialog box used
to print the report displayed in the active window. Once this dialog box appears, select the printer you
want to print to, and if necessary, change any of the printer settings by clicking on the Properties or
Preferences button (the button name will depend on the version of Windows you are using). Finally, click
on the Print button to start printing. If you have more than one printer installed, Professional Numerologist
will remember which printer you last selected without changing the Window's default printer.

Exit
When you are finished using Professional Numerologist, click on Exit in the File menu to leave the
program and return to Windows. You will be prompted to save any changes made to any of the open
documents, if you have not already done so.

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Edit Menu
Undo
Undo in the Edit menu is used to undo the last edit change that you made. This will undo most, but not all
types of editing changes. Only one level of Undo is available.

Cut
Cut in the Edit menu copies the selected text to the Windows' clipboard and then deletes the text from the
document.

Copy
Copy in the Edit menu copies the selected text to the Windows' clipboard. This text can then be pasted
into any open window in Professional Numerologist or some other Window's program.

Paste
Paste in the Edit menu inserts the text from the Windows' clipboard into the document at the cursor
location. By first using the Copy or Cut commands, you can move text around the same document or
insert text from other programs into a displayed report or chart.

Select All
When Select All in the Edit menu is clicked, all the text in the active window is highlighted. This is a fast
way to select all the text in a report or chart before coping it to another program, such as your email
program.
Note: the headers and footers will not be copied by using Select All and then Copy. The report or chart
must be saved to a file in order to preserve the header and footer.

Find
Find in the Edit menu displays the Find dialog box. This is used to find a word or phrase in the document
displayed in the active window. Enter the text you want to search for in the Find What field and then click
on the Find Next button. Each time you click on Find Next, the next occurrence of the search word or
phrase will be found. You also can close the Find dialog box and use the Find Next command in the Edit
menu.
Use Dialog Help to obtain detailed information about each object contained in the Find dialog box.

Find Next
Find Next in the Edit menu finds the next occurrence of the last word or phrase entered into the Find
dialog box. Each time you click on Find Next, the next occurrence of the search word or phrase will be
found.

Replace
Replace in the Edit menu displays the Replace dialog box. This is used to find a word or phrase in the
document displayed in the active window, and then to replace it with different text. Enter the text you want
to search for in the Find What field and the replacement text in the Replace With field. Then click on the
Find Next button to find the first occurrence of the search text. To replace this text, click on the Replace
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button. This will replace the text and find the next occurrence of the search text. If you do not want to
replace this particular occurrence of the search text, but want to continue searching for other occurrences
in the document, then click on the Find Next button instead of Replace. The Replace All button replaces
all occurrence of the search text without prompting you. Be careful using Replace All, as you can not
undo these changes.
Use Dialog Help to obtain detailed information about each object contained in the Replace dialog box.

Insert Page Break


Insert Page Break in the Edit menu is used to insert a hard page break at the cursor location. When the
document is printed, a new page will begin where this page break has been inserted. The inserted page
break is shown on the screen as a line of dots. Only hard page breaks are displayed on the screen. Soft
page breaks, which are automatically inserted by the program, are not shown.

Insert File
Insert File in the Edit menu displays the Insert File dialog box. This is used to insert a previously saved
text file at the cursor location. Either Rich Text Formatted files or Standard ASCII text files can be
inserted. This is useful if you want to add your own thoughts to a report and have previously saved a
group of paragraphs for this purpose. If the inserted text is not already formatted, you can use the Format
menu to assign predefined format styles to each inserted paragraph.

Read Only
Read Only in the Edit menu toggles document write protection on and off for all open windows. When a
check mark is shown next to Read Only, text displayed in the active window can not be edited or
changed. To be able to make text changes, click on Read Only to remove the check mark. Click on it
again to make the document Read Only.
If you will not be editing any documents, it is a good idea to enable Read Only to prevent accidental
changes to the displayed reports and charts.

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Format Menu
Bold, Italic and Underline
Clicking on Bold in the Format menu makes the selected text in the active window bold.
Clicking on Italic in the Format menu makes the selected text in the active window italic.
Clicking on Underline in the Format menu makes the selected text in the active window underlined.

Cover Title, Cover Subtitle, Cover Text, Heading,


Subheading, Body Text, Rpt Chart Text and NUM
Chart Text
Clicking on one of the style names in the Format menu formats the selected text in the active window.
This will assign the font name, size, color, and bold, italic and underline attributes -- as well as the
paragraph alignment -- that have been previously set in the Format Tab of the Report Options dialog box.
To correctly apply the style, the entire paragraph must be selected, including the very first and last
characters of the paragraph.
Cover Title refers to the title text shown on the cover page of the report. Cover Subtitle, if present,
applies to the dates just below the Cover Title for the Yearly Report. Cover Text refers to all other text on
the cover page. Heading refers to the major titles for each new section of a report. Subheading refers to
minor titles. Body Text refers to the bulk of the text that makes up a report and that appears after a
Heading or Subheading. Rpt Chart Text refers to the text just on the chart page of a report, which occurs
immediately after the cover page. NUM Chart Text refers to all of the text on the Numerologist Chart.

Keep With Next


Keep With Next in the Format menu is used to keep adjacent paragraphs together on the same page
when the document is printed. For example, a Subheading paragraph, the blank lines after it and the first
Body Text paragraph should all print on the same page. If there is only room at the bottom of a page to
print the Subheading but not at least two lines of the Body Text, then a new page should start before
printing the Subheading and the text that follows it.
To accomplish the above, select all the paragraphs, except the last one in the group, that you want to
assure will always print together on the same page. When selecting text, make sure that the very first
character of the beginning paragraph and the very last character of the ending paragraph are selected.
Then click on Keep With Next.

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Options Menu
Ease of Use Mode
Professional Numerologist offers 3 different user interface modes: Beginner, Intermediate and
Advanced. When you use Professional Numerologist for the very first time, it starts in Beginner mode.
This makes it easier to learn how to use the program by displaying the First Time Instructions and Setup
dialog box each time the program starts, and every time thereafter when you click on the File menu and
then New Reports.
Once you are experienced using the program and know how to enter data and display and print reports, it
is recommended that you switch to Intermediate mode. This bypasses the initial, First Time Instructions
and Setup dialog box and takes you directly to the Data Entry for New Reports dialog box.
If you have previously used version 4 of Professional Numerologist, you may be more comfortable using
the Advanced mode, which works the same way the earlier version did. Experiment with the different
modes and use the one you feel most comfortable with.
The dialog box sequence, and how to start the sequence, for each mode are shown below:
Beginner
First Time Instructions and Setup --> Data Entry for New Reports (with Display All, Print All and Save All
buttons)
First Time Instructions and Setup displays when program first starts and every time the File menu, New
Reports is clicked.
Intermediate
Data Entry for New Reports (with Display All, Print All and Save All buttons)
Data Entry for New Reports displays every time the File menu, New Reports is clicked.
Advance
Data Entry for New Reports (without Display All, Print All and Save All buttons)
Data Entry for New Reports displays every time the File menu, New Reports is clicked.

Report Options
Reports in the Options menu displays the Report Options dialog box which allows you to configure the
way the reports look. These settings have no affect on Numerologist Chart. Each of the Tabs is
described below.

Cover Info
This Tab allows you to enter 6 lines of personal information that are displayed at the bottom of each
report cover page. These are typically used to enter you name, address, telephone number, website,
email address and/or a sales message. Each line is horizontally centered on the page and can be made
bold, italic or underlined by first clicking anywhere in the field and then clicking on one or more of the font
attribute buttons. Click a font attribute button again to remove that attribute from a line. If you do not need
all 6 lines, just leave the extra fields blank.

Format
The Format Tab allows you to set the 7 format styles used in each of the reports. In addition, there is an
8th style, Cover Subtitle, used only in the Yearly Report. If the Yearly Report is not enabled, this style will
not be visible. Setting the styles here does not actually change any text for reports already displayed. It
only affects reports that are processed after the styles are set. The Format menu is used to apply text
styles to displayed reports and uses the styles set on the Format Tab.
To change a style, click on the style name in the Select Format Style To Change list box and then click on
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the Change button to display the Font dialog box. Alternatively, you can double click on the style name to
bring up the Font dialog box. From this dialog box, choose the font name, size, color, and bold and italic
attributes that you want for this particular style. Click on the OK button when you are done. (Note: the
Strikeout and Underline options are not supported.)
In addition, the paragraph alignment can be set for the Heading, Subheading and Body Text styles. To
return all 8 styles to the original program default values, click the Reset button.

Page Margins
The Page Margins Tab lets you set the Top, Bottom, Left and Right margins, as well as the Header and
Footer distances. Measurements can be displayed in either inches or centimeters. These settings affect
all pages, including the Cover Page. To return these values to the original program defaults, click the
Reset button.

Cover Margins
This Tab allows you to adjust the margins on just the Cover page, if necessary. First set the Format
Styles and the Page Margins before making any changes to the Cover Margins. Then print a test report
for the Numerology Report, Relationship Report and Yearly Report and see if the cover text seems
properly aligned on the page. If you have used the default settings for Format Styles and Page Margins it
should not be necessary to change the Cover Margins. If you are not satisfied with the vertical centering
of the text on each cover page, then make the necessary adjustments on the Cover Margins Tab. See the
instructions on this Tab for additional information. To return these values to the original program defaults,
click the Reset button.

Use Dialog Help to obtain detailed information about each object contained in the Report Options dialog
box.

Chart Options
Chart in the Options menu displays the Chart Options dialog box which allows you to configure the way
Numerologist Chart works. These settings have no affect on Numerology Report, Relationship
Report and Yearly Report. Each of the Tabs is described below.

System
This Tab allows you to select the system of numerology that you want Numerologist Chart to use. This
affects the default names used for the core elements, how the calculations are performed, as well as
other aspects of the chart. You can choose the system used by Matthew Goodwin, Juno Jordan or a
Universal approach. After selecting one of these systems, you can change the default names used by
that system, for each of the core elements shown. To return these settings, as well as the settings on the
Numbers and Progressions Tabs, to the original program defaults, click the Reset button.
Note: the system of numerology that you select will affect the initial settings on the Numbers and
Progressions Tabs. However, these settings can still be changed when you are on those Tabs. Any
changes, though, will be lost if the system of numerology is modified or reset after making these changes.

Numbers
This Tab allows you to select the numbering system used by Numerologist Chart. You can choose the
Pythagorean, Chaldean or a Custom numbering system. If you select either the Pythagorean or Chaldean
system, the numbers that correspond to each of the 26 letters of the alphabet are shown and can not be
changed. If you want to assign different numbers to each of the letters, then select the Custom option.
This allows you to enter the numbers 1 through 9 for each letter.

Progressions
This Tab allows you to set when the Transits and Essences begin, either at birth or age one. In addition,
you can set the number of Pinnacles to use.
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Font
This Tab allows you to change the font size, color, and bold and italic attributes for the font used in
Numerologist Chart. This font name is set to Courier New and can not be changed. Also, the Strikeout
and Underline attributes are not supported.
In addition, the Line Draw Character, which is used to create the lines and boxes on each Numerologist
Chart, can be set to either a special line draw character included with Professional Numerologist, or to
dashes and pluses. For normal use, the special line draw character should be selected. If you are going
to email a chart to a friend or client, though, use dashes and pluses. If you do not use dashes and pluses,
the recipient of the email will not be able to read the chart, as they will not have the special line draw font
installed on their system.

Margins
The Margins Tab lets you set the Top, Bottom, Left and Right margins, as well as the Footer distance.
Measurements can be displayed in either inches or centimeters. These settings affect all three pages of
the chart. To return these values to the original program defaults, click the Reset button.

Use Dialog Help to obtain detailed information about each object contained in the Chart Options dialog
box.

Misc Options
Misc in the Options menu displays the Miscellaneous Options dialog box which allows you to configure
the way Numerology Report, Relationship Report, Yearly Report and Numerologist Chart work.
Each of the Tabs is described below.

Y/W as Vowels
This Tab allows you to determine how the letters Y and W are treated. By checking either or both of these
option boxes, you are telling Professional Numerologist to allow these letters to sometimes be a vowel
and to sometimes be a consonant, based on a set of rules. If either or both of these option boxes are
unchecked, then these letters always are treated as consonants. See the Related Topics below for more
information.

Use Dialog Help to obtain detailed information about each object contained in the Miscellaneous Options
dialog box.

Auto Capitalize
Auto Capitalize in the Options menu toggles the auto capitalize function on or off, each time it is clicked.
When Auto Capitalize is disabled, the AC panel in the Status Bar is dimmed. Enabling Auto Capitalize
speeds up data entry by allowing you type all names in lower case. Professional Numerologist then
automatically capitalizes the first letter of each name.

Auto Detect Y and W


Auto Detect Y and W in the Options menu toggles the automatic determination of the letters Y and W as
vowels or consonants on or off, each time it is clicked. When Auto Detect is disabled, the AV panel in the
Status Bar is dimmed. If Y and W are set to always be consonants, then Auto Detect Y and W is grayed
out and unavailable. See the Related Topics below for more information.

View Size
View Size in the Options menu allows you to set the size of the screen display from 50% to 100% of the
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screen width, in increments of 10%. The Actual Size option sets the display to use actual font sizes.
Changing the View Size can make it easier to see more of each report, particularly when displaying
multiple reports at one time. See the Related Topics below for more information.

Show Toolbar
When a check mark is shown next to Show Toolbar in the Options menu, the Toolbar -- located at the
top of the screen and just below the menu -- is displayed. Clicking this option alternates between showing
and not showing the Toolbar. By removing the Toolbar, more of the displayed document can be seen.

Show Status Bar


When a check mark is shown next to Show Status Bar in the Options menu, the Status Bar -- located at
the very bottom of the screen -- is displayed. Clicking this option alternates between showing and not
showing the Status Bar. By removing the Status Bar, more of the displayed document can be seen.

Show Menu Descriptions


When a check mark is shown next to Show Menu Descriptions in the Options menu, the left most panel
of the Status Bar -- located at the very bottom of the screen -- displays short, helpful descriptions of
whichever menu item is highlighted. Clicking this option alternates between showing and not showing
these descriptions. Normally, this option should be left on (check mark showing). However, in the rare
situation that you experience any kind of problem whereby Professional Numerologist seems to lock up,
turning this option off the next time you start the program may help you to gracefully exit the program. If
this happens, please report the problem to Technical Support at Widening Horizons.

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Window Menu
Maximize
The Maximize option in the Window menu causes the active window to occupy the full screen after it has
been reduced by using either the Arrange Horizontally or Arrange Vertically commands.

Arrange Horizontally
The Arrange Horizontally option in the Window menu rearranges the open windows so that up to four
windows can be seen at one time. (More than one window can be opened at a time, but if Professional
Numerologist is in Maximize mode, only one full screen window is visible.) If only two or three windows
are open, these windows will be arranged with a horizontal orientation. If there are more than four
windows open, the first four will be visible. See Related Topics below for more information about working
with multiple windows.

Arrange Vertically
The Arrange Vertically option in the Window menu rearranges the open windows so that up to four
windows can be seen at one time. (More than one window can be opened at a time, but if Professional
Numerologist is in Maximize mode, only one full screen window is visible.) If only two or three windows
are open, these windows will be arranged with a vertical orientation. If there are more than four windows
open, the first four will be visible. See Related Topics below for more information about working with
multiple windows.

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Help Menu
Help Topics
The Help Topics option in the Help menu displays Help for Professional Numerologist, where you can
select either the Contents, Index or Search (or Find) Tab. The Contents Tab is like a table of contents in a
book. The Index Tab is like the index at the back of a book. And the Search (or Find) Tab allows you to
search for specific words or phrases.

Visual Tutorial
The Visual Tutorial is an easy way to learn how to use Professional Numerologist. Each of the 5 slides
contains screen shots and descriptions that show how the program works. At the bottom of each slide are
Previous and Next links that take you forward or backward through the slide show. This is an excellent
way to quickly learn about this powerful program.

Report Totals
Report Totals in the Help menu displays the Report Totals dialog box, which shows how many
Numerology Reports, Relationship Reports, Yearly Reports and Numerologist Charts have been
processed during the most recent four quarters. A copy of this report can be printed by clicking on the
Print button. The report will then be sent to the last printer that you printed to from within Professional
Numerologist. This provides an easy way to see how many reports you have processed during each of
the quarters shown.

Activate Reports and Chart


Clicking on Activate Reports and Chart in the Help menu provides access to three sub-menus, all
related to unlocking the modules that you decide to purchase when the trial period is over, or after
reinstalling software that was previously activated.

Activate Reports/Chart
Clicking on Activate Reports/Chart displays the Activate Reports and Chart dialog box. This is where
you find the unique Keys for Numerology Report, Relationship Report, Yearly Report and
Numerologist Chart, and where you enter the Activation Codes to enable each of these modules after
the trial period is over (or to re-enter previously purchased codes after a reinstall of the software). After
you enter the Activation Codes and click the OK button to exit the dialog box, you will be prompted to
save the Keys and Activation Codes to a floppy diskette, CD, DVD or USB Flash Memory. This step is
optional, but saving the Keys and Activation Codes can make it easier to reinstall professional
Numerologist on either this or another computer. Using this backup is faster then manually re-entering the
codes. You can also click on the Print button to print a listing of the Keys and Activation Codes that will
allow you to manually re-enter these codes if you ever need to reinstall the software.
Use Dialog Help to obtain detailed information about each object contained in the Activate Reports and
Chart dialog box.

Save Keys/Activation Codes


If you choose not to save the Keys and Activation Codes after exiting the Activate Reports and Chart
dialog box, you can use Save Keys/Activation Codes to perform this function at another time. See
Activate Reports/Chart above.

Restore Keys/Activation Codes


If you need to reformat or replace your hard disk drive or want to install Professional Numerologist on
another computer that you own, you will need to restore the Keys and Activation Codes that you
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previously purchased. The fastest way to do this is to insert the floppy diskette, CD, DVD or USB Flash
Memory with the Keys and Activation Codes (if you created one of these earlier) into the appropriate drive
and then click on Restore Keys/Activation Codes. Both the original Keys and Activation Codes will be
restored, allowing you to run Professional Numerologist without having to get new Activation Codes (each
time you install Professional Numerologist, it creates a unique set of Keys that will be different than the
ones you used to purchase the original Activation Codes). If you did not previously save the Keys and
Activation Codes, then you will need to manually re-enter these codes. Click on Reinstalling, or Installing
On Another Computer for more information.
Note: The Keys and Activation Codes are saved in the file, Pnum Keys.dat, in one of the following
locations based on your operating system:
Windows 95, 98, Me, NT is saved in the root folder of whichever drive you select.
Windows 2000, XP, Vista, Windows 7 & 8 is saved in My Documents\Professional Numerologist
when saved to the system drive (the drive where Windows is installed). For all other drives, the file is
saved in the root folder.
Important Note: The License Agreement included with Professional Numerologist allows you to run
only one copy of the program at a time when it is installed on multiple computers that you own. If you
want to run several copies simultaneously, you need to purchase a copy for each system.

Ordering Information
Clicking on Ordering Information in the Help menu displays an Order Form, with the Keys for each of
the modules. You can either enter your ordering information directly on this form and then print it out, or
you can print it out first and then add your information by hand. You can then fax or mail this form to us,
along with your payment.

License Agreement
Clicking on License Agreement in the Help menu displays the License Agreement that was originally
displayed during program installation. This gives you the ability to review this agreement at any time, as it
contains important information about your rights for using Professional Numerologist and for distributing
the copyrighted reports.

Quick Start Instructions


Clicking Quick Start Instructions displays a detailed overview of Professional Numerologist. Reading
these instructions is a quick and easy way to learn how to use this program. There are many useful and
powerful features built into Professional Numerologist. Many are obvious and easy to use, but some
require that you dig a little deeper to learn about them. Reading the Quick Start Instructions will quicken
your mastery of this program. If you want to remove these instructions once they are displayed, click on
the File menu and then Close.
Note: These are the same instructions displayed in the First Time Instructions and Setup dialog box.

About Professional Numerologist


Clicking on About Professional Numerologist in the Help menu displays the About Professional
Numerologist dialog box. This dialog box shows the version number of the program, which modules have
been activated, a copyright notice, our website and an email address that you can use to contact us.

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Dialog Boxes
First Time Instructions and Setup
This dialog box is intended to make Professional Numerologist easier to learn when first beginning. Once
you become more familiar with how the program works, click Do not show this dialog box again to
prevent this from automatically displaying each time the program starts. This is the same as selecting
Intermediate in the Options menu, under Ease of Use Mode. The First Time Instructions and Setup
dialog box is also displayed whenever you click on New Reports in the File menu and Ease of Use
Mode is set to Beginner. Whenever you are at the main program screen and this dialog box is closed,
use New Reports to start again.
From this dialog box you can read the Quick Start Instructions, a detailed overview of how to use
Professional Numerologist. Clicking the link Print Quick Start Instructions will give you a printed copy for
use as a reference guide.
The Report Options, Chart Options and Misc Options can also be set from this dialog box by clicking
on the appropriate buttons. This allows Professional Numerologist to be configured to work the way you
want. Clicking on each button brings up the corresponding Options dialog box. Once you make your
changes, click the OK button in each Options dialog box to return to the First Time Instructions and Setup
dialog box.
Finally, when you are ready to enter the data for the reports you want, click on New Reports to bring up
the Data Entry for New Reports dialog box. Click Cancel if you want to return to the main program screen
without entering data for new reports.

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Data Entry for New Reports


The Data Entry for New Reports dialog box is used to enter the names and birth date data for up to 20
people, and to select the reports you want to generate for each person. Begin by selecting the reports you
want for the first person, and then entering the Personal Data and Forecast Data for that person. If you
want to save the Personal Data for future use, click on Save Name. That person's data will now be
available by clicking on the Down Arrow on the right side of either the Full Name Given at Birth or Full
Name Commonly Used Today field. If you make a mistake, clicking on Clear Person allows you to start
over for that person. If you are doing a Relationship Report or are entering data for more then one
person, click on Next Person to enter the data for the next person (Relationship Reports always require
data for 2 people). You can review all the entered data when done by clicking on List or using the VCR
buttons to move backward and forward through each record.
Once all the data is entered, and if in Beginner or Intermediate mode, click on either the Display All,
Print All or Save All button to close the Data Entry for New Reports dialog box and send all the reports
for each person to either the screen, printer or individual files.
Once all the data is entered, and if in Advanced mode, click on Done to close this dialog box and return
to the main program screen. Then, click on Display All, Print All or Save All in the File menu, or on the
Toolbar, to send all the reports for each person to either the screen, printer or individual files.
All the previously entered data is saved until either you exit the program or open the Data Entry for New
Reports dialog box and click on New Data. Clicking on New Data erases all the previously entered data
and allows you to start over again with new data.
Each of the different parts of the dialog box are described below in more detail.

Numerology Report
This is where you select which of the Numerology Report options you want for each person.

None
Do not process a Numerology Report for this person. This should be selected if you are processing
a Relationship Report, Yearly Report and/or Numerologist Chart, and do not want a Numerology
Report to be included.

Full Report
Process a full Numerology Report, consisting of the Personality and Progressed sections, for this
person.

Personality Only
Process just the Personality portion of the Numerology Report for this person.

Progressed Only
Process just the Progressed portion of the Numerology Report for this person.

Chart
If checked, a one page Chart will be processed, in addition to any of the above Numerology Report
options selected for this person. This is useful when you are doing a reading and want a summary
chart to read from, as well as a report to give to the person.

Relationship Report
This is where you select which of the Relationship Report options you want for each person.

None
Do not process a Relationship Report for this person. This should be selected if you are processing
a Numerology Report, Yearly Report and/or Numerologist Chart, and do not want a Relationship
Report to be included.

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Full Report
Process a full Relationship Report, consisting of the Personality and Progressed sections, for this
person.

Personality Only
Process just the Personality portion of the Relationship Report for this person.

Progressed Only
Process just the Progressed portion of the Relationship Report for this person.

Chart
If checked, a one page Chart will be processed, in addition to any of the above Relationship Report
options selected for this person. This is useful when you are doing a reading and want a summary
chart to read from, as well as a report to give to the person.

Yearly Report
This is where you select which of the Yearly Report options you want for each person.

None
Do not process a Yearly Report for this person. This should be selected if you are processing a
Numerology Report, Relationship Report and/or Numerologist Chart, and do not want a Yearly
Report to be included.

Full Report
Process a full Yearly Report, consisting of the Yearly and Monthly sections, for this person.

Years Only
Process just the Yearly section of the Yearly Report, consisting of the Personal Year and Essence,
for this person.

Months Only
Process just the Monthly sections of the Yearly Report, consisting of the Personal Months and Key
Personal Days, for this person.

Chart
If checked, a one page Chart will be processed, in addition to any of the above Yearly Report
options selected for this person. This is useful when you are doing a reading and want a summary
chart to read from, as well as a report to give to the person.

Numerologist Chart
This is where you select which of the Numerologist Chart options you want for each person.

None
Do not process a Numerologist Chart for this person. This should be selected if you are processing
a Numerology Report, Relationship Report, and/or Yearly Report, and do not want a
Numerologist Chart to be included.

Full Chart
Process a full Numerologist Chart, consisting of the Summary and Progressed pages, for this
person.

Summary
Process just page 1, the Summary page of the Numerologist Chart, for this person.

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Personal Data
This is where you enter the birth name, name used today, date of birth and any notes you want to keep
for each person.

Full Name Given at Birth


Enter the full name given at birth, including the complete middle name if there is one. This is usually
the name as it exactly appears on the birth certificate. If the name on the birth certificate was never
used or was changed shortly after birth, for whatever reason, the name on the birth certificate is still
the correct name to use. The only exceptions: (1) if a clerical error has occurred, use the actual name
given at birth, or (2) if the person was adopted within 12 months of birth, use the full adopted name
instead.
If a name is hyphenated, enter the name with the hyphen. If the last name is made of compounds,
combine them into one name, placing an underscore character between each compound part. If the
name contains a Jr. or Sr. or II, III, etc., following the name, then omit it. Two character letters, used
in foreign alphabets such as Spanish (CH, LL, RR and AE), are surrounded with a left and right
parenthesis, i.e., CH is entered as (CH).
You also can click on the down arrow on the right side of the name field to select the name of a
person previously saved.
See the Quick Start Instructions or How To Enter Names for more information about correctly
entering names.

Full Name Commonly Used Today


Enter the full name most commonly used today. If several different names are used, enter the full
name most strongly identified with. That's usually the name used with family and close friends.
Sometimes, if the person has strong career identification, it's the name used in their professional
work. Only use the middle name (or initial) if they more strongly identify with it than without it.
You also can click on the down arrow on the right side of the name field to select the name of a
person previously saved.
See the Quick Start Instructions or How To Enter Names for more information about correctly
entering names.

Date of Birth
Enter the month, day and year of birth, either as June 12, 1985 or 6/12/1985, for example. The
order that the month, day and year are entered depends on the language setting in Windows. The
actual date is displayed in the left pane of the Status Bar as you enter it.
See How To Enter Birth Dates for more information about entering the date of birth.

Notes
Enter any notes that you want to keep for this person. Press Ctrl+Enter to start a new paragraph.
When you click on Save Name, these notes, along with the Personal Data entered, will be saved and
can be later recalled by clicking on the down arrow on the right side of the Full Name Given at Birth
or Full Name Commonly Used Today text boxes.

Forecast Data
This is where you enter the year and month to begin a forecast, as well as the length of the forecast.

Year to Begin
Enter the Year, as a 4 digit number, that you want the forecast to begin in.

Month to Begin
Enter the Month, either as a 1 or 2 digit number or as a name consisting of at least 3 letters, that you
want the forecast to begin in. You also can click on the drop-down arrow to select the month.
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Number of Months
Enter the length of the forecast, in years if the Years only option is selected or in months if any other
option is selected for the Yearly Report.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Exit
Click on Exit ( Beginner and Intermediate modes) if you want to close the Data Entry for New Reports
dialog box after you have entered some or all of the data without displaying, printing or saving the
reports at this time. When you are ready to process the reports, click on Display All, Print All or
Save All in the File menu, or on the Toolbar, to actually process the reports.

Done
Click on Done ( Advanced mode) to close the Data Entry for New Reports dialog box after you have
entered all the required data and are ready to display, print or save the reports. Then, click on
Display All, Print All or Save All in the File menu, or on the Toolbar, to actually process the reports.

Next Person
Click on Next Person when you are done entering data for the current person and want to enter data
for another person. Data for a maximum of 20 people can be entered.

Save Name
Click on Save Name to save the Personal Data just entered. To recall this data at a later time, click
on the down arrow on the right side of either the Full Name Given at Birth or Full Name Commonly
Used Today text boxes, and then on the name you want from the list.

Delete Name
To delete a name you previously saved, click on the down arrow on the right side of either the Full
Name Given at Birth or Full Name Commonly Used Today text box, and then on the name you
want to remove. The data for this person will be displayed. Then, click on Delete Name to remove the
Personal Data for this person.

Clear Person
Click on Clear Person to reset the Personal Data to blank for the current person.

New Data
Click on New Data when you are ready to enter data for a new group of people. This is usually done
after you have processed the reports and/or charts for the data you previously typed in. The data
entered earlier will be deleted.

List
Click on List to display the Birth Name, Name Used Today and Date Of Birth for all the people you
have entered data for. This makes it easy to review all the data at one time. If you find an error in one
of the names, just click on that name and then the Select button to display that person. You can now
make any edit changes required.

Double Left Arrow


Displays the Personal Data for the first person entered. This switches data entry to Edit Mode, as
indicated by the letter E in front of the Record Number in the Status Bar, allowing you to edit any
previously entered data.

Single Left Arrow


Displays the Personal Data for the previous person. This switches data entry to Edit Mode, as
indicated by the letter E in front of the Record Number in the Status Bar, allowing you to edit any
previously entered data.

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Single Right Arrow


Displays the Personal Data for the next person, if you are not already on the last record, allowing you
to edit this previously entered data.

Double Right Arrow


Displays the Personal Data for the last person entered, allowing you to edit this previously entered
data.

Cancel
Allows you to exit the Data Entry for New Reports dialog box without saving the data just entered for
the displayed person.

Display All
The Display All button is available only in Beginner and Intermediate modes. Clicking Display All
closes the Data Entry for New Reports dialog box and sends all reports to the screen. Each report is
in its own window. Click the View Next Report or View Previous Report arrow buttons in the
Toolbar to cycle through all the reports, or click on the Windows menu and then the title of the report
you want to view.

Print All
The Print All button is available only in Beginner and Intermediate modes. Clicking Print All closes the
Data Entry for New Reports dialog box and sends all reports to the printer.

Save All
The Save All button is available only in Beginner and Intermediate modes. Clicking Save All closes
the Data Entry for New Reports dialog box and sends all reports to individual files. Each file name
consists of the report type followed by the person's name.

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Select Person To Edit


The Select Person To Edit dialog box allows you to select the person you want to review or edit by
clicking anywhere within the row to highlight that person's data and then clicking on the Select button.
You also can double-click anywhere on the row to immediately bring up that person in the Data Entry for
New Reports dialog box.
Each of the different parts of the dialog box are described below.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Select
Click the Select button to review or edit the person you have highlighted.

Cancel
Click the Cancel button to return to the Data Entry for New Reports dialog box without changing the
person displayed.

Select Reports To Display, Print or Save


The Select Reports dialog box displays a list of all the reports about to be processed, from which you can
choose the ones you actually want to process. To select all the reports listed, just click the Select All
button, or press the Enter key, without highlighting any reports. To select some of the reports, but not all
of them, highlight just the ones you want by clicking on the first report desired, then pressing and holding
the Ctrl key while clicking on all the other reports you want to include. You also can select a continuous
block of reports by clicking on the first report in the group, pressing and holding the Shift key, and then
clicking on the last report in the group.
Normally, you will select all reports, but there will be occasions when you want to process only some of
the reports. For example, if your printer runs out of toner or ink in the middle of processing a batch of
reports, you only need to print the remaining reports not printed yet, including the one your printer was in
the middle of when it ran out of toner or ink. Once you have replaced the toner or ink cartridge, use this
dialog box to select the unprinted reports.
Each of the different parts of the dialog box are described below.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Select All
Click the Select All button to process all the reports listed, irrespective of which ones are highlighted.

Select
Click the Select button to process just the reports you have highlighted.

Cancel
Click the Cancel button to exit from processing reports and to return to the main window.

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Find
The Find dialog box is used to search for text within the displayed report or chart. Each of the different
parts of the dialog box are described below.

Find what
Type the text you want to search for.

Match whole word only


Searches for occurrences that are whole words and not part of a larger word.

Match case
Distinguishes between uppercase and lowercase characters, finding only those occurrences in which the
capitalization matches the text you typed in the Find what box.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Find Next
Finds the next occurrence of the text specified in Find what.

Cancel
Closes the dialog box.

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Replace
The Replace dialog box is used to find text within the displayed report or chart, and then to replace this
text with new text. This dialog box is only available if Read Only in the Edit menu is unchecked. Each of
the different parts of the dialog box are described below.

Find what
Type the text you want to search for.

Replace with
Type the text you want to use as the replacement text.

Match whole word only


Searches for occurrences that are whole words and not part of a larger word.

Match case
Distinguishes between uppercase and lowercase characters, finding only those occurrences in which the
capitalization matches the text you typed in the Find what box.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Find Next
Finds the next occurrence of the text specified in Find what.

Replace
Finds the next occurrence of the text specified in Find what and replaces it with the text in Replace
with.

Replace All
Finds all occurrences of the text specified in Find what and replaces it with the text in Replace with.

Cancel
Closes the dialog box.

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Report Options | Cover Info


The Cover Info Tab of the Report Options dialog box allows you to enter text that appears at the bottom
of each report cover page. This is typically used to enter your name, address, telephone number, website,
email or a sales message, but can also be left blank. Each of the different parts of the dialog box are
described below.

Cover Name and Address (Lines 1 - 6)


Enter up to 6 lines of text that will appear centered, and at the bottom of the Cover Page, for each report.
You can enter your name, address, telephone number, website, email address and a sales message, for
example. You also can make any line a combination of bold, italic or underlined by clicking on the 3
buttons at the bottom of the dialog box whenever the cursor is located in the text box you want to modify.

Format Buttons
Clicking on one of these buttons allows you to format the entire line of text entered into any of the text
boxes, as described below.

Bold
Makes the entire line where the cursor is located Bold. Can be used in combination with the Italic and
Underline attributes.

Italic
Makes the entire line where the cursor is located Italic. Can be used in combination with the Bold and
Underline attributes.

Udrln
Makes the entire line where the cursor is located Underlined. Can be used in combination with the
Bold and Italic attributes.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Report Options | Format


The Format Tab of the Report Options dialog box allows you to set the character and paragraph
formatting for the various format styles used in the reports. Each of the different parts of the dialog box
are described below.

Select Format Style to Change


Select which of the following eight report format styles you want to review or change, by either double
clicking the style name or by single clicking the name and then clicking the Change button.
Cover Title refers to the title text shown on the cover page.
Cover Subtitle, if present, applies to the dates just below the Cover Title for the Yearly Report.
Cover Text refers to all other text on the cover page.
Headings refer to the major titles for each new section of a report.
Subheadings refer to minor titles.
Body Text refers to the bulk of the text that makes up a report.
Chart Text refers to text just on the chart page, which occurs immediately after the cover page.
Footer & Line Color refers to the header and footer portions of each printed page, not including the
cover, that contain the thick horizontal line at the top of the page, and the thin horizontal line, the report
title and person's name at the bottom of the page.

Paragraph Alignment
Sets the paragraph alignment to either Left, Center, Right or Full for the Headings, Subheadings and
Body Text styles. If any of the other styles are selected, Paragraph Alignment will be dimmed.

Left
Aligns the left edge of the text to the left margin.

Center
Centers the text between the left and right margins.

Right
Aligns the right edge of the text to the right margin.

Full
Aligns the left edge of the text to the left margin and the right edge of the text to the right margin.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Change
Click the Change button to display the Font dialog box for the selected format style. From this dialog
box you can review or change the Font, Font Style, Size and Color. Strikeout and Underline are
ignored.

Reset
Resets all Format Styles and Paragraph Alignments to the default settings.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Report Options | Page Margins Tab


The Page Margins Tab of the Report Options dialog box allows you to set the page margins used for
printing all pages, except the Cover Page, of the Numerology Report, Relationship Report and Yearly
Report. Each of the different parts of the dialog box are described below.

Margins
This is where you enter the Top, Bottom, Left, Right, Header and Footer margins.

Top
Enter the distance you want between the top of the printed page and the top of the first line on the
page.

Bottom
Enter the distance you want between the bottom of the printed page and the bottom of the last line on
the page.

Left
Enter the distance you want between the left edge of the printed page and the left edge of the text.

Right
Enter the distance you want between the right edge of the printed page and the right edge of the text.

Header
Enter the distance you want from the top of the printed page to the top of the horizontal header line.

Footer
Enter the distance you want from the bottom of the printed page to the bottom of the report title and
page number in the footer.

Measurement
Choose between inches and centimeters for the margin settings.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Reset
Resets the margins to the default values.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Report Options | Cover Margins Tab


The Cover Margins Tab of the Report Options dialog box is used to set the Cover Page margins for the
Numerology Report, Relationship Report and Yearly Report. Each of the different parts of the dialog
box are described below.

Numerology Report
This is where you can adjust the top and bottom margins for the Numerology Report cover page.

Top
Enter the number of blank lines that print before the Cover Title on the first page of the Numerology
Report.

Bottom
Enter the number of blank lines that print between the person's name (right below the Cover Title)
and the first line of the name and address section at the bottom of the cover page, for the
Numerology Report.

Relationship Report
This is where you can adjust the top and bottom margins for the Relationship Report cover page.

Top
Enter the number of blank lines that print before the Cover Title on the first page of the Relationship
Report.

Bottom
Enter the number of blank lines that print between the second person's name (right below the Cover
Title and first person's name) and the first line of the name and address section at the bottom of
the cover page, for the Relationship Report.

Yearly Report
This is where you can adjust the top and bottom margins for the Yearly Report cover page.

Top
Enter the number of blank lines that print before the Cover Title on the first page of the Yearly
Report.

Bottom
Enter the number of blank lines that print between the report's ending date and the first line of the
name and address section at the bottom of the cover page, for the Yearly Report.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Reset
Resets the top and bottom margins for the 3 reports to the default settings.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.
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Chart Options | System Tab


The System Tab of the Chart Options dialog box allows you to choose between 3 different systems of
numerology for Numerologist Chart (this does not affect the Numerology, Relationship and Yearly
Reports which always uses the Matthew Goodwin system). Each of the different parts of the dialog box
are described below.

System of Numerology
This is where you select the particular system of numerology to use that determines how all the
calculations are done in Numerologist Chart. If you do not know which system to use, select the default
setting of Matthew Goodwin.

Matthew Goodwin
The method of calculations, as well as the nomenclature used for the various elements of the chart,
are based on the work of Matthew Oliver Goodwin, author of Numerology: The Complete Guide.

Juno Jordan
The method of calculations, as well as the nomenclature used for the various elements of the chart,
are based on the work of Juno Jordan, author of Numerology -- The Romance in your Name.

Universal
The method of calculations, as well as the nomenclature used for the various elements of the chart,
are based on a combination of different authors.

Core Elements Names


This is where you can change any of the labels used for the various core elements once you have
selected the System of Numerology you want to use.

Sum of Birth Month, Day and Year


The name displayed on the Numerologist Chart that corresponds to the sum of the month, day and
year for the date of birth. You can change the default name if you rather use a different one.

Sum of all Letters in Name


The name displayed on the Numerologist Chart that corresponds to the sum of all the letters in the
full birth name. You can change the default name if you rather use a different one.

Sum of all Vowels in Name


The name displayed on the Numerologist Chart that corresponds to the sum of all the vowels in the
full birth name. You can change the default name if you rather use a different one.

Sum of all Consonants in Name


The name displayed on the Numerologist Chart that corresponds to the sum of all the consonants
in the full birth name. You can change the default name if you rather use a different one.

Sum of Birthdate and Name Numbers


The name displayed on the Numerologist Chart that corresponds to the sum of the month, day and
year for the date of birth, added to the sum of all the letters in the full birth name. You can change
the default name if you rather use a different one.

Total number of Letters in Name


The name displayed on the Numerologist Chart that corresponds to the number of letters in the
full birth name. You can change the default name if you rather use a different one.

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Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Reset
Resets the names to the default values that correspond to the System of Numerology selected. Also
resets the Numbering System to Pythagorean, the Transits and Essences to Start at age 0 and
the number of Pinnacles to 4, that are set on the other Tabs. Y/W as Vowels, under Miscellaneous
Options, are also reset to correspond to the System of Numerology selected.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Chart Options | Numbers Tab


The Numbers Tab of the Chart Options dialog box allows you to choose between the Pythagorean or
Chaldean numbering system, or to enter your own numbers for each of the 26 letters of the alphabet.
Each of the different parts of the dialog box are described below.

Numbering System
This is where you select the particular numbering system to use which determines how all the calculations
are done in Numerologist Chart. If you are not sure which one to choose, use the default selection of
Pythagorean.This does not affect the Numerology, Relationship and Yearly Reports which always
uses the Pythagorean numbering system.

Pythagorean
Selects the Pythagorean numbering system for the letter to number assignments.

Chaldean
Selects the Chaldean numbering system for the letter to number assignments.

Custom
Allows you to enter any number, between 1 and 9, for the letter to number assignments, for each of
the 26 letters of the alphabet.

Letter to Number Assignment (A - Z)


If you have selected the Custom numbering system, you can enter your own numbers, from 1 to 9, for
each of the 26 letters in the alphabet. Otherwise, the numbers displayed correspond to either the
Pythagorean or Chaldean numbering system, and can not be changed.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Chart Options | Progressions Tab


The Progessions Tab of the Chart Options dialog box allows you to choose what age to begin the
calculations for the Transits and Essences, and how many Pinnacles to calculate. Each of the different
parts of the dialog box are described below.

Transits & Essences


Selects which age, either 0 or 1, to begin the calculations for the Transits and Essences. If Start at age
0 is selected, the Transit and Essence calculations begin at birth. If Start at age 1 is selected, the
calculations begin at age 1. If you are not sure which one to choose, use the default setting, Start at age
0. None of the other progressed calculations are affected.

Pinnacles
Selects the number of Pinnacles to calculate. Either 4, or 5 or more Pinnacles can be selected for the
Progressed portion of the Numerologist Chart. Four Pinnacles is the norm and should be chosen if you
are not sure which one to use. Five or more Pinnacles is more experimental and only used by a small
number of numerologists.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Chart Options | Font Tab


The Font Tab of the Chart Options dialog box allows you to choose between two different types of
characters for drawing the lines and boxes used in the Numerologist Chart. Each of the different parts of
the dialog box are described below.

Line Draw Character


If the Special line draw characters option is selected, then a special True Type font is used to create the
line draw characters, producing good looking, solid lines. This is available only for use on this system and
is the font normally used. If you email a Numerologist Chart to someone else, they will not have this font
installed on their system, resulting in an unreadable chart.
If the Dashes and pluses option is selected, then the dash, vertical line and plus sign characters are
used to create lines and boxes. Use this option if you will be emailing someone a Numerologist Chart,
so that it will be readable on their system. Remember to reset it back to Special Line Draw Character
when you no longer need to produce charts to email.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Font
Allows you to select the font size, and bold, italic and color attributes for the text in the
Numerologist Chart. The font name, Courier New, can not be changed.

Reset
Resets the font characteristics and the Line Draw Character to the default settings.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Chart Options | Margins Tab


The Margin Tab of the Chart Options dialog box allows you to set the page margins used for printing the
Numerologist Chart. Each of the different parts of the dialog box are described below.

Margins
This is where you enter the Top, Bottom, Left, Right and Footer margins.

Top
Enter the distance you want between the top of the printed page and the top of the first line on the
page.

Bottom
Enter the distance you want between the bottom of the printed page and the bottom of the last line on
the page.

Left
Enter the distance you want between the left edge of the printed page and the left edge of the text.

Right
Enter the distance you want between the right edge of the printed page and the right edge of the text.

Footer
Enter the distance you want from the bottom of the printed page to the bottom of the page number in
the footer.

Measurement
Choose between inches and centimeters for the margin settings.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Reset
Resets the margins to the default values.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Miscellaneous Options | Y/W as Vowels Tab


The Y/W as Vowels Tab of the Miscellaneous Options dialog box allows you to treat the letters Y and/or
W either as vowels or consonants (that can be automatically or manually determined), or always as
consonants. Make your selection based on the system of numerology you work with. If you are not sure
how to make this selection, then check both boxes, which is the default. Each of the different parts of the
dialog box are described below.

Y is sometimes a vowel and sometimes a consonant


If checked, determines whether each occurrence of the letter Y in a name is a vowel or consonant.
If Auto Detect Y and W is selected (checked) in the Options menu, then this determination is made
automatically. Otherwise, each occurrence of the letter Y will bring up the Y Found in Name dialog box,
where you manually decide if this Y is a vowel or consonant. If both the birth name and name used
today text boxes contain the same name, you are asked only once to make this determination.
If the Y is sometimes a vowel and sometimes a consonant check box is cleared, than the letter Y
always is treated as a consonant.

W is sometimes a vowel and sometimes a consonant


If checked, determines whether each occurrence of the letter W in a name is a vowel or consonant.
If Auto Detect Y and W is selected (checked) in the Options menu, then this determination is made
automatically. Otherwise, each occurrence of the letter W will bring up the W Found in Name dialog box,
where you manually decide if this W is a vowel or consonant. If both the birth name and name used
today text boxes contain the same name, you are asked only once to make this determination.
If the W is sometimes a vowel and sometimes a consonant check box is cleared, than the letter W
always is treated as a consonant.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

Reset
Resets the Y is sometimes a vowel and sometimes a consonant and W is sometimes a vowel
and sometimes a consonant check boxes to the default setting of being checked.

OK
Applies and saves any changes you have made, and then closes the dialog box.

Cancel
Closes the dialog box without saving any changes that you have made, if the Apply button was not
first clicked.

Apply
Applies and saves any changes you have made without closing the dialog box.

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Report Totals
The Report Totals dialog box provides quarterly totals for each activated report and chart. The report and
chart names are in red until activated. When each report or chart is activated, it turns black and the total
is reset to zero. This provides a way to see how many reports and charts have been processed while in
trial mode (and how many you have left), as well as after each is activated. Each of the different parts of
the dialog box are described below.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

OK
Closes the dialog box.

Print
Prints a copy of the displayed Report Totals to the printer you selected the last time you printed a
report or chart.

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Activate Reports and Chart


The Activate Reports and Chart dialog box is used to manage the Keys and Activation Codes for the
Numerology Report, Relationship Report, Yearly Report and Numerologist Chart modules. Each of
the different parts of the dialog box are described below.

Unlock by entering old Keys and Activation Codes


For first time installation and activation, leave this box unchecked. If you are reinstalling the software,
then check this box to be able to enter the old Keys and Activation Codes you originally received.

Numerology, Relationship & Yearly Report and Numerologist Chart


This is where you enter the Activation Code for each of the modules you have purchased.

Key
The Activation Code is based on the 6 digit Key displayed here. This Key must be given to
Widening Horizons to obtain the necessary Activation Code that unlocks the module once the trial
period has ended. Also allows the entry of a previously used Key when reinstalling the software.

Activation Code
The Activation Code, provided by Widening Horizons after you purchase this module, is entered
here.

Activate
Click on the Activate button after the Activation Code for the module is typed in. If the correct code
has been entered, a confirmation message will be displayed.

License Extension
A License Extension is not required under the typical usage experienced by almost all of our customers.
An extension is only necessary if the number of reports processed in a quarter exceeds the amount
allowed by the License Agreement for Professional Numerologist. Click on the Help menu, License
Agreement to review this agreement.

Expires on
Shows the Expiration Date of the License Extension that has been granted to you, after the License
Code has been entered.

License Code
The License Extension Code, provided by Widening Horizons if you have entered into a separate
Licensing Agreement, is entered here.

Activate
Click on the Activate button after the License Code is typed in. If the correct code has been entered,
a confirmation message will be displayed.

Command Buttons
Clicking on one of these buttons allows you to take an action, as described below.

OK
Closes the dialog box.

Print
Prints a listing of the Keys and Activation Codes, which you will need to reinstall the program.

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Science of Numerology
Introduction
What Is Numerology?
Numerology is the study of the symbolism of numbers. It is used to determine a person's personality,
strengths and talents, obstacles to be overcome, inner needs, emotional reactions and ways of dealing
with others.

A Little History
The roots of numerology can be traced back some 10,000 years or more to Egypt and Babylonia.
Pythagoras, who developed many of the basic theorems that form the foundation of modern mathematics
(including the right triangle theorem taught in math classes today) is credited with formally organizing the
field about 2600 years ago in ancient Greece. At the turn of the twentieth century, an American woman, L.
Dow Balliet, and several of her contemporaries published a few books and started the modern phase of
numerology. The field grew slowly through several decades. Now, in the last half of the century,
increased research and publishing along with a marked resurgence of interest in numerology is taking
place.

How Numerology Works


Everything in the universe vibrates at its own particular frequency. By finding the vibration rate of any
object, you can establish the qualities and energies associated with it. By applying the principles of
numerology -- and using only the name and birth date as the basic data -- you can determine the major
frequencies of different people. A numerological analysis of the calculated frequencies provides
significant information on these people's personalities and character.

The Basics Of Numerology


The Basic Numerology Calculation
In the basic mathematical operation used in numerology, the numbers are reduced by simple addition.
The number 15, for instance, is reduced by adding 1 + 5 to get 6. Similarly, the number 1974 can be
reduced by adding 1 + 9 + 7 + 4 to get 21. The 21 can be further reduced by adding 2 + 1 to get 3.
In numerology, all numbers are reduced to the single digits 1 through 9 except the special master
numbers 11 and 22. 1, 2, 3, 4, 5, 6, 7, 8, 9, 11 and 22 represent the major vibration rates associated with
people's characteristics.
Letters in individuals' names are converted to numbers and then added together. These numbers, in turn,
are also reduced. The letter A, for instance, is 1; the letter B is 2; the letter C is 3, and so forth. The
following table shows the numbers assigned to all 26 letters in the English alphabet.
1
A
J
S

2
B
K
T

3
C
L
U

4
D
M
V

5
E
N
W

6
F
O
X

7
G
P
Y

8
H
Q
Z

9
I
R

By applying simple mathematical formulas to the numbers representing a person's name and birth date, a
numerologist can derive four major core elements and some twenty or thirty modifiers. A symbolic
evaluation of these elements and modifiers provides a remarkably complete and accurate character
analysis. (About half the information in the analysis, incidentally, comes from the birth date and half from
the name.)

The Symbolism Of Numbers


The symbolic analysis of the single digits and master numbers is the essence of a numerology report or
any other numerological character analysis. Since so many numbers are present and modify each other,
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the analysis is, as you might expect, a considerably complex operation. When you understand the basic
symbolism of the numbers outlined below, though, you'll have a useful grasp which should make it easier
for you to interpret the various parts of the report.
1:
2:
3:
4:
5:
6:
7:
8:
9:
11:
22:

independence, individuality, attainment;


leadership, pioneering, administrating.
cooperation, closeness, sensitivity;
balance and harmony, supportive.
expressing self, joy of living;
enthusiasm, optimism, creativity, sociability.
system and order, service, sense of limitation;
managing, working hard, practical, down-to-earth.
constructive use of freedom;
variety, excitement, progressive, creative.
balance, responsibility, love;
supportive, comforting, serving, helping.
analysis, understanding, introspective;
search for truth, spiritual understanding.
material satisfaction, accomplishment;
desire for success, power, recognition.
selflessness, humanitarianism;
giving without thought of return, compassionate.
illumination, nervous tension;
spiritual channel and teacher.
master builder, latent power, nervous tension;
spiritual understanding of material world, high ideals.

Significant Parts Of A Numerology Report


Of Primary Significance: The Core And The Core
Elements
The Core is the heart of any numerology analysis involving the personality portion of the reading. Much of
the most important information in a numerology report is derived from the four elements making up the
Core. These four elements are the Life Path, Expression, Soul Urge and Birthday.

Life Path
The Life Path is the most important number in the Core -- and certainly the most important number in a
numerology report, too. If you could only use one number to describe a person, that number would,
undoubtedly, be the Life Path.
The Life Path describes the major lessons to be learned in a person's life. These lessons often determine
the central focus of the life. The Life Path also clarifies the environment which is most conducive to
learning the lessons involved and describes, as well, some of the major characteristics likely to be
present in the individual's makeup. Most people have little trouble relating to their Life Path. Some people,
though, for their own reasons, have little interest in pursuing that particular direction.
The Life Path is derived by calculating the sum of the month, day and year of birth.

Expression
The Expression is the second most important number in the Core. It describes a person's potential talents
-- the natural abilities as well as the related character traits. For most of us, these talents and skills are
there at birth, although they are usually further developed as an individual grows and matures. Very often
-- but not always -- these particular abilities are of primary importance in a person's work and career.
Frequently, the talents described by the Expression form the central feature of an individual's career.
The Expression is derived by calculating the sum of the number values of all the letters in the name -- for
example, the letters in the full name appearing on the birth certificate.

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Soul Urge
The Soul Urge is the third most important number in the Core. It describes a person's inner motivation -what a person wants to be, to have and to do -- and the potential abilities and obstacles which
accompany that motivation. The Soul Urge is influential in determining a person's point of view and the
principles on which he acts. Although the Life Path and Expression are generally easy to see in a person,
the inner motivation is often a very private matter -- unless revealed through the use of numerology.
The Soul Urge is derived by calculating the sum of the number values of all the vowels in the full name.

Birthday
The Birthday describes some important personality characteristics but it's the least important of the Core
elements. It's simply the reduced form of the number of the day on which a person is born.

Repeated Numbers In The Core


Difficulties are generally encountered in a life when a particular energy isn't used in a balanced manner.
Repeated numbers point to this kind of difficulty. They occur when a number appears more than once in
the four Core elements or in the sub-elements used to calculate those Core elements. Repeated numbers
occur in about half the numerology reports.
When repeated numbers are present, the energy connected with those numbers causes obstacles
because it's either overemphasized or virtually ignored. For instance, with a balanced number 1 energy, a
person would be working, among other things, to be as independent as possible. With repeated 1's, a
person is likely to be experiencing difficulties because he or she is being dominating (overemphasizing
the 1 energy) or dependent (almost ignoring the 1 energy).

Of Secondary Significance: The Modifiers


Besides the Core elements, there are many additional numbers which describe specific features of a
person's character. Since the traits described by these numbers modify the Core elements, the numbers
are called modifiers.

Karmic Debts
A Karmic Debt describes significant difficulties encountered -- often for a good part of the life -- while an
individual learns to use an energy which feels somewhat foreign to his nature and particularly arduous to
understand and apply. Karmic Debts occur in many, but not all, numerology reports.
Karmic Debts are defined when the number 19 is reduced to form a 1 Core element -- or when the
numbers 13, 14 and 16 are reduced, respectively, to 4, 5 and 7 Core elements. The Karmic Debts are
referred to as 19/1 (read as 19:1), 13/4, 14/5 and 16/7.

Intensity Points
Intensity points describe particular strengths or weaknesses in the personality although they are of much
less significance than the difficulties indicated by the Karmic Debts. Sometimes, an Intensity Point also
describes inner feelings which aren't consistent with the characteristics which are outwardly manifested.
Many, but not all, numerology reports contain Intensity Points.
All the letters in any name, as we mentioned previously, can be converted to numbers. When you check
how many 1's are in a particular name, how many 2's, etc., there are often an average amount of a
particular number. This is just what a numerologist would expect. An Intensity Point occurs when there
are more -- or less -- of a specific number than the average expected.

Karmic Lessons
A Karmic Lesson is a character weakness similar to an Intensity Point, but more strongly emphasized. A
Karmic Lesson occurs when there are no letters representing a specific number in a name and no Core
elements with that number, either. Most, but not all, numerology reports contain Karmic Lessons.

Modified Karmic Lesson


A Modified Karmic Lesson is a character weakness similar to a Karmic Lesson but a bit easier to handle.
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A Modified Karmic Lesson occurs when there are no letters representing a specific number in a name but
there is at least one Core element which does contain the number. Modified Karmic Lessons appear in
some numerology reports.

Personal Year
The Personal Year does not actually predict what will happen to a person, but instead describes the
energies that they will be working with during that year. It also indicates the potential opportunities
available during this time. This important influence changes each year until its nine year cycle finishes.
The first year in the cycle is a one year, the second year a two year, etc. until the last year in the cycle
occurs which is a nine year. After the ninth year, a new one year starts the cycle all over again.
The Personal Year is derived by calculating the sum of the month and day of birth with the current year.
This sum is reduced to a single digit or master number.

Analyzing The Many Different Names


You And Other People Use
Since the birth date is fixed, the elements and modifiers related to the birth date don't change during a
person's lifetime. On the other hand, names often undergo changes during one's life either by choice
(Robert becomes Bob) or as a specific situation requires (marriage, in particular). When names change,
there can frequently be substantial modifications made to a person's energies and personality.
You can use Personal Numerologist or Numerologist Report Writer to analyze any name that a person
now uses, has used or is thinking of using. You can analysis as many different names as you would like
for comparison studies simply by running the appropriate numerology reports. (The same birth date is
always used with the different names one is analyzing.)

The Importance Of The Birth Name


A numerology report using the birth date and the birth name describes the person's basic traits as they
would be seen at birth -- and as they would be expected to grow and develop. The characteristics
described are innate traits that would, in all probability, be present much of the life. Any obstacles
described in this report are likely to be resolved, or, at the very least, partially resolved, as the person
matures. Even though other names may be used as one gets older, the characteristics of the birth name
are likely to be strongly felt throughout the life. In most instances, even when a person is born with a
name which is changed shortly after birth, the traits described by that name still leave a heavy imprint.

How Peoples' Personalities Vary With Different Names


Most of us use names other than our birth name. We use middle initials, drop middle names, pick up
nicknames used by friends or family. Sometimes, too, we use different names for our signature or change
names by marriage or adoption. At any one time in our lives, the characteristics we exhibit would be a
combination of the traits of all the names we are currently using plus the traits of our birth name.
The numerology report using the birth name describes your basic characteristics. Run another
numerology report using the name you currently use rather than your birth name. Compare the energies
in both reports.
Let's assume that both reports show your business skills. If your current name report shows more
business facility than your birth name report, you can expect that you generally display added ability in
that area. If, on the other hand, the current name report exhibits less facility in business matters, expect
that your lowered facility will probably be apparent instead. In other areas -- adaptability, ease of getting
on with people, creativity, ease of expressing feelings, to name just a few -- the characteristics of your
birth name are likely to be modified so that they appear closer to the traits of your current name.
Suppose, however, that the current name report emphasizes a specific capability that is not even
mentioned in the birth name report. The current name report may, for instance, show the potential for
considerable organizational ability while the birth report has nothing at all to say about that kind of skill.
The chances are good that you weren't born with any appreciable organizational ability. Since there was
little there to begin with, it's unlikely that it'll be built up into anything of any consequence -- irrespective of
the possibilities mentioned in the current name report.
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Why does it work that way? Let's look at a similar situation. If you were born with great talent as a painter,
it's easy to see that you can develop that talent further. This is particularly so if your current name
reemphasizes that talent. If, on the other hand, your birth report suggests little painting talent, it's hard to
imagine that you're going to turn into another Leonardo da Vinci no matter what the current report says.
(About 5% of the time, interestingly enough, people can exert the force of their will and manage to
develop a skill that is not mentioned in the birth name report. Although they're not likely to become
another Leonardo, they occasionally develop a talent much further than might be expected.)
It works the same way, of course, with other abilities, too. You can develop your basic talents, for sure,
but you can only occasionally build up an ability when there is little or nothing there to begin with.
If you have several different current names -- say, one that you use in business, another that you use with
your family and still another with friends -- run a numerology report for each name and than compare it
with your birth report. Remember to always use the same birth date.
If you are trying to find a more optimum name, there are several things to keep in mind. First, choose a
new name to best balance the energies already in your birth report. For example, if your 1, 4 or 8
(pragmatic) energies are too strong, you may be inflexible. By choosing a current name that deemphasizes this energy, this trait can be brought into better balance. On the other hand, if you already
have some business ability but it is not emphasized, you may want to choose a name that is stronger in
this area.
Next, examine the modifiers. Whichever name -- birth or current -- that gives the more balanced use is the
one that predominates.

Adopting Other Names Through Marriage


When you change your name by marriage, you can get some idea of how your life might change from the
new name. Compare a report using your married name with another report using your current name.
Compare both reports to your birth name report, too. If there are several possible marriage names, you
may want to look at them all and pick the one that feels most comfortable.

Naming New-Born Children


You can get some idea of what children are going to be like by looking at their birth reports -- even before
they're born. Since you usually don't know the exact birth date in advance, some people run reports for
several different possible birth dates. Some people even run several different names for each date to
make sure they find the name they like the best. If you want even more information, you may want to
compare a new born's birth report and current name report -- one report using the name you'd expect on
the birth certificate, the other using what you expect will be the current name.

Choosing Names For Businesses


You can pick out names for businesses with Personal Numerologist and Numerologist Report Writer the
same way you pick out names for people. Sometimes, too, if a business is just being started, you may
have a choice of what date you decide to begin operations. You may want to run a number of numerology
reports combining different birth dates with different business names so you can compare them. Hint: If
the Life Path or Expression of a business turns out to be a number 1 or a number 8, the potential
for money and success may be markedly increased.
The success of any business is dependent, of course, on more than the name of the business. It also
depends, as you might expect, on the main people running the business. Run numerology reports for all
these people and you can get some further indication of what to expect when they're all working together.

More Information About Numerology


The information in these pages barely scratches the surface on this exciting subject. If you're interested in
learning more about numerology, you may want to read the book, Numerology: The Complete Guide,
written by Matthew Oliver Goodwin -- the same author of the text and program algorithms used in
Numerology Report, Relationship Report and Yearly Report modules. The book is published in two
volumes: Volume 1 covers the basics of personality analysis; Volume 2 covers advanced personality
analysis, changing names, naming babies and the progressions. Both volumes are currently out of print,
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but used copies can be ordered from Amazon.com .


When it comes to picking names for new-born children, marriages, businesses -- or yourself -- it's often a
good idea to obtain a personal consultation with a professional numerologist. They can often provide
additional important insights and can be found by contacting your local new age book stores. You can still
run reports using the Numerology Report module, though, to get the general picture.

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Definitions
Numerology Report
This Help section gives definitions of the important terms used in each Numerology Report. An
understanding of these terms can increase your appreciation and insight of the information provided by
these reports. If you sell or give away reports to others, a copy of these definitions can be given with each
report.
If you are interested in pursuing numerology in a more serious way, you will find Numerology: The
Complete Guide, Volumes 1 & 2, by Matthew Oliver Goodwin, 1981, Career Press, to be an excellent
resource. This well written book is one of the most comprehensive and complete volumes available on
the subject of numerology. Whether you are an intermediate or an advanced student of numerology, you
will appreciate the depth of knowledge and writing style of the author. This book is currently out of print,
but used copies can be ordered from Amazon.com .

LIFE PATH
The major lesson to be learned in this life and the potential abilities and obstacles which accompany it.
Also, the opportunities through which success in one's career and personal life are to be found. There
may be some who have not yet discovered their Life Path. Often they will have difficulty relating to this
part of the report. If this is the case, it can be very helpful for them to get in touch with the energies
discussed in this section if they are to maximize their potentials. The Life Path is the most important part
of the numerology reading. This number is derived by finding the sum of the month, day and year of birth.
EXPRESSION
A major part of the potential talents and abilities, and how to make the best use of them. Also, the
preferred working environment and possible problem areas related to the career. The Expression is
second in importance after the Life Path and is derived by finding the sum of the number values of all the
letters in each name.
SOUL URGE
The inner motivation and desires -- what a person wants to be, to have and to do -- and the potential
abilities and obstacles which accompany the motivation. The Soul Urge is third in importance after the
Expression and is derived by finding the sum of the number values of the vowels in each name.
BIRTHDAY
The number of the day of birth describes an important sub-lesson to be learned in this life and the
potential abilities and obstacles which accompany it. It is considered a minor lesson that influences the
Life Path. The Birthday is fourth in importance after the Soul Urge and is derived from the day of birth.
REPEATED NUMBERS
Difficulties encountered because a particular energy is not used in a balanced manner and is either
overemphasized or barely used. As an example, the number 1 used in a balanced way represents,
among other things, independence along with consideration for others. With repeated 1's, the energy is
either overemphasized, producing a dominating individual, or barely used, producing a dependent
individual. A number is repeated when it occurs in more then one significant location -- Life Path,
Expression, Soul Urge, Birthday or in the sub-numbers used to calculate these numbers. Not every report
has Repeated Numbers.
INTENSITY POINTS
Strengths or weaknesses encountered because of an above average or below average use of a particular
energy. Intensity Points result from a particular number value occurring too often or not often enough in
the letters of the birth name. Not every report has Intensity Points.
KARMIC DEBT
Significant difficulties encountered in this life because of the misuse of a particular energy in a past life.
The four Karmic Debt numbers are 13, 14, 16 and 19. Not every report has Karmic Debts.
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KARMIC LESSON
Potential weaknesses or difficulties encountered in this life because a particular energy has not been
experienced in previous lives. Karmic Lessons result when a particular number value does not appear in
any of the letters of the birth name and this same number does not occur in either the Life Path,
Expression, Soul Urge or Birthday. Many reports have Karmic Lessons.
MODIFIED KARMIC LESSON
Potential weaknesses or difficulties encountered in this life because a particular energy has not been
experienced in previous lives. These lessons are usually experienced in a slightly weaker way then the
Karmic Lessons. Modified Karmic Lessons result when a particular number value does not appear in any
of the letters of the birth name but is present in either the Life Path, Expression, Soul Urge or Birthday.
Many reports have Modified Karmic Lessons.
CHALLENGE
An obstacle usually encountered in the early years of life due to the emphasis being placed on the
negative extreme of the potential. Sometimes people will still be working on their challenge even as
adults. The Challenge is derived from the date of birth as follows: subtract the month digit and day digit;
subtract the day digit and the year digit; subtract the two resulting numbers. Always subtract the smaller
number from the larger.
MATURITY NUMBER
An important sub-lesson usually introduced between the ages of thirty-five and fifty. If you think of the Life
Path, or main lesson, as a highway, the Maturity Number represents a widening of the highway during the
mature years. The Maturity Number is the sum of the Life Path and Expression.
PROGRESSED AGE
The Progressed Age shown on the chart page is the numerological age of the person for the Year shown.
This is the same as the age the person will be at the end of the year. Sometimes this is the actual age of
the person at the time the report is done and sometimes it differs from the actual age by one year.
However, it is the correct age to use to calculate the Life Path Period, Pinnacle and Personal Year for the
Year displayed on the chart.
LIFE PATH PERIOD
The three Life Path Periods in each person's life describe the general, long-term influences in the three
phases of the life as aspects of the Life Path direction. (The Life Path Periods are sometimes called
Cycles.) If you think of the Life Path as a many-laned highway, the Life Path Period is the lane on which a
person is traveling at a particular time. The lane describes the general influences acting on the individual.
The first period is defined as the month number from the birth date. The second period is defined as the
day number from the birth date and the third period is defined as the year number from the birth date.
PINNACLE
The four Pinnacles describe the general, long-term influences during each of the four Pinnacle phases of
the life. The Pinnacles have no direct relation to the Life Path like the above Life Path Periods, but they
are, nevertheless, important in the description of the tone of the individual's background. The first
Pinnacle is the sum of the month and day numbers from the birth date. The second Pinnacle is the sum of
the day and year numbers from the birth date. The third Pinnacle is the sum of the first and second
Pinnacles. The fourth Pinnacle is the sum of the month and year numbers from the birth date.
PERSONAL YEAR
The Personal Year describes the yearly approach to events likely to produce growth and development. By
using the described approach, the individual is in the best position to take advantage of the events and
opportunities presented, as well as to avoid or alleviate the confusions and difficulties likely to be part of
the experiences encountered. The Personal Year is the sum of the birth month, birth day and the
calendar year in question.

NOTE:
Master numbers (11/2 or 22/4) are only used for the Life Path Period, Pinnacle and Personal Year if the
same master number also occurs in either the Life Path, Expression, Soul Urge or Birthday, for the birth
core or current core. Otherwise, just the final reduced number (2 or 4) is used.
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Yearly Report
This Help section gives definitions of the important terms used in each Yearly Report. An understanding
of these terms can increase your appreciation and insight of the information provided by these reports. If
you sell or give away reports to others, a copy of these definitions can be given with each report.
If you are interested in pursuing numerology in a more serious way, you will find Numerology: The
Complete Guide, Volumes 1 & 2, by Matthew Oliver Goodwin, 1981, Career Press, to be an excellent
resource. This well written book set is one of the most comprehensive and complete volumes available on
the subject of numerology. Whether you are an intermediate or an advanced student of numerology, you
will appreciate the depth of knowledge and writing style of the author.
PERSONAL YEAR
The Personal Year is an important influence that describes the yearly approach to events likely to
produce the most growth and development. By using the described approach, the individual is in the best
position to take advantage of the events and opportunities presented, as well as to avoid or alleviate the
confusions and difficulties likely to be part of the experiences encountered. The Personal Year is part of a
nine year cycle that repeats itself at the end of each cycle. The Personal Year is found by adding the birth
month, birth day and the calendar year in question and reducing to a single digit or a master number
(11/2 or 22/4). The Personal Year begins on January 1 and lasts until December 31, though its affects
may be felt several months before or after these dates.
ESSENCE
The Essence, another important influence, describes the most likely events -- or trend of events -- to
occur for the period of time that the Essence is active. These events relate to the individual's personal
and professional life, the use of the talents, personal relationships, travel and health. The Essence
describes the events to which the approach of the Personal Year is directed. The length of time the
Essence lasts can be anywhere from one to as many as 10 or more years. The Essence is found by
adding the appropriate letter from each of the individual names that make up the full birth name and
reducing to a single digit, a master number (11/2 or 22/4) or a Karmic Debt (13/4, 14/5, 16/7 or 19/1).
Karmic Debts are particularly important and often indicate a more challenging period that the individual
must go through. For a more complete description of this somewhat involved calculation, see
Numerology: The Complete Guide, Volume 2.
PERSONAL MONTHS
The Personal Month is a short term cycle that describes the approach to events likely to produce the most
growth and development for the given month. The Personal Month is a sub-cycle of the Personal Year
and should be considered as a modifier of the Personal Year approach. By using the described approach,
the individual is in the best position to take advantage of the events and opportunities presented each
month, as well as to avoid or alleviate the confusions and difficulties likely to be part of the experiences
encountered. Even though the Personal Month is not as important as the Personal Year, its influence can
often have an important impact on the life. The Personal Month is found by adding the calendar month in
question to the Personal Year and reducing to a single digit or a master number (11/2 or 22/4). The
Personal Month begins on the first day of the month and lasts until the last day of the same month,
though its affects may be felt for about one week before or after these dates.
PERSONAL DAYS
The Personal Day is another short term cycle that describes the approach to events likely to produce
growth and development for a given day. The Personal Day is a sub-cycle of the Personal Month and
should be considered as a modifier of the Personal Month approach. The Personal Day is most useful in
determining the best time to take action to take advantage of the events and opportunities presented, as
well as to avoid or alleviate the confusions and difficulties that can be encountered by poor timing. The
Personal Day is found by adding the calendar month and calendar day in question to the Personal Year
and reducing to a single digit or a master number (11/2 or 22/4). The Personal Day is usually felt for just
one day, from midnight to midnight. (Personal Days, as used in the Yearly Report, provide the key dates
shown in the Personal Month sections.)

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Numerologist Chart
This Help section is for reference purposes and explains how each number in the Numerologist Chart is
calculated. It is intended for professional numerologists who need to know the math behind each of the
final numbers. This will help you understand any minor differences that may occur between the
Numerologist Chart and your system of numerology. This chapter will also aid the student who is trying to
obtain a better understanding of the methods of numerology.
An in-depth description of the numbers and how they are calculated for the Numerologist Chart can also
be found in the following excellent references: (1) Numerology: The Complete Guide, Volumes 1 & 2, by
Matthew Oliver Goodwin, 1981, Career Press, and (2) Numerology, The Romance in Your Name, by Dr.
Juno Jordan, 1965, DeVorss & Company. It is highly recommended that you review these books to
completely understand how the Numerologist Chart calculations are done for the Matthew Goodwin and
Juno Jordan options.
The names used to represent the various calculations, the use of master and compound numbers, the
method of adding and reducing numbers, transit/essence and cycle timing, and the number of challenges
depends on the System of Numerology selected on the System Tab in Chart Options. These
differences are explained below.

MATTHEW GOODWIN
The Matthew Goodwin option uses only 11 and 22 for master numbers. These will be shown as 11/2 and
22/4 for the final numbers. The only other compound numbers used are the four karmic debts -- 19/1,
13/4, 14/5 and 16/7.
The final reduced number is found by adding and reducing the numbers in each individual name (or the
month, day and year) until either a master number or a single digit is obtained. Each of these reduced
numbers is then added together and reduced again until either a master number, karmic debt and/or a
single digit is obtained.
Goodwin only works with one Challenge. Its calculation is the same as the third Challenge in other
systems. Its effect is strongest during childhood and young adulthood, although, it can sometimes be felt
throughout the life if the individual does not choose to work with it. Goodwin also calls the Cycle, the Life
Path Period or just Period.

JUNO JORDAN
The Juno Jordan option uses only 11 and 22 for master numbers. These will be shown as 11/2 and 22/4
for the final numbers. All compound numbers (the two digit number before the final single digit is
obtained, i.e., 17/8) are also shown on the charts for non-master numbers.
The final reduced number is found by adding and reducing the numbers in each individual name (or the
month, day and year) until a single digit is obtained. Each of these reduced numbers is then added
together and reduced again until a two digit compound number and single digit is obtained.

UNIVERSAL
The Universal option uses 11, 22, 33, 44 and 55 for master numbers. All other compound numbers (the
two digit number before the final single digit is obtained, i.e., 17/8) are also shown on the charts.
The final reduced number is found by adding and reducing the numbers in each individual name (or the
month, day and year) until a single digit is obtained. Each of these reduced numbers is then added
together and reduced again until a two digit compound number and single digit is obtained. In addition,
the numbers in all names (or month, day and year) are added together at one time and then reduced to
see if there is a hidden master number. The master numbers are displayed as 11/2, 22/4, 33/6, 44/8 or
55/1.

The next two sections describe the various calculations for the complete chart (Basic and Progressed)
and apply to all three systems of numerology. Some descriptions show three names. The first one is for
Matthew Goodwin's system, the second for Juno Jordan and the third for the Universal system. If only
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one name is shown, it is used by all three approaches.

THE BASIC CHART


Each of the following names are from the Basic chart. The Basic chart is page one of the full chart. When
a number calculation depends on the system of numerology selected, Matthew Goodwin's approach is
listed first, and Juno Jordan's and the Universal approaches are listed next.
VW Tot
An abbreviation for Vowel Totals, representing the sum of the Vowels (see below) for each name and
reduced to a master number or a single digit, depending on the system of numerology selected.
Vowels
The number value for each letter of the name that is a vowel. Each number is located above the vowel
that it corresponds to.
Name
The actual name entered for the Full Name Given at Birth in the Data Entry for New Reports dialog box.
Conson
An abbreviation for Consonants, representing the number value for each letter of the name that is a
consonant. Each number is located below the consonant that it corresponds to.
CS Tot
An abbreviation for Consonant Totals, representing the sum of all Consonants (see above) for each name
and reduced to a master number or a single digit, depending on the system of numerology selected.
Numbrs
An abbreviation for Numbers, representing the value of each letter of the name.
NM Tot
An abbreviation for Name Totals, representing the sum of all Numbers (see above) for each name and
reduced to a master number or a single digit, depending on the system of numerology selected.
B Date
The actual date of birth entered in the Data Entry for New Report dialog box. The numbers immediately
below the birth date represent the reduced numbers corresponding to the month, day and year numbers.
Master numbers and/or compound numbers are shown.
SOUL URGE
HEART'S DESIRE
HEART'S DESIRE
The sum of the VW Tot (Vowel Total) numbers reduced to a master number, karmic debt and/or a single
digit, or a compound number and/or single digit, depending on the system of numerology selected.
NO OF LETTERS
An abbreviation for the number of letters in the full name.
PERSONALITY
The sum of the CS Tot (Consonant Total) numbers reduced to a master number, karmic debt and/or a
single digit, or a compound number and/or single digit, depending on the system of numerology selected.
EXPRESSION
DESTINY
NAME NUMBER
The sum of the NM Tot (Name Total) numbers reduced to a master number, karmic debt and/or a single
digit, or a compound number and/or single digit, depending on the system of numerology selected.
MATURITY NO.
REALITY NO.
POWER NUMBER
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The sum of the EXPRESSION (see above) and the LIFE PATH (see below) reduced to a master number,
karmic debt and/or a single digit, or a compound number and/or single digit, depending on the system of
numerology selected. The EXPRESSION and LIFE PATH are first reduced to a master number or single
digit, depending on the system of numerology selected, and then the sum is taken.
LIFE PATH
BIRTH FORCE
BIRTH PATH
The sum of the B Date numbers (month, day and year) reduced to a master number, karmic debt and/or a
single digit, or a compound number and/or single digit, depending on the system of numerology selected.
LIFE PATH PERIODS
CYCLES
CYCLES
The 1st Cycle is equal to the Month number reduced to a master number, karmic debt and/or a single
digit, or a compound number and/or single digit, depending on the system of numerology selected. The
1st Cycle begins with birth and lasts until the beginning of the 2nd Cycle.
The 2nd Cycle is equal to the Day number reduced to a master number, karmic debt and/or a single digit,
or a compound number and/or single digit, depending on the system of numerology selected. The 2nd
Cycle starts on the closest 1 Personal Year to age 28 (Matthew Goodwin) or on the closest 1 or 5
Personal Year to age 28 (Juno Jordan and Universal) and lasts until the beginning of the 3rd Cycle.
The 3rd Cycle is equal to the Year number reduced to a master number, karmic debt and/or a single digit,
or a compound number and/or single digit, depending on the system of numerology selected. The 3rd
Cycle starts on the closest 1 Personal Year to age 56 (Matthew Goodwin) or 28 years after the beginning
of 2nd Cycle (Juno Jordan and Universal) and lasts to the end of life.
INTENSIFICATION
The Points of Intensification or Karma numbers as they are sometimes called, are a count of the number
of times each letter value occurs in the full name.
The Karmic Accumulation (KA) is the sum of all Points of Intensification that are equal to zero. This
number is reduced to a single digit or master number. Compound numbers are also shown. (Ref:
Numerology For The New Age, page 149, by Lynn Buess, 1978, DeVorss & Company.)
PINNACLES
The 1st Pinnacle is the sum of the Month and Day numbers from the B Date (see above) and is reduced
to a master number, karmic debt and/or a single digit, or a compound number and/or single digit,
depending on the system of numerology selected. This Pinnacle begins with birth and lasts to the end of
the year found by subtracting the fully reduced LIFE PATH (see above) from 36.
The 2nd Pinnacle is the sum of the Day and Year numbers from the B Date and is reduced to a master
number, karmic debt and/or a single digit, or a compound number and/or single digit, depending on the
system of numerology selected. This Pinnacle starts the year that the 1st Pinnacle ends and lasts for 9
years.
The 3rd Pinnacle is the sum of the 1st and 2nd Pinnacles and is reduced to a master number, karmic
debt and/or a single digit, or a compound number and/or single digit, depending on the system of
numerology selected. This Pinnacle starts the year that the 2nd Pinnacle ends and lasts for 9 years.
The 4th Pinnacle is the sum of the Month and Year numbers from the B Date and is reduced to a master
number, karmic debt and/or a single digit, or a compound number and/or single digit, depending on the
system of numerology selected. This Pinnacle starts the year that the 3rd Pinnacle ends and lasts
through the end of life if the Numerologist Chart is configured for 4 Pinnacles. If the Numerologist Chart is
configured for 5 or more Pinnacles then this Pinnacle lasts for 9 years.
If the Numerologist Chart is configured for 5 or more Pinnacles, then 8 or 9 Pinnacles are calculated
depending on the Birth Date. Each Pinnacle lasts for a period of 9 years and is calculated as the sum of
all previous Pinnacles, reduced to a single digit or master number. Compound numbers are also shown.

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CHALLENGES
The 1st Challenge is the absolute value of the fully reduced Month number subtracted from the fully
reduced Day number (see B Date above) and lasts for the same period as the 1st Pinnacle. (Juno Jordan
and Universal only.)
The 2nd Challenge is the absolute value of the fully reduced Year number subtracted from the fully
reduced Day number (see B Date above) and lasts for the same period as the 2nd Pinnacle. (Juno
Jordan and Universal only.)
The 3rd Challenge is the absolute value of the 2nd Challenge subtracted from the 1st Challenge.
(Matthew Goodwin, Juno Jordan and Universal.) This challenge is active during childhood and often
through adulthood for Matthew Goodwin's system. This challenge lasts for the same period as the 3rd
Pinnacle for Juno Jordan and the Universal systems.
The 4th Challenge is the absolute value of the fully reduced Year number subtracted from the fully
reduced Month number (see B Date above) and lasts for the same period as the 4th Pinnacle. (Juno
Jordan and Universal only.)
PLANES OF EXPRESSION
The Planes of Expression are divided into two separate sections -- the portion to the left of the double
vertical line and the portion to the right of this dividing line. The left section, labeled EXPRESSION is
based on Dr. Juno Jordan's book, Numerology, the Romance in Your Name and is calculated as follows:
All 4 and 5 letter values are assigned to the Physical plane.
All 1 and 8 letter values are assigned to the Mental plane.
All 2, 3 and 6 letter values are assigned to the Emotional plane.
All 7 and 9 letter values are assigned to the Intuitive plane.
Each of the letter values are from the full name. When the Juno Jordan option is selected, the word
EXPRESSION is displayed in bold text.
The right section is an elaboration of the Temperament as calculated in Matthew Goodwin's, Numerology:
The Complete Guide, Volume 1 and is based on the following chart:

Physical
Mental
Emotional
Intuitive

Creative

Vacillating

Grounded

E
A
IORZ
K

W
HJNP
BSTX
FQUY

DM
GL
CV

Each number in the Numerologist Chart is equal to how many times the above letters in the full name
occur for each category displayed. The Total column is equivalent to the Temperament in Goodwin's
Volume 1.
The Strength column is also based on Goodwin's method and is calculated as follows:
The STRONG expressions are those with the largest number in the Total column or any number equal to
60% or more of the largest number.
The AVERAGE expressions are those with a number less than 60% of the largest number and at least
25% of the largest number.
The WEAK expressions are those with a number less than 25% of the largest number.
When the Matthew Goodwin option is selected the words Total and Strength are displayed in bold text.

THE PROGRESSED CHART


Each of the following names are from the Progressed chart. The Progressed chart consists of pages two
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and three of the full chart.


AGE
The physical age of the individual from birth to 91. The following four elements change with AGE, on the
birthday.
TRAN
An abbreviation for Transits, representing the letters from each of the names and lasting for a period of
years equal to the number value of each letter displayed.
If Numerologist Chart is configured for a Transit/Essence start age of 0, the display begins at age 0
(normally set this way for Goodwin and Universal options.) Otherwise, the Transits begin at age 1
(normally set this way for Jordan option.)
ESS
An abbreviation for Essences, representing the sum of the letter values for each of the Transits, reduced
to a single digit or master number. Compound numbers are also displayed.
If Numerologist Chart is configured for a Transit/Essence start age of 0 the display begins at age 0.
Otherwise, the Essences begin at age 1.
AS CY
An abbreviation for Astro Cycle. Age 0 is always equal to 1. The next year is a 12, with each succeeding
year equal to one less than the previous year. This continues until the Astro Cycle equals 1 again. The
entire cycle then repeats itself, from 12 to 1 until the end of the progressed chart. (Ref: The Numbers of
Life, page 260, by Kevin Quinn Avery, 1977, Dolphin Books.)
AG CS
An abbreviation for Age Consciousness or Race Consciousness as it is sometimes called, calculated by
adding the present age to the next year age and reducing to a single digit. (Ref: Numerology, The
Romance in Your Name, page 218, by Dr. Juno Jordan, 1965, DeVorss & Company.)
YEAR
The calendar year corresponding to AGE. The following five elements change on January 1 of the YEAR.
P YR
An abbreviation for Personal Year, calculated by summing the Birth Month, Birth Day and the Universal
Year (see below) and reducing to a single digit or master number. The Month, Day and Year are first
reduced to a single digit or master number before the sum is taken.
U YR
An abbreviation for Universal Year, calculated by summing the individual digits of the YEAR (see above)
and reducing to a single digit or master number. This number is the same for everyone.
PERIOD
CYCL
CYCL
An abbreviation for Cycles. See above for definition.
PINN
An abbreviation for Pinnacles. See above for definition.
CHAL
An abbreviation for Challenges. See above for definition.

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