Page 106 Using Your Basic Applicat ions
Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your
companion, Palm Desktop for IBM WorkPad enables you to view and
print the data with your computer.
Note: You need Microsoft Excel version 5.0 (or later) to view and
print your Expense data using one of the provided templates.
Microsoft Excel is not included with the WorkPad c3
companion package. The procedures in this section also
assume that you have installed Palm Desktop for IBM
WorkPad. See “Palm Desktop software for IBM WorkPad” in
Chapter 1 for more information.
Creating or printing an expense report
Palm Desktop for IBM WorkPad makes it q uick and easy to view and
print your Expense data in a Microsoft Excel spreadsheet.
To create or print an expense re port:
1. Perform a HotSync operation to transfer your latest Expense data
to your computer.
2. Click Expense in Palm Desktop for IBM WorkPad to open
Microsoft Excel and the Expense Report configuration dialog box.
Note: If you launch Expense fro m the Start menu instea d of
Palm Desktop for IBM WorkPad, you must first choose
your companion user name.
3. Click the expense category that you want.
Tip: You can press Ctrl+click to select multiple categori es. To
print the expenses associated with all of your Expense
categories, select All in the Categories group.
Click to select
Categories