CHAPTER 13

Managing Your Expenses

 

 

Tip

Add extra information to

3

Enter the details of the expense:

your expense items.

 

 

 

 

 

Select the item, and then

 

 

 

 

a. Tap Details.

and select Details. Then

 

 

 

 

 

select Note and enter the

 

 

 

 

b. Select each field where you want

information.

 

 

 

 

to enter information, and enter it.

Tip

 

 

 

 

Category Select a category to sort

Select Lookup in the

 

 

 

 

your expenses.

 

 

 

 

 

Attendees list to pull

 

 

 

 

Type Enter the expense type.

names from Contacts.

 

 

 

 

 

 

 

 

 

Did You Know?

 

 

 

 

Payment Select how you paid for the expense.

 

 

 

 

 

After you synchronize,

 

 

 

 

Currency Select the currency used to pay the expense. You can preset

you can send your

 

 

 

 

 

 

 

 

this symbol.

expense information to a

 

 

 

 

 

 

 

 

 

spreadsheet on your

 

 

 

 

Vendor and City Enter the vendor and city associated with the expense.

computer.

 

 

 

 

For example, a business lunch might be at Rosie’s Cafe in San Francisco.

 

 

 

 

 

Attendees Enter the people associated with the expense.

 

 

 

 

 

c. Select OK.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Done

That’s it. Your handheld automatically saves the expense.

 

 

 

 

 

 

 

 

 

Make sure you have a current backup. Synchronize often.

 

 

 

 

 

 

 

 

 

 

 

 

Palm® Z22 Handheld

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Image 208
Palm Z22 manual This symbol, Expense information to a Spreadsheet on your