Things to Know about Money Tracking, 134 | Sharp OZ-5500 instruction

made or received for a given account, conveniently and reliably.

You may view each account and related transactions by pressing the MONEY TRACKING key. To display the next account in alphabetical order, simply press the

MONEY TRACKING key again. To view the details of a transaction simply select the transaction using ¶ and

˜and press ENTER .

☞Since up to 16 accounts can be created, when looking for a particular account you may find it

quicker to press 2nd MONEY TRACKING to move through the accounts in reverse alphabetical order.

The Money Tracking operations described in this chapter are:

*Things to Know about Money Tracking

*Setting up Money Tracking accounts

*Viewing account information

*Editing or viewing account details

*Entering Money Tracking transactions

*Viewing account transactions

*Displaying transactions in detail: View mode

*Editing/updating existing transactions: Edit mode

*Listing all transactions

*A closer look at Money Tracking transactions

*Using the Filter to display selected transactions

*Canceling an active Filter

*About Categories

*Using the pre-defined Categories

*Adding your own Categories

*Editing Category names

*Using Categories

*The SPLIT function

*Automatic transfers

*Making a transfer for a SPLIT transaction

*Account balancing and reconciliation

*Deleting Money Tracking information

Things to Know about Money Tracking

∙When to begin using the money tracking application

Begin using the Money Tracking application after you have balanced your last statement for the account.

∙Enter the Opening Balance as the ending balance of that statement

∙Enter all transactions that have occurred since your last account statement

Be careful to enter all transactions in to the OZ-5500 so that you can carefully maintain your account balance and so that when you get your next statement to balance your account.

∙Save time by using the Word Key

Store your commonly used phrases including Payee names, Memo’s or Special information in the Word area. Please see p. 143 for further details.

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Sharp OZ-5500 operation manual Things to Know about Money Tracking, 134

Contents

OZ-5500 Sharp Corporation Introduction Contents Time Management Memo and Outlining 103 Money & Account Management 133 Features and Utilities for Added Power 161 Index 205 Quick Start Important things to do Installing or replacing the batteries Initializing the Organizer Page Setting up the Organizer Page User’s Preferences Templates More Clock Settings Making your first entry in the Tel application #Q-8-1 Recording an appointment Changing an appointment Entering a To Do item Using the Calendar views #Q-12-1 Press to mark the selected entry as completed Editing an entry Deleting an entry Deleting multiple entries Searching for information anywhere in the Organizer Finding an entry using Index mode Copying and pasting text between applications Using the Calculator Creating a new Money Tracking account #Q-20-2 Entering a new Money Tracking transaction Use and to select. Wording used varies Answers to Commonly Asked Questions Want to print out my information. What do I need? How can I back up my data? Switch simply re-starts the Organizer Page What Your Organizer Can Do About this Manual Personalizing Your Organizer Using the Optional PeripheralsAppendices Conventions Used in this Manual ∙ Clean the Organizer only with a Caring for the Organizer Getting Started Part Names and Functions Installing the batteries Getting the Organizer Up and Running Initializing Setting the Owner’s Information Welcome messages and instructions Setting the Clock Address Tel/User File Templates Setting the User’s PreferencesUser File Templates Setting the Start-up Display Setting the World City Setting the Password and Locking OrganizerTo start working with the Organizer Auto power off Turning the Organizer on and offTurning off the initial display To turn off the initial message Turning the key beep on and off Getting to Know Your OrganizerApplications Pop-up menus Menu operationsKeyboard Display symbols When built-in help is not availableBuilt-in help and other messages 2nd How to use built-in Help General Operation Opening an Application Index mode Selecting the Display Modes View mode Edit mode Creating a New Entry Name John Smith Tel Fax Address 123 Main Street, Mahwah, NJ Editing Techniques Editing an Existing EntryFields Symbols CursorTyping in text Letters lower-case and upper-case Moving around the display Inserting and overwriting textDeleting text Working with blocks of text Scrolling the display Using Index mode Using keywords By date Deleting Entries Deleting entries using the application menuDeleting single entries Checking the Time and Date Submenu appears #2-6-1 Display Checking the Memory Tools Menu the Organizer’s Basic Utilities Calendar Application Time ManagementSelecting a Calendar view Monthly view Monthly view Monthly Goals display Daily view Weekly view Selecting a date Finding entries using the Calendar viewsMaking new Schedule, To Do and Ann entries Calendar application menu #3-1-8 Display Schedule Application Making new entries Using Index mode Using the Calendar viewSearching using keywords Finding Schedule entries Deleting single entries Deleting entriesDeleting all entries Making entries for recurring and extended Events Selecting a specific dateDeletion of entries over a specific period Daily Work dayWeekly Bi-weekly Setting a Schedule alarm Lunch with Sally To Do Application Clearing a set alarmSchedule application menu Assigning priority to entries Assigning due dates to entries Finding entries using Index mode Entering a monthly goal Controlling how the Calendar displays To Do Information Editing entries Checking off entries using the CalendarChecking off completed entries Making entries using categories Using categoriesChecking off entries in the To Do application Assigning categories using the category list Alpha Project ˜ Accessing the To Do entries by category Updating the Category list Deleting To Do entries by type Deleting To Do entriesDeleting To Do entries by Category To Do application menu Deleting all To Do entries Making new entries in the ANN 1 file Ann Anniversary ApplicationMaking new entries in the ANN 2 file Using keywords Finding entries Editing Ann entries Deleting Ann entries Ann application menu Page Creating Your Own Database Tel and User File Applications Selecting a file Creating new entries Editing entries Deleting file entries Tel application menuUser File application menu Deleting all entries in all files Customizing the Tel and User File Applications Changing file names Configuring fields 100 Modifying the Index sort order Customizing the Index display101 Modifying the templates 102 Memo and Outlining Memo ApplicationCreating documents 103 104 Changing the Index order Deleting Memo entries Editing Memo entries105 Changing the way text is displayed 106 Outline Application Turning word wrap on and offMemo application menu Creating an outline 108 Using Index mode to find an outline Locating outlinesDisplaying full topics 109 Revising outlines 110Selecting topics Editing text Moving topics 111Joining two topics into one Deleting Outline topics 112Splitting one topic into two Deleting an outline 113 Using subtopics childrenDeleting all outlines Entering subtopics 114Collapsing families Expanding families 115Restructuring families Outline application menu 116 Desk Accessories Using the arithmetic calculatorCalc Calculator Application 117 118 Paperless printerPerforming calculations 119 Checking intermediate resultsInserting new figures Changing part of a calculation Calculating dates 120Deleting a line Calculating the number of days between two dates 121 Using the Calculator with other applicationsTransferring data from an application entry into Calc When E appears 122 Re-calculating using different values Setting the number of decimal places123 Calculation examples 124 Calc application menu 125 Changing the Local city Clock Application126 Setting the time and date 127 Checking the time in a city 128 Adding a User-defined city 129 Setting daily alarms Daylight Saving Time DST130 Assigning DST to a city Disabling all alarms Turning alarms on and off131 Clock application menu 132 Money & Account Management Money Tracking applicationWhat it can do Introducing Money Tracking concepts Things to Know about Money Tracking 134 Setting up Money Tracking accounts 135 136 Viewing account information Editing or viewing account detailsEntering Money Tracking transactions 137 138 139 Viewing account transactions 140 Editing/updating existing transactions Edit Mode Displaying transactions in detail View mode141 Closer look at Money Tracking transactions Listing all transactions142 Using the Filter to display selected Transactions 143 144 Canceling an active Filter Using the pre-defined CategoriesAbout Categories 145 Editing Category names Adding your own Categories146 147 Split functionCreating a Split transaction 148 Automatic transfers 149 150 Making a transfer for a Split transaction 151 Account balancing & reconciliation Performing account balancingMarking transactions as Cleared 152 Postponing the Account Balancing Procedure 153 Balancing the account and reconciling Transactions 154 Handling unbalanced accounts 155 Removing transactions after account Balancing When the Organizer is Locked156 Deleting Money Tracking entries 157Transaction view Account list 158 Deleting all transactions within an accountDeleting Filtered transactions Deleting all transactions Deleting all categories 159Deleting all Money Tracking accounts Money Tracking application menu 160 Copying or Moving Blocks of Text 161 Copying or Moving Entries 162 Time Stamp and Date Stamp Functions 163 Word Key Defining your words or phrasesInserting a word or phrase 164 Filter Function Editing a word or phraseDeleting a word or phrase Turning the Filter on Turning the Filter off Deleting filtered entries166 Schedule, Money Tracking and Memo entries Special Characters 167 168 Peripherals Menu Using the Optional Peripherals169 Printing from the Organizer Setting printer emulation170 Printing the current display Printing a single entryPrinting a specified group of To Do entries 171 Printing Schedule entries for specific periods Printing all entries172 To Do application Transferring Data 173 174 Transferring between OZ-5500 OrganizersInitial set-up Transferring single entries 175Transferring all entries in an application Exchanging data with other Organizers 176 177 Transferring data Removing entries from the in BOX BOX and in BOX Viewer178 179 Assigning entries to the in BOX from ApplicationsTo remove all entries in the in BOX select Exchanging Information with a Personal Computer 180 Points to remember when using peripherals 181 182 Personalizing Your Organizer Start-Up DisplaySelecting the start-up display 183 Responses to the start-up display 184 185 Turning on the Lock Locking the Organizer186 Marking/unmarking entries as Secret Accessing Secret entries187 Changing or deleting the password If you forget your passwordAutomatic Relocking 188 Setting up the default Calendar view Setting the monthly format189 Selecting the Bold display font Setting up the date format190 Appendices List of Key Notations191 Key 192 Opens the Memo application Selects text for deleting, cutting 193Or copying 194 Caps 195 Resetting the Organizer 196 All reset operation 197 Troubleshooting Battery ReplacementProblem Solution General guidelines Replacing the operating batteries 199 If nothing happens when you press on Replacing the memory backup battery200 201 Specifications 202Calculator Clock Peripherals and data transfer interface 203Common 204 Index 205 206 207 208 209 210 211 212