Displaying transactions in detail View mode, 141 | Sharp OZ-5500

Displaying transactions in detail: View mode

Account Index mode described above provides single-line summaries of all the transactions in a given account. You can then easily select any transaction in the displayed list to view its full details in View mode. Note that for each transaction, although the REF./NUMBER field holds up to six characters, only the last four characters are displayed in Index mode.

1.Follow the above provedure for displaying an account in Index mode.

2.Select the desired transaction and press ENTER .

The Money Tracking transaction screen appears, with the full details of the selected transaction displayed in View mode.

3.	Press	˜	and ¶ to scroll the display to view those
	fields that cannot fit on the display.
	Press	'	to view the details of a transaction with
	SPLIT Categories.

➛See p.147 below for information on SPLIT transactions.

4.When you have finished viewing the transaction, press ENTER to return to the account Index mode, or press CANCEL to display the ALL account transaction view.

☞When viewing a given transaction, you can use NEXT and PREV to view successive and previous

transactions in the same account, without having to return to the account’s Index mode to select a different transaction. The Organizer warns you if you reach the first or last transaction entry in an account.

Editing/updating existing transactions: Edit

mode

All transactions can be edited once they have been created, in order to update any or all of their fields when certain details change. For instance, you may wish to amend a transaction entry to reflect the fact that a transaction that was previously NOT CLEARED is now

CLEARED.

To edit an existing transaction entry:

1.In account Index mode: highlight the transaction to be edited and press EDIT .

In transaction View mode: press EDIT .

The transaction is then displayed in Edit mode.

#7-1-7

2.Use NEXT and PREV or the arrow keys to move to any fields to be edited.

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Sharp OZ-5500 Displaying transactions in detail View mode, Editing/updating existing transactions Edit Mode, 141

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 Important things to do Quick Start Installing or replacing the batteries Initializing the Organizer Page Setting up the Organizer Page Templates User’s Preferences More Clock Settings #Q-8-1 Making your first entry in the Tel application Recording an appointment Changing an appointment Entering a To Do item #Q-12-1 Using the Calendar views 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 #Q-20-2 Creating a new Money Tracking account Entering a new Money Tracking transaction Use and to select. Wording used varies Answers to Commonly Asked Questions How can I back up my data? Want to print out my information. What do I need? Switch simply re-starts the Organizer Page What Your Organizer Can Do About this Manual Appendices Using the Optional PeripheralsPersonalizing Your Organizer Conventions Used in this Manual Caring for the Organizer ∙ Clean the Organizer only with a Getting Started Part Names and Functions Getting the Organizer Up and Running Installing the batteries Initializing Welcome messages and instructions Setting the Owner’s Information Address Setting the Clock User File Templates Setting the User’s PreferencesTel/User File Templates Setting the Start-up Display To start working with the Organizer Setting the Password and Locking OrganizerSetting the World City To turn off the initial message Auto power offTurning the Organizer on and off Turning off the initial display Applications Getting to Know Your OrganizerTurning the key beep on and off Keyboard Menu operationsPop-up menus 2nd Display symbolsWhen built-in help is not available Built-in help and other messages How to use built-in Help Opening an Application General Operation Selecting the Display Modes Index mode Edit mode View mode Name John Smith Tel Fax Address 123 Main Street, Mahwah, NJ Creating a New Entry Fields Editing an Existing EntryEditing Techniques Letters lower-case and upper-case SymbolsCursor Typing in text Working with blocks of text Moving around the displayInserting and overwriting text Deleting text Scrolling the display Using keywords Using Index mode By date Deleting single entries Deleting entries using the application menuDeleting Entries Submenu appears #2-6-1 Display Checking the Time and Date Checking the Memory Tools Menu the Organizer’s Basic Utilities Selecting a Calendar view Time ManagementCalendar Application Monthly view Monthly Goals display Monthly view Weekly view Daily view Making new Schedule, To Do and Ann entries Finding entries using the Calendar viewsSelecting a date #3-1-8 Display Calendar application menu Making new entries Schedule Application Finding Schedule entries Using Index modeUsing the Calendar view Searching using keywords Deleting all entries Deleting entriesDeleting single entries Deletion of entries over a specific period Selecting a specific dateMaking entries for recurring and extended Events Bi-weekly DailyWork day Weekly Lunch with Sally Setting a Schedule alarm Schedule application menu Clearing a set alarmTo Do Application Assigning due dates to entries Assigning priority to entries Entering a monthly goal Finding entries using Index mode Controlling how the Calendar displays To Do Information Checking off completed entries Checking off entries using the CalendarEditing entries Checking off entries in the To Do application Using categoriesMaking entries using categories Alpha Project ˜ Assigning categories using the category list Updating the Category list Accessing the To Do entries by category Deleting To Do entries by Category Deleting To Do entriesDeleting To Do entries by type Deleting all To Do entries To Do application menu Making new entries in the ANN 2 file Ann Anniversary ApplicationMaking new entries in the ANN 1 file Finding entries Using keywords Deleting Ann entries Editing Ann entries Ann application menu Page Tel and User File Applications Creating Your Own Database Creating new entries Selecting a file Editing entries Deleting all entries in all files Deleting file entriesTel application menu User File application menu Changing file names Customizing the Tel and User File Applications 100 Configuring fields 101 Customizing the Index displayModifying the Index sort order 102 Modifying the templates 103 Memo and OutliningMemo Application Creating documents Changing the Index order 104 105 Editing Memo entriesDeleting Memo entries 106 Changing the way text is displayed Creating an outline Outline ApplicationTurning word wrap on and off Memo application menu 108 109 Using Index mode to find an outlineLocating outlines Displaying full topics Editing text Revising outlines110 Selecting topics Joining two topics into one 111Moving topics Deleting an outline Deleting Outline topics112 Splitting one topic into two Deleting all outlines Using subtopics children113 Collapsing families 114Entering subtopics Restructuring families 115Expanding families 116 Outline application menu 117 Desk AccessoriesUsing the arithmetic calculator Calc Calculator Application Performing calculations Paperless printer118 Changing part of a calculation 119Checking intermediate results Inserting new figures Calculating the number of days between two dates Calculating dates120 Deleting a line Transferring data from an application entry into Calc Using the Calculator with other applications121 122 When E appears 123 Setting the number of decimal placesRe-calculating using different values 124 Calculation examples 125 Calc application menu 126 Clock ApplicationChanging the Local city 127 Setting the time and date 128 Checking the time in a city 129 Adding a User-defined city Assigning DST to a city Setting daily alarmsDaylight Saving Time DST 130 131 Turning alarms on and offDisabling all alarms 132 Clock application menu Introducing Money Tracking concepts Money & Account ManagementMoney Tracking application What it can do 134 Things to Know about Money Tracking 135 Setting up Money Tracking accounts 136 137 Viewing account informationEditing or viewing account details Entering Money Tracking transactions 138 139 140 Viewing account transactions 141 Displaying transactions in detail View modeEditing/updating existing transactions Edit Mode 142 Listing all transactionsCloser look at Money Tracking transactions 143 Using the Filter to display selected Transactions 144 145 Canceling an active FilterUsing the pre-defined Categories About Categories 146 Adding your own CategoriesEditing Category names Creating a Split transaction Split function147 148 149 Automatic transfers 150 151 Making a transfer for a Split transaction 152 Account balancing & reconciliationPerforming account balancing Marking transactions as Cleared 153 Postponing the Account Balancing Procedure 154 Balancing the account and reconciling Transactions 155 Handling unbalanced accounts 156 When the Organizer is LockedRemoving transactions after account Balancing Account list Deleting Money Tracking entries157 Transaction view Deleting all transactions 158Deleting all transactions within an account Deleting Filtered transactions Deleting all Money Tracking accounts 159Deleting all categories 160 Money Tracking application menu 161 Copying or Moving Blocks of Text 162 Copying or Moving Entries 163 Time Stamp and Date Stamp Functions 164 Word KeyDefining your words or phrases Inserting a word or phrase Turning the Filter on Filter FunctionEditing a word or phrase Deleting a word or phrase Schedule, Money Tracking and Memo entries Turning the Filter offDeleting filtered entries 166 167 Special Characters 168 169 Using the Optional PeripheralsPeripherals Menu 170 Setting printer emulationPrinting from the Organizer 171 Printing the current displayPrinting a single entry Printing a specified group of To Do entries To Do application Printing Schedule entries for specific periodsPrinting all entries 172 173 Transferring Data Initial set-up Transferring between OZ-5500 Organizers174 Transferring all entries in an application 175Transferring single entries 176 Exchanging data with other Organizers Transferring data 177 178 BOX and in BOX ViewerRemoving entries from the in BOX To remove all entries in the in BOX select Assigning entries to the in BOX from Applications179 180 Exchanging Information with a Personal Computer 181 Points to remember when using peripherals 182 183 Personalizing Your OrganizerStart-Up Display Selecting the start-up display 184 Responses to the start-up display 185 186 Locking the OrganizerTurning on the Lock 187 Accessing Secret entriesMarking/unmarking entries as Secret 188 Changing or deleting the passwordIf you forget your password Automatic Relocking 189 Setting the monthly formatSetting up the default Calendar view 190 Setting up the date formatSelecting the Bold display font Key AppendicesList of Key Notations 191 Opens the Memo application 192 Or copying 193Selects text for deleting, cutting 194 195 Caps 196 Resetting the Organizer 197 All reset operation General guidelines TroubleshootingBattery Replacement Problem Solution 199 Replacing the operating batteries 200 Replacing the memory backup batteryIf nothing happens when you press on 201 Clock Specifications202 Calculator Common 203Peripherals and data transfer interface 204 205 Index 206 207 208 209 210 211 212