144 | Sharp OZ-5500 instruction

The SET FILTER STATUS window appears.

2.To specify only transactions from a particular

account, press ˜ and select the desired account. Select ALL (which is the default) to indicate that the selected transactions can be from any account.

#7-1-8B

3.Specify any other fields for the remainder of the selection criteria, then press ENTER .

The message “Filtering...” appears briefly. All transactions that satisfy the selection criteria are then displayed in Index mode. Since the total balance shown at the top of screen is for Filtered transactions only, it is labeled FILTERED.

#7-1-9

☞Note that in the CLEARED field, the pop-up menu contains items which do not appear when entering Money Tracking transactions. These extra items represents a combination of possible values for the field, allowing the user to specify more than one value for the selection criteria.

If a Category used for the Filter selection criteria occurs as one of the Split components of a transaction amount, the entire transaction amount will be added to the Filtered Balance, not just the split amount corresponding to the selected Category.

#7-1-10

= NOT CLEARED + CLEARED

A date range may be used to make the Filter selection more specific. The FROM date is the date at which the Filter selection should start. The TO date is the latest date at which the Filter should end. Either field may be left blank to allow the Filter to have no starting or ending date limit.

☞Note that the more detailed the selection criteria (ie. the more fields you specify for the Filter), the more selectively the Filter will operate and the quicker you will find the information you are looking for. However, if you specify more than one selection criterion, any filtered items will have to meet all of the selection criteria, not just any of them.

4.To display a particular transaction in View mode, select the transaction and press ENTER .

The selected transaction appears in View mode. The word FILTERED appears in the top-right of the screen to remind you that a filter is in effect, and that some transactions may

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Sharp OZ-5500 operation manual 144

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