Sharp OZ-5500 Removing transactions after account Balancing, When the Organizer is Locked, 156

Removing transactions after account

balancing

Since the Organizer contains limited memory capacity, it is important to delete unwanted or out-of-date data from the Money Tracking application just as for other applications. However, one important advantage to having RECONCILED transactions is that they are probably no longer required, since they have all be successfully accounted for. The Money Tracking applications offers a useful facility of removing RECONCILED and/or other transactions after adding their total value to the existing OPENING BALance to create a new OPENING BALance. This opening balance will be used the next time account balancing is performed.

☞Since transactions cannot be retrieved once they are removed or deleted, you may want to store or back up the transactions before removing them by transferring them to a PC or even printing out the details.

To remove transactions:

1.Select REMOVE TRANSACTIONS from the Money Tracking application menu, then press ENTER .

The REMOVE TRANSACTIONS window appears.

2. In the ACCOUNT field, press ˜ and select the account in which you want to remove transactions, or select ALL to remove transactions from all accounts. Press NEXT .

3.In the BEFORE field, enter the date before which you want to remove transactions. You can either enter the

date directly from the keyboard or press ˜ and use the arrow keys to select the date from the pop-up calendar. Press NEXT .

☞Transaction on or after the date you specify in the BEFORE field will not be removed. For example, if you specify BEFORE 1/1/97, then transactions up to and including 12/31/96 will be removed.

4.In the CONDITION field, specify the types of transactions you wish to remove, according to their status. Press ENTER .

Note the default is REMOVE RECONCILED.

☞Note that while the removal of transactions maintains the correct overall account balance, this is completely different from deleting transactions, which causes the balance to be reduced accordingly.

When the Organizer is Locked

Like most other applications within the Organizer, the Money Tracking application allows you to define certain information as Secret, so that it will be subsequently hidden when the Organizer is Locked. However, locking the Organizer causes certain changes to the Money Tracking application’s behavior. These changes are discussed below.

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