Money Tracking application menu, 160 | Sharp OZ-5500 specification

Money Tracking application menu

Lists existing accounts and allows accounts to be added or updated.

Allows Categories to be added, edited, selected and deleted, and preset categories to be reloaded.

Commences account balancing by allowing transactions to be marked as Cleared.

Determines whether account is in balance and if so, marks cleared transactions as Reconciled.

Cancels account balancing until a later time but preserves changes already made.

Deletes transactions marked as Reconciled after account balancing but while maintaining total balance.

Selects the specific entries for deletion (see p.157).

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Sharp OZ-5500 operation manual Money Tracking application menu, 160

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 Using the Optional Peripherals Personalizing Your OrganizerAppendices 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 Setting the User’s Preferences Tel/User File TemplatesUser File Templates Setting the Start-up Display Setting the Password and Locking Organizer Setting the World CityTo start working with the Organizer Turning off the initial display Auto power offTurning the Organizer on and off To turn off the initial message Getting to Know Your Organizer Turning the key beep on and offApplications Menu operations Pop-up menusKeyboard 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 Editing an Existing Entry Editing TechniquesFields 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 entries using the application menu Deleting EntriesDeleting single entries Checking the Time and Date Submenu appears #2-6-1 Display Checking the Memory Tools Menu the Organizer’s Basic Utilities Time Management Calendar ApplicationSelecting a Calendar view Monthly view Monthly view Monthly Goals display Daily view Weekly view Finding entries using the Calendar views Selecting a dateMaking new Schedule, To Do and Ann entries 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 entries Deleting single entriesDeleting all entries Selecting a specific date Making entries for recurring and extended EventsDeletion of entries over a specific period Weekly DailyWork day Bi-weekly Setting a Schedule alarm Lunch with Sally Clearing a set alarm To Do ApplicationSchedule 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 Checking off entries using the Calendar Editing entriesChecking off completed entries Using categories Making entries 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 Deleting To Do entries by typeDeleting To Do entries by Category To Do application menu Deleting all To Do entries Ann Anniversary Application Making new entries in the ANN 1 fileMaking 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 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 Customizing the Index display Modifying the Index sort order101 Modifying the templates 102 Creating documents Memo and OutliningMemo Application 103 104 Changing the Index order Editing Memo entries Deleting Memo entries105 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 111 Moving topicsJoining two topics into one Splitting one topic into two Deleting Outline topics112 Deleting an outline Using subtopics children 113Deleting all outlines 114 Entering subtopicsCollapsing families 115 Expanding familiesRestructuring families Outline application menu 116 Calc Calculator Application Desk AccessoriesUsing the arithmetic calculator 117 Paperless printer 118Performing calculations Inserting new figures 119Checking intermediate results Changing part of a calculation Deleting a line Calculating dates120 Calculating the number of days between two dates Using the Calculator with other applications 121Transferring data from an application entry into Calc When E appears 122 Setting the number of decimal places Re-calculating using different values123 Calculation examples 124 Calc application menu 125 Clock Application Changing the Local city126 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 Turning alarms on and off Disabling all alarms131 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 Displaying transactions in detail View mode Editing/updating existing transactions Edit Mode141 Listing all transactions Closer look at Money Tracking transactions142 Using the Filter to display selected Transactions 143 144 About Categories Canceling an active FilterUsing the pre-defined Categories 145 Adding your own Categories Editing Category names146 Split function 147Creating a Split transaction 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 When the Organizer is Locked Removing transactions after account Balancing156 Transaction view Deleting Money Tracking entries157 Account list Deleting Filtered transactions 158Deleting all transactions within an account Deleting all transactions 159 Deleting all categoriesDeleting 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 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 Using the Optional Peripherals Peripherals Menu169 Setting printer emulation Printing from the Organizer170 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 Transferring between OZ-5500 Organizers 174Initial set-up 175 Transferring single entriesTransferring all entries in an application Exchanging data with other Organizers 176 177 Transferring data BOX and in BOX Viewer Removing entries from the in BOX178 Assigning entries to the in BOX from Applications 179To remove all entries in the in BOX select 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 Locking the Organizer Turning on the Lock186 Accessing Secret entries Marking/unmarking entries as Secret187 Automatic Relocking Changing or deleting the passwordIf you forget your password 188 Setting the monthly format Setting up the default Calendar view189 Setting up the date format Selecting the Bold display font190 191 AppendicesList of Key Notations Key 192 Opens the Memo application 193 Selects text for deleting, cuttingOr copying 194 Caps 195 Resetting the Organizer 196 All reset operation 197 Problem Solution TroubleshootingBattery Replacement General guidelines Replacing the operating batteries 199 Replacing the memory backup battery If nothing happens when you press on200 201 Calculator Specifications202 Clock 203 Peripherals and data transfer interfaceCommon 204 Index 205 206 207 208 209 210 211 212