General Operation, Opening an Application | Sharp OZ-5500 specification

MONEY TRACKING

CHAPTER 2

General Operation

his chapter introduces most of the TOrganizer’s basic operations. The Tel

application will be used for the examples. However, most of the techniques described here can be applied to all of the Organizer’s applications. Each application is described in detail later on in the manual.

➛For a full explanation of the Tel application, see p.95.

Opening an Application

To start an application, simply press the corresponding key, located on the top of the keyboard. Each time you press

CALENDAR , SCHEDULE , TO DO , ANN , CLOCK , TEL , USER FILE , OUTLINE , MEMO ,

or CALC , the selected application will

appear. Any application already being displayed will be hidden whenever a new application is selected. You can always return to another application at the exact point where you left off simply by pressing its key again. However, only one application at a time can ever be displayed.

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Sharp OZ-5500 operation manual General Operation, Opening an Application

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 Using the Optional Peripherals Personalizing Your OrganizerAppendices 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 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 the Organizer on and off Auto power offTurning off the initial display To turn off the initial message Getting to Know Your Organizer Turning the key beep on and offApplications Menu operations Pop-up menusKeyboard When built-in help is not available Display symbolsBuilt-in help and other messages 2nd 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 Editing an Existing Entry Editing TechniquesFields Cursor SymbolsTyping in text Letters lower-case and upper-case Inserting and overwriting text Moving around the displayDeleting text Working with blocks of text Scrolling the display Using keywords Using Index mode By date Deleting entries using the application menu Deleting EntriesDeleting single entries Submenu appears #2-6-1 Display Checking the Time and Date Checking the Memory Tools Menu the Organizer’s Basic Utilities Time Management Calendar ApplicationSelecting a Calendar view Monthly view Monthly Goals display Monthly view Weekly view Daily view Finding entries using the Calendar views Selecting a dateMaking new Schedule, To Do and Ann entries #3-1-8 Display Calendar application menu Making new entries Schedule Application Using the Calendar view Using Index modeSearching using keywords 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 Work day DailyWeekly Bi-weekly Lunch with Sally Setting a Schedule alarm Clearing a set alarm To Do ApplicationSchedule application menu 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 entries using the Calendar Editing entriesChecking off completed entries Using categories Making entries using categoriesChecking off entries in the To Do application Alpha Project ˜ Assigning categories using the category list Updating the Category list Accessing the To Do entries by category Deleting To Do entries Deleting To Do entries by typeDeleting To Do entries by Category Deleting all To Do entries To Do application menu Ann Anniversary Application Making new entries in the ANN 1 fileMaking new entries in the ANN 2 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 Tel application menu Deleting file entriesUser File application menu Deleting all entries in all files Changing file names Customizing the Tel and User File Applications 100 Configuring fields Customizing the Index display Modifying the Index sort order101 102 Modifying the templates Memo Application Memo and OutliningCreating documents 103 Changing the Index order 104 Editing Memo entries Deleting Memo entries105 106 Changing the way text is displayed Turning word wrap on and off Outline ApplicationMemo application menu Creating an outline 108 Locating outlines Using Index mode to find an outlineDisplaying full topics 109 110 Revising outlinesSelecting topics Editing text 111 Moving topicsJoining two topics into one 112 Deleting Outline topicsSplitting one topic into two Deleting an outline Using subtopics children 113Deleting all outlines 114 Entering subtopicsCollapsing families 115 Expanding familiesRestructuring families 116 Outline application menu Using the arithmetic calculator Desk AccessoriesCalc Calculator Application 117 Paperless printer 118Performing calculations Checking intermediate results 119Inserting new figures Changing part of a calculation 120 Calculating datesDeleting a line Calculating the number of days between two dates Using the Calculator with other applications 121Transferring data from an application entry into Calc 122 When E appears Setting the number of decimal places Re-calculating using different values123 124 Calculation examples 125 Calc application menu Clock Application Changing the Local city126 127 Setting the time and date 128 Checking the time in a city 129 Adding a User-defined city Daylight Saving Time DST Setting daily alarms130 Assigning DST to a city Turning alarms on and off Disabling all alarms131 132 Clock application menu Money Tracking application Money & Account ManagementWhat it can do Introducing Money Tracking concepts 134 Things to Know about Money Tracking 135 Setting up Money Tracking accounts 136 Editing or viewing account details Viewing account informationEntering Money Tracking transactions 137 138 139 140 Viewing account transactions Displaying transactions in detail View mode Editing/updating existing transactions Edit Mode141 Listing all transactions Closer look at Money Tracking transactions142 143 Using the Filter to display selected Transactions 144 Using the pre-defined Categories Canceling an active FilterAbout Categories 145 Adding your own Categories Editing Category names146 Split function 147Creating a Split transaction 148 149 Automatic transfers 150 151 Making a transfer for a Split transaction Performing account balancing Account balancing & reconciliationMarking transactions as Cleared 152 153 Postponing the Account Balancing Procedure 154 Balancing the account and reconciling Transactions 155 Handling unbalanced accounts When the Organizer is Locked Removing transactions after account Balancing156 157 Deleting Money Tracking entriesTransaction view Account list Deleting all transactions within an account 158Deleting Filtered transactions Deleting all transactions 159 Deleting all categoriesDeleting all Money Tracking accounts 160 Money Tracking application menu 161 Copying or Moving Blocks of Text 162 Copying or Moving Entries 163 Time Stamp and Date Stamp Functions Defining your words or phrases Word KeyInserting a word or phrase 164 Editing a word or phrase Filter FunctionDeleting a word or phrase Turning the Filter on Deleting filtered entries Turning the Filter off166 Schedule, Money Tracking and Memo entries 167 Special Characters 168 Using the Optional Peripherals Peripherals Menu169 Setting printer emulation Printing from the Organizer170 Printing a single entry Printing the current displayPrinting a specified group of To Do entries 171 Printing all entries Printing Schedule entries for specific periods172 To Do application 173 Transferring Data Transferring between OZ-5500 Organizers 174Initial set-up 175 Transferring single entriesTransferring all entries in an application 176 Exchanging data with other Organizers Transferring data 177 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 180 Exchanging Information with a Personal Computer 181 Points to remember when using peripherals 182 Start-Up Display Personalizing Your OrganizerSelecting the start-up display 183 184 Responses to the start-up display 185 Locking the Organizer Turning on the Lock186 Accessing Secret entries Marking/unmarking entries as Secret187 If you forget your password Changing or deleting the passwordAutomatic Relocking 188 Setting the monthly format Setting up the default Calendar view189 Setting up the date format Selecting the Bold display font190 List of Key Notations Appendices191 Key Opens the Memo application 192 193 Selects text for deleting, cuttingOr copying 194 195 Caps 196 Resetting the Organizer 197 All reset operation Battery Replacement TroubleshootingProblem Solution General guidelines 199 Replacing the operating batteries Replacing the memory backup battery If nothing happens when you press on200 201 202 SpecificationsCalculator Clock 203 Peripherals and data transfer interfaceCommon 204 205 Index 206 207 208 209 210 211 212