Sharp OZ-5600 operation manual Setting up Money Tracking accounts

Models: OZ-5600

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Setting up Money Tracking accounts

Memory is full – What can I do

Removing reconciled transactions from memory will free up memory space. Make sure you back up these transactions for future reference either by printing or saving to your computer with the optional Link software.

Sharing information with my desktop money management software

The optional Link software will enable you to transfer the OZ-5600 transactions to your computer using the standard QIF format. After being uploaded to the computer you can then import them into your money management software using the Import feature. You can also Export transactions from your desktop software to your OZ-5600.

How secret works with Money Tracking

If your organizer is locked, the account balances will be displayed as ##,###,###.## until the organizer is unlocked.

Setting up Money Tracking accounts

All Money Tracking transactions are recorded against accounts set up by the user. There are no default accounts. The first step in using the Money Tracking application is to set up your personal accounts.

To enter a new account:

1.Press MONEY TRACKING to open the Money Tracking application.

2.Press MENU and select SET UP ACCOUNT followed by ENTER .

The ACCOUNT LIST appears, with the name, type and current balance of any existing accounts. When defining an account for the first time, the list will be empty.

3.Press NEW .

The ACCOUNT INFORMATION window is displayed.

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+When you use the Money Tracking application for the first time, there are no accounts set up. When you press ENTER or NEW for the first time after opening the application, you will be warned there are no accounts set up. The procedure to create new accounts will then be initiated automatically after you press ENTER once more.

4.Enter the name you wish to give the new account (up to 15 characters long) and press NEXT .

The cursor moves to the TYPE field.

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Page 138
Image 138
Sharp OZ-5600 operation manual Setting up Money Tracking accounts