About Categories, Canceling an active Filter, 145 | Sharp OZ-5600

5.	Use ˜	and ¶ to display those fields which cannot
	be displayed at one time.
Use	PREV	and NEXT to display full details of previous

and subsequent transactions that also meet the Filter’s selection criteria.

Canceling an active Filter

While a filter is in effect, the word FILTERED appears at the top of the screen and a 3 appears in the Money Tracking menu next to SET FILTER STATUS. When you have accessed the information you were looking for, you may want to turn off or cancel an active Filter.

To cancel a Filter:

1.Press MENU twice to display the PREFERENCES menu.

A 3 is displayed next to the SET FILTER STATUS command.

2.Select SET FILTER STATUS and press ENTER .

The Filter is canceled, and the Account List is displayed. If you display the PREFERENCES menu again, the 3 will no longer appear next to the SET FILTER STATUS.

About Categories

The CATEGORY field provides a useful way of associating various transactions in different accounts according to a common purpose, customer/client or some other type. While the Money Tracking application provides a comprehensive list of default categories ready for your use, you can also define your own categories as required. Careful defining and assigning of categories allows you to make the best use one of Money Tracking’s most powerful facilities - the Filter function (see p.143) - to selectively access various transactions after they have been entered.

The Organizer provides a comprehensive built-in list of 41 pre-defined categories. In addition, you can add, edit and delete Category names as required.

Using the pre-defined Categories

The pre-defined categories are built-in to the Money Tracking application, and are installed automatically upon initialization. However, you may wish to delete all the built- in and user-defined Categories and then add them again later. You can do this by issuing a simple command from the menu.

1.Press MENU , select CATEGORIES and press

ENTER .

2.Select APPEND PRESET CATEGORIES and press

ENTER .

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Sharp OZ-5600 operation manual About Categories, Canceling an active Filter, Using the pre-defined Categories, 145

Contents

OZ-5600 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 Personalizing Your Organizer Using the Optional PeripheralsAppendices 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 Tel/User File Templates Setting the User’s PreferencesUser File Templates Setting the Start-up Display Setting the World City Setting the Password and Locking OrganizerTo start working with the Organizer Turning the Organizer on and off Auto power offBacklight Turning the key beep on and off Turning off the initial displayTo turn off the initial message Getting to Know Your Organizer Menu operationsApplications Pop-up menus Keyboard Display symbols2nd How to use built-in Help When built-in help is not availableBuilt-in help and other messages Page 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 Techniques Editing an Existing EntryFields Symbols CursorTyping in text Letters lower-case and upper-case Moving around the display Inserting and overwriting textDeleting text Working with blocks of text Scrolling the display Using Index mode Using keywords By date Deleting Entries Deleting entries using the application menuDeleting single entries Checking the Time and Date Checking the Memory Tools Menu the Organizer’s Basic Utilities Calendar Application Time ManagementSelecting a Calendar view Monthly view Monthly view Monthly Goals display Daily view Weekly view Selecting a date Finding entries using the Calendar viewsMaking new Schedule, To Do and Ann entries Calendar application menu #3-1-8 Display Schedule Application Making new entries Using Index mode Using the Calendar viewSearching using keywords Finding Schedule entries Deleting single entries Deleting entriesDeleting all entries Making entries for recurring and extended Events Selecting a specific dateDeletion of entries over a specific period Daily Work dayWeekly Bi-weekly Setting a Schedule alarm Lunch with Sally To Do Application Clearing a set alarmSchedule 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 Editing entries Checking off entries using the CalendarChecking off completed entries Making entries using categories 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 by type Deleting To Do entriesDeleting To Do entries by Category To Do application menu Deleting all To Do entries Making new entries in the ANN 1 file Ann Anniversary ApplicationMaking 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 Deleting file entries Tel application menuUser File application menu Deleting all entries in all files Customizing the Tel and User File Applications Changing file names Configuring fields 100 Modifying the Index sort order Customizing the Index display101 Modifying the templates 102 Memo and Outlining Memo ApplicationCreating documents 103 104 Changing the Index order Deleting Memo entries Editing Memo entries105 Changing the way text is displayed 106 Outline Application Turning word wrap on and offMemo application menu Creating an outline 108 Using Index mode to find an outline Locating outlinesDisplaying full topics 109 Revising outlines 110Selecting topics Editing text Moving topics 111Joining two topics into one Deleting Outline topics 112Splitting one topic into two Deleting an outline 113 Using subtopics childrenDeleting all outlines Entering subtopics 114Collapsing families Expanding families 115Restructuring families Outline application menu 116 Desk Accessories Using the arithmetic calculatorCalc Calculator Application 117 118 Paperless printerPerforming calculations 119 Checking intermediate resultsInserting new figures Changing part of a calculation Calculating dates 120Deleting a line Calculating the number of days between two dates 121 Using the Calculator with other applicationsTransferring data from an application entry into Calc When E appears 122 Re-calculating using different values Setting the number of decimal places123 Calculation examples 124 Calc application menu 125 Changing the Local city Clock Application126 Setting the time and date 127 Checking the time in a city 128 Adding a User-defined city 129 Setting daily alarms Daylight Saving Time DST130 Assigning DST to a city Disabling all alarms Turning alarms on and off131 Clock application menu 132 Money & Account Management Money Tracking applicationWhat it can do Introducing Money Tracking concepts Things to Know about Money Tracking 134 Setting up Money Tracking accounts 135 136 Card Viewing account information Editing or viewing account detailsEntering Money Tracking transactions 137 138 139 Viewing account transactions 140 Editing/updating existing transactions Edit Mode Displaying transactions in detail View mode141 Closer look at Money Tracking transactions Listing all transactions142 Using the Filter to display selected Transactions 143 144 Canceling an active Filter Using the pre-defined CategoriesAbout Categories 145 Editing Category names Adding your own Categories146 147 Split functionCreating a Split transaction 148 Automatic transfers 149 150 Making a transfer for a Split transaction 151 Account balancing & reconciliation Performing account balancingMarking transactions as Cleared 152 Postponing the Account Balancing Procedure 153 Balancing the account and reconciling Transactions 154 Handling unbalanced accounts 155 Removing transactions after account Balancing When the Organizer is Locked156 Deleting Money Tracking entries 157Transaction view Account list 158 Deleting all transactions within an accountDeleting Filtered transactions Deleting all transactions Deleting all categories 159Deleting all Money Tracking accounts Money Tracking application menu 160 Copying or Moving Blocks of Text Features and Utilities for Added Power161 Copying or Moving Entries 162 Time Stamp and Date Stamp Functions 163 Word Key Defining your words or phrasesInserting a word or phrase 164 Filter Function Editing a word or phraseDeleting a word or phrase Turning the Filter on Turning the Filter off Deleting filtered entries166 Schedule, Money Tracking and Memo entries Special Characters 167 168 Peripherals Menu Using the Optional Peripherals169 Printing from the Organizer Setting printer emulation170 Printing the current display Printing a single entryPrinting a specified group of To Do entries 171 Printing Schedule entries for specific periods Printing all entries172 To Do application Transferring Data 173 174 Transferring between OZ-5600 OrganizersInitial set-up Transferring single entries 175Transferring all entries in an application Exchanging data with other Organizers 176 177 Transferring data Removing entries from the in BOX BOX and in BOX Viewer178 179 Assigning entries to the in BOX from ApplicationsTo remove all entries in the in BOX select Exchanging Information with a Personal Computer 180 Points to remember when using peripherals 181 182 Personalizing Your Organizer Start-Up DisplaySelecting the start-up display 183 Responses to the start-up display 184 185 Turning on the Lock Locking the Organizer186 Marking/unmarking entries as Secret Accessing Secret entries187 Changing or deleting the password If you forget your passwordAutomatic Relocking 188 Setting up the default Calendar view Setting the monthly format189 Selecting the Bold display font Setting up the date format190 Appendices List of Key Notations191 Key 192 Opens the Money Tracking 193 Key Representation in Text Function 194 Caps 195 Resetting the Organizer 196 All reset operation 197 Troubleshooting Battery ReplacementProblem Solution General guidelines Replacing the operating batteries 199 If nothing happens when you press on Replacing the memory backup battery200 201 Specifications 202Calculator Clock Peripherals and data transfer interface 203Common 204 Index 205 206 207 208 209 210 211 212