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Sharp OZ-5600 operation manual Money Tracking application menu

Models: OZ-5600

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Money Tracking application menu

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-5600 operation manual Money Tracking application menu

Contents

MODEL OPERATION MANUALOZ-5600 ELECTRONIC ORGANIZERSHARP CORPORATION SHARP ELECTRONICS CORPORATIONPRINTED IN JAPAN 95G16TTINSE1240PCZZ ➀ Introduction Contents Chapter 3 Time Management Chapter 5 Memo and Outlining Chapter 6 Desk AccessoriesMoney Tracking application The Clock ApplicationChapter 7 Money & Account ManagementPeripherals Chapter 8 Features and Utilities forAdded Power Chapter 9 Using the OptionalAll reset operation Accessing Secret entriesSetting the monthly format Setting up the date formatImportant things to do Quick StartInstalling or replacing the batteries Initializing the Organizer 5. Press ENTER 4. Press or to adjust the LCD contrast to your liking#Q-3-4 Setting up the Organizer 8. Press ENTER when your city is selected User’s Preferences 3. MORE CLOCK SETTINGS #Q-8-1 Making your first entry in the Tel application4. Press ENTER when finished to store the new entry 1. Press 2. Press NEWRecording an appointment Changing an appointment Entering a To Do item Using the Calendar views #Q-12-3 Editing an entry 2. Press DEL A confirmation message appears #Q-15-1 Deleting an entry3. Press Y to confirm the deletion 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 The type of the account affects the way in which the account is Creating a new Money Tracking accountused. See Chap.7 for an explanation of account types Entering a new Money Tracking transaction #Q-21-2 8. Select an optional CATEGORY by pressing ˜ , or type in Answers to Commonly Asked Questions Q How can I back up my data? Q I want to print out my information. What do I need?switch simply re-starts the Organizer Page What Your Organizer Can Do Chapter 1. Getting Started About this ManualChapter 6. Desk Accessories Chapter 8. Features and Utilities for Added PowerChapter 10. Personalizing Your Organizer Chapter 9. Using the Optional PeripheralsAppendices Conventions Used in this Manual ∙ Clean the Organizer only with a Caring for the OrganizerCHAPTER Getting Started15-pin cable jack Part Names and FunctionsDisplay Numeric keypadGetting the Organizer Up and Running Installing the batteriesInsert the two batteries on top of the ribbon tab Initializing Setting the Owner’s Information Setting up the Organizer after InitializationWelcome messages and instructions Setting the Clock 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 the OrganizerTo start working with the Organizer Auto power off Setting the LCD contrast to suit various lighting conditionsTurning the Organizer on and off BacklightTurning the key beep on and off Turning off the initial displayTo turn off the initial message Pop-up menus Getting to Know Your OrganizerMenu operations ApplicationsCAPS Display symbolsThe keyboard BATTWhen built-in help is not available Built-in help and other messagesHow to use built-in Help Page Opening an Application General OperationCHAPTER Index mode Selecting the Display ModesIndicates the selected field View modeEdit mode CursorName John Smith Tel Fax Address 123 Main Street, Mahwah, NJ Creating a New Entry6. Type in 201-529-9695 FAX Editing Techniques Editing an Existing EntryFields Letters lower-case and upper-case The cursorTyping in text SymbolsWorking with blocks of text Moving around the displayInserting and overwriting text Deleting textScrolling the display Using keywords Using Index modeFinding Specific Entries in Your Organizer By date Deleting Entries Deleting entries using the application menuDeleting single entries Checking the Time and Date Checking the Memory The TOOLS Menu - the Organizer’s Basic Utilities CHAPTER Time ManagementThe Calendar Application Selecting a Calendar viewThe Monthly view Monthly Goals display The Monthly viewThe Weekly view The Daily viewSelecting a date Finding entries using the Calendar viewsMaking new Schedule, To Do and Ann entries The Calendar application menu 830 p.m. - 1200 a.m The Schedule ApplicationMaking new entries October 31Using the Calendar view Finding Schedule entriesMoving appointments and editing entries Using Index modeDeleting single entries Deleting entriesDeleting all entries Making entries for recurring and extended events Selecting a specific dateDeletion of entries over a specific period Bi-weekly DailyWork day WeeklyLunch with Sally Setting a Schedule alarmMarch 16 100 - 200 pmMaking new entries The To Do ApplicationThe Schedule application menu Clearing a set alarmAssigning due dates to entries Assigning priority to entriesDescription Prepare Alpha project proposal for John project proposal for John2. Type Sales report Finding entries using Index modeSales report Mar 10Using keywords Controlling how the Calendar displays To Do informationChecking off completed entries Editing entriesChecking off entries using the Calendar Phone Call Using categoriesCall Frank re Alpha Project Mar 15Alpha Project ˜ Assigning categories using the category listUpdating the Category list Accessing the To Do entries by categoryDeleting To Do entries by Category Deleting To Do entriesDeleting single entries Deleting To Do entries by typeDeleting all To Do entries The To Do application menuThe second Sunday in May The Ann Anniversary ApplicationMaking new entries Sally’s BirthdayUsing keywords Finding entriesUsing Index mode Using the Calendar viewDeleting all entries Editing Ann entriesDeleting Ann entries Deleting single entriesdeletion see p.92 The Ann application menuSelects ANN 1 file or ANN file see p.91Page The Tel and User File Applications Creating Your Own DatabaseCHAPTER Finding entries Selecting a fileCreating new entries The three User File directories are set up automatically as followsUsing keywords Using Index modeEditing entries Deleting single entries Deleting file entriesThe Tel application menu The User File application menuCustomizing the Tel and User File Applications Changing file namesused in this file Configuring fieldsCurrent field names Modifying the Index sort order Customizing the Index displayModifying the templates CHAPTER Memo and OutliningThe Memo Application Creating documentsThank you for your fax of May 5th, 1996 regarding the Alpha Project Finding entriesMay 10 Mr. Frank Smith Chairman Dear Mr. SmithDeleting single entries Editing Memo entriesDeleting Memo entries Using keywordsDeleting all entries Changing the way text is displayedCreating an outline The Outline ApplicationTurning word wrap on and off The Memo application menutopic can contain up to 2,048 characters Using keywords Locating outlinesDisplaying full topics Using Index mode to find an outlineAdding new topics Revising outlinesSelecting topics Editing textJoining two topics into one Moving topicsSplitting one topic into two Deleting Outline topicsDeleting an outline Deleting all outlines Using subtopics childrenCollapsing families Entering subtopicsRestructuring families Expanding familiesThe Outline application menu CHAPTER Desk AccessoriesUsing the arithmetic calculator The Calc Calculator ApplicationPerforming calculations The paperless printerInserting new figures Checking intermediate resultsChanging part of a calculation Calculating a date by specifying a number of days Calculating datesDeleting a line Calculating the number of days between two datesTransferring data from an application entry into Calc Using the Calculator with other applicationsCost/Selling price/Markup and Cost/Selling price/Margin calculations When E appearsRe-calculating using different values Setting the number of decimal placesCalculation examples The Calc application menu Changing the Local city The Clock ApplicationSetting the time and date Checking the time in a city Adding a User-defined city Enabling and disabling DST Setting daily alarmsDaylight Saving Time DST Assigning DST to a cityDisabling all alarms Turning alarms on and offalarms are indicated as set or unset in the #6-2-9 Display The Clock application menuSets and controls up to five alarms to sound daily see p.130 Turns all DST settings on or offIntroducing Money Tracking concepts Money & Account ManagementMoney Tracking application What it can doThings to Know about Money Tracking Setting up Money Tracking accounts 5. Press ˜ Editing or viewing account details Viewing account informationEntering Money Tracking transactions The ACCOUNT LIST is displayed 9. Enter the optional CATEGORY for the transaction by Viewing account transactions Editing/updating existing transactions Edit mode Displaying transactions in detail View modeA closer look at Money Tracking transactions Listing all transactionsCANCEL Using the Filter to display selected transactions The TURN ON FILTER window appears Using the pre-defined Categories Canceling an active FilterAbout Categories Editing Category names Adding your own CategoriesThe SPLIT function Using CategoriesCreating a SPLIT transaction #7-1-13 Automatic transfers + If you pass the CHECKING account by mistake, press to confirm the transaction should be Making a transfer for a SPLIT transactionPerforming account balancing Account balancing & reconciliationMarking transactions as CLEARED Postponing the ACCOUNT BALANCING procedure Balancing the account and reconciling the transactions Handling unbalanced accounts Removing transactions after account balancing When the Organizer is LockedDeleting Money Tracking entries Deleting Filtered transactions Deleting all transactions within an accountDeleting all transactions Deleting all Money Tracking accounts Deleting all categoriesMoney Tracking application menu Features and Utilities for Added Power Copying or Moving Blocks of TextCHAPTER Copying or Moving Entries The Time Stamp and Date Stamp Functions Defining your words or phrases The Word KeyInserting a word or phrase Turning the Filter on The Filter FunctionEditing a word or phrase Deleting a word or phraseDeleting filtered entries Turning the Filter offIn the Schedule, Money Tracking, Memo, Tel, or User File applications Special Characters˜ ` ´ The Peripherals Menu Using the Optional PeripheralsCHAPTER Printing from the Organizer Setting printer emulationPrinting a single entry Printing the current displayPrinting a specified group of To Do entries Printing all entries Printing Schedule entries for specific periodsIn the To Do application direction of transfer Transferring DataTransferable data and Transfer deviceInitial set-up Transferring between OZ-5600 OrganizersTransferring all entries in an application Transferring single entriesInitial set-up Exchanging data with other OrganizersTransferring data Removing entries from the IN BOX The IN BOX and IN BOX VIEWERTo remove all entries in the IN BOX select Assigning entries to the IN BOX from applicationsTo delete all entries from the IN BOX and from Exchanging Information with a Personal Computer Points to remember when using peripherals Page CHAPTER Personalizing Your OrganizerThe Start-Up Display Selecting the start-up displayResponses to the start-up display Setting the Owner’s Information Turning on the Lock Locking the OrganizerMarking/unmarking entries as Secret Accessing Secret entriesIf you forget your password Changing or deleting the passwordAutomatic Relocking Setting up the default Calendar view Setting the monthly formatChanging the Calendar Display Format Selecting the Bold display font Setting up the date formatA. List of Key Notations A. List of Key Notations B. Resetting the OrganizerC. Troubleshooting D. Battery Replacement E. Specifications AppendicesPage EDIT Page SMBL SPACECAPS WORDSEND B. Resetting the OrganizerENTER All reset operation D. Battery Replacement C. TroubleshootingGeneral guidelines Replacing the operating batteries If nothing happens when you press ON Replacing the memory backup batteryIf nothing happens when you press ON Calculator E. SpecificationsClock Common Peripherals and data transfer interfaceDimensions Index Page Page Page Page Transactions see under Money Tracking Deleting words/phrases 165 Registering words/phrases