Money & Account Management 133 | Sharp OZ-5600 specification

Calculating dates	120
Using the Calculator with other
applications	121
When E appears	122
Cost/Selling price/Markup and Cost/
Selling price/Margin calculations	122
Setting the number of decimal places	123
Calculation examples	124
The Calc application menu	125
The Clock Application	126
Changing the Local city	126
Setting the time and date	127
Checking the time in a city	128
Adding a User-defined city	129
Daylight Saving Time (DST)	130
Setting daily alarms	130
The Clock application menu	132
Chapter 7 Money & Account
Management	133
Money Tracking application	133
What it can do	133
Introducing Money Tracking concepts	133
Things to Know about Money Tracking	134
Setting up Money Tracking accounts	135

Viewing account information	137
Editing or viewing account details	137
Entering Money Tracking transactions	137
Viewing account transactions	140
Displaying transactions in detail:
View mode	141
Editing/updating existing transactions:
Edit mode	141
Listing all transactions	142
A closer look at Money Tracking
transactions	142
Using the Filter to display selected
transactions	143
Canceling an active Filter	145
About Categories	145
Using the pre-defined Categories	145
Adding your own Categories	146
Editing Category names	146
Using Categories	147
The SPLIT function	147
Automatic transfers	149
Making a transfer for a SPLIT transaction ...	151
Account balancing & reconciliation	152
Performing account balancing	152
Marking transactions as CLEARED	152

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Sharp OZ-5600 operation manual Money & Account Management 133

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 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 Personalizing Your Organizer Using the Optional PeripheralsAppendices 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 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 Pop-up menus Getting to Know Your OrganizerMenu operations Applications Keyboard Display symbols2nd How to use built-in Help When built-in help is not availableBuilt-in help and other messages Page 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 Techniques Editing an Existing EntryFields Letters lower-case and upper-case SymbolsCursor Typing in text Working with blocks of text Moving around the displayInserting and overwriting text Deleting text Scrolling the display Using keywords Using Index mode 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 Goals display Monthly view Weekly view Daily view Selecting a date Finding entries using the Calendar viewsMaking new Schedule, To Do and Ann entries #3-1-8 Display Calendar application menu Making new entries Schedule Application Finding Schedule entries Using Index modeUsing the Calendar view Searching using keywords Deleting 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 Weekly Lunch with Sally Setting a Schedule alarm To Do Application Clearing a set alarmSchedule 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 Editing entries Checking off entries using the CalendarChecking off completed entries Making entries using categories 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 by type Deleting To Do entriesDeleting To Do entries by Category Deleting all To Do entries To Do application menu Making new entries in the ANN 1 file Ann Anniversary ApplicationMaking 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 Deleting all entries in all files Deleting file entriesTel application menu User File application menu Changing file names Customizing the Tel and User File Applications 100 Configuring fields Modifying the Index sort order Customizing the Index display101 102 Modifying the templates 103 Memo and OutliningMemo Application Creating documents Changing the Index order 104 Deleting Memo entries Editing Memo entries105 106 Changing the way text is displayed Creating an outline Outline ApplicationTurning word wrap on and off Memo application menu 108 109 Using Index mode to find an outlineLocating outlines Displaying full topics Editing text Revising outlines110 Selecting topics Moving topics 111Joining two topics into one Deleting an outline Deleting Outline topics112 Splitting one topic into two 113 Using subtopics childrenDeleting all outlines Entering subtopics 114Collapsing families Expanding families 115Restructuring families 116 Outline application menu 117 Desk AccessoriesUsing the arithmetic calculator Calc Calculator Application 118 Paperless printerPerforming calculations Changing part of a calculation 119Checking intermediate results Inserting new figures Calculating the number of days between two dates Calculating dates120 Deleting a line 121 Using the Calculator with other applicationsTransferring data from an application entry into Calc 122 When E appears Re-calculating using different values Setting the number of decimal places123 124 Calculation examples 125 Calc application menu Changing the Local city Clock Application126 127 Setting the time and date 128 Checking the time in a city 129 Adding a User-defined city Assigning DST to a city Setting daily alarmsDaylight Saving Time DST 130 Disabling all alarms Turning alarms on and off131 132 Clock application menu Introducing Money Tracking concepts Money & Account ManagementMoney Tracking application What it can do 134 Things to Know about Money Tracking 135 Setting up Money Tracking accounts Card 136 137 Viewing account informationEditing or viewing account details Entering Money Tracking transactions 138 139 140 Viewing account transactions Editing/updating existing transactions Edit Mode Displaying transactions in detail View mode141 Closer look at Money Tracking transactions Listing all transactions142 143 Using the Filter to display selected Transactions 144 145 Canceling an active FilterUsing the pre-defined Categories About Categories Editing Category names Adding your own Categories146 147 Split functionCreating a Split transaction 148 149 Automatic transfers 150 151 Making a transfer for a Split transaction 152 Account balancing & reconciliationPerforming account balancing Marking transactions as Cleared 153 Postponing the Account Balancing Procedure 154 Balancing the account and reconciling Transactions 155 Handling unbalanced accounts Removing transactions after account Balancing When the Organizer is Locked156 Account list Deleting Money Tracking entries157 Transaction view Deleting all transactions 158Deleting all transactions within an account Deleting Filtered transactions Deleting all categories 159Deleting all Money Tracking accounts 160 Money Tracking application menu Copying or Moving Blocks of Text Features and Utilities for Added Power161 162 Copying or Moving Entries 163 Time Stamp and Date Stamp Functions 164 Word KeyDefining your words or phrases Inserting a word or phrase Turning the Filter on Filter FunctionEditing a word or phrase Deleting a word or phrase Schedule, Money Tracking and Memo entries Turning the Filter offDeleting filtered entries 166 167 Special Characters 168 Peripherals Menu Using the Optional Peripherals169 Printing from the Organizer Setting printer emulation170 171 Printing the current displayPrinting a single entry Printing a specified group of To Do entries To Do application Printing Schedule entries for specific periodsPrinting all entries 172 173 Transferring Data 174 Transferring between OZ-5600 OrganizersInitial set-up Transferring single entries 175Transferring all entries in an application 176 Exchanging data with other Organizers Transferring data 177 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 180 Exchanging Information with a Personal Computer 181 Points to remember when using peripherals 182 183 Personalizing Your OrganizerStart-Up Display Selecting the start-up display 184 Responses to the start-up display 185 Turning on the Lock Locking the Organizer186 Marking/unmarking entries as Secret Accessing Secret entries187 188 Changing or deleting the passwordIf you forget your password Automatic Relocking Setting up the default Calendar view Setting the monthly format189 Selecting the Bold display font Setting up the date format190 Key AppendicesList of Key Notations 191 Opens the Money Tracking 192 Key Representation in Text Function 193 194 195 Caps 196 Resetting the Organizer 197 All reset operation General guidelines TroubleshootingBattery Replacement Problem Solution 199 Replacing the operating batteries If nothing happens when you press on Replacing the memory backup battery200 201 Clock Specifications202 Calculator Peripherals and data transfer interface 203Common 204 205 Index 206 207 208 209 210 211 212