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Palm
®
Z22 Handheld 202
CHAPTER 13 Managing Your Expenses
Working with Expense on your computer
WINDOWS ONLY
Use Expense on your computer to view and manage the expenses you create on your handheld.
Check out the online Help in Palm
®
Desktop software to learn how to use Expense on your
computer. The online Help includes info about the following topics:
• Adding, editing, and deleting expense items
• Organizing your expenses by date, type, amount, notes, or category
• Viewing expense items as a list, large icons, or small icons
• Converting a list of expenses to a single currency
• Printing expense reports
• Transferring expense information to other applications, such as Microsoft Excel, using the Send
or Export command in Palm Desktop software
To open Expense on your computer, double-click the Palm Desktop icon on the Windows desktop,
and then click Expense on the Launch bar.
- User Guide 1
- Copyright and Trademark 2
- Software Download Available 2
- Table of Contents 3
- About This Guide 12
- What’s in this guide? 13
- Sidebars 14
- Setting Up Your Handheld 15
- What’s in the box? 16
- System requirements 16
- 1 Remove the AC charger from 20
- 2 Press the power button 20
- 2 WINDOWS ONLY 21
- Key Term 22
- 3 Continue with the onscreen 23
- Using user profiles 25
- Creating a user profile 26
- 2 Create the profile: 27
- 1 Begin synchronization: 28
- Your Handheld 32
- What’s on my handheld? 33
- Top and back 35
- What’s on the screen? 36
- Application controls 37
- What software do I have? 39
- Math and finance 40
- Media and entertainment 40
- Moving Around in Applications 44
- Opening applications 45
- Using the 5-way navigator 46
- Moving around in dialog boxes 48
- Moving around in menus 49
- Using the command stroke 51
- Using the command toolbar 51
- Finding information 52
- 2 writing 55
- Using full-screen writing 56
- Writing Graffiti 2 characters 57
- Graffiti 2 alphabet 59
- Graffiti 2 numbers 60
- Graffiti 2 punctuation marks 61
- Graffiti 2 gestures 64
- Z22 Handheld 52 66
- Writing Graffiti 2 shortcuts 67
- Graffiti 2 shortcuts 68
- 2 Tap ABC or 123 to open the 69
- 1 Open an entry: 71
- Editing information 73
- 2 Copy the information: 74
- 2 Delete the information: 75
- Managing Your Contacts 77
- Adding a contact 78
- 4 [ & ] OPTIONAL Add a 80
- 1 Press Contacts 81
- 2 Define the custom fields: 83
- 2 Create a business card: 84
- 2 Duplicate a contact: 85
- 2 Search for the contact: 86
- 3 Specify the information 88
- Why synchronize information? 93
- How to synchronize 95
- 3 Click OK 98
- Using Quick Install 106
- Launch bar 110
- 2 Do one of the following: 111
- 1 Open an application: 112
- Imported 115
- 1 Open the Info dialog box: 119
- 2 Open the Delete dialog box: 120
- 3 Delete the application: 120
- 1 Go to the Home screen 120
- 1 Open Add/Remove Programs: 121
- Change or Remove Programs 122
- Related topics 123
- Managing Your Calendar 124
- 1 Open Day View: 125
- 2 [ & ] OPTIONAL If the 125
- Did You Know? 126
- 1 Press Calendar 129
- 3 Set the repeat interval: 129
- 4 Set the repeat interval: 131
- 5 Select OK 134
- Time zone 136
- 3 Set the alarm: 141
- 3 Change the date and time: 142
- 2 Open the Purge dialog box: 146
- 3 Select the events to purge: 146
- 1 Open Week View: 151
- 1 Open Month View: 152
- Customizing your calendar 153
- 7 Select OK 156
- Benefits 161
- Before You Begin 162
- Viewing photos 163
- 2 Create a category: 165
- 3 Add a photo to a category: 166
- Managing Your Tasks 168
- 2 Create a task: 169
- Setting an alarm 170
- Organizing your tasks 175
- Marking a task as complete 176
- 4 Select OK 178
- Customizing your Tasks list 179
- Writing Memos 183
- 2 Create a memo: 184
- 2 View or edit the memo: 185
- 2 Move a memo: 186
- Writing Notes in Note Pad 190
- 2 Create a note: 191
- 4 Select Done 191
- 2 Open the note: 193
- Beaming Information 199
- 2 Beam the information: 200
- 2 Beam the category: 202
- Beaming an application 203
- 2 Beam the application: 204
- Managing Your Expenses 206
- 2 Enter the expense: 207
- Choosing currency options 209
- Currency 210
- Creating a currency symbol 211
- 3 Create the custom symbol: 212
- 3 Delete the item: 213
- 2 Select Show 215
- Performing Calculations 218
- Calculator buttons 219
- Viewing recent calculations 220
- Benefits of privacy 223
- Choosing a security level 224
- 1 Open an application 225
- 3 Mark it as private: 225
- 1 Open Security: 226
- Using a password 227
- 2 Create a password: 228
- 3 Change your password: 230
- 5 Select Done 230
- 2 Enter your password: 231
- 3 Delete your password: 232
- 2 Select Lock & Turn Off 236
- 3 Select Off & Lock 236
- Benefits of categories 238
- 1 Do one of the following: 239
- 2 Add a new category: 239
- 2 Rename the category: 240
- 3 Delete the category: 241
- 2 Open an entry 242
- Category 243
- 3 Place the application in a 244
- Managing Clock Settings 247
- Setting the primary location 249
- 2 Select Set Date & Time 250
- 3 Set the date: 250
- 4 Set the time: 251
- Pick list 252
- 3 Add the new location: 253
- Deleting a location 255
- 2 Set the alarm: 256
- Responding to the alarm clock 257
- Changing the clock display 258
- Customizing Your Handheld 260
- Customizing the display 263
- Brightness/Contrast icon 265
- Changing screen colors 266
- 1 Open Buttons Preferences: 267
- Setting the date and time 269
- 2 Select the location: 270
- 3 Select Done 270
- 2 Select the location 271
- 1 Open Formats Preferences: 273
- Choosing the input area 275
- 2 Select alternate strokes: 278
- 1 Open ShortCuts Preferences: 279
- 2 Edit the shortcut: 280
- 1 Open Sounds & Alerts 282
- 2 Select Custom or Silent 282
- 1 Open Owner Preferences: 283
- 1 Open Power Preferences: 284
- 1 Open Keylock Preferences: 286
- 3 Change the speed setting: 289
- 4 Enter the details settings: 292
- Maintaining Your Handheld 294
- Resetting your handheld 295
- Doing a hard reset 296
- 3 Wait for the Palm Powered 297
- 6 When the Welcome screen 298
- 3 Set the transfer options: 299
- Common Questions 301
- Handheld 303
- Moving around 305
- Entering information 306
- Synchronizing 308
- I can’t open HotSync manager 311
- Calendar 312
- Note Pad 314
- Getting Help 320
- Technical support 321
- FCC Statement 322
- CE Compliance Statement 323
- Battery Warning 323
- Intrinsic Safety Warning 324
- Handheld 324
- Precautions against ESD 325
- NUMERICS 326
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