Handspring Visor Pro Handheld User Guide

Chapter 4 Page 71
Expense
Expense lets you keep track of your expenses.
In Expense, you can do the following:
nRecord dates, types of expenses, amount spent, payment method, 
and other details associated with any money that you spend.
nAssign expense items to categories so that you can organize and 
view them in logical groups.
nKeep track of vendors (companies) and people involved with each 
particular expense.
nLog miles traveled for a particular date or expense category.
nSort your expenses by date or...

Page 72  Overview of Basic Applications 

Chapter 5 Page 73
Chapter 5
Common Tasks
This chapter provides instructions on how to do tasks that you can do 
in most or all of the basic applications. It’s easy to transfer what you 
learn in one application to the others because the structure and 
behavior of all the applications are quite similar. The term “records” 
is used to refer to an individual item in any of the basic applications: a 
single Date Book Plus event, Address entry, To Do List item, Memo 
Pad memo, or Expense item.
Creating...

Page 74  Common Tasks
Editing records
After you create a record, you can change, delete, or enter new text at 
any time. Two screen features tell you when your handheld is in 
editing mode:
nA blinking cursor 
nOne or more edit lines
Entering text
For information on how to enter text using Graffiti writing, the 
onscreen keyboard, or the keyboard attached to your computer, see 
Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit 
text. In general, commands available in...

Chapter 5 Page 75
Undo
Reverses the action of the last edit
 command. For 
example, if you used Cut to remove text, Undo 
restores the text you removed. Undo also 
reverses deletions done by using backspace. 
Cut
Removes the selected text and stores it 
temporarily in the memory of your handheld. 
You can paste the text you cut into another area 
of the current application or into a different 
application.
Copy
Copies the selected text and stores it 
temporarily in the memory of your handheld. 
You can...

Page 76  Common Tasks
Deleting records
To delete a record in any of the basic applications:
1. Select the record you want to delete.
2. Tap the Menu icon  . 
3. Tap Record, and then tap the Delete command:
Date Book and Date Book Plus: Delete Event
Address: Delete Address
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of 
the deleted item to an archive file in Palm Desktop software, be 
sure that the check box is checked....

Chapter 5 Page 77
Purging records
Over time, as you use Date Book or Date Book Plus, To Do List, and 
Expense, you’ll accumulate records in these applications that have 
outlived their usefulness. For example, events that occurred months 
ago remain in the Date Book Plus, and To Do items that you marked 
as completed remain in the list, as do Expense items.
All these outdated records take up memory on your handheld, so it’s 
a good idea to remove them by using Purge. If you think Date Book 
Plus or To Do...

Page 78  Common Tasks
Exchanging and updating data: 
HotSync operations
The HotSync process automatically synchronizes — that is, exchanges 
and updates — data between your handheld and desktop software. 
Changes you make on your handheld or desktop software appear in 
both places after a HotSync operation. HotSync technology 
synchronizes only the needed portions of files, thus reducing 
synchronization time. You can synchronize your data directly by 
connecting your handheld to your computer with the...

Chapter 5 Page 79
To perform a local HotSync operation:
1. Insert your handheld into the cradle.
  
2. If the HotSync Manager is not enabled, activate it: Open Palm 
Desktop software, from the HotSync Menu, choose Setup. Click 
the HotSync Controls tab and select the Enabled option.
3. Press the HotSync button on the cradle.
 
4. From the Select User dialog box, choose the user name you 
assigned to your handheld.
The bottom edge of 
the handheld should 
align smoothly with 
the cradle when it is...

Page 80  Common Tasks
The HotSync Progress dialog box appears and synchronization 
begins. 
5. Wait for a message on your handheld indicating that the process is 
complete.
After the HotSync process is complete, you can remove your 
handheld from the cradle.
Categorizing records
Categorize records in the Address, To Do List, Memo Pad, and 
Expense applications so that they are grouped logically and are easy 
to review. (You can also categorize applications. See “Using the 
Applications Launcher” in...