Palm Zire Handheld Instructions Manual

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CHAPTER 9
Using Expense
Expense lets you keep track of your expenses and then transfer the 
information to a spreadsheet on your computer. Use Expense to 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 expense.
nLog miles traveled for a particular...

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Adding expense items
A record in Expense is called an “item.” You can sort your Expense items into 
categories or add other information that you want to associate with the item.
1.Ta p  N e w.
TIPYou can also create a new Expense item by writing on the number side of 
the Graffiti writing area while in the Expense list screen. The first number you 
write begins the amount of your new Expense item.
2.Enter the amount of the expense. 
3.Tap the Expense type pick list and select a...

Adding expense items
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Changing the date of an Expense item
Initially, Expense items appear with the date you enter them. You can change the 
date associated with any Expense item.
To change the date of an Expense item:
1.Tap the Expense item you want to change.
2.Tap the date of the selected item. 
3.Tap the new date.
Entering receipt details
Expense provides a variety of options that you can associate with an item. These 
options appear in the Receipt Details dialog box.
To open the Receipt Details...

Chapter 9 Using Expense
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4.Ta p  O K .
Customizing the Currency pick list
You can select the currencies and symbols that appear in the Currency pick list.
To customize the Currency pick list:
1.Tap the Currency pick list in the Receipt Details dialog box, and then select Edit 
currencies.
2.Tap each Currency pick list and select the country whose currency you want to 
display on that line.
3.Tap OK to close the Select Currencies dialog box.
4.Ta p  O K .
Paym e n tLets you choose the payment method...

Customizing the Currency pick list
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To change your default currency:
1.Open Expense.
2.Tap the Menu icon  . 
3.Select Options, and then select Preferences.
4.Tap the Default Currency pick list.
5.Tap the currency symbol you want to appear in Expense.
6.Ta p  O K .
Defining a custom currency symbol
If the currency you want to use is not in the list of countries, you can create your 
own custom country and currency symbol. 
To define a custom currency symbol:
1.Tap the Menu icon  .
2.Tap Options, and...

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NOTEIf you want to use your custom currency symbol as the default for all Expense 
items, select the symbol in the Preferences dialog box. If you want to use your 
custom currency symbol only for a particular Expense item, select the symbol in the 
Receipt Details dialog box associated with that item.
Show Options
Show Options define the sort order and other settings that relate to your Expense 
items.
To open the Show Options dialog box:
1.In the Expense list, tap Show....

Expense menus
97
nPrint Expense reports 
nTransfer Expense data to other applications such as Microsoft Excel using the 
Send command or Export command, and import data in popular file formats
For more information on using Expense on your computer, see:
nThe online help for Palm Desktop software. To access the online help, go to the 
Help menu in Palm Desktop software.
Displaying the euro on your computer
When you perform a HotSync operation, the euro symbol is transferred to your 
Desktop application...

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Options menu
Preferences
Use automatic fill. 
Lets you select an expense type by writing the 
first letter of an expense type in the Graffiti writing area. For 
example, if you write the letter “T,” it enters the “Taxi” expense 
type. Writing “T” and then “E” enters “Telephone” which is the 
first expense type beginning with the letters “TE.” 
About ExpenseShows version information for Expense. 

99
CHAPTER 10
Using Memo Pad
Memo Pad provides a place to take notes that are not associated with records 
in Date Book, Address Book, or To Do List. Use Memo Pad to do the 
following:
nUse Graffiti® characters to store memos, lists, or any other text message on your 
handheld. 
nSend memos to popular computer applications like Microsoft Word when you 
synchronize using Palm™ Desktop software and HotSync
® technology.
nAssign memos to categories so that you can organize and view them in logical 
groups....

Chapter 10 Using Memo Pad
10 0
3.Ta p  N e w.
TIPIn the Memo list screen, you can also begin writing in the Graffiti writing 
area to create a new memo. The first letter is automatically capitalized and 
begins your new memo.
4.Enter the text you want to appear in the memo. Use the carriage return stroke 
to move down to new lines in the memo.
5.Tap Done. 
Reviewing memos
The first line of a memo appears in the Memo list. This makes it easy to locate and 
review your memos. 
To  r e v i e w  a  m e m o...