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Palmone Tungsten E Handheld Instructions

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CHAPTER 8
Using Expense
Expense enables you to keep track of your expenses and then transfer the 
information to a spreadsheet on your computer.
To open Expense:
1.Tap the Home icon  . 
2.Tap the Expense icon  . 
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.
To add an expense item:
1.Ta p  N e w.
2.Enter the amount of the expense. 
Ta p  N e wCursor of 
new item 

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Chapter 8 Using Expense
92
3.Tap the Expense type pick list, and then select a type from the list.
As soon as you select an expense type, your handheld saves your entry. If you 
do not select an expense type, your handheld does not save the entry.
Changing the date of an Expense item
Initially, Expense items appear with the date on which 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...

Page 103

Adding expense items
93
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 dialog box:
1.Tap the Expense item to which you want to assign details.
2.Ta p  D e t a i l s .
3.Select any of the following options:
4.Ta p  O K .
CategoryOpens a pick list of system and user-defined categories. 
See“Categorizing records” in Chapter 4 for more information.
Ty p eOpens a pick list...

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Chapter 8 Using Expense
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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 then select the country whose currency you 
want to display on that line.
3.Tap OK to close the Select Currencies dialog box, and then tap OK.
Changing the default currency
You can select which...

Page 105

Setting Show Options
95
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 then tap Custom Currencies.
3.Tap one of the four Country boxes.
4.Enter the name of the country and the symbol that you want to appear in 
Expense.
5.Tap OK to close the Currency Properties dialog box, and then tap OK again.
Setting Show...

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Chapter 8 Using Expense
96
To open the Show Options dialog box:
1.In the Expense list, tap Show.
2.Select any of the options.
3.Ta p  O K .
Working with Expense data on your computer
After you enter your expenses into the Expense application on your handheld and 
perform a HotSync
® operation, Palm™ Desktop software enables you to do any of 
the following on your Windows computer. See the Palm Desktop software online 
Help for details. This feature is not available on Mac computers.
nAdd, modify, and...

Page 107

Using Expense menus
97
Displaying the euro on your computer
When you perform a HotSync operation, the euro symbol is transferred to Palm 
Desktop software like any other piece of data on your handheld. The symbol 
appears in Palm Desktop software, however, only if you are using fonts that 
support the euro symbol.
These fonts are part of the operating system on your computer. They do not reside 
with your Desktop application, and they are not produced by Palm, Inc. For more 
information, refer to the...

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Chapter 8 Using Expense
98 

Page 109

99
CHAPTER 9
Using Memos
Memos provides you with a place to take notes that are not associated with 
records in Calendar, Contacts, or Tasks. The number of memos you can store 
depends only on the memory available on your handheld. 
NOTECertain tasks are common among several handheld applications. For more 
information, see Chapter 4, “Working with Applications.”
To open Memos:
1.Tap the Home icon  . 
2.Select the Memos icon  . 
Creating memos
This section describes how to create a memo. Each memo you...

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Chapter 9 Using Memos
10 0
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 :
1.From the Memo list, select the text of the memo.
TIPYou can also select, review, and move between memos with the navigator. 
See“Using the navigator” in Chapter 2 for details.
2.Review or edit the text in the memo, and then tap Done.
Using Memos menus
Memos menu commands that are not explained elsewhere in this book are...
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