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page 98 PalmPilot Handbook
Chapter 7
Expense
The Expense application enables you to keep track of
your expenses, and then transfer the information to a
spreadsheet on your desktop computer.
With the Expense application you can:
■ Record dates, type of expenses, amount spent, payment
method and other details associated with any money that you
spend.
■ Create categories for your expenses, such as business,
personal, expenses associated with a trip, or expenses
associated with a range of dates.
■ Keep track of vendors (companies), and people involved with
each particular expense.
■ Log miles traveled for a particular date or expense category.
■ Sort your expenses, either by date or expense type.
■ Transfer your expense information to a Microsoft Excel
spreadsheet in your desktop PC. (Microsoft Excel version 5.0
or later is required. It is not included with the PalmPilot
package.)
Note: The Expense feature is not included in PalmPilot
™
Desktop
software for the Macintosh computer.
- PalmPilot 1
- Handbook 1
- i i PalmPilot Handbook 2
- Contents 3
- 2 PalmPilot Handbook 4
- 4 PalmPilot Handbook 6
- The PalmPilot 6
- 6 PalmPilot Handbook 8
- 8 PalmPilot Handbook 10
- About the Backlight Feature 11
- Safety, Care, and Maintenance 11
- 10 PalmPilot Handbook 12
- Chapter 1: The PalmPilot 13
- 12 PalmPilot Handbook 14
- Working with the PalmPilot 15
- Connected Organizer 15
- 14 PalmPilot Handbook 16
- To set the current time: 17
- 16 PalmPilot Handbook 18
- To set the auto off delay: 19
- 18 PalmPilot Handbook 20
- To set the country default: 21
- Numbers format: 21
- 20 PalmPilot Handbook 22
- Owner Preferences 23
- 22 PalmPilot Handbook 24
- Buttons Preferences 25
- 24 PalmPilot Handbook 26
- HotSync Buttons Preferences 27
- 26 PalmPilot Handbook 28
- To start an application: 29
- 28 PalmPilot Handbook 30
- Writing Letters with Graffiti 31
- 30 PalmPilot Handbook 32
- Graffiti Tips 33
- 32 PalmPilot Handbook 34
- Writing Numbers with Graffiti 35
- 34 PalmPilot Handbook 36
- Connected Organizer page 35 37
- 36 PalmPilot Handbook 38
- Using the On-Screen Keyboard 39
- 38 PalmPilot Handbook 40
- 40 PalmPilot Handbook 42
- Edit menu: 43
- 42 PalmPilot Handbook 44
- Using Categories 45
- 44 PalmPilot Handbook 46
- Tap here 46
- Defining a New Category 47
- 46 PalmPilot Handbook 48
- Attaching a Note to a Record 49
- 48 PalmPilot Handbook 50
- Note attached 50
- To mark a record as Private: 51
- Date Book 53
- 52 PalmPilot Handbook 54
- Date Book button 54
- Start Time and Duration 55
- 54 PalmPilot Handbook 56
- No time lines 57
- New Untimed Event 57
- 56 PalmPilot Handbook 58
- Next week 58
- Previous week 58
- Day view 59
- Month view 59
- Week view 59
- To activate the Week view: 60
- Chapter 7: Expense page 59 61
- 60 PalmPilot Handbook 62
- Week view Day view 62
- Month View 63
- 62 PalmPilot Handbook 64
- To change the Date setting: 65
- To set an Alarm for an event: 65
- 64 PalmPilot Handbook 66
- Chapter 7: Expense page 65 67
- 66 PalmPilot Handbook 68
- Options Menu 69
- 68 PalmPilot Handbook 70
- Deleting an Event 71
- 70 PalmPilot Handbook 72
- Address Book 72
- Address Book button 72
- Last Name 73
- 72 PalmPilot Handbook 74
- To edit an Address Book Entry 75
- 74 PalmPilot Handbook 76
- Address Categories 77
- 76 PalmPilot Handbook 78
- Chapter 7: Expense page 77 79
- 78 PalmPilot Handbook 80
- 80 PalmPilot Handbook 82
- To Do List 83
- 82 PalmPilot Handbook 84
- To Do List button 84
- To Do Item 84
- Setting Priority 85
- Checking Off a To Do Item 85
- 84 PalmPilot Handbook 86
- Choosing a To Do Category 87
- Setting a Due Date 87
- 86 PalmPilot Handbook 88
- To Do List Menu Commands 89
- 88 PalmPilot Handbook 90
- Deleting a To Do Item 91
- 90 PalmPilot Handbook 92
- Memo Pad 92
- Memo Pad button 92
- To create a new memo: 93
- 92 PalmPilot Handbook 94
- Tap any memo to 94
- Tap the Font button 94
- Arranging Memos 95
- 94 PalmPilot Handbook 96
- Memo Pad Menu Commands 97
- 96 PalmPilot Handbook 98
- Chapter 7: Expense page 97 99
- 98 PalmPilot Handbook 100
- PalmPilot: 101
- 100 PalmPilot Handbook 102
- To create an expense item: 103
- 102 PalmPilot Handbook 104
- Receipt Details 105
- 104 PalmPilot Handbook 106
- Vendor and City 107
- Attendees 107
- 106 PalmPilot Handbook 108
- Expense Menu Commands 109
- 108 PalmPilot Handbook 110
- Chapter 7: Expense page 109 111
- Country button 111
- 110 PalmPilot Handbook 112
- Chapter 7: Expense page 111 113
- Click to select Categories 113
- 112 PalmPilot Handbook 114
- Expense Templates 115
- 114 PalmPilot Handbook 116
- Chapter 7: Expense page 115 117
- Additional Features 119
- 118 PalmPilot Handbook 120
- Phone Lookup Tips 121
- 120 PalmPilot Handbook 122
- Clear and Clear Entry 123
- Negative/Positive Numbers 123
- Memory Store 123
- 122 PalmPilot Handbook 124
- Memory Application 125
- 124 PalmPilot Handbook 126
- To assign a password: 127
- 126 PalmPilot Handbook 128
- Forgotten Password 129
- 128 PalmPilot Handbook 130
- Graffiti 131
- ShortCuts 131
- 130 PalmPilot Handbook 132
- To create a ShortCut: 133
- 132 PalmPilot Handbook 134
- To use menu commands: 135
- 134 PalmPilot Handbook 136
- Installing PalmPilot 137
- Desktop Software 137
- 136 PalmPilot Handbook 138
- Installation Preparation 139
- 138 PalmPilot Handbook 140
- Desktop Software page 139 141
- Technology 143
- 142 PalmPilot Handbook 144
- Serial port 145
- 144 PalmPilot Handbook 146
- To set the HotSync Options: 147
- 146 PalmPilot Handbook 148
- 148 PalmPilot Handbook 150
- 150 PalmPilot Handbook 152
- 152 PalmPilot Handbook 154
- 154 PalmPilot Handbook 156
- Connected Organizer 157
- 156 PalmPilot Handbook 158
- Reference 159
- 158 PalmPilot Handbook 160
- Appendixes page 159 161
- 160 PalmPilot Handbook 162
- Memo Pad application: 163
- Date Book application: 163
- 162 PalmPilot Handbook 164
- To perform a hard reset: 165
- 164 PalmPilot Handbook 166
- 166 PalmPilot Handbook 168
- Appendix B: Expense Templates 169
- 168 PalmPilot Handbook 170
- Sample 3 171
- 170 PalmPilot Handbook 172
- About Mapping Tables 173
- 172 PalmPilot Handbook 174
- Appendixes page 173 175
- 174 PalmPilot Handbook 176
- Appendixes page 175 177
- 176 PalmPilot Handbook 178
- Appendixes page 177 179
- 178 PalmPilot Handbook 180
- Appendixes page 179 181
- 180 PalmPilot Handbook 182
- Expense File Details 183
- 182 PalmPilot Handbook 184
- Appendixes page 183 185
- 184 PalmPilot Handbook 186
- Appendixes page 185 187
- 186 PalmPilot Handbook 188
- Appendixes page 187 189
- 188 PalmPilot Handbook 190
- FCC Statement 191
- 190 PalmPilot Handbook 192
- Index page 191 193
- 192 PalmPilot Handbook 194
- Index page 193 195
- 194 PalmPilot Handbook 196
- Index page 195 197
- 196 PalmPilot Handbook 198
- Index page 197 199
- 198 PalmPilot Handbook 200
- Index page 199 201
- 200 PalmPilot Handbook 202
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