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Tungsten™ T5 Handheld 460
CHAPTER 20 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:
• Add, edit, and delete expense items
• Organize your expenses by date, type, amount, notes, or category
• View expense items as a list, large icons, or small icons
• Convert a list of expenses to a single currency
• Print expense reports
• Transfer 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
- Tungsten™ T5 Handheld xix 19
- About This Guide 20
- What’s in this guide? 21
- Sidebars 22
- Setting Up 23
- What’s in the box? 24
- System requirements 24
- 1 Connect your handheld: 26
- 2 Press the power button 28
- 2 WINDOWS ONLY 29
- Using user profiles 33
- Creating a user profile 34
- 2 Create the profile: 35
- 1 Begin synchronization: 36
- Front panel controls 41
- Top and side panel controls 42
- Back panel controls 43
- Using the status bar 44
- Rotating the screen 45
- What’s on the screen? 46
- Application controls 47
- What’s on the CD? 50
- Moving Around in Applications 55
- Opening applications 56
- Using Applications 57
- Using Files 58
- Sorting Files 62
- Using the 5-way navigator 63
- Moving around list screens 65
- Moving around entry screens 66
- Moving around dialog boxes 66
- Moving around menus 67
- Using the Command stroke 69
- Using the Command toolbar 69
- Finding information 70
- Using full-screen writing 74
- Writing Graffiti 2 characters 76
- Graffiti 2 alphabet 78
- Graffiti 2 numbers 79
- Graffiti 2 punctuation marks 80
- Graffiti 2 gestures 83
- Tungsten™ T5 Handheld 63 85
- Writing Graffiti 2 ShortCuts 86
- Graffiti 2 ShortCuts 87
- 3 Tap abc or 123 to open the 88
- 123 - numeric 89
- 1 Open an entry: 90
- Tungsten™ T5 Handheld 69 91
- Editing information 92
- 2 Copy the information: 93
- 2 Delete the information: 94
- When would I use each method? 99
- Did You Know? 100
- Synchronizing information 101
- 2 Do one of the following: 102
- Tungsten™ T5 Handheld 81 103
- 1 Open an application: 104
- Key Term 105
- Synchronizing with a cable 106
- 3 Click OK 108
- 1 Open Palm Desktop software 116
- 2 Copy the application: 116
- User drop-down list 118
- 1 Open File Transfer: 122
- 3 Work with files on your 123
- 1 Turn on Drive Mode: 126
- Imported 130
- 1 Open the Info dialog box: 134
- 1 Go to Applications 135
- 2 Open the Delete dialog box: 136
- 3 Delete the application: 136
- 1 Open Add/Remove Programs: 137
- Related topics 138
- Managing Your Contacts 139
- Adding a contact 140
- 4 [ & ] OPTIONAL Add a 142
- 1 Press Contacts 143
- 2 Define the custom fields: 145
- 2 Create a business card: 146
- 2 Duplicate a contact: 147
- 2 Search for the contact: 148
- 4 Select OK 149
- 3 Specify the information 150
- 2 Enable Tap-to-Connect: 155
- Select to edit 156
- Managing Your Calendar 159
- 1 Open Day View: 160
- 1 Press Calendar 164
- 3 Set the repeat interval: 164
- 4 Set the repeat interval: 166
- 5 Select OK 169
- Color-coding your schedule 171
- 3 Set the alarm: 175
- 3 Change the date and time: 176
- 2 Open the Purge dialog box: 180
- 3 Select the events to purge: 180
- 1 Open Week View: 185
- 1 Open Month View: 186
- 1 Open Year View: 187
- Customizing your calendar 188
- 7 Select OK 191
- Managing Your Office Files 196
- Related Topics 199
- Viewing Photos and Videos 200
- Supported file types 201
- Viewing photos or videos 202
- Viewing a slide show 208
- Slide Show 209
- 3 Rotate the photo: 210
- Organizing photos and videos 213
- 3 Create an album: 214
- 4 Do one of the following: 214
- 5 Select Done 215
- Select to 216
- 2 Sort photos and videos: 217
- 2 Personalize a photo: 218
- 3 Copy the photo: 220
- 3 Delete the photo or video: 221
- Sharing photos and videos 222
- Listening to Music 225
- Before You Begin 226
- Save Tracks 231
- 2 Select a song to play: 234
- Managing playlists 235
- Playing songs from a playlist 237
- Editing a playlist 238
- 3 Delete the list: 240
- Viewing song info 241
- Managing Your Tasks 244
- 2 Create a task: 245
- Setting an alarm 246
- Organizing your tasks 251
- Marking a task complete 252
- Customizing your Tasks list 255
- Writing Memos 259
- 2 Create a memo: 260
- 2 View or edit the memo: 261
- 2 Move a memo: 262
- Writing Notes in Note Pad 266
- 4 Select Done 267
- 2 Create a note: 267
- 2 Open the note: 270
- Benefits of your handheld’s 276
- Bluetooth technology 276
- What is device discovery? 278
- 2 Enter the basic Bluetooth 279
- Setting up a phone connection 280
- Select phone 281
- Select if your phone 281
- 7 Begin network setup: 283
- 2 Verify Bluetooth status: 285
- 3 Select a PC and select OK 289
- 7 Select Done 290
- 5 Enter the username and 292
- 6 Select Done 292
- Creating trusted pairs 293
- 2 Open the menus 295
- Benefits 298
- About email accounts 300
- Creating an account 303
- Setting basic account options 304
- 6 Do one of the following: 307
- Setting advanced mail options 308
- 2 Set outgoing mail options: 310
- 3 Add a signature: 311
- Testing your new account 312
- Managing email accounts 313
- Deleting an email account 314
- 2 Select the new service: 316
- Adding ESMTP to an account 317
- 2 Add ESMTP: 318
- Getting and reading email 319
- Getting email messages 320
- 6 Select OK 321
- Scheduling auto get mail 322
- Auto get notifications 324
- Setting notification options 325
- Auto get mail retries 327
- Reading email messages 329
- 1 Open VersaMail Preferences: 331
- 2 Customize the font: 332
- 2 Open a new message: 333
- 2 Enter the address: 336
- Send retry 339
- Send retry notifications 339
- Working with email folders 341
- Column divider 343
- Working with email messages 348
- 1 Create the reply: 349
- Working with URLs 350
- Deleting a message 350
- Deleting old messages 351
- 3 Delete messages: 352
- Emptying the trash 353
- Working with attachments 357
- Paper clip 358
- Paper clip icon 359
- Downloading large attachments 361
- Attaching files 362
- Attaching photos and videos 365
- 3 [ & ] OPTIONAL You can 377
- Account information screens 378
- VersaMail conduit shortcuts 379
- Synchronizing an account 380
- Using SSL with the conduit 381
- 2 Select preferences: 382
- Creating and using filters 385
- Turning filters on and off 387
- 2 Turn filters on or off: 388
- 3 Select OK 389
- 2 Add APOP: 399
- 2 Select any of the following 400
- Changing email header details 402
- Backing up mail databases 403
- Options menu 406
- Working with root folders 407
- 2 Select New 410
- 6 Send your message: 412
- 2 Select Send & Check 413
- 2 Edit the message: 415
- 2 Go to the Preferences menu: 416
- 5 Select OK twice 417
- Browsing the Web 419
- Accessing a web page 420
- Address field 421
- 2 Open the Find field: 423
- 3 Search the web page: 423
- Quickly jumping to a page 424
- Changing how you view a page 425
- Adding a bookmark 427
- 2 Select the Bookmark icon 428
- 3 Select the name of the 428
- Arranging the bookmark list 430
- 3 Arrange the bookmarks: 431
- 4 Select Save 431
- 2 Connect to the Internet: 433
- 4 Select a download option: 434
- 4 Save the web page: 435
- Viewing a saved file 436
- 3 Compose your email message 437
- Changing your Home page 439
- 3 Select the Home Page box 440
- Benefits of Dialer 451
- 3 Select Dial 452
- Select Dial 453
- 2 Add a speed dial entry: 455
- 2 Dial the number: 456
- 2 Edit an entry: 457
- Sharing Information 459
- Using the Send command 460
- 2 Select a sending method: 461
- 2 Send the category: 462
- 2 Send the application: 463
- application 464
- 2 Beam the information: 466
- 2 Beam the category: 467
- Beaming an application 468
- 2 Beam the application: 469
- Managing Your Expenses 472
- 2 Enter the expense: 473
- Choosing currency options 475
- Currency 476
- Creating a currency symbol 477
- 3 Create the custom symbol: 478
- 3 Delete the item: 479
- 2 Open the Purge Categories 480
- 2 Select Show 481
- Performing Calculations 484
- Calculator buttons 485
- Viewing recent calculations 486
- Benefits of privacy 489
- Choosing a security level 490
- 1 Open an application 491
- 3 Mark it as private: 491
- 1 Open Security: 492
- Using a password 493
- 2 Create a password: 494
- 3 Change your password: 496
- 1 Enter your password: 497
- 2 Delete your password: 497
- Locking your handheld 499
- 2 Select Lock 502
- 3 Select Lock Device 502
- 3 Create a Quick Unlock 504
- 3 Delete the Quick Unlock 505
- 2 Set the number of password 509
- Benefits of categories 512
- 2 Add a new category: 513
- 2 Rename the category: 514
- 2 Delete the category: 515
- 2 Open an entry 516
- Category 517
- Pick list 519
- Managing Clock Settings 521
- Setting the primary location 523
- 2 Select Set Date & Time 524
- 3 Set the date: 524
- 4 Set the time: 525
- 3 Add the new location: 527
- Deleting a location 529
- 2 Set the alarm: 530
- Responding to the alarm clock 531
- Changing the clock display 532
- Customizing Your Handheld 534
- 1 Go to Favorites 535
- 3 Select a photo for the 535
- Changing the screen fonts 540
- Adjusting the brightness 542
- Changing screen colors 543
- 2 Select your orientation 544
- 1 Open Buttons Preferences: 545
- Setting the date and time 547
- 2 Select the location: 548
- 3 Select Done 548
- 2 Select the location 549
- 1 Open Formats Preferences: 551
- 1 Open Input Preferences: 553
- 2 Select alternate strokes: 556
- 1 Open ShortCuts Preferences: 557
- 2 Edit the ShortCut: 559
- 1 Open Sounds & Alerts 561
- 1 Open Owner Preferences: 562
- 1 Open Keylock Preferences: 563
- 1 Open Power Preferences: 564
- 3 Change the speed setting: 567
- 3 Enter the details settings: 570
- 1 Open Phone Preferences: 571
- 1 Open Network Preferences: 572
- 2 Enter the basic settings: 573
- 2 Make the connection: 575
- 4 Complete the script: 582
- Adding plug-in applications 583
- 1 Open VPN Preferences: 584
- 2 Establish a VPN connection: 586
- 2 Select Disconnect VPN 587
- Expanding Your Handheld 589
- Removing an expansion card 591
- Inserting an expansion card 592
- 1 Insert the expansion card 593
- 2 Insert the expansion card 594
- Viewing card information 595
- Renaming a card 596
- 1 Insert an expansion card 598
- 3 Format the card: 598
- Maintaining Your Handheld 600
- Resetting your handheld 601
- Tungsten™ T5 Handheld 580 602
- Doing a hard reset 603
- 3 Set the transfer options: 605
- Common Questions 607
- Handheld 609
- Moving around 612
- Entering information 612
- Synchronizing 615
- File Transfer/Drive Mode 621
- Calendar 623
- Note Pad 625
- RealPlayer 625
- Connecting wirelessly 626
- The VersaMail 628
- Getting Help 637
- Technical support 638
- FCC Statement 639
- Canada - Industry Canada (IC) 640
- CE Compliance Statement 640
- Declaration of Conformity 640
- Battery Warning 641
- Tungsten™ T5 Handheld 620 642
- ESD-susceptible equipment 643
- Precautions against ESD 643
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