Money & Account Management; Chapter 7 Money & Account Management; Money Tracking Application; What It Can Do - Sharp OZ-5500 Operation Manual

CHAPTER 7
Money & Account Management
he OZ-5500 Organizer's Money
T
Tracking application provides you
with a sophisticated and easy-to-use tool
for managing your personal and business
finances. It offers comprehensive facilities for
recording cash, bank and credit card
transactions. It also helps you reconcile account
balances. It can even automatically create a
corresponding transaction to transfer funds from
one account to another.

Money Tracking application

What it can do

Transactions are stored against accounts that you create
and manage. Once the accounts are set up and the
transactions recorded, you can monitor and print
summaries or details of all your financial activities and
balances. The Money Tracking application can help you
balance your accounts at the touch of a few buttons. You
can even transfer information between your money
management software on your desktop computer
(Quicken®, MS-Money®) and the OZ-5500 using the
optional Link software.

Introducing Money Tracking concepts

The Money Tracking application utilizes two main
concepts for organizing its information: Accounts and
Transactions. In Money Tracking, Accounts are used like
any other accounts you use: bank accounts for checking
and savings, credit cards, and cash accounts for the money
you carry. The Money Tracking can support up to 16
different accounts.
Whenever you use an account either to make or receive a
payment, this represents a Transaction. Just like any bank
account, Money Tracking records different transactions
against various accounts, and allows you to see when,
where, how, to whom and why various payments were
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