Palm IIIe Handbook page 109

Note: You need Microsoft Excel version 5.0 (or later) to view and
print your Expense data using one of the provided templates.
Microsoft Excel is not included with the Palm IIIe organizer
package. The procedures in this section also assume that you
have installed Franklin Planner software with the Palm
interface files.
Creating or printing an expense report
The Expense Report application makes it quick and easy to view and
print your Expense data in a Microsoft Excel spreadsheet.
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data
to your desktop computer.
2. From the Windows taskbar, choose Start, Franklin Covey, Palm
Connected Organizer, Expense Report to open Microsoft Excel and
the Expense Report configuration dialog box. You will be
prompted for your user name.
3. Click the expense category that you want.
Tip: You can press Ctrl+click to select multiple categories. To
print the expenses associated with all of your Expense
categories, select All in the Categories group.
4. If you want to define an end date for the expense report, enter the
date in the End Date box.If you do not specify an end date, all
expense entries for the selected categories appear — up to the date
of the last HotSync operation.
5. Do one of the following:
Click Print to display the expense report in the Print Preview
window, and then click Print in the Microsoft Excel window to
print your expense report.
Chapter 4
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Page 109