Chapter Expense Manager The Expense Manager is like having your own personal bookkeeper along with you wherever you go. You input transaction data as it occurs, and later you can calculate periodic totals. It’s the easy way to keep track of your finances day by day.
Entering the Expense Manager Mode Enter the Expense Manager Mode by tapping Menu to display the Mode Menu screen, and then selecting Expense. This displays a transaction list for today’s date, as kept by the PV Unit’s clock. 1 Date jump button 2 Data display toolbar 3 Periodic total button 4 Date total...
Chapter 5 Expense Manager 2. Input the amount of the transaction, and then tap • An Expense Manager item must have date and amount data. Otherwise, the PV Unit will refuse to store the data when you tap Save below. 3.
6. After everything on the screen is the way you want, tap to advance to the description input screen. 7. After inputting the description, tap Save to save it. • If you want to save the transaction without inputting a description, tap Save to save it without inputting description text.
Chapter 5 Expense Manager 2. Input the date to which you want to jump, and then tap NEXT. • You can also scroll forward and back through the dates by tapping in the data display toolbar. • Rotating the Action control scrolls sequentially through the dates. 3.
Calculating Periodic Totals This section describes how to calculate total for a period you specify. You can calculate a periodic total for a specific payment type or expense type. To calculate a periodic total 1. In the Expense Manager Mode list screen, tap the button.
Chapter 5 Expense Manager Managing Payment and Expense Types Your PV Unit comes with the built-in payment and expense types shown below. You can use these as they are, or you can change the names of the built-in payment and expense types to suit your own needs. Built-in Payment and Expense Types Payment Types Expense Types...
2. Tap either Payment type or Expense type. • The following screen appears when you tap Payment type. 3. Use the Action control to select the item whose name you want to edit, and then press the Action control. 4. Input up to 14 characters for the name that you want to assign to the payment type or expense type.