Chapter Chapter 5 Expense Manager 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.
2. Input the amount of the transaction, and then tap NEXT. • 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. Tap the L arrow to the left of the payment type to open a list of available payment types, and select the one you want to assign to the transaction.
Chapter 5 Expense Manager 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.
3. To select the contents of the list screen, tap the View button in the data display toolbar to open a menu of data types. 4. Tap the type of data you want to display in the list. 5. To display the data screen of a transaction, tap the transaction to highlight it and then tap it again.
Chapter 5 Expense Manager 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. 1. In the Expense Manager Mode list screen, tap the button.
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...