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Casio PV-750 Function Manual

Expense manager mode
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Chapter
5
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

Inputting a New Transaction

1. In any Expense Manager Mode list screen or data screen, tap New to
display a new transaction input screen.
The date that was shown in the date jump button is automatically assigned
as the transaction date of a new item. You can leave this date as it is or
change it. Tap NEXT after you are finished.
Chapter 5 Expense Manager
1 Date jump button
2
2 Data display tool bar
3
3 Periodic total button
4 Date total
4
1
1 Data input tool bar
2
2 Transaction date
3
3 Transaction amount
4
5
4 Payment type
5 Expense type
6 Date keyboard
6
5
63

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  Summary of Contents for Casio PV-750

  • Page 1: Entering The Expense Manager Mode

    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.
  • Page 2 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.
  • Page 3: Recalling Expense Manager Data

    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.
  • Page 4 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.
  • Page 5: Calculating Periodic Totals

    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.
  • Page 6: Managing Payment And Expense Types

    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...