Casio PV-250X User manual
77
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.
Chapter
5Expense Manager
5
Entering the Expense Manager Mode .......................................... 78
Inputting a New Transaction ......................................................... 78
Recalling Expense Manager Data ................................................. 80
Calculating Periodic Totals ............................................................ 82
To calculate a periodic total ........................................................................ 82
Managing Payment and Expense Types........................................ 83
Built-in Payment and Expense Types ......................................................... 83
To change a payment type or expense type name....................................... 83
78
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.
12
4
3
Inputting a New Transaction
1. In any Expense Manager Mode list screen or data screen, tap New to
display a new transaction input screen.
1
2
3
4
5
6
• 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.
1Date jump button
2Data display toolbar
3Periodic total button
4Date total
1Data input tool bar
2Transaction date
3Transaction amount
4Payment type
5Expense type
6Date keyboard
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Chapter 5 Expense Manager
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.
• You could also use the text keyboard to input a payment type or to change
the payment types inside the list. Payment types can be up to 14 characters
long.
4. Tap NEXT.
5. Tap the L arrow to the left of the expense type to open a list of available
expense types, and select the one you want to assign to the transaction.
• You could also use the text keyboard to input a expense type or to change
the expense types inside the list. Expense types can be up to 14 characters
long.
80
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.
Recalling Expense Manager Data
1. In the Expense Manager Mode list screen, tap the date jump button.
Date keyboard
81
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
and in the data display toolbar.
• Rotating the Action control scrolls sequentially through the dates.
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.
82
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.
2. Input the start date and the end date of the period for which you want to
calculate a total.
3. Tap either Expense or Payment to specify the type of total you want to
calculate.
4. When the date and total type are the way you want, tap the Exe button.
• The total of all transactions for which an expense type or payment type
is not defined is shown under the title “Other”.
5. Tap Esc to return to the list screen.
Date keyboard
Total type
83
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
To change a payment type or expense type name
1. Tap the Menu Bar icon to display the menu bar, and then tapOption –
Label edit.
Payment Types Expense Types
Cash Mileage
Checking A Fuel
Checking B Parking & Tolls
Savings Taxi
AMEX Meals
VISA Phone
Master Card Entertainment
DISCOVER Hotel
Diners Club Miscellaneous
Free Free
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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.
5. After the name is the way you want, tap Save to save it.
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