Introduction
Quick Start
Budget Categories
Setting Up Accounts
Entering Transactions
Scheduled Transfers
Tagging Entries
Account Balancing
Account Information
Graphing Accounts
Search Functions
PC File Transfers
Conversion Utility

Manual Index
Online Software Manual Library

Quick Start Guide

How to install Z-FINANCE

1. To begin, connect the Zaurus to your PC with the PC link cable.

2. Touch the TOOLS accessory button.

3. On your screen, touch the PC Link icon and Select.

4. Touch the Cable icon and OK. Your Zaurus screen will display that the PC Link is ready.

5. Insert the program diskette into your PC. From DOS, type A: or B:, then <enter> to get the DOS prompt of the drive where the disk resides.

6. Type INSTALL and <enter>.

NOTE: DO NOT RUN THE INSTALL PROGRAM FROM THE WINDOWS FILE MANAGER. If you are running Windows, type <alt-F4> to exit Windows.

7. Follow the instructions on your PC screen. After the program is installed, disconnect the PC Link cable from your Zaurus. You are now ready to run Z-FINANCE on your Zaurus.

How to run Z-FINANCE the first time

To launch the program:

1. Touch the MORE accessory button on your Zaurus.

2. Touch the Z-FINANCE icon on the screen once to highlight it, then a second time to run the program. The Account Ledger screen will appear.

The Main Account Screen

Moving Around the Program

How to use the Zaurus Touch Pen

Once in the program, you will use the touch pen to access most of the Z-FINANCE functions. You will use the touch pen in three ways:

Touch a screen icon or "button" to access the function it represents.

Swipe a text box to highlight text you want to replace. Once the old text is highlighted, you don't have to delete it -- just type the new text you want to enter and it will be replaced automatically.

Select a menu item. When you touch on a menu, a list of selections will appear. Touch the selection you desire to access it.

How to use the Zaurus Keyboard

If you prefer, you can use your Zaurus keyboard instead of touching certain on-screen "buttons."

Key Function

<ENTER> _ Store or confirm input data

_ View a highlighted item

_ Activate the highlighted on-screen "button"

CANCEL Cancel or quit the current function

<ARROW KEYS> Move the highlight bar or cursor.

PREV / NEXT Scroll to the previous or next page of data on the screen

MENU Display the panel menu

DEL _ Deletes data characters to the right of the cursor

_ Deletes highlighted fields or data

NEW ENTRY Creates a new record.

How to Use the Toolbar

To access any Z-Calculator function, touch one of the toolbar icons at the top of the screen:

Replace Z-Calculator with Z-Finance.

{Views icon} Displays indexes of transactions, graphs or details about a specific account entry.

Statement function here also.

{Utils icon} Updates regularly scheduled transactions, reconciles accounts, displays dates and conversions and sends data to and from your PC.

'and sends data to and from PC Files' would be more accurate description

{Setup icon} Adds new accounts to your Zaurus files.

Allows you to set up the name and starting balance of the selected account

{Edit icon} Enters new transactions, deletes entries and consolidates several entries into a single record.

{Trans icon} Stores regularly scheduled transfers from accounts.

Defines regularly scheduled transfers for the selected account

{Budget icon} Adds budget categories and their monthly allotments to your Zaurus files.

{Tag icon} Highlights selected records for easy reference.

...totaling and deletion

Show Account

Lets you view details on any account in your Zaurus files. Simply touch the Account Box to see a list of all your accounts, then touch the account you which to view.

Year

Lets you choose the year of account activity you wish to view. Simply touch the Year Box to see a list of all available years, then touch the year you which to view.

Month Tabs

Lets you choose the month of account activity you wish to view. Simply touch the appropriate tab to see details of that month's account activity.

PREV and NEXT keys will page through transactions and browse from month to month


This manual is Copyright © 1997 by RuppSoft, LLC. All Rights Reserved.
It may not be reproduced without the express written consent of RuppSoft, LLC.