|
|
|
||||||||||||||||
|
|
|
|
|||||||||||||||
in association with
Pocket WorkSheet Samples
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
Sample Budget
This example is specific to Pocket Worksheet for Pocket PC 2002. This sample worksheet computes Monthly Expenses and Monthly Income. Using these totals, Monthly Net Income is computed, from which Yearly Savings is projected.
A short and long form of the worksheet are shown below. Commentary text is removed in the short form to emphasize functional content.
Short Sample Budget
0 C ShortBudget
MONTHLY
EXPENSES
$ 500.00 + Auto Expenses
$ 400.00 + Food
$ 300.00 + Entertainment
$ 500.00 + Rent
$ 1,700.00 = Total Expenses*
0 C
MONTHLY
INCOME
$ 2,000.00 + Take Home Pay
$ 100.00 + Misc Income
$ 2,100.00 = Total Income*
0 C
MONTHLY
NET
$ 2,100.00 + *Total Income
$ 1,700.00 - *Total Expenses
$ 400.00 = Monthly Savings*
0 C
YEARLY
SAVINGS
$ 400.00 + *Monthly Savings
12 X
$ 4,800.00 = Yearly Savings
0 C
PERIOD OF
TIME TO
SAVE A
CERTAIN
AMOUNT
23.83 + Savings Mos (5%, *400.00/Mo, 0.00 -> 10,000.00, Comp
Monthly, End)*
0 C
9/1/2002 + Starting date to save 10,000
M 24 + *Savings Mos (5%, 400.00/Mo, 0.00 -> 10,000.00, Comp
Monthly, End)
9/1/2004 = Ending date to save 10,000
0 C
Sample Budget Worksheet with Full Commentary Text
0 C SampleBudget
NOTE: A worksheet always begins with a CLEAR (C)
entry in row 0. The file name of a saved worksheet
is displayed in the Text Column (this column) of row
0. This worksheet's file name is "SampleBudget" as
shown above.
Pocket WorkSheet (c) Publish or Perish Software
Press, 2002
SAMPLE
BUDGET
This sample worksheet computes Monthly Expenses
and Monthly Income. Using these totals, Monthly Net
Income is computed, from which Yearly Savings is
projected.
The following instructions describe how to create
these entries in a new worksheet. See menu
Help/Content for details on all aspects of operation.
Monthly Net is used to project a future date by
which you can save $10,000 as a down payment for a
property purchase.
TEXT ENTRY
Text should be entered through the PDA's Software
Input Panel (SIP) but numbers and operators
should be entered through the buttons on the
calculator's Keypad.
The term "button" will refer to the calculator's
Keypad controls as opposed to "keys" on the PDA's
Input Panel.
To create a "bold" section title in the Number Column,
such as "MONTHLY EXPENSES", tap the Text Check Box to
the left of the Text Entry Box, located above the
calculator's Keypad.
When a check mark appears in the Text Check Box, type
"MONTHLY EXPENSES" in capital letters on the SIP.
Tap the Enter key on the SIP to complete the text
entry.
Section Title text is automatically "bolded" but
it is NOT automatically capitalized.
MONTHLY
EXPENSES
To create Commentary Text such as this, tap the Text
Check Box until it is unchecked. Type your text
through the SIP. Tap the Enter key on the SIP to
complete the entry.
Commentary Text will be placed in be Text Column --
the one your are reading now.
The calculator will rearrange Commentary Text
to create as many rows as necessary so that each row
contains no more than 27 characters, for better
visibility of numbers and text.
Section Title text in the Number Column will be
arranged so that each row contains no more than 16
characters.
Next we'll create a NUMBER ENTRY with TEXT. Text
associated with a number is NOT rearranged over
multiple rows, but you should keep it as short as
possible for better visibility of numbers and
text.
A NUMBER
ENTRY
WITH TEXT
To create a number entry with text, first enter the
TEXT, followed by a NUMBER followed by an OPERATOR.
Tap the Text Entry Box located over Keypad above,
and type "Auto Expenses" on the SIP.
Do NOT tap the Enter key.
Next tap the Number buttons 5 0 0 located on the
calculator's Keypad.
Tap the + button on the calculator's Keypad to
complete the entry.
$ 500.00 + Auto Expenses
Repeat these steps for the following entries.
Remember: TEXT, NUMBER, OPERATOR.
$ 400.00 + Food
$ 300.00 + Entertainment
$ 500.00 + Rent
To display the current total with meaningful text,
tap the Text Entry Box and type "Total Expenses". Tap
the = button.
$ 1,700.00 = Total Expenses*
The asterisk following the text indicates that the row
is "in Use" by another row. This will be explained
below. DO NOT type the asterisk. It will be
generated by the calculator when we "Use" it in another
row.
Tap the CLEAR (C) button on the calculator's Keypad
to clear the current total.
0 C
Create a Section Title "MONTHLY INCOME" as
described for "MONTHLY EXPENSES" above.
MONTHLY
INCOME
Create income entries as described for expense
entries above.
$ 2,000.00 + Take Home Pay
$ 100.00 + Misc Income
To display the current total with meaningful text,
tap the Text Entry Box to select it and type "Total
Income". Tap the = button.
$ 2,100.00 = Total Income*
Tap the CLEAR (C) button to clear the current total.
0 C
Create a title "MONTHLY NET" as described for
"MONTHLY EXPENSES".
MONTHLY
NET
Next we will "Use" the results computed above to
compute a difference.
Tap the row containing the = operation labeled "Total
Income" to select it. Tap the Use button. Tap the +
button to add the entry.
$ 2,100.00 + *Total Income
The asterisk in front of the text indicates this row
is "Using" another row's value.
Tap the row containing the = operation labeled "Total
Expenses" to select it. Tap the Use button. Next tap
the MINUS (-) button rather than +.
$ 1,700.00 - *Total Expenses
To display the current total with meaningful text,
tap the Text Entry Box and type "Monthly Savings". Tap
the = button.
$ 400.00 = Monthly Savings*
Tap the C button to clear the total.
0 C
Create a title "YEARLY SAVINGS" as described for
"MONTHLY EXPENSES".
YEARLY
SAVINGS
Next we'll compute a yearly savings based on the
monthly surplus. Tap the row with the = operation
labeled "Monthly Savings" to select it. Tap the Use
button. Tap the + button.
$ 400.00 + *Monthly Savings
Next we'll multiply this by 12 to compute a yearly
savings.
Tap the number buttons 1 2 and tap the MULTIPLY (X)
button on the calculator's Keypad.
12 X
To display the current total with meaningful text,
tap the Text Entry Box to select it and type "Yearly
Savings". Tap the = button.
$ 4,800.00 = Yearly Savings
Tap the C button to clear the total.
0 C
PERIOD OF
TIME TO
SAVE A
CERTAIN
AMOUNT
To compute how long it would take to save $10,000
(for a down payment on a house) based on our current
savings potential, tap the row labeled "Monthly
Savings" to select it.
Tap the Use button. Tap menu View/Financial and
select the Savings Periods calculation. Tap the text
box under the caption "Deposit" and the value
from Monthly Savings will appear with an asterisk.
Change the Present Value to 0 and change the Future
value to 10,000. Select the Months option above
Periods. Tap the Enter button then tap the +
button on the calculator's Keypad.
23.83 + Savings Mos (5%, *400.00/Mo, 0.00 -> 10,000.00, Comp
Monthly, End)*
Text for the financial entry will be automatically
generated.
Tap the C button to clear the current total.
0 C
To compute a future date based on the savings
periods we computed above, tap menu View/Calender and
tap the Today button. Next tap the Enter button on the
Calendar. This creates an entry with today's date.
9/1/2002 +
Next we'll "Use" the savings periods to compute
a future date.
Tap the row labeled "Savings Mos ( ..." to
select it. Tap the Use button. Tap the + button.
The calculator will automatically determine
that you are adding months.
M 24 + *Savings Mos (5%, *400.00/Mo, 0.00 -> 10,000.00, Comp
Monthly, End)
Tap the = button to display the future date by which
you will have saved your down payment.
9/1/2004 =
Tap the C button to clear the current total.
0 C
There's much more you can do with Pocket WorkSheet.
There are many sample worksheets, so be sure to
read the help under menu Help/Content and study the
other samples.
Copyright © 2004 Publish or Perish Software Press. All rights reserved.
