Section 2: Understanding Your Phone2L: Expense Manager 119Importing Data into Microsoft ExcelOnce you have entered expenses in the Expense application on yourphone, the Palm Desktop software allows you view and print the datawith your computer.You must have Microsoft ® Excel version 5.0 or later to view and printyour Expense data using one of the provided templates. Microsoft Excel isnot included with your phone package. The procedures in this sectionassume that you have installed Palm Desktop.Creating and Printing an Expense ReportYour phone makes it quick and easy to view and print your Expense datain a Microsoft Excel spreadsheet.To create or print an expense report:1. Perform a HotSync operation to transfer the latest Expense data toyour desktop computer.2. Click the Expense application in the Palm Desktop application toopen Microsoft Excel and the Expense Report configuration dialogbox.Note: If you launch the Expense application from the Start menu instead ofthe Palm Desktop application, you must first choose your user name.3. Select the expense category using one of the following techniques: Click an expense category. To select multiple categories, press and hold the “CTRL” key on yourdesktop computer keyboard while selecting categories with yourmouse. Select All in the Categories group to print the expenses associatedwith all of your Expense categories.
