Notebook is a product of Shunshou Technology, which belongs to bookkeeping APP. Open the notebook home page and click "Write Notes". In the first line, you can select the type to add (revenue, expenditure, transfer or other). Vertical options include classification, account and time. If you want to add an account, click Time, select the time point to be added, and enter or select two other vertical items normally.
Tips: The above contents are for reference only, and the specific consultation is subject to the customer service reply.
Reply time: 2021-11-29. Please refer to the latest business changes announced by Ping An Bank in official website.
How to keep accounts with notes? How to keep accounts with notes?
Mobile phone operation: Xiaomi 8, we will create a new account book before bookkeeping, which means you need to buy a notebook to keep a diary. Slide the page to the right first, and then click "Add" in the lower left corner. Here I will choose a "standard financial management" account book.
Then name the account book, choose a name that matches the bookkeeping content, set a favorite theme and upper panel, and then click "Save Account Book".
After saving, you can see the account book we just created, and then slide the page from right to left to see the page of the account book we created.
After the ledger is built, we need to modify and set the accounts in the ledger, delete some accounts that are not used at ordinary times, and add some accounts that we often use. What is an account? Non-accountants may not understand, so I will simply explain to you: an account is like your wallet, but there are many accounts, just like you have many wallets, some of which are wrapped in your own money, some of which are to be returned to others, and some of which are empty, but this wallet is used to collect money sent to you by others. How many accounts do you want to set up according to your actual situation? The account in the figure is the original account of the new general ledger.
Now I will set up and modify the account according to my own needs. A "cash" account is definitely needed, because how much cash I have to record, but a "credit card" account is not needed, because I don't need to record when I don't use a credit card. I can delete this account by long pressing or left sliding the name column of the credit account, as well as other unnecessary accounts.
After my sorting, there are only a few accounts left, and there is no screenshot of the cash account. Here I introduce several accounts. The cash account records how much cash you have, the bank card account records how much money you have in your bank card, and the bus card account records the balance of your bus card, as do the meal card and Alipay. The following accounts payable belong to liabilities, indicating that you are short of money. Through this debt account record, the final creditor's rights accounts (accounts receivable and company reimbursement) are recorded through these accounts.
How to keep accounts quickly? A course of bookkeeping by notes
With the arrival of the new year, various consumer expenditures are also increasing. 100 yuan is gone unconsciously, and I often can't remember where the money is spent. If you are such a forgetful person, pick up your mobile phone, install a notebook and manage your own funds well.
Tutorial on bookkeeping methods of notes;
Step one:
Download the notebook software, open the software, and click "Write Notes" to start bookkeeping immediately. After entering the record, click on the location of the money and fill in the amount of expenditure or income.
Step two:
Choosing a category can clearly show where the money is spent, very clearly. If you choose an account, you can choose payment methods, such as cash and bank cards.
Step 3:
If you find it troublesome to fill in this form every time, click "Save Template" at the bottom to generate a template. Next time you need to write a similar project cost, just call out the template.
Step 4:
After saving, click on the "chart" at the bottom to clearly see the flow of funds.
Step five:
In the Chart option, click "More" at the top to convert and display different charts.
"Reprint please indicate the source:
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Related software downloads:
Software Name: Notes on Notes
Size: 5. 16MB Version: 9.2.4.5 Category: Financial Management
Language: Chinese platform: Android
How to record the precautions of credit card installment payment?
Hello, you can record the credit card installment in the following ways (white stripes and flowers are the same)
1, set up a debt account and eliminate the credit card installment record in the bill.
Create a new installment bill account in the liability account. When installment is needed, you can choose the transfer method, that is, transfer "bill installment" to "XX credit card":
In this way, the credit card will show repayment, and the debt account will generate a new debt. The repayment time and amount of this debt can be set by yourself.
2. Set up a fixed account (credit card installment principal and handling fee) in your notes and clear it monthly.
You can automatically add notes by using the recurring account function, and set the start and end dates.
Opening a new function of notebook web version-fixed account
Click Add Fixed Account. I set up two bills here:
For example, this is the repayable principal of the installment bill.
This is the bank charge for installment payment.
In this way, within the specified installment time, two installment fees will be automatically added to the credit card consumption record regularly, and the amount to be repaid will be reduced accordingly in the installment of the bill we set before. Finally, if you repay in full, all the accounts will be flat and there will be no amount mismatch.
The five common functions of notebook make your bookkeeping worry-free, efficient and safe.
What is the template? Just fill in some "general information" for the first time, and then you can call it directly. You only need to change the changed information, so you don't have to fill in every piece of information every time, which reduces a lot of workload.
You can create several commonly used templates in advance and name them clearly. Every time you use it, you only need to select the corresponding template and fill in the change information. For example, if you often take a taxi, the classification, project, personnel, venue and other information are fixed every time.
Now there may be many accounts that need to be recorded once a month, and the data is the same every time. For example, mortgage, credit card installment, JD.COM IOU and so on.
The money going out every month is basically the same. It will be very troublesome to fill in this information every time, which will make bookkeeping very annoying. Handwritten notes provide the function of "regular notes". As long as you set the repayment time and frequency, don't worry at all. It will automatically record according to frequency and time, and send you a reminder that the account has been recorded.
How worry-free, have wood?
When the data is put in the notebook, I sometimes worry about what happens and how the data is lost. Therefore, regular backup is necessary.
The manual provides two backup methods, manual backup and automatic backup, both of which are very easy to use. If there is an accident, you can use the backup data to recover. It is suggested that the frequency of backup should be higher and safer.
I found that the computer version doesn't have buttons for backup and recovery, but the mobile version does. You can study and try it yourself.
Recently, it was found that Notes has a particularly good import and export function, which supports a variety of data formats, including 22 import formats. I especially like the exported excel tables, which are excellent in content and format.
Whether you want to back up an excel record in the future, or you want to further process the data, analyze the data, adjust the budget, or control some behaviors, it is very good. Because it is very convenient to do data processing on excel compared with APP.
If, in the early stage, you kept an account on excel, and later you feel troublesome and want to keep an account on APP, then what to do with the data in the early stage is particularly tangled. Fortunately, the notebook supports importing excel files, so that your previous accounting data can be migrated.
You just need to plan your own classification, projects, members, accounts and so on in your notebook first. Then export an excel table from the database; Then brush in your previous data according to the format, supplement it, and then pour it into the later notes, so you can keep accounts normally, which is much more comfortable and convenient than keeping accounts on excel.
I have always felt that it is useless to set a budget for each category. If it is set, it means it is not set.
But after reading some books, I suddenly realized that there is a difference between setting and not setting whether the budget has achieved the effect. When the budget is set, everyone has a line in mind. They will feel a little guilty when they see that they have surpassed them. Next time, they will hint that they should pay attention this time. In the long run, it will still benefit their unnecessary expenses.
However, without a budget, there will be no constraints in my heart. If you are super-super, you have no concept in your heart and consumption becomes confused. When a promoter thinks of what to buy and sees what to buy, he will buy impulsively as soon as he says there is an activity. It's over. I found that I didn't need it at all. I can't think rationally before buying this. Is it necessary to buy it?
Just like buying snacks, when I realize that I don't like snacks very much now, many snacks I bought before are finally put away, which is very self-blaming. As a result, I gave very little in my own snack purchase budget, and gradually realized that I only bought a little at a time and bought independent small packages.
Some people may say that it can save a lot of money, yes. I didn't save much money, but the waste was obviously reduced, and the situation of blaming myself for waste was also reduced, but I am very happy that every item has played its maximum value.
PS: Set in Settings-Budget Settings.
Bookkeeping of handwritten notes
Hello, you can record in the loan center:
1. Loan Center, under "Company Reimbursement", record a loan of 100 yuan, and select Bai Hua/Alipay account from the transfer account.
2. After returning to the company for reimbursement, write down a debt reminder of 100 yuan under "Company Reimbursement" in the loan center and transfer it to the cash account.
In addition, if you want to record the newly created Bai Hua account under the credit card account type, you can record it as described above. If the Bai Hua account is newly created under the debt account type, you cannot record it in the loan center. Direct record transfer is recommended:
1. 100 purchase: remember to transfer the money from Bai Hua account to accounts receivable.
2. 100 Reimbursement: transfer from accounts receivable to cash accounts.
This concludes the introduction of how to recharge credit cards and how to recharge credit cards automatically. I wonder if you found the information you need from it?