How to write down yesterday's account in the notebook

The notebook is a product of Shunshou Technology, which belongs to the bookkeeping APP. Open the homepage of the notebook and click "Write a Note". In the top row, you can choose the type to be added (income, expenditure, transfer or something else). The vertical options are classification, account and time. Click to add an account.

Tips: The above contents are for reference only, and the specific consultation will be subject to the customer service reply.

Response time: November 29th, 221. Please refer to the latest business changes announced by Ping An Bank in official website.

how to keep accounts quickly? Tutorial on the method of keeping accounts with notes

With the arrival of the new year, all kinds of consumption expenditures are increasing. 1 yuan was gone before she knew it, and she often couldn't remember where the money was spent. If you are such a forgetful person, then pick up your mobile phone and install a notebook to manage your own funds well.

Tutorial on the method of keeping accounts with notes:

Step 1:

Download the notes software, open the software, and click "Write a note" to start keeping accounts immediately. After entering a record, click on the location of the money to fill in the amount of expenditure or income.

Step 2:

Selecting the category can clearly indicate where the money is used, which is very clear. If you choose an account, you can choose the payment method, such as cash, bank card, etc.

Step 3:

If you feel that it is troublesome to fill in this form every time, click "Save Template" at the bottom to generate a template. The next time you need to write similar project expenses, just call out the template.

Step 4:

After saving, click "Chart" at the bottom to clearly see the flow of funds.

Step 5:

In the "Chart" option, click more at the top, and you can convert different charts for presentation.

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Related software download:

Software name: Notebook

Size: 5.16MB Version: 9.2.4.5 Category: Financial Management

Language: Chinese platform: Android

Five common functions of Notebook, which make your bookkeeping worry-free, efficient and safe. Just fill in some "general information" for the first time, and then you can call it directly, just changing the changed information, so that you don't have to fill in every 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, just select the corresponding template and fill in the change information. For example, if you often take a taxi, the information about classification, project, personnel and venue is 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 IOUs and so on.

the amount of money going out every month is basically the same. Every time I fill in this information, it will be very troublesome, which will make bookkeeping very annoying. The handwritten note provides the function of "periodic note". As long as you set the repayment time and frequency, you don't have to worry about it at all. It will automatically record according to the frequency and time, and also send you a reminder that the account has been recorded.

how worry-free, is there any wood?

When the data is put in your notebook, you will sometimes worry about what will happen and how the data will be lost. Therefore, regular backup is necessary.

notes provide 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 try it yourself.

Recently, I found that the import and export function of Notes is particularly good, and it supports a variety of data formats. There are 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 later, or you want to further process the data, analyze the data, adjust the budget, or control some behavior, 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 accounts on excel, and later you feel troublesome and want to keep accounts on the APP, what to do with the data in the early stage is particularly tangled. Fortunately, the notebook supports importing excel files, so that your previous bookkeeping data can be migrated.

you just need to plan your own categories, projects, members, accounts and so on in your notebook. Then export an excel table from this database; Then brush in your previous data according to the format, supplement and improve it, then pour it into the subsequent notes, and then you can keep accounts normally, which is much more comfortable and convenient than keeping accounts on excel.

before, I always felt that it was useless to set a budget for each category. If it was set, it would be the same as not setting it.

However, after reading some books, I suddenly realized that there is a difference between setting the budget and not setting it, regardless of whether it has achieved results in the end. After setting the budget, people will have a line in their hearts. When they see that they have exceeded it, they will feel a little guilty. Next time, they will hint to themselves that they should pay attention this time. In the long run, it will still be beneficial to their unnecessary expenses.

however, if you don't set a budget, you won't have a constraint in your mind. If you are super or not, you will have no concept in your heart, and your consumption will become confused. When you think of anything, you will buy anything when you see it. As soon as the promoters say there is an activity, they will buy it on impulse. It's over. I find I don't need it at all. This can't do rational thinking before buying. Is it necessary to buy?

It's like buying snacks. When I realize that I don't like snacks very much now, many snacks I bought before are finally put away, and I blame myself. As a result, I gave very little in my own snack purchase budget, and gradually consciously bought only a little at a time and bought independent small packages.

some people may say that it can save more money, yes. I didn't save much money, but the waste was obviously reduced, and the situation of blaming myself for the waste was also reduced, but I was very happy that every item played its maximum value.

PS: set it in Settings-Budget Settings.

how to record the credit card in your notebook?

1. The credit card account in Notes is a liability account, which means that a positive number indicates a liability, and a negative number indicates an asset.

2. Charge the credit card when swiping, and transfer the bank card to the credit card account when repaying.

3. If the reimbursement money is paid on behalf of the company (that is, it is a business trip for the company), because it is not an individual's own consumption, but the money has passed through your hand, so these are not included in the expenses. Use the credit center function in the notebook to transfer the expenses from the credit card to the accounts receivable. After reimbursement, it will be transferred from accounts receivable to the corresponding actual account.

4. The bill is included in the total consumption in installments (for example, it costs 3, yuan to buy a product, which can be recorded in one lump sum) and then transferred to the credit card account in installments.

How to keep an account with notes

How to keep an account with notes

Operating the mobile phone: Xiaomi 8 Before keeping an account, we will create a new account book, which means that 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 the upper panel, and then click "Save Account Book".

after saving, we can see the account book we just created, and then we can 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 up the accounts in the ledger, delete some accounts that are not usually used, 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 just 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 wallets 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 picture is the original account of the new ledger.

now I will set up and modify the account according to my own needs. The "cash" account is definitely needed, because how much cash I have needs to be recorded, but the "credit card" account is not needed, because I don't need to record it 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, and the same is true for other accounts that are not needed.

after finishing my work, these accounts are left. There are no screenshots of the cash account. Here, I will introduce the next few accounts. A cash account is to record how much money you have in cash, a bank card account is to record how much money you have in your bank card, and a bus card account is to record the balance of your bus card, as are a meal card and Alipay. The following accounts payable belong to the liability category, which means that you are short of so-and-so money. Through this debt account record, the final creditor's rights account (accounts receivable and company reimbursement) means that others are short of our money, which is recorded through these accounts.

That's the end of the introduction of how to keep a credit card account and how to keep a credit card account. Did you find the information you need?