Suishouji is divided into seven account categories by default: cash account, credit card account, financial account, virtual account, liability account, bond account and investment account. You can add accounts under each category. For example, you can add a bus card to your virtual account. With detailed accounts, you can more clearly clarify the incoming and outgoing accounts when keeping accounts~
Create a new cash account:
1. Homepage - Account - Add, select the upper right corner
2. Select cash - enter the account name, balance, select currency, remarks?-》√
Create a new credit card account:
1. Homepage— —Account—Add
2. Select credit card—Import credit card email bill/manual accounting through KaNiu—select the card issuing bank, fill in the last four digits of the card number, account name, amount owed, and currency Type, Remarks -》√;
Create a new savings card/debit card account
1. Homepage - Account - Add
2. Select a savings card /Debit card, passbook - select one of the two options in the drop-down - enter the card issuing bank, select the card number, balance, currency, and remarks
Create a new fund/stock/general financial product account :
1. Homepage - Account - Add
2. Select funds/stocks/general financial products - enter the account opening institution, select the last four digits of the account number, and enter the account name , balance, select currency, enter remarks -》√
Create a new virtual account:
1. Homepage - Account - Add
2. Select virtual account Account - Select online payment/cash coupon/stored value card from the drop-down options - enter the account name, balance, select currency, enter remarks -》√
New liability item
1. Homepage - Account - Add
2. Select the liability account - enter the account name, balance, select currency, enter remarks -》√
Create a new debt item
1. Homepage - Account - Add
2. Select bond account - enter account name, credit balance, select currency, enter remarks -》√
Create a new sub-account
For all the above accounts, except fund accounts and stock accounts, you can add sub-accounts in the editing interface:
Select to add a sub-account - enter the account name , balance, currency, remarks-》√