一般論壇

← moneybook的用戶論壇

我希望moneybook可以幫我做到....

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  1. 希望能合併悠遊卡的交易資料

    悠遊卡公司有出 Easy Wallet的查詢餘額、交易紀錄和電子發票的app，希望能把悠遊卡的交易資料也合併進來就更方便使用了。

    320 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

  2. 希望增加美國運通卡

    103 votes
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    under review  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →

  3. 希望可以支援澳盛銀行信用卡

    78 votes
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    under review  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →

  4. 希望支援大眾信用卡

    希望支援大眾信用卡

    51 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

  5. 希望可以讀取到基金交易、黃金交易、外幣交易等資料

    如題，像遠東商銀 Direct若能讀到其他資料比較好

    50 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →

  6. 希望有高雄銀行

    49 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →

  7. 西往可以再增加安泰商業銀行信用卡，因為她們分期卡很實用

    47 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

  8. 希望支援星展銀行的帳戶

    40 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →

  9. 希望支援日盛銀行

    日盛銀行的帳戶查詢

    38 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

  10. 能把外幣也一起整合嗎？

    38 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

  11. 希望增加高雄銀行

    37 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

  12. 希望可以增加自行設定定期支出/收入功能

    35 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →

  13. 希望新增 三信銀行

    希望新增 三信銀行

    34 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

  14. 信用卡自訂結帳日，且 app 與網頁顯示項目用不同顏色分辨月份

    手上有很多張信用卡，但是每一張信用卡的記帳週期結束日不一定是相同的
    例如我有兩張信用卡，分別為 25 號跟 28 號為結帳日
    再手機或網頁可以設定該信用卡的結帳日，並再消費項目的時候
    將 1/25 之前跟 1/28 之前的消費項目用黃色顯示
    1/26 跟 1/29 之後的消費項目用綠色顯示
    這樣可以再使用信用卡消費的時候，清楚的知道可以運用哪一張卡付款

    ex: 撐到 29 號消費，就可以再晚一個月付帳單

    30 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

  15. 希望新增「陽信銀行」的存款帳戶

    25 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

  16. 希望用末四碼分辨同銀行不同信用卡的交易紀錄

    個人在同一個網路銀行下有許多不同卡號的卡片，
    其中也包含不屬自己的副卡。
    希望至少有一個欄位的程度，直接分辨不同張信用卡各自的消費總額。

    24 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

  17. 希望支援HSBC Direct

    希望支援HSBC Direct

    22 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

  18. 能對「其他資產」動態新增帳務記錄

    發現「其他資產」並無法動態的追加帳務記錄，猜測原本設計的目的就是手動去更新總金額。

    但我希望有個功能是新增一個資產叫「悠遊卡」，並對其動態新增帳務記錄，以跟錢包 (現金帳戶) 做區隔。

    同理，類似的還有「iCash」、「撲滿」、「應收帳款 - 某某人」，甚至未支援的銀行等等，都可以用這個機制手動處理。

    21 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →

  19. 希望有永旺信用卡帳戶

    19 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

  20. 手機app掃描電子發票

    可以參考這兩套app
    https://itunes.apple.com/tw/app/cwmoney-li-cai-bi-ji/id555612465?l=zh&mt=8
    https://itunes.apple.com/tw/app/fa-piao+/id722073450?mt=8

    19 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  AdminClark (Founder & CEO, moneybook) responded

    感謝建議，moneybook也是另一款app—電子發票的愛用者，但不是用來記帳用，只用來整理發票、自動對獎使用。

    因為我們認為利用發票記帳是一個缺乏效率以及低準確性的記帳行為，只能當作輔助。我們還是認為自動記帳才是最適合人性的記帳方式，長久記帳，才能利用趨勢分析來達到理財的目的。

    大部分的紙本發票，支出的來源還是以"現金"、"信用卡"為主：
    1) 現金的支出已經有ATM記帳的帳務紀錄了，利用發票反而重複記帳。

    2) 特別是信用卡消費產生的發票，信用卡自動記帳已經紀錄一次了，再用發票記帳，反而會重複紀錄，造成失真、降低效率。

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