一般論壇

我希望moneybook可以幫我做到....

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  1. 19 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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。

  2. 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 →
  3. 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 →
  4. 既然金融業者不承認與貴公司有合作關係, 可否以提供手動匯入銀行/信用卡消費明細的方式, 以消除使用者的心結?

    看到要輸入網銀帳號及密碼, 而且又是在貴公司的網頁上, 而非透過該網銀的網站登入, 真的有點毛毛的.

    5 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    感謝您的回應, 不過moneybook的核心價值就在於"自動記帳", 讓用戶可以輕鬆完成理財的第一步, 如果還需要首動匯入帳務, 那就跟一般的記帳軟體/Excel記帳沒有差異了

  5. 3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 37 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. 35 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 希望能設定電子錢包

    例如starbucks, 國賓戲院, 悠遊卡等等...讓各種金流更明確

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

    因為所有電子錢包的金流源頭都來自存款、信用卡,所以這我們會優先將人力資源放在一般銀行、信用卡上面,後續才會導入這個功能,謝謝!

  11. 兩段式驗證

    希望可以增加類似 Google 跟 Facebook 登入時的兩段式驗證
    (E-Mail or 手機簡訊 or 專用 App or LINE or Whatsapp 發送驗證碼)

    8 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 花旗信用卡登錄日期

    目前信用卡資料登錄的日期是抓取入帳日期,我確定是否所有的信用卡都是如此,至少花旗銀行的是如此。在對帳上,應該是抓取以交易日期登帳會比較理想,能否做這個修改?或是兩者都顯示,讓使用者自己選擇以何者排列?

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 希望可以有分割選項,有時候刷卡常常會連朋友的部分一起代墊

    如題
    假設本次刷卡1000
    裡面可能有750是幫朋友墊錢
    但是這仍計算在消費之中
    希望點這選項可以連結到現金增加

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

    感謝您的建議。
    目前帳務分割已經在開發中,但是主要的功能是放在消費的分割,並無法在分割的功能裡面修改帳務總金額。
    對於您的需求,其實現在的功能就可以完成。您只要手動新增一筆同樣交易類別的的"正值"帳務,就可以讓你的消費分析正確了。
    例如您今天代表全體餐廳吃飯刷了-$1000,您可以手動新增一筆+$800元的帳務,這樣趨勢分析裡面,就可以清楚的還原您真實的消費-$200,而且資產總值也是正確的-$200

  14. 1 vote
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 消費方式及消費分類應以不同欄位區分

    使用者如於PChome購買居家生活物品或現金消費餐廳外食。在當前系統中,並未將消費方式及消費分類進行區分。如前述兩筆消費,都具有兩種可選擇的分類(PChome/居家物品及現金支出/餐廳外食),單以消費方式來記錄則失去其細目之記載;單以消費分類則失去以消費方式來進行趨勢分析之可能性。希望能將消費方式及消費分類以不同欄位區分。

    3 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. <app> 在手動記帳的數字鍵盤上面加上簡易計算的功能(加減乘除)

    <感謝Chodaict Xuan Ke用戶的建議>情景舉例:買了2個炒飯便當+1份炒青菜,但當下沒有記賬,所以回家的時候透過回想自己買了多少東西,所以會70+70+50的輸入,如果沒有計算機的話就要自己心算

    8 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 14 votes
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    under review  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. 年費提醒功能

    針對各信用卡免年費規定,自動統計消費記錄,提醒用戶離免年費的門檻還有多遠

    7 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 47 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 38 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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