一般論壇

我希望moneybook可以幫我做到....

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  1. 服務中止

    請問有收到一封服務中止的信件
    這是正確的嘛?

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    我們的確在四月底的時候通知用戶我們要停止營運, 不過在短短幾天內就收到不少支持與鼓勵 Moneybook的信件, 同時也看到這麼多願意付費的留言, 讓我們非常感動! 目前正與幾個公司/團隊洽談合作甚至擴大營運的模式, 我們決定暫緩停止營運的時間. 雖然還不能保證什麼, 不過請我們一點時間, 看看可以用什麼方式繼續提供服務. 歡迎持續提供建議, 能幫忙分享更好, 我們會努力的! 再次謝謝大家!

  2. 匯入歸戶電子發票資訊

    悠遊卡超商消費明細已歸戶到手機電子發票條碼
    建議增加同步匯入機制

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    您好: 感謝您的建議, 不過moneybook從2013就可以成功的同步有驗證碼的網路銀行, 所以驗證碼不會造成技術上的問題. 如果同步的時候還需要手動輸入資訊, 那moneybook就跟市面上其他上萬種記帳軟體沒有差異了

  4. 20 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →

    感謝大家的支持
    通常遇到這個問題, 需要您手動登入網路銀行排除. 中國信託會定期要求用戶登入網路銀行, 一般都是要求定期更換密碼, 或者同意新的服務條款.

    完成之後, 再到moneybook的設定頁面按下同步按鈕即可

    謝謝!

  5. 富邦和中信同步有問題

    我的富邦和中信都出現一樣的問題。
    就是同步後的總金額會不一樣。
    明明就是繳清信用卡,應該是0元的狀態。卻會出現負數?
    請問這是正常的嗎?

    1 vote
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    completed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 怎麼沒有台銀

    怎麼沒有台銀

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 玉山銀行同步失效

    目前一直停在10/12號
    但是網路銀行登入正常
    是否可以解決?

    30 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 遠東商銀 無法更新 已反應 過兩三次了

    遠東商銀 無法更新 已反應 過兩三次了

    18 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 富邦銀行同步失效

    富邦銀行同步失效
    似乎是銀行業者故意的
    因為同時我的帳號也被封鎖

    12 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 剪卡後的信用卡該如何在Moneybook設定?

    剪卡後若希望保留消費記錄的話就不能移除銀行帳號,但會一直跳出同步失敗,該如何設定呢?

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

    已經關閉的資產, 可以到網頁版的設定頁面, 將該資產狀態選擇為"帳戶已關閉", 這樣已經同步過的帳務還會存在, 同時關閉自動同步

    謝謝!

  11. 沒有第一銀行信用卡的交易明細

    沒有第一銀行信用卡的交易明細

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 華南如有多張卡,每張卡的已用額度會是所有卡的加總

    但是如果是同時有華南有多張不同種類的卡(例如同時有美饌卡,Love晶緻悠遊聯名卡等等),每張卡的已用額度會是所有卡的加總

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    感謝您的建議, 針對這種問題, 可以到網頁版的設定頁面, 將重複的信用卡選為"副卡", 這樣該筆資產的現值就會被設定為0, 就不會被重複計算

    謝謝!

  14. 合作金庫

    為什麼合作金庫都一直同步失敗

    30 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 同一銀行多張信用卡時,帳務會重覆計算,導致負債高估,資產低估

    發現同一張銀行同一帳戶下的多張信用卡,帳務會重覆計算。
    e.g. 若在華南銀行同一帳戶下,有三張信用卡,資產各為 -100, -200, -300,total 為 -600元,但目前會顯示為三張信用卡 "各 -600元",即total -600*3=-1800元。 不知此問題是否有可能修正? 謝謝!

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    感謝您的建議, 真對這個狀況, 建議您在網頁的設定頁面, 將重複的信用卡選為副卡, 這樣該張信用卡的資產價值就會設定為0, 不再重複計算

    謝謝!

  16. 增加凱基銀行的信用卡及帳戶

    增加凱基銀行的信用卡及帳戶

    227 votes
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    25 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 定存解約帳戶卻依然存在

    例如說在某次同步完以後,定存解約,然後再同步一次
    會發現活存的帳戶錢變多了,但是定存解約的帳戶還是存在
    只能把他手動用成不顯示不分析
    希望發現帳戶消失的時候,也可以用一個停用或是同步刪除的功能出來
    (現在資料刪除的粒度只能到 all or nothing 的程度,對於這種 scenario 很不方便)

    非常好用的軟體,謝謝!

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

    抱歉讓您久等了
    新功能已經導入, 建議您到網頁版的設定頁面
    可以將已經結清的帳戶, 選擇"帳戶已關閉", 同時設定關閉時間以及最後餘額
    這樣資產價值就會正確了

    謝謝!

  18. 希望可加KGI凱基銀行的信用卡與帳戶選項

    希望可加KGI凱基銀行的信用卡與帳戶選項

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 信用卡已用額度重複

    花旗跟華南持有一卡以上,總覽裡面會重複加總以用額度造成二次計算

    3 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    感謝您的建議
    這個功能已經列入排程了,預計的規劃是提供一個選項讓用戶選擇,名下哪張信用卡是副卡而且共用額度。一旦選為副卡後,資產現值就會歸零,不會重複計算,而且也不會重複寄送提醒信件

  20. 可以讓我自已改收支名稱嗎

    希望可以讓我自已修改收入或支出項目的命稱,這樣我才知道這個月貨款是多少!

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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