一般論壇

我希望moneybook可以幫我做到....

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  1. 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 →
  2. 希望增加元大銀行信用卡

    最近樂遊卡和鑽金卡非常熱門,相信很多人會用到的

    299 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 富邦銀行登入

    富邦好像改版了 不知何時可回復正常呢?

    3 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 希望有資產轉移的功能,而非只有收入和支出兩種

    ATM提款不應列為支出,而是轉移到現金。
    另外希望新增負債的功能(資產與負債裡面只有資產),
    跟朋友借錢or借朋友錢也沒辦法記到負債or應收。

    希望能夠有清楚的收入、支出、資產、負債四大科目並能互相轉移,這是很基本的會計項目,謝謝您

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

    感謝您的建議:
    目前其實已經具備您提到的功能
    1) atm提款: 這部份我們已自動記帳的功能, 主要是建議用戶把atm提款當作支出的一種, 以大方向來看消費趨勢. 如果用戶還是希望對於ATM提款作更細分的記錄, 可以利用"帳務細分"的功能, 針對每一筆ATM提款作更詳細的記錄, 因為這樣這些記錄會更準確的記錄在每一個正確的資產底下, 而不會分散到不同的資產
    2) 新增負債, 目前已經有這個功能, 就在設定頁面裡面, 可以手動新增負資產的部分. 至於自動記帳的功能, 目前已經支援台灣銀行貸款的帳務, 未來會陸續支援更多銀行負債的同步
    3) 如果希望某些帳務不列入趨勢分析, 但只移轉資產, 可以將這些帳務選擇"不納入分類統計"這個大項裡面的分類

  6. 銀行紛紛警告問題,請說明Moneybook安全機制,謝謝

    銀行存款關乎個人辛勞數年~數十年,任何理財服務都需建構在安全上。

    記帳服務真的是理財重要一環,貴服務儲存了個人的每家銀行帳號、密碼,並且可以隨時自動登入查詢甚至轉帳。

    在這樣的機制下是否有足夠讓人安心的保障機制? 例如金管會的存款300萬保障? 謝謝回答

    3 votes
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    completed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 9 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 請問現金帳戶餘額的初始值可以修改嗎?

    一開始的現金預設為0,希望開放修改,謝謝

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

    感謝您的回應:
    簡單修改初始值的方式,就是新增一筆帳務來自動改變餘額,如果不希望起始帳務影響趨勢分析,將這筆帳務的分類改成"不納入分類統計"即可

  9. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 希望增加純渣打信用卡帳戶

    這裡是渣打的信用卡網路服務的登入區的連結,是否可將此連結用於為純渣打信用卡帳戶呢???
    https://ebank.standardchartered.com.tw/HIBCS/servlet/HttpDispatcher/Login/prompt?newTxRequest=true&locale=zh_tw

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 希望整合電子發票

    例如使用現金,轉帳或刷卡消費時存入在電子發票載具上的消費資訊能自動整合到系統裡。
    而使用信用卡自動儲值的悠遊卡消費的資訊能並列到該筆的儲值金額
    或是其他整合方式

    謝謝

    58 votes
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    11 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    我們已經支援第一銀行的網路銀行了.

    有可能您啟用了第一銀行的"電腦裝置認證安全服務", 需要您去第一銀行的網路銀行取消這項設定, Moneybook才能同步第一銀行的帳務資料

    謝謝!

  15. 6 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 希望可以增加手動紀錄現金花費的功能

    日常生活使用的現金花費希望也可以一起被紀錄,使得計帳更完整謝謝

    13 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. 希望增加新光銀行賬戶

    希望增加新光銀行帳戶

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. 關於信用卡消費明細上的日期,希望可分為 "消費日" 與 "入帳日"

    希望可分為 "消費日" 與 "入帳日",當前系統應該是抓取入帳日,這樣時間一久要回想起真正哪天消費會造成困難與不便

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. 希望新增帳戶可另外提供信用卡的接口

    目前新增帳戶只有網銀登入的接口,但有時候 user 只有申辦該銀行的信用卡並沒有該行其他帳戶,只能使用信用卡登入,純信用卡登入通常不需要"使用者帳號"這一欄

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

    感謝您的建議,目前moneybook就是依照您的方式支援純信用卡的用戶。
    只有信用卡的用戶,可以在"純信用卡帳戶區"選擇要登入的銀行,目前moneybook支援14家純信用卡的銀行(有的銀行還是需要使用者帳號)

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