Transaction input, all data input

Transaction input, all data input

On this page, you can check the transaction input and entered transaction details directly below. While other reports aim to see and understand information, transaction input consists of the only active input function. The screen composition is as follows.

Useful functions above

At the top of the page, there are various useful functions for input.

Frequently entered transactions

You can use this feature to register and utilize when entering a specific transaction frequently. If you select this tab on the transaction input page and select a registered item, the settings are automatically applied to the transaction input form below. If there is any modification, click the'Edit' button on the top right, and you can edit/delete existing items, register new items, and change the order.

This function is provided for convenience and does not have to be used. When entering an item in the transaction input form, the previously entered items appear in the item suggestion list, so you can just use this function. Or, even if you use external input or automatic financial data input, you do not need to manage frequently used items.

Basically, the area is divided into two on each side. If you want to change the number of these areas, you can proceed to the configuration.

Monthly input transactions

If you repeatedly enter a specific transaction every month, you can register and use it here. If you select this tab on the transaction input page and select a registered item, the settings are automatically applied to the transaction input form below. If there is any modification, click the'Edit' button in the upper right corner, and you can edit/delete existing items and register new items.

Unlike frequently entered transactions, the order is forcibly sorted in the order of the date to be entered. In addition, D-Day is additionally displayed for each item, how much is left for the target date where the date should be entered.

This function is provided for convenience and does not have to be used. If the monthly recurring amount is always constant, it is recommended to use the automatic split input function.

Classification in whooing follows the rules of Item> Item. Therefore, even if parentheses are added to items when registering monthly transactions to be managed, in reality, only items that meet the classification criteria are determined whether or not to be entered. Even if'Insurance (A)' and'Insurance (B)' are registered respectively, if there is a transaction of an item called'Insurance', it is recognized as input. Therefore, if it is completely different, it is recommended to separate it in the item hierarchy such as insurance_A and insurance_B.

open external input

Opens the external input window where external payment data can be automatically loaded and entered. For detailed external input, refer to External Input and Automatic Financial Data Input.

This external input can be called by pressing the shortcut o anywhere in whooing. For a full description of shortcuts, see Shortcuts, Speed ​​Up.

open awesomebox

AwesomeBox does not have to explicitly fill in individual information as in the transaction entry form. In addition, the order of each component is also a magical function that takes care of inputting it as you think. For more information, see Awesome Box, Easy Input by Command.

Transaction input form

This transaction input form can be called from anywhere in whooing by pressing the shortcut i. For a full description of shortcuts, see Shortcuts, Speed ​​Up.

This is the most central area on the transaction entry page. The actual transaction is entered here. Entering a transaction goes beyond simply filling out the information in the form and sending it. Transaction input is the act of setting an item/client for a transaction and matching any left/right item. In other words, it records changes in money and sorts them at the same time. For a general conceptual explanation of each component of this form (date, item, etc.), see IV. See how to enter.

The transaction input form is designed in the direction of filling in the items/businesses from the date on the left and the information on the right. If you enter from the left, the amount/left/right is automatically placed for the same input as the moment you enter the item/customer. In addition, since it supports keyboard input smoothly, you can quickly input by combining the tab key with the and keys.

You can turn off the function that automatically places the amount/left/right upon completion of item/customer input. Try tapping the chain icon just above the item entry box.

When entering left/right items, just enter consonants to see a list of suggested items. When a list of suggestions appears, you can quickly access them using the and keys on the keyboard. As the number of items increases, it is more convenient to select through this function.

Recent entries

The transaction entered in the transaction input form above is sent to the server, and when a response from the server stating that the normal entry is approved, it is added to the top right here. This list is fixed so that it is unconditionally displayed in the order of last entry. Regardless of the date of the transaction, it is displayed in the order entered, so you can check the recently entered information and prevent accidental duplicate entry, or enter only transactions since the last entry time.

At the top right of this list is a trash bin feature that allows you to recover accidentally deleted transactions. Recycle Bin only stores transactions deleted within the last 1 week.

Change the order in transaction input

To view the transaction details in the chronological order we generally think of, please use the Transaction History page. Separately, the order of transactions on the same date can be changed anywhere the transaction is displayed. You can randomly specify the order of each transaction on the same date by clicking'Change Order' on the right side of the transaction details.

Even if it is adjusted on the transaction input page, it is not reflected on the screen due to the basic sorting rule.