Useful functions above

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.