On this page, you will figure out how to use the "Trans. tab" more efficiently, and with these convenient features.
1. Check your history with various options.
You can review your status by Calendar, Weekly, Monthly, and Summary.
(more details, see below)
2. Bookmark
When you bookmark income, expenses, and transfers details that are frequently used, it is much more convenient to record your spendings as you do not have to record the same data each time you make a transaction.
3. Search icon (magnifying glass)
You can use search functions to easily find your records.
4. Filter
You can review the compilation of the specific data by settings. As for expenses filtering, the feature can also tap on to compiling your data even by setting the transfer expenses.
5. Add records
You can record the Income/Expense/Transfer.
6. Add memo
You can make a short note of the day.
7. To return to today's date, tap the 'Trans.' button.
Here are more details of the review tab.
1) Calendar view
The calendar view displays your income/expense/balance of the month.
If you tap on the date, it shows more details of the day. Also, you can access add a new record or memo.
2) Weekly view
You can check your summary by the weekly view.
If you tap one of the weeks, it will direct you to the selected week.
3) Monthly view
You can compare income and expenses by Monthly.
If you tap one of the months, the page will move to the calendar of the selected month.
4) Total view
The Total page displays budget status, and your expense/transfer amount incurred by types of assets.
You can see the monthly chart comparing your actual income/expense by selecting a budget item.
You can send an Excel data 'Export data to Excel' via email.
