Add and edit items

Add and edit items

Items are categorized as basic when you start whooing. However, in order to customize it to the user, you need to add and modify items in the environment setting.


Basically, the classification structure of whooing is like this. It has a category of'Account> Item> Item'. However, when the items are similar, but cannot be grouped, and when the grouping is ambiguous even with the account management function, the number of items eventually increases. In this case, similar items can be grouped together and displayed as a group. In other words, create another hypothetical classification between accounts and items, such as'Account> Group> Items> Items'.

Group inclusion relationships can be created by changing the order of items. A group takes items below itself as its children.

Since items and groups are completely different properties, you cannot swap items and groups in the middle.

Item name (group name)

The name of the item as it appears throughout whooing. The shorter the name of the item, the easier it is to identify and select. The reason is that when there is insufficient space to display the item name when displayed, it may be shortened like'...' depending on the situation. When'Daehan Best Asset's diligent management items' are called, it can be displayed as'Daehan Best Assets'. And when entering a transaction, if the item name is concise, it is easier to select.

The item name can be changed at any time, so feel free to designate it.

Item start/end date

Since whooing aims to be recorded over a lifetime, each item has a life cycle so that it can change at each stage of life. Usually, when the item is created, it has that date as the start date, and if the item is no longer used, it is to end (this end can be canceled).

When entering or inquiring a transaction, the start date and end date of each item are compared, and only items corresponding to the period are displayed. The start date of each item and activation in the inquiry period are as shown in the diagram below.

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For example, if an item ends in 2018, it doesn't appear when viewed in 2019. Likewise, if the start date of the item is 2020, it is also not displayed because there are no overlapping segments. Conversely, if there is a date that overlaps even one day in the query segment, it is determined that it is active in that period and displayed.

The start date of this item can be modified by entering the edit of the item on the environment setting page.

Type of item

Each entry has an attribute called End. You can set this property to display more specific information in each report.

general item

An asset/liability item that has no special characteristics is basically of this type.

customer management items

As stated in the most comprehensive range, it is recommended to pursue a range where items do not change often. But if you think about it, it should be classified as an item, but there are beings that frequently create and disappear. The money you get right away, insurance products, loan products, and money to pay off.

Let's take the money to be repaid as an example. I made 100,000 won to my friend Gapdol. It is expected to be borrowed and paid off for about a month, but it is ambiguous to create an item called'Gapdol' in the debt and remove it again after a month. Conversely, it is difficult to find out if Gapdol owes 100,000 won if you just enter it when trading at the item level.

In this case, you can use the account management function. If you designate'Customer Management Item' in Type, all items recorded in the item will be recognized as a customer. In addition, it tracks the amount of money exchanged by each customer and displays the balance in the current state in the transaction history. When you search the items managed by the account in the transaction history, all the accounts with the remaining amount to be processed are displayed.

You can find out how to use it in more detail in the pursuit of customers and strictness.

liquid cash

Liquidity can be set only for items in the asset. An asset's item can have several attributes, and liquidity can be identified as a major factor. It is a liquid asset if it can be easily and quickly monetized. The cash in the wallet and the money in the ordinary deposit can be handled at will, so the liquidity is good, and the liquidity is bad because the real estate or the money lent to others is not in my hands right away.

By setting the type of item to liquid cash, you can see the current assets available for mobilization and how they were used during the inquiry period. Please refer to the cash flow statement for how to use after setting this type.

credit card

A configurable type of debt, which is the credit card we usually use. If you set the item to credit card, you can proceed with the following additional settings through the'Edit' button.

usage period

Specify the credit card usage period. When calculating each monthly billing amount, the total cost of the increase is estimated.

payment date

After the expiration of the usage period, there is a certain period of public service until the actual amount is charged. You will be charged a month or two after that, which is the date you are charged.

Payment item

Set the asset items matched to the card. To specify that money will be withdrawn from this set item on the payment date. All transactions on whooing are recorded only by the user's orders, so transactions that are deducted from the settlement date are not automatically added.

Target usage amount

This is the target amount to be used during the usage period. If you need to spend more than a certain amount of money each month, we set the standard. The set criteria are shown on the credit card report.

check (debit) card

This is the type of debt that can be set, and it is the debit card we usually use.

When set to this type, transactions are processed in a unique way when entering. Originally, debit cards are used only as a means of payment, and are not in the form of having a separate balance (of course, credit payments are possible for hybrids). So, if you set this type, a transaction that is automatically deducted by the same amount when entering a transaction is added. If you modify the amount of the transaction entered later, you must select and modify the automatically generated transaction as well.

Statistics for items set to this type can be checked in Laboratory Checkcard Report.

Unless you are using the laboratory report above to check the performance of each debit card, it is simpler to process money directly from the connected bank account when making a debit card payment.

Floating or fixed items

It is a type limited to cost and profit, and refers to an item that shows a spontaneous and jagged usage pattern on a monthly basis. When set to floating, it is easy to manage afterwards, separate from the fixed in the budget. It depends on the user, but it can be said that'entertainment costs','congratulations and condolences','clothing costs', and'two-job income' are flexible. And it can be said that'housing cost','food cost', and'salary income' are fixed.

The standard or purpose of sharing is the user's mind, but we recommend that you divide it according to your own usage pattern. This feature amplifies value when paired with budget, meticulously managed reports. When this property is separated, the inevitable thing to do when managing your budget is a bit less mind-blowing, and you can only care about over/under-runs around the adjustable flow side.

Item's memo

If you have any comments or references to this topic, you can write them down here. This information is not particularly actively used. However, if you fill out in various designated formats later, it may be output in a specific report.