Components of a transaction

Components of a transaction

Above we said that a transaction is the flow of each money, and includes detailed information such as the cause and purpose of the money flow. The fields that actually correspond to this are as follows. The transaction input itself proceeds from the transaction input and all data input. Before entering a transaction, it is first necessary to understand why the information below is needed.

The date of the transaction

날짜 아이템(괄호) 금액 왼쪽/오른쪽 항목
언제 어디서 얼마나 어떻게/왜

It means when the transaction took place. You can include the time precisely, but inputting too detailed information may be tiring, so only enter the date value. The first date in the transaction is selected, and depending on the selected date, the items that can be selected from the left/right are different.

Only the items activated on the specified date are displayed in the list on the right. Please refer to the start/end date of the item.

Transaction item/client (parentheses)

날짜 아이템(괄호) 금액 왼쪽/오른쪽 항목
언제 어디서 얼마나 어떻게/왜

Specify information that represents the purpose of *where or why this transaction occurred. It is also a subconcept of an item in the information hierarchy. In other words, if there is Food Fee in the item, you can set a value such as Stock or Snack in this item. When you eat a 2,000 won hot dog, you can enter'snack' or'hot dog'. Then, when you look at the'Food Expenses' item later, you will see that 2,000 won is included as'Snack'.

There are some things to keep in mind when entering items. These item information are not set in advance, but the information at the level immediately below the item is classified. At that time, if you enter randomly, too many unnecessary subdivisions can occur. Therefore, it is recommended to enter the item information shortly and clearly. If you need additional information, separate them with parentheses and keep items neat.

Good example of item A bad example of an item
Snack (coffee x2)
Camping
Daily necessities
Gapdol
Repair tools (XN192-1, 2EA)
2 cups of Einspener with a friend
Camping equipment sales
Ladles, pots, and frying pens
Lending to Gapdol
2 repair tools XN192-1

Recognized as a customer

If the type of item is set as the account management item, the information entered in the item is recognized as the account. It is only used differently, but it should be short and clear in the same way as the item. This is because it distinguishes whether it is the same account or a different account based on the business name entered here like an item. If you entered'Gapdol', all transactions you enter later should also be named'Gapdol' to accurately measure the transaction details. If you enter'Gapdol', you will not be able to recognize whether the computer is the same customer. Please enter the same unconditionally and process additional information using parentheses.

For how to use a business partner, refer to business partners, pursuing strictness.

item suggestion list

The item/customer input field provides a function to easily enter the previously entered information according to the typed information. When you start typing letters, similar items among items/customers that were previously entered (within the last 18 months) are displayed. If you enter'coffee' often during a transaction, it will match just by typing a consonant, such as'ㅋㅍ'. You can click on the selection with the mouse, or use the key and on the keyboard.

Parentheses of an item

Parentheses are used to express additional information when entering items/businesses. When entering an item/customer, enter it with the ( opening parenthesis and ) closing parenthesis. Assuming that the item is'daily necessities' and the parentheses are'fountain pen', you can enter'daily necessities (fountain pen)' in the item/client field.

You can omit it if it is bothersome to enter the closing parenthesis. Both'Skewer' and'Skewer' are recognized the same.

automatic repeat input

This function is used when the same amount is repeated monthly for a certain period of time. Use symbols such as // or ** after the item and enter the number of months you want to repeat. For more information on how to use it, please refer to the automatic division input.

The amount of the transaction

날짜 아이템(괄호) 금액 왼쪽/오른쪽 항목
언제 어디서 얼마나 어떻게/왜

Amount refers to the amount of money spent on the transaction. Just write the traded amount as a number.

Minus amount

By default, the amount is entered as a positive integer. For example, when there is a transaction of Cash +/Bank- for 100,000 Won, even if 100,000 Won is moved on the contrary, the positions of the left and right items are reversed like Bank+/Cash- to 100,000 Won. Do it. In other words, in doubles bookkeeping, the flow of money is indicated through the designation of the left and right items, not the sign of the amount.

However, in special cases, you can create the desired flow through minus. For example, cancellation of expenses or cancellation of profits. In whooing (for convenience) costs are forced to appear only on the left and profits only on the right. So, if you want to cancel or partially deduct a certain cost or profit, you can proceed with minus.

To make the amount minus, you can simply put the -symbol in front of the number on the keyboard, or enter the -symbol on the virtual keyboard in the case of mobile, or click the leftmost part inside the amount box if there is no.

hidden calculator function

When you enter the four arithmetic symbols in the amount, there is a hidden function that automatically converts it to a result. If you enter a symbol such as 10+20 in the amount field, it is automatically entered as 30.

left/right of the transaction

날짜 아이템(괄호) 금액 왼쪽/오른쪽 항목
언제 어디서 얼마나 어떻게/왜

Think of it as specifying the cause and effect of this transaction. Or, depending on the interpretation, it may be the primary target of this transaction. It's about choosing which item the money came out of and into which item, or which item was increased and for what reason. Items can be selected for only those of the account set in advance in the environment settings.

In accounting, it is called debit/credit. In fact, this selection is a bit difficult, but in whooing, there is no big difficulty because it leads to situations that can be used a lot in individual situations.

Please refer to the below for detailed selection of left/right items by transaction type.

Memo of the transaction

In addition to the required values ​​above, a memo can be used if the user wants to additionally explain the transaction. The memo has no rules, and you can use it as a sort of diary or tagging for each transaction.

Transaction file

For each transaction, you can attach up to 5 receipts or reference materials per transaction (maximum 2MB per transaction). File formats are supported for common images, documents, some videos and zip files. If you enter through automatic recurring transactions, only the first transaction entered will be attached to the file.

All uploaded files are changed in size and quality appropriately for convenience and storage efficiency. It may also be automatically compressed further on the server after some time passes after uploading. The storage function is not an essential part of whooing, so it prioritizes whooing's management cost savings over the original one. Therefore, it is recommended not to use it for storing the original.