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Insert

All transaction entries are taken care of on the Insert page. The transaction entry interface is located in the middle of the screen. On the top of the page, you can manage 'Frequently Entered Transactions' and 'Monthly Repeated Transactions.' Below the entry interface is recent transaction history.
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Entering Transactions

In Whooing, five pieces of information are included in each transaction. Be mindful to enter adequate values since they are used for search in History.
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Date

Date would be expressed as ‘Year-Month-Day (2002-12-19)’,’Day-Month-Year (19-12-2002)’ based on Sprachraum.
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Items

This is the key point that represents transactions. It can be compared with other household ledgers as ‘Subclass’ or ‘Abstract’. For example, when the transaction is about ‘Food Expenses’, items could be classified as ‘Snacks’, ’Eat out’ and ’Staple Diet’. If you would like to put more details in the items to describe, please put it in the blank (). Please check out the following samples of items.
  • Good examples: ‘Snack’, ‘Snack(Sandwich)’, ‘Snack(Pick up)’
  • Bad examples: ‘A sudden late night snack’, ‘2 yummy bread’
If you simplify the item labels, items can be organized by relevance like a report below.

Installment Transactions

It could be very useful for managing transactions where there is a monthly payment/ cash out on the same day like Installment transactions, Installment savings or insurance. Putting ‘**n’ at the end means that you need to repeat this transaction for n times and putting ‘//n’ at the end means that you need to divide the transaction by n and repeat the amount of transaction every month.

Example)
$10 a month for Installment savings for 24 months Sinhan Installment Savings**24 $10
120,000 won for 6months installment transactions with 18 % interest per year Laptop**6(18%) 20,000

Transactions above can be entered using ‘//’ and it means the same as above.

Example)
Spent total 240,000 won a month for Installment Savings for 24 months Sinhan Installment Savings//24 240,000
Paid 120,000 won laptop for 6 months installment transactions with 18% interest per year Laptop//6(18%) 120,000
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Amount

This is the amount of transactions and it can be written in negative numbers or with a decimal point depends on the section setting. If a decimal point is necessary for the currency that you use, please change the option of the decimal point of relevant section on ‘Section List’.
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Left/Right

Every transaction indicates cause and sequence, or what is increased and decreased. For example, ‘Cash payment for Food expense’ means ‘Increase in Food expense, Decrease in Cash on hand’. The following examples show how the combination of Left/Right works and this pretty much appears what is increased and decreased so you can pick an item and a relevant symbol.

Example

  • Paid Cash for Food (=Cash paid for Food expense): Expense and Cash. Expenses always stay in the left side so put it into left side and Cash always stay in the right side so put it on the right.
  • Transferring money from Bank A to Bank B (=Bank B received money from Bank A): It is a (+) for Bank B but (-) for Bank A as Bank A had to transfer/ move amount of money to Bank B account. Simple!
  • When you receive money as Loan to Bank (=Bank A received money as Loan): therefore, for Bank A, it is (+) as it has received money, (+) for Loan/Liabilities as well.

Category Analyzation

Categories
CategoriesLeft Right
General Revenue
Assets +
Revenue
General Expenses
Expenses
Assets -
Expense on Credit cards
Expenses
Liabilities +
Calculation of credit cards payment
Liabilities -
Assets -
Owing money
Assets +
Liabilities +
Paying money back
Liabilities -
Assets -
When I lend money or get paid back
Assets +
Assets -
Credit transfer, withdraws, deposits
Assets +
Assets -
Setting Underlying asset
Assets +
Net Asset Value -
Setting Debt based asset
Liabilities +
Assets -

Selection Method

Relevant items will come up by clicking it or typing an item name on the text window You can also use the up/down arrow keys to select. If you wish to select items in order of mention, please use Control + Up/Down arrow keys on the text window.
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Modifying Transactions

Changes can be made to one or multiple transactions at a time. When mouse cursor hovers on a transaction entry(tap the empty are of a transaction in mobile), the modify icon appears on the right. Clicking it opens the entry window. To edit multiple transactions, click on empty areas of desired transactions or drag over them. Click the modify button on any one of them, and the entry window will pop up.
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Deleting Transactions

As same with modifying transactions, transactions can be deleted individually or as a group. Click on the delete icon on a transaction to delete individually. To delete multiple transactions at once, select desired transactions and click the delete icon on any of the selected transactions.
An orange box pops up when multiple transactions are selected. This box displays the number of selected transactions and the numeric sum of all transaction amounts so you can use this feature for quick summing up as well as editing or deleting transactions. A maximum of 30 transactions can be selected at once.

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Frequent transactions

You can save the transactions that you often use as a type of frequent transaction and enter the certain type of transaction with just One-Click. You can save maximum 100 different transactions as frequent transactions. There are 2 areas that you can pick as you want and it can be reduced to 1 or added to 3 on the setting. You can change the order or move it between slots by dragging it.
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Monthly transactions

You can register transactions that are repeated every month so that you can type or enter the transaction entry more conveniently. Users can register 140 transactions and it would be managed manually. Random correction would not be possible as it is arranged automatically on the payment date.
Monthly transaction is useful and suitable for transaction that occurs repeatedly every month such as Communication expense, Rents and Card payments. It would be recommended to manage Installment payments as General transactions using ‘Split keyboarding’ rather than registering it as Monthly transactions.


Related Terms

Awesome Box   Basic period of time   Currency unit   Transfer of related content   Date   Frequent transactions   Items   Left/Right   Note   Amount   Monthly transactions   Possible reports on request   Bookmark   Graph tools   

Related FAQ

How the debit card should be input / managed?
Can I use calendar to select date?
Can I use more than one parenthesis?
How to input the life Insurance (or CD, Money Market) ?
Some account does not appear.
I don't know how to input items.
If I use credit card to pay others, how should I input?
I want to sorting order.
How to input right/left.
빌려주거나 빌린돈을 어떻게 관리해야 할까요?
일괄입력 혹은 외부입력(엑셀업로드,붙여넣기)는 어떻게 하는 것인가요?
거래입력은 꼭 거래입력페이지에서만 가능한가요?