Usage tips

Usage tips

We have collected various tips to enjoy whooing in a variety of ways. Become an advanced whooing user with the tips here.

User calculation formula, rich report information

Of the reports, there are two of the most basic and useful. These are [Cost & Income] (/help/reports/pl) and [Asset Liabilities] (/help/reports/bs). Therefore, currently, only this representative report is experimentally provided with a user calculation function at the bottom.

This function freely combines the items in the displayed report to calculate the total value. For example, it's not the same group, it's not divided into floating/fixed, but there are things you want to collect and calculate. When you want to see all of the'Food Expenses','Clothing Expenses', and'Housing Expenses' together, create'All Consciousness Expenses' in the user calculation, and then select these three items as the items to be added. This way, the total of the cost of consciousness is always displayed at the bottom every time you browse.

Customer, pursuing strictness

There are things that are not items in assets or liabilities, but you need to check the balance carefully. Moreover, in this case, there is a high probability that it is not even persistent. For example, the 100,000 won I gave to Cheolsu. If you create an item called withdrawal, and if it is 100,000 won and you forget it later, you can use the account management function. That is, withdrawal becomes a kind of customer.

How to use an account

The account management function starts from the setting of the item. On the configuration page, open the edit form for the item to use the account management function. After that, if you select'Customer Management Function' in the category, this item will be transformed into an item that plays the role of managing the customer.

When there is a transaction related to this item, when entering the transaction, enter the name of the customer (person name or loan product name) in the'Item' field, and select the item from the left or right. Just write the name of the customer short and clear, and whooing will take care of the rest of the statistics.

When viewing statistics by customer, you can select the item in the transaction history and search it. When viewed, a button labeled'Item's customers' is activated at the top. If you open this button, you can see at a glance how much balance there is for each customer in the item. Another way to access this screen is to click on the item under Asset Liabilities.

Customer application

In the example above, I heard the case of giving money to an acquaintance. In fact, it can be used in transactions with a specific person and in all cases where it is repetitive and requires checking the balance. For example,'money to repay','loan','insurance', and'savings' are all applicable. In the case of a loan, the customer name becomes the name of each loan product, and you can see the total loan amount of the item in the asset liabilities later, and if you click and go to the transaction details, you will also see how much amount is left for each loan product.

Customer notice

You should not make all asset/liability items with the account management function because the account function is too powerful. As the easiest example, revenue/cost matching should be excluded from the account management function. This may be a general bankbook. In the case of a general bankbook, there are many transactions that are bitten with costs and also with profits.

Because the cost/revenue and bite are a combination of many types of transactions, a huge number of customers accumulate when the bankbook becomes a customer management item. Basically, it is general, and you need to activate this function only when you need a special account balance.

Labs, lots of fun

In addition to the main report, whooing makes good ideas and ambiguous reports in the lab. You can access it by clicking'Laboratory' in the menu, or you can place a laboratory in the menu by clicking the'Edit' button at the bottom of the menu.

Typical things

The most used laboratory menus are listed below. If you have additional report ideas, please let us know by clicking'here'.

-Look at me: You can see all of my current status in the last 9 years, and you can see 20 bold details at each time. -Compare two periods: You can compare the difference between the two periods by setting the previous year or the previous period. -Number of items: You can see the frequency, maximum, average, etc. of a specific item with a graph. -Monthly item trend: Basically, item-specific trends are provided, and in this report, items of each item can also be viewed as trends.

Section, multiple household account books

When writing a household account book, most of the things that are related to the cost of living of the household (or individual) are generally managed. However, if you actually use it, you may have to use it for a completely different purpose other than living expenses. Real estate management, meeting management, or management before and after marriage. In whooing, in this case, you can operate up to 9 independent household accounts from your existing login account without having to sign up for a new one.

create

When you start whooing, you are basically starting from section 1 (Default). In fact, if you don't write a section, just log in and continue using the default section.

Item type to be automatically created

An option that can be selected when creating an item, and the type of item that is basically configured depends on this option.

section name

Name the section. This name is displayed as you enter each section and in the list.

currency unit

When this option is set, the amount of all sections in the section list is converted to the base currency and displayed at a glance. And by changing the base currency at the top left, you can change the amount of the entire list based on the currency of any other section.

The base currency is the currency in the default section at the top.

decimal point

You can display the amount in whole numbers only, or you can display it to two decimal places. This is simply a matter of display, and the actual data is unconditionally written to two decimal places.

date format

Most in Korea, the YMD format is year, month, and day, but you can customarily set a date input method that is more familiar to you. However, since whooing itself is browser-based, in the case of mobile, it may be changed to the settings on the device.

color

This option will color each section to make it easier to notice the difference as you stay. The color of the section first changes the color of the top navigation, and if you change the color for each section, you can see the color of the top navigation from anywhere and see which section you are in.

memo

You can enter simple notes for each section. This memo is displayed when entering the first section, so it can be used as a kind of self-affirmation.

conversion

If you look at the top of the asset management menu at the top left, you can see that'Section 1: Default' is currently displayed. If you click this button and click'Section Management', the section's management page will also be moved. You can create/edit/delete all here.

Section switching is possible through the following methods.

-You can switch by clicking on the desired section in the section list above. -When connecting, you can go to the first section by addressing whooing.com/s1. If you want to go directly to the second section, just type s2. -Anywhere in whooing, you can call Awesome Box by pressing the a hotkey, and you can switch to the first section by pressing s1 right away. -You can go to the section list by pressing the s hotkey anywhere in whooing, and switch to the first section by pressing 1 on the section. -If you drag the desired section to the top of the section list and move it, it will switch to the default section. The default section is a section that is not specified or is moved immediately after login.

Awesomebox, simple input by command

In whooing, it is recommended to fill in the fields of date/item/amount/left/right by default for transaction input. But sometimes you just want to type quickly out of order on the fly. The actual money spent may come to mind first, the timing may come to mind first, or the item may come to mind at what cost. At this time, you can call AwesomeBox at any time and enter quickly and easily.

[Asomebox meme]

usage

Awesome Box can be called anytime, anywhere by using the quick input in the top center or pressing the shortcut a.

In the called Awesome Box, an input box is provided and you can see that the cursor is waiting for input. The fastest way to understand AwesomeBox is to just use it right away. Try entering the item you entered most recently. The date and amount and left/right will be placed automatically. You can enter the amount other than the item, or you can enter anything you think of first.

The field division of AwesomeBox is based on spaces, and the whooing attribute is inferred for each input word, so there is no need to worry about the order or whether it is required. Just type in whatever you think, look at the expected transaction at the bottom and add more detailed information until you get a satisfactory forecast.

Tips for use

If you use Awesome Box a lot, you may want to control more specifically beyond the novelty. Below is a detailed description of the operation method of Awesome Box.

-The date can be in colloquial languages ​​such as'Today','Tomorrow','Yesterday' and'The day before yesterday'. -The date can be added or subtracted from today, such as -1, -3, +3. -The date can also be expressed in specific terms such as month/day such as 1/24. -You can also use parentheses on items. -The amount can be expressed in colloquial terms such as '3,700 won'. -When designating left/right items, it is not necessary to specify the entire item name. If the least distinguishable character string is input, it is recognized as the corresponding item. -It supports voice recognition, so try typing in words by tapping the microphone mark on Google, etc. In the case of speaking, it is sent when you finally say'Enter', and if you press'No', the last word is canceled. -When you enter numbers and operations, it works as a calculator in a hurry. -You can move a section by entering the order of sections such as s1 and s2 as numbers.

Automatic installment entry

This is a function you use when you want to repeat a specific transaction every month. When entering a transaction, use symbols such as // or ** after the item and enter the number of months you want to repeat. 'Item//3' means to divide the amount into 3 for the item and enter it over 3 months. On the other hand, ** means not to split the amount and simply repeat it for the number of months. If you enter'item**12', you enter the same item and amount divided by 12 months.

Symbol Example Amount How It Works Total Amount
// Item//3 300,000 won 300,000 won in 3 months Total 300,000 won
** Item**3 300,000 won Repeated record for 3 months each 300,000 won Total 900,000 won

As a prime example, consider an installment-like situation. Assuming that you pay 300,000 won in 3 months installments, you will pay 100,000 won each month over three months. In that case, if you enter'XX purchase//3' and enter '300,000 won' in the amount, it is divided into 3 transactions of 100,000 won each month. And it automatically converts the date to today, the next month's today, and the next month's today's date.

If there is an installment fee rate... It looks a little complicated, but it can be done. Add the installment fee rate after the number of months. In the example above, if the installment commission rate is 28%, it will be in the form of XX purchase//3(28%).

External input, automatic input of financial data

Whooing provides a way to import various domestic and international transaction data formats. You can use it as follows in a way that is convenient for you to use. All external data is divided into two steps: importing by whooing and classifying at whooing. First, the ways you can import the data are as follows.

Android, import bank/card company payment text

On Android, there is an official whooing SMS input device that allows you to easily text payment. After installing the application, just enter the phone numbers to receive text messages and the sections to be delivered. Once a day or once a few days, you can batch transfer through this app and complete it from an external input.

iPhone, bank/card company payment text

There is no app that automatically sends it, but you can prepare for input by passing the text that appears in the message app to insert@whooing.com. For detailed steps, refer to Entering Payment Text on iPhone.

excel upload

This is a method of randomly downloading .xls or .csv at the end of the month from the website of a financial company or credit card company, and uploading it to recognize it. Not all files are supported, but the majority of domestic and overseas data is more than 80, and if it is not recognized, it will be processed and responded within a week. If the file is ready, press File Upload in the external input (shortcut o) of whooing and select the file.

paste

If you can't upload Excel or simply copied data from another app, you can deliver it through this function. For example, even when copying only data in an Excel file that has an encoding problem, copying only data from an Excel file that cannot be recognized due to many other decorative elements, or viewing a payment text through a message app on Mac and copying it by drag You can use it. No matter where it is copied, it will be recognized if it is a recognizable pattern.

After copying the data, press the Paste button in the external input (shortcut o) to copy and transfer.


If you put data in the temporary storage with the above actions, you can finalize the input by sorting. The reason the data is not processed as soon as it is imported is because only the user knows for what purpose the transaction occurred.

External input can be called from anywhere whooing by pressing the shortcut o. There is a button called'Temporary Place' in the upper left corner, and if there is data here, the number of transactions in red is displayed. Pressing this button brings up the screens where you can re-edit the final classification or transaction.

If you have clearly entered it but the number is not displayed, you should check if the section is different. Depending on the external input method, there may be cases where you enter the temporary storage of a specific section immediately.

On this screen, we can split one transaction into multiple transactions and enter them separately, change the order of the transactions, or manually enter transactions that are not in the temporary storage.

If the matching does not work as desired when imported from the temporary storage, you can change the default layout by clicking'Reset' on the right side of the imported transaction.

Use third-party, native apps

Whooing is configured to be responsive so that you can use it anywhere, and you can use all functions by accessing https://whooing.com using a browser, whether on desktop or mobile. However, each user's thinking about dealing with transactions may be different, and sometimes they may want to use it in different ways. Whooing is an OpenAPI technology that allows various developers to directly develop whooing applications, and there are also apps created and provided by developers with a challenging spirit.

All rights of the third-party app belong to the third-party app developer, and whooing is not responsible for or interfere with this.

android

-whooing transaction history input tool , WIMPLE -Fry (pause) -Money Story 365-Whooing text input And other convenient functions

etc

-KakaoTalk, whooing simple input bot

Talk about community, life and money

When it comes to money, it's your own promises and execution, but sometimes you're lonely and tired. Whooing is just a tool to manage money, but it provides a space where people can talk openly with people with similar tendencies and purposes. This space is being operated purely with the will and participation of users, but now it has established itself as an indispensable space for whooing.

Although it is an open space, the concept of double-entry bookkeeping and money is somewhat higher than that of ordinary people, and has the characteristics of being relatively rational. Since the theme is money, there are a lot of talks about finance, money, or life related to it. As it is small, the self-cleaning effect of trying to avoid creating bad things with each other also works well. Click'Bulletin' in the menu above and start a little by adding'Like' and'Comment' while making eye contact.

Point, whooing rate discount strategy

Whooing is a paid service, but the way to contribute to whooing is not necessarily paid payment. If you have something that contributes to whooing with affection and passion, you can also use it for free and discount rates. Points set according to the contribution of whooing activation are paid, and these points are used to receive partial or full discounts upon payment.

There are restrictions on the payment and use of points. The maximum daily reserve through login and bulletin board activities is 500 points. Also, since points are not real cash, they cannot be transferred or converted into cash.

Category Score
whooing login 50 points (once a day)
Bulletin board writing 50 points
Write a comment on the bulletin board 10 points
Recommended and received on the bulletin board 10 points
Bulletin board greeting & review 2,000 points (once each within 1 year)
Recommended subscription link 1,000 points

Referral signup link

When Thai users sign up for whooing through a link issued, 1,000 points are awarded for each subscriber. You can check the sign-up link by tapping the user icon on the top right and under'Account'.

Shortcuts, speed up

Whooing is also available on mobile, but if you use the desktop, you can do several tasks simultaneously on a wider screen. The best thing about using the desktop is that you can use keyboard shortcuts.

Keyboard Features
` ~ 0The numeric shortcut at the top of the keyboard is a shortcut to the main reports.
aCalls single Awesome Box.
mInvoke multi-somebox.
fFocus on the first input field on the screen.
qFocus on the top quickbox
sGo to the section management page.
iCalls the transaction input window.
oInvoke the external input window.
escCancel the current focus, or close the modal if there is one.