Software features
Ease of operation: The interface inherits the graphical design of Excel, and novices can get started quickly through tutorials; it supports custom shortcut keys, table templates and macro functions, and users can customize accounting logic according to career/industry characteristics (such as student performance management, merchant sales accounting).
Functional flexibility: Built-in intelligent filling of dates, automatic matching of expenditure types and column swap settings to improve the efficiency of journal entry; supports multi-level classification statistics, budget control and dynamic report generation (such as balance sheets, cash flow statements).
Data processing advantages: Relying on Excel's formula engine (such as SUM, VLOOKUP, and pivot tables), complex financial calculations and data visualization can be realized; it is compatible with multi-currency and multi-account management, and supports extended input methods such as voice recognition and barcode scanning.
Security and compatibility: It adopts password protection, file encryption and permission hierarchical management to ensure data security; it is compatible with Windows systems and supports cloud synchronization (such as OneDrive) for multi-device data sharing.
Software function
Basic accounting: record the details of each income and expenditure, automatically classify them (such as wages, rent, meals), support multi-user account sharing and agency collection functions (a collection letter and a copy of the ID card are required).
Report generation: Automatically generate daily/monthly/annual consumption reports, financial statements (balance sheet, income statement, cash flow statement) and data perspective analysis tables, and support chart export and printing.
Data analysis: Analyze the revenue and expenditure structure, profitability level and cash flow status through pivot tables, conditional formatting and trend lines; support custom formulas to calculate costs, profits and tax burdens.
Expanded functions: Added voice recognition input, barcode scanning, budget control and custom header design to strengthen the pertinence of daily family financial management; supports import and export of xls format to achieve seamless integration with external accounts.
FAQ
Risk of format errors and manual errors
Performance: When users manually enter dates and amounts, they are prone to format errors (such as "2025.9.4" being mistakenly entered as "2025/9/4"), or amount unit confusion (such as "1,000 yuan" being mistakenly entered as "10,000").
Reason: The data verification function is not enabled, or the verification rules are set loosely.
Solution:
Enable Excel's "data validation" function, limit input types (such as dates, integers, decimals), and set the allowed range (such as amount ≥ 0).
Use Format Cells preset types (such as Short Date and Currency) to reduce formatting errors.
For high-frequency error items (such as ID numbers), they are stored in text format to avoid automatic conversion in scientific notation.
Excel accounting book update log:
1. The details are more outstanding!
2. BUG gone without a trace
Huajun editor recommends:
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