> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/zh-cn/ji-zhang/bookkeeping.md).

# 记账概览

打开 **首页**，可以查看账单、切换统计或日历，并从右下角新增账单。

## 页面结构

| 页面区域        | 具体功能                              |
| ----------- | --------------------------------- |
| **左上角头像**   | 打开设置                              |
| **顶部时间与账本** | 查看当前时间范围和账本；点击账本名称打开数据筛选          |
| **首页快捷入口**  | 打开存钱罐、分期、投资、模板等已启用功能              |
| **金额摘要**    | 显示当前范围的支出、收入和结余；周、月或年范围下可点击结余查看明细 |
| **账单列表**    | 按日期分组显示账单和当日收支，点击一行进入详情           |
| **首页右上角菜单** | 切换账单、统计、日历，或打开搜索                  |
| **右下角记账按钮** | 新增支出；长按进入语音记账                     |

## 查看和管理账单

1. 点击顶部账本名称，选择全部账本或指定账本，并设置周、月、年、自定义时间等范围。
2. 在账单列表查看每一天的账单和收支金额。
3. 点击账单行查看详情；允许编辑的账单可以继续修改。
4. 左滑账单行可以使用当前账单支持的快捷操作。
5. 离开当前期间后，点击 **回到今天**返回当前时间范围。

## 切换显示内容

点击右上角当前模式名称，可以切换：

| 模式     | 显示内容                |
| ------ | ------------------- |
| **账单** | 金额摘要和按日期分组的账单       |
| **统计** | 金额、趋势、分类、账户和标签等统计卡片 |
| **日历** | 每天的收入、支出和账单         |
| **搜索** | 按关键词和条件查找账单，并进入批量编辑 |

## 记账功能

| 要做什么                | 使用页面                                        |
| ------------------- | ------------------------------------------- |
| 记录支出、收入、转账、借款、投资或换汇 | [新增账单](/zh-cn/ji-zhang/record.md)           |
| 了解不同账单会怎样影响账户       | [账单类型](/zh-cn/ji-zhang/types.md)            |
| 查找、筛选、批量修改或删除账单     | [搜索、筛选与批量编辑](/zh-cn/ji-zhang/manage.md)     |
| 查看收支趋势、分类和标签统计      | [统计与分析](/zh-cn/ji-zhang/statistics.md)      |
| 按日期查看每天的账单          | [记账日历](/zh-cn/ji-zhang/calendar.md)         |
| 快速重复记录常用内容          | [记账模板](/zh-cn/ji-zhang/templates.md)        |
| 管理账本、分类和标签          | [账本、分类与标签](/zh-cn/ji-zhang/organization.md) |
| 使用多币种、汇率和换汇         | [多币种与汇率](/zh-cn/ji-zhang/currency.md)       |

{% hint style="info" %}
在 **首页显示功能**中，可以选择首页显示的功能入口并调整顺序。
{% endhint %}


---

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