> 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/types.md).

# 账单类型

## 普通类型

| 类型       | 如何使用                       |
| -------- | -------------------------- |
| **支出**   | 选择付款账户和支出分类，保存后减少账户余额      |
| **收入**   | 选择收款账户和收入分类，保存后增加账户余额      |
| **转账**   | 选择转出、转入账户，两个账户余额同时变化       |
| **换汇**   | 为不同币种账户填写两侧金额或汇率           |
| **余额更新** | 输入账户当前实际余额，由 Daak 生成余额调整记录 |

## 借款与报销

| 类型          | 入口与操作                |
| ----------- | -------------------- |
| **借出 / 借入** | 从借款功能或记账类型进入，填写对象和账户 |
| **收回 / 归还** | 在对应借款记录中继续操作，可记录部分金额 |
| **待报销支出**   | 新增支出时开启待报销，之后在报销页面处理 |
| **退款**      | 从原支出账单发起，填写退款金额和收款账户 |

## 计划与投资类型

存钱、分期、定存和投资会创建带有关联关系的账单。例如存钱、取钱、分期还款、定存利息、买入、卖出、分红和股息。

{% hint style="warning" %}
关联账单应优先从对应计划或投资页面编辑，页面会同步更新期数、进度、持仓或收益。
{% endhint %}

## 奖励类型

开启账户回馈后，可以记录现金回馈、积分回馈和积分消费。这些记录会更新对应账户的现金或点数统计，具体操作请查看[账户回馈](/zh-cn/zi-chan/rewards.md)。


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.daak2.com/zh-cn/ji-zhang/types.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.