> 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/yu-suan/budget.md).

# 预算

打开 **预算**，可以查看单个账本预算或全部账本的预算概览。

## 创建预算

1. 点击右上角 **管理**。
2. 选择要设置预算的账本。
3. 选择周、月、年或自定义预算周期，并设置总预算金额。
4. 按需要为支出分类或子分类设置独立预算。
5. 保存后返回预算页面查看使用情况。

| 设置       | 使用方式                         |
| -------- | ---------------------------- |
| **固定**   | 各周期共用同一套预算配置，适合长期使用相同额度和分类结构 |
| **灵活**   | 每个周期分别保存预算，适合不同期间使用不同额度      |
| **自定义**  | 建立有名称和起止日期的预算计划              |
| **复制预算** | 把来源期间的总预算和分类预算复制到目标期间        |

## 使用预算页面

| 操作        | 结果                  |
| --------- | ------------------- |
| 点击顶部账本与时间 | 切换账本、周、月、年或自定义预算周期  |
| 点击总预算金额   | 查看本期计入预算的支出账单       |
| 点击分类预算    | 查看分类已用金额、剩余金额和相关账单  |
| 点击子分类     | 展开或管理更细的分类预算        |
| 点击右下角记账   | 新增账单，符合条件的支出会立即计入预算 |
| 点击回到今天    | 返回当前预算期间            |

## 预算统计规则

支出账单需要使用正确的账本和分类，并开启计入预算。转账不会作为普通消费计入；退款会调整原支出的实际金额。

{% hint style="warning" %}
修改预算只改变预算额度，不会修改已有账单。某个分类不需要计入预算时，可以在分类预算编辑页排除。
{% endhint %}


---

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