> 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-tw/ji-zhang/types.md).

# 帳單類型

## 一般類型

| 類型       | 使用方式                       |
| -------- | -------------------------- |
| **支出**   | 選擇付款帳戶和支出分類，儲存後減少帳戶餘額      |
| **收入**   | 選擇收款帳戶和收入分類，儲存後增加帳戶餘額      |
| **轉帳**   | 選擇轉出、轉入帳戶，兩個帳戶餘額同時變動       |
| **換匯**   | 為不同幣別帳戶填寫兩側金額或匯率           |
| **餘額更新** | 輸入帳戶目前實際餘額，由 Daak 產生餘額調整記錄 |

## 借款與報銷

| 類型          | 入口與操作                |
| ----------- | -------------------- |
| **借出 / 借入** | 從借款功能或記帳類型進入，填寫對象和帳戶 |
| **收回 / 歸還** | 在對應借款記錄中繼續操作，可記錄部分金額 |
| **待報銷支出**   | 新增支出時開啟待報銷，之後在報銷頁面處理 |
| **退款**      | 從原支出帳單發起，填寫退款金額和收款帳戶 |

## 計畫與投資類型

存錢、分期、定存和投資會建立帶有關聯關係的帳單，例如存錢、取錢、分期還款、定存利息、買入、賣出、股利和配息。

{% hint style="warning" %}
相關帳單應優先從對應計畫或投資頁面編輯，頁面會同步更新期數、進度、持倉或收益。
{% endhint %}

## 回饋類型

開啟帳戶回饋後，可以記錄現金回饋、點數回饋和點數消費。這些記錄會更新對應帳戶的現金或點數統計，具體操作請查看[帳戶回饋](/zh-tw/zi-chan/rewards.md)。


---

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