> 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/yu-suan/budget.md).

# 預算

開啟 **預算**，可以查看單一帳本預算或全部帳本的預算總覽。

## 建立預算

1. 點一下右上角 **管理**。
2. 選擇要設定預算的帳本。
3. 選擇週、月、年或自訂預算週期，並設定總預算金額。
4. 依需要為支出分類或子分類設定獨立預算。
5. 儲存後返回預算頁面查看使用情況。

| 設定       | 使用方式                         |
| -------- | ---------------------------- |
| **固定**   | 各週期共用同一套預算設定，適合長期使用相同額度和分類結構 |
| **彈性**   | 每個週期分別儲存預算，適合不同期間使用不同額度      |
| **自訂**   | 建立有名稱和起訖日期的預算計畫              |
| **複製預算** | 將來源期間的總預算和分類預算複製到目標期間        |

## 使用預算頁面

| 操作         | 結果                  |
| ---------- | ------------------- |
| 點一下頂部帳本與時間 | 切換帳本、週、月、年或自訂預算週期   |
| 點一下總預算金額   | 查看本期計入預算的支出帳單       |
| 點一下分類預算    | 查看分類已用金額、剩餘金額和相關帳單  |
| 點一下子分類     | 展開或管理更細的分類預算        |
| 點一下右下角記帳   | 新增帳單，符合條件的支出會立即計入預算 |
| 點一下回到今天    | 返回目前預算期間            |

## 預算統計規則

支出帳單需要使用正確的帳本和分類，並開啟計入預算。轉帳不會作為一般消費計入；退款會調整原支出的實際金額。

{% hint style="warning" %}
修改預算只會改變預算額度，不會修改現有帳單。某個分類不需要計入預算時，可以在分類預算編輯頁排除。
{% endhint %}


---

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