DJ Finance 4+

Book Keeping/Asset Management

Chia-Wei CHEN

Designed for iPad

    • 5.0 • 2 Ratings
    • Free
    • Offers In-App Purchases

Screenshots

Description

DJ Finance can be your lifelong financial partner. It does not only assist you in accounting and tax reporting preparation but also helps monitor asset performance.

The data is safely secured at the user's device and iCloud only.

- Lock Screen Widget
-- Quick launch
-- Transaction booking without unlocking the phone
-- Scan invoice QR Code [Taiwan only]
-- Mobile phone carrier barcode [Taiwan Only]

- Today View
-- Transaction mode for quickly managing daily income and expense
-- Investment mode for updating current asset market value, profit and loss
-- Refreshes share price every 5-10 sec to present up-to-date assets market value

- Calendar View
-- Bill due reminder
-- Book and trace repetitive transactions
-- Quick query for or copy transactions by date

- Transaction
-- Map function supports recording transaction location
-- Camera and photo album function facilitates credential management
-- Attach files for reference from File.app

- Balance View
-- Quick view of asset annual growth and assets-liability of the year
-- Link dividend income category with stock assets to have full view of asset value
-- Supports grouping different currency accounts by a main bank account

- Budget View
-- Various periodic budget and actual income/expense charts
-- On-screen calculator for analysis

- iCloud and Files
-- Data backup in the device and iCloud
-- Export CSV report and backup files by email
-- Import batch of transactions from CSV (From banks or other devices)

- Reports and Charts
-- Customized filtering function supplemented by on-screen calculator for analysis
-- Multiple filtering profiles for customized reports based on different selected conditions

-Tax Analysis Tool
-- Simplify your preparation for tax reporting

-AI Search Tool
-- Support your asset portfolio data research

- Stock Intrinsic Value Simulator

[Taiwan Only]
- Mobile phone invoice carrier
- Scan invoice QR Code
- Automatic invoice award notification

What’s New

Version 6.0.7

- Bug Fixed and System Optimized

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

MUSEE5678 ,

越來越完善了,挺好的

我用了有三年左右,覺得挺好用。就是要是有基金和貨幣基金就更好了。現在我是手動更新基金資產

Developer Response ,

感謝您的寶貴的意見,我們會根據各用戶的意見,不斷改善到依據不同喜好可高度個人化的財務管理工具。
您的問題回覆如下:

1、(1) 股票投資的完整運作模式為,每購置一批便建立購置資產並登錄購入單位價格、單位數以及手續費,然後於股票資產編輯模式下開啟自動單位計算;如果您的股票代號正確連線開啟自動對帳便正常運作,隨時於今日頁面下拉更新市值。
(2) 如果想簡易完全單位手動模式,意即過去幾次分批買入但不想每批登錄,請仍然做 ”最起碼一筆” 購置資產並登錄過去總共投入之金額,然後於股票資產編輯模式下,關閉自動單位計算並填入總單位數,剩下的欄位便不用填寫,在編輯完畢儲存後便會自動計算其它欄位例如單位成本、損益...等等。以此簡易方法仍然可以由正確股票代號進行自動對帳。

2、如果您指的是月曆頁面,我們爭取在下一版本(已確認4.9版本發佈)於交易表頭加入月收支預覽;如果您指的是預算頁面的總收入預覽,請向上滑動即可看到;您可以在頂部導覽列選擇年、季、月、週、日等不同週期,同時淨收入會顯示於頂部長條圖上方。

3、如果您指的是信用卡交易列表表頭的總覽,由於存在以下兩種實務上的可能性:(1) 刷卡取消,導致退款回沖;(2) 信用卡被收取年費,但用戶未來得及立刻請求取消收取,導致發卡行將年費於下一期退回。因此,目前仍列有顯示收入的可能;另外,您可以輕按任何帳戶的交易列表表頭,可以依序顯示所選期間的收入支出、資產購置出售、負債收購解除的總計。

如果回答並未正確對應您的問題,您也可以點擊使用說明頁面右上角的對話圖案電郵開發團隊,這是我們的榮幸協助您有更好的使用體驗,也是給我們有改善本工具的機會。

App Privacy

The developer, Chia-Wei CHEN, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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