FAQ
- Is my data uploaded? No. All data is stored locally on your device.
- How do I back up? Use Settings → Backup to export a file to iCloud or Google Drive.
- How do I restore? Use Settings → Restore and choose your backup file.
- No Ads purchase not showing? Ensure you are signed in with the correct App Store / Google Play account, then tap “Restore Purchase”.
- How do I add an account? Go to Settings → Account Management → tap + to add a bank or investment account. Each account can hold multiple currency wallets.
- Can I track different currencies? Yes. Set your Home Currency in Settings, and every report converts your accounts and holdings consistently.
- How do I track investments? Use Investment Overview to add trades (Stocks, ETFs, Funds, FX, Fixed Term) and view current holdings, market value, and unrealized profit/loss.
- Where can I see realized investment profit/loss? Reports → Investment P&L shows realized profit, loss, dividends and interest by calendar or tax year.
- Where can I see my net worth? Reports → Balance Sheet shows total assets, liabilities and net worth as at any date, at cost or market value.
- How do I search my transactions? Use the Search tab to search across all accounts by date range, keyword, or category.
常見問題
- 資料會上傳嗎？ 不會，所有資料只保存在本機。
- 如何備份？ 設定 → 備份，可匯出到 iCloud / Google Drive。
- 如何還原？ 設定 → 還原，選擇備份檔案。
- 去廣告未生效？ 請確認登入正確帳號，並按「恢復購買」。
- 如何新增帳戶？ 設定 → 帳戶管理 → 按 + 新增銀行或投資帳戶，每個帳戶可設有多個貨幣錢包。
- 可以同時管理多種貨幣嗎？ 可以。喺設定入面揀返你嘅主要貨幣，所有報表都會自動一致換算。
- 如何追蹤投資？ 喺「投資總覽」新增交易（股票、ETF、基金、外匯、定期存款），查看現有持倉、市值及未實現盈虧。
- 邊度可以睇到已實現投資盈虧？ 報表 → 投資損益，可按日曆年或稅務年度查看已實現盈虧、股息及利息。
- 邊度可以睇到淨資產？ 報表 → 資產負債表，可查看指定日期嘅總資產、總負債同淨資產（按成本或市值）。
- 如何搜尋交易紀錄？ 使用「搜尋」分頁，可跨所有帳戶按日期範圍、關鍵字或分類搜尋。