Cashbook User Experience: A Beautiful and Practical Personal Ledger

a year ago

What is cashbook?

cashbook is a personal or household bookkeeping application that supports private deployment. There are no restrictions on commercial use or other purposes.

It is recommended that users create a new ledger each year. The charting functionality is designed to effectively analyze annual data.

https://appstore.lazycat.cloud/#/shop/detail/cloud.lazycat.app.cashbook

How to Use

After installing the application, open the login page. This is its frontend.

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The frontend does not have a registration entry. You must first access the backend by appending /admin to the domain. https://cashbook.懒猫名.heiyu.space/admin/login

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Admin account credentials: admin / adminadmin After logging in, you will enter the backend homepage.

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Click on "Users" and add a new user.

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In the system settings, enable the registration feature. However, there seems to be a bug here, as clicking save doesn't respond.

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Click ["Main Site"] to return to the frontend page.

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You can now log in using the newly created user account.

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On the homepage after logging in, first create a new ledger.

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Then, click on "Ledger".

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You can switch between different ledgers here.

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Go to ["Transaction Management"] -> Add a new record.

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If you have a receipt, you can upload it here.

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It also supports import functionality.

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Taking WeChat as an example: from WeChat Pay, download the bill. It will ask you to send it to an email address and provide an extraction password.

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I imported my WeChat transaction history; it was very fast.

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With data, the page displays nicely. Returning to the Ledger Calendar, you can see the data is displayed.

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The data analysis chart function makes things more intuitive.

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In the Monthly Transaction Statistics, you can see the comparison between your income and expenses.

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Hopefully, everyone's Income >>>> Expenses, which indicates healthy finances.

P.S.: I bought a cat on May 18th, and不知不觉 two months have passed. Now I've managed to get another cat for free, so happy... Hope Lazy Cat develops better and better.

Author
天天