/2005/09/65438
Caizhi family finance
Main functions:
Planning function: analyze the needs of family financial management such as real estate investment, vehicle insurance, life insurance and foreign exchange investment, and provide corresponding investment suggestion reports.
Customization function: the customization function of home page and central interface has been added;
Asset management: provide the functions of average bid-ask price, profit and loss, stock valuation, etc. Fixed assets and collectibles, and manage major assets through the relationship between mortgaged assets and creditor's rights and debts accounts;
Unlisted bond management: the management function of unlisted bonds has been added;
Data import and export: added data import and export function;
Functional currency setting: the system functional currency setting has been added;
Account book management: sort, restore and settle account books according to the specified date, change the format of backup account books, and increase the recovery function of backup account books;
Online accounting: access to bank trading accounts through the network;
Account book upgrade tool: upgrade 3.x account book to 4.5 account book;
Account closing function: the account closing function has been added;
Open-end fund management: record the trading activities of open-end funds, manage and master the balance and profit and loss of open-end funds;
Foreign exchange management: managing and mastering foreign exchange trading;
Chart analysis: automatically generate various statistical charts (including annual revenue and expenditure reports) to facilitate analysis and statistics and improve financial management;
Information service function: automatically provide selected personalized securities, banking and insurance information through the Internet;
Financial assistant: diaries, business reminders and other tools to facilitate work and life;
Financial plan: assist in arranging children's housing, schooling and other major expenses;
Creditor's rights and debts: manage various forms of private lending and capital exchanges;
Fund management: provide targeted management of different assets such as deposits, credit cards, foreign currencies, insurance policies and personal loans;
Securities management: manage investment transactions by account, and calculate the profit and loss, expenses and average price of securities transactions in detail;
Family account book: classify and record household income and expenditure with accounts as the core to make life clearer.
Invoice function: accounting for ordering, purchasing, selling, inventory/withdrawal and production of goods.