May 12, 2011 at 16:12SMP ON-Bank: Cash Flow
Dear habraludes, we continue to tell you about the functionality of the personal finance management system of our unique online banking “SMP ON-Bank”. In this post, we will talk about the "Revenue" section. The principle of its work is very similar to the section "Costs", but there are differences. In general, let's go!
In SMP ON-Bank, incomes are also divided into various categories: “Advance payment”, “Salary”, “Premium”, “For renting an apartment”, “Material assistance”, “Pension”, “Part-time job”, “Scholarship”, “Interest on deposits ”and“ Retained earnings ”. When compiling this list, the developers tried to take into account the most popular sources of income for a modern person.
By opening the main window of the section, the user sees income by category and automatically generated history for the current month. You can change the display period by specifying the time period of interest and clicking on the "Show" button.
To see the general list of income, you need to click on the "Go to general list" hyperlink in the "Revenues by category" area of the main window of the section
or the active area "All incomes" in the section navigation bar.
In the "All revenues" area displays the user's income in chronological order. The history for the current month is automatically generated. You can change the display period by specifying the time period of interest and clicking on the "Show" button. You can also display a specific income category by specifying it in the line “Show income in categories”.
There are two ways of entering income into the SMP ON-Bank system:
How to do this: the
user enters the area containing the list of incomes assigned to this category in chronological order:
To transfer the income to another category, click on the pen icon
, select a category and click on the “Change” button:
The amount will be transferred:
BEFORE
AFTER
How to do this:
In the main window of the "Income" section,
click on the icon
in the selected category to add a profitable operation. After that, you need to enter the name of the income, assign it to a category, indicate the date and amount:
and click on the "Add" button. The data will be updated - and the income will be added to the desired category.
Revenues that a user manually adds to the system have a comment “Income manually filled in” in the list. They can be deleted by clicking on the X icon.
The “Revenues” section of the SMP ON-Bank is designed to receive detailed information about incomes and to track their decrease in a timely manner and, which is nice, to increase it, as well as to control the regularity of receipts.
You no longer need to use a notebook to record income - doing it in SMP ON-Bank is much simpler and more convenient.
In SMP ON-Bank, incomes are also divided into various categories: “Advance payment”, “Salary”, “Premium”, “For renting an apartment”, “Material assistance”, “Pension”, “Part-time job”, “Scholarship”, “Interest on deposits ”and“ Retained earnings ”. When compiling this list, the developers tried to take into account the most popular sources of income for a modern person.
By opening the main window of the section, the user sees income by category and automatically generated history for the current month. You can change the display period by specifying the time period of interest and clicking on the "Show" button.
To see the general list of income, you need to click on the "Go to general list" hyperlink in the "Revenues by category" area of the main window of the section
or the active area "All incomes" in the section navigation bar.
In the "All revenues" area displays the user's income in chronological order. The history for the current month is automatically generated. You can change the display period by specifying the time period of interest and clicking on the "Show" button. You can also display a specific income category by specifying it in the line “Show income in categories”.
There are two ways of entering income into the SMP ON-Bank system:
- The funds received in the accounts, cards and user deposits in the SMP Bank fall into the category “Retained earnings”, and you can distribute them to the corresponding categories yourself.
How to do this: the
user enters the area containing the list of incomes assigned to this category in chronological order:
To transfer the income to another category, click on the pen icon
, select a category and click on the “Change” button: The amount will be transferred:
BEFORE
AFTER
- User information can be entered manually into the system about income received not on accounts, cards and deposits with SMP Bank (for example, fees for part-time jobs or funds from renting out property).
How to do this:
In the main window of the "Income" section,
click on the icon
in the selected category to add a profitable operation. After that, you need to enter the name of the income, assign it to a category, indicate the date and amount: and click on the "Add" button. The data will be updated - and the income will be added to the desired category.
Revenues that a user manually adds to the system have a comment “Income manually filled in” in the list. They can be deleted by clicking on the X icon.
The “Revenues” section of the SMP ON-Bank is designed to receive detailed information about incomes and to track their decrease in a timely manner and, which is nice, to increase it, as well as to control the regularity of receipts.
You no longer need to use a notebook to record income - doing it in SMP ON-Bank is much simpler and more convenient.