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bill_info.html
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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8"/>
<title>账单分析步骤</title>
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</head>
<body>
<article id="deb3bc12-36c2-4ce0-b4fb-804a6c9d2a46" class="page sans">
<header>
<h1 class="page-title">账单分析步骤</h1>
</header>
<div class="page-body">
<div id="618d3116-aa85-4bd2-b3dd-d734e954a2b6" class="column-list">
<div id="e146255b-af68-4ad5-b02c-243c3a605e9f" style="width:81.25%" class="column">
<h1 id="a90f9f43-91a7-4dec-aef9-a4294f3d74bd" class="">一、导出账单</h1>
<p id="499190b8-b7a1-4f0e-bcd7-ac69fd0e2b9d" class="">
</p>
<ul id="9d0600c7-0fa2-44c9-a713-4a58e4bfc5ac" class="toggle">
<li>
<details open="">
<summary>账单命名规范</summary>
<p id="62c0ad46-29d4-4fa7-bc4c-e3d197d5187b" class="">如果希望导出账单按归属人分类，需要把导出的账单重命名为</p>
<p id="a3200f0d-6d6d-4e4e-900e-7d48e48ed13b" class="">”xx-wechat账单.csv”</p>
<p id="482ceb66-1b8d-4c5c-a5f3-685b776d37aa" class="">”xx-alipay账单.csv”</p>
<p id="1f1264ac-3ce8-4496-a9d3-500f467d017c" class="">”xx-cmbc账单.csv”</p>
<p id="d979e3d8-96aa-4f3b-9b04-d80d915ad444" class="">”xx-boc账单.csv”</p>
<p id="2a197582-ccc3-4bd5-bc74-a74996dcf291" class="">工具会根据”-”的前面的文字作为归属人名字</p></details>
</li>
</ul>
<div class="sub-content">
<h2 id="b6c757e4-9983-4736-935f-0ce937d1ccec" class="">支付宝</h2>
<p id="9bbe239a-45c9-4fc8-934f-d041f96d85fb" class="">我的 —> 账单 —> 三个点（右上角） —>开具交易流水证明 —>
用于个人对账 —> 筛选 —> 发送电子邮箱 —> 邮箱下载 —> 解压（解压密码为支付宝会员实名认证使用的身份证号码后6位（支持大写字母）） —>
修改为utf-8（可省略）—> 重命名（可省略）</p>
<h2 id="145a9a9b-812c-4e25-af2b-fc5ccc3deaa1" class="">微信</h2>
<p id="92afc907-f95a-4800-8136-9518c4b9a481" class="">我 —> 服务 —> 钱包 —> 账单 —> 常见问题（右上角） —>
下载账单 —> 用于个人对账 —> 筛选 —> 发送电子邮箱 —> 邮箱下载 —> 解压（解压密码通过公众号发放） —> 修改为utf-8（可省略）—>
重命名（可省略）</p>
<h2 id="75efde38-e8c9-49ff-b331-79b92a603ec3" class="">招商银行</h2>
<p id="4d949821-dbd1-4412-a6ee-177d75bc5faf" class="">登录招商银行PC客户端 —> 一卡通 —> 交易查询 —> 筛选 —>
下载
—> 修改为utf-8（可省略）—> 重命名（可省略）</p>
<h2 id="ae88085a-7af9-449f-bdde-d585569d511e" class="">中国银行</h2>
<p id="7e09387e-890a-4677-b0fc-d3f92f709967" class=""><strong>中国银行没有账单导出功能</strong></p>
<p id="37fe4650-e823-4769-aee0-4709291a749b" class="">登录<a
href="https://ebsnew.boc.cn/boc15/welcome_ele.html?v=20220125092828167&locale=zh&login=card&segment=1">中国银行网上银行</a>
—> 银行卡号登录xxxxxxxxxxxxxxxxxx —> 交易明细 —> 筛选查询 —> 复制内容新建CSV（仅复制数据行，不包含表头） —>
修改为utf-8（可省略）—> 重命名（可省略）</p>
</div>
<h1 id="22b7891a-f67c-49a3-94d4-ec5cfad264db" class="">二、使用账单分析工具</h1>
<div class="sub-content">
<h2 id="d55104bb-a0f9-40f4-a7ed-4c29f7fc582f" class="">选择导入的账单</h2>
<p id="c07f34fd-4917-433d-813b-23d36ee9db6d" class="">分别选择微信、支付宝、招商银行、中国银行的账单</p>
<h2 id="12fc1d33-39e0-433f-ae29-81998ae9a340" class="">选择导出目录</h2>
<p id="5e16356e-bd31-48a1-ab3a-99336487718f" class="">每个月都使用新的目录</p>
<h2 id="ec739f7e-8106-4420-900a-d2109f1ac655" class="">使用工具</h2>
<p id="35c7c346-36e7-4fb5-b97b-0a0b5087cf88" class="">开始分析，等待生成对应账单和图</p>
</div>
<h1 id="e53ee818-8d4f-467d-b32f-5d434a94829c" class="">三、导入notion（可选）</h1>
<div class="sub-content">
<ol type="1" id="12b2beb8-2b0f-4734-a82f-9c6ebcbb39d7" class="numbered-list" start="1">
<li>打开notion —>import导入账单CSV文件</li>
<li>修改文件名为《20xx年x月账单》，归并到目录 生活规划 → 账本 → 月度账单下</li>
<li>填写 生活规划 → 账本 中的当月数据</li>
</ol>
</div>
<h1 id="380ba5ed-2110-40e9-aa6b-d54d6a5ea845" class="">四、整理账单</h1>
<div class="sub-content">
<p id="13801b70-f3f7-4baf-b39e-e26694c2f452" class="">把导出账单整理成可读形势，复制工具生成的图到账单</p>
</div>
<h1 id="380ba5ed-2110-40e9-aa6b-d54d6a5ea846" class="">五、修改</h1>
<div class="sub-content">
<p id="13801b70-f3f7-4baf-b39e-e26694c2f453" class="">过滤规则暂不支持工具中修改，因修改频率很低，所以直接修改配置文件</p>
<p>过滤规则配置：</p>
<p><b>列数|操作符|过滤字符串;</b></p>
<p>列数从<b>0</b>开始计数</p>
<p>操作符支持：</p>
<ul>
<li><p>=：等于，列数对应的文字完全等于过滤字符串</p></li>
<li><p>≠：不等于，列数对应的文字不等于过滤字符串</p></li>
<li><p>start：开始于，列数对应的文字以过滤字符串开始</p></li>
<li><p>end：结束于，列数对应的文字以过滤字符串结尾</p></li>
<li><p>has：包含，列数对应的文字包含过滤字符串</p></li>
</ul>
<p>如：</p>
<p>过滤掉招商银行账单的第三列中，内容等于 张三转账，则可在配置文件CMBC的ignore_filters配置为：</p>
<p>2|=|张三|转账</p>
<p>过滤掉中国银行账单的第一列中，内容包含李四发红包，则可在配置文件BOC的ignore_filters配置为：</p>
<p>0|has|李四发红包</p>
<p>如果同一个渠道中有多个过滤条件，则用分号”;”进行拼接</p>
</div>
</div>
</div>
</div>
</article>
</body>
</html>