# 比較報表

> 新功能多維度比較，以表格呈現不同項目跨時段的統計數據，讓財務趨勢清晰可見

統計報表是一次展現指定區間相關的記錄做統計和分析，如果你想要針對每個區間的相關數據進行比較，你可以切換到比較報表查看。

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FwgdXDXOhC912lX5dDcZJ%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2011.26.54.png?alt=media&#x26;token=113fbfec-16bf-45a6-b9a3-b0d00e457bea" alt=""><figcaption></figcaption></figure>

系統預設會先幫你建立**記錄類型**、**支出類別**、**收入類別**和**所有支出子類別**的比較報表，你也可以後續再做新增或調整。

下方是**記錄類型比較報表**的範例：

1. 左邊縱軸是顯示每個月的區間
2. 上方橫軸是不同記錄類型
3. 下方橫軸是每個記錄類型的合計和平均值
4. 右邊縱軸是每個區間不同記錄類型的總計和月增率

透過這個報表，你可以清楚看到支出、收入等不同記錄類型在每一個區間的統計數值，也可以看到每個月的總計和變化。

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FHXHRbY9loYqcCc0yM44q%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2011.28.45.png?alt=media&#x26;token=c1e2a727-4451-4c3f-984d-0f114cec4ce5" alt=""><figcaption></figcaption></figure>

### 自訂報表

可以指定記錄類型的比較項目、結算週期和篩選條件等等：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FBhsDCyVMHz6OEaFeJTVl%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2011.31.45.png?alt=media&#x26;token=ad928d9e-047d-4a40-9d4b-e6930c08bbf6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2F1ayqsIHUE3luW7QtNSw2%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2011.31.51.png?alt=media&#x26;token=3add967c-8f9b-4ff5-9acb-39f5eea38b42" alt=""><figcaption></figcaption></figure>

### 檢視交易明細

點擊每一個表格則會顯示該項目對應該區間的相關交易記錄：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FcRqGnDQW48Y6LMxunk9x%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2011.45.36.png?alt=media&#x26;token=1c817bf5-da58-4b2e-b689-854114d6f05f" alt=""><figcaption></figcaption></figure>

### 指定區間

點擊左方的區間欄位，下方的合計和平均會根據你選擇的區間進行統計：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FELdweWaNpZPD83fIGuwj%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2011.29.11.png?alt=media&#x26;token=2f5d72f0-1bd5-49d0-9b71-bcbe797f6f52" alt=""><figcaption></figcaption></figure>

你也可以長按起始區間後再選取結束的區間，一次完成大範圍的選擇：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2Fi3sS16GdM6e50JHDXZB6%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2012.11.53.png?alt=media&#x26;token=01d73561-df49-4341-97f8-af12be63ba89" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FqaK4uwafdayZFlEtdz8a%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2012.12.04.png?alt=media&#x26;token=ca213155-f610-4ccc-934b-341c9dedfa6f" alt=""><figcaption></figcaption></figure>

同樣的，也可以透過長按的方式取消範圍選取：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FmOZtUAAyfsWRbsSe1YQz%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2012.20.05.png?alt=media&#x26;token=bd595c06-c477-477c-b53a-ec5a750fe6d9" alt=""><figcaption></figcaption></figure>

### 指定項目

點擊上方的項目欄位，右邊的總計和 MoM 也會根據你的選擇進行統計：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2Fld20LKeaVZJOYI2lnMKE%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2011.29.21.png?alt=media&#x26;token=d40f27bb-28fb-4844-bb9b-45d7aea08fbd" alt=""><figcaption></figcaption></figure>

長按上方欄位會跳出選項問你是否要全選所有欄位，適合當你想要排除某幾筆欄位另做統計分析的時候，先全選然後再取消特定欄位。

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FSeTJFN14GMtjJAzIQqEp%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2012.29.48.png?alt=media&#x26;token=eaea7c4b-d1ea-4ae2-a4b9-7e1b71206c60" alt=""><figcaption></figcaption></figure>

## 比較報表分析 <a href="#analysis" id="analysis"></a>

你可以指定區間和比較項目，點擊右下角分析按鈕，根據你所選擇的條件，提供統計、項目佔比、區間統計、區間變化和交易明細等相關數據分析。

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FtEC8beFqjkzY6ikP5xVW%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2015.57.17.png?alt=media&#x26;token=3cc22f08-0ace-479c-b272-f4cb073c0a25" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FhfI4v6TxlzXGheuym8aN%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2015.57.21.png?alt=media&#x26;token=e556281b-4d48-44e0-ad8c-36aae06c620c" alt=""><figcaption></figcaption></figure>

### 統計 <a href="#statistics" id="statistics"></a>

預設是依照欄位順序做呈現，你也可以依金額或次數排序，也可以查看平均值。

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2F1kqshGFKAiAiUf7C2Cjl%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.23.40.png?alt=media&#x26;token=925cb859-c8f4-4eff-b41a-8ee24e126463" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2Foz0Lp1fXXnSzS1diUeuL%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.24.46.png?alt=media&#x26;token=629c1c78-8566-4b4e-8c89-ebb64b42df6f" alt=""><figcaption><p>依金額排序</p></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FnS3kWurltAUY3XDDTdJt%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.26.00.png?alt=media&#x26;token=bc58f2a5-9588-486e-bbda-782b975bb133" alt=""><figcaption><p>平均值</p></figcaption></figure>

### 區間統計 <a href="#interval-statistics" id="interval-statistics"></a>

依照選擇的項目根據區間做統計，並以疊加的方式用柱狀圖呈現，並提供平均線做參考。點擊圖表上的特定區間，下方會顯示該區間的相關統計和與上期的變化率，點擊則會另外展開這個區間的相關統計。

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2Fc8kIGPnUs2DSlBonccFS%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.27.16.png?alt=media&#x26;token=f5c1f5da-f691-45d5-b85e-bd12b101dacd" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FEazQMFsNM25KAWBr15F2%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.38.38.png?alt=media&#x26;token=2edcc4bd-40a3-4ade-bcb7-16168916c66a" alt=""><figcaption><p>Dec 2024 相關統計</p></figcaption></figure>

### 區間變化 <a href="#interval-variations" id="interval-variations"></a>

個別項目依照區間以折線圖做呈現，可以個別顯示，或是隨著區間累積數字做顯示，下方也可以看到相關資訊。

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FUC104yyjBCu8tTSj8Uhc%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.39.48.png?alt=media&#x26;token=36e07011-933a-4779-9b28-683345e9f7b6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FV6gGgijo3gy162AY8Ten%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.39.55.png?alt=media&#x26;token=79dc6344-d49e-4d07-8e1f-4e8bc291f499" alt=""><figcaption></figcaption></figure>

### 交易明細 <a href="#transactions" id="transactions"></a>

你可以點擊統計區塊的記錄類型，右邊的交易明細會自動顯示相關的記錄：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FNECQyBmv7VbqNG4UIOBJ%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.45.51.png?alt=media&#x26;token=0fbab785-a0f0-4774-a475-b6664cc59aa0" alt=""><figcaption></figcaption></figure>

也可以點擊右上角的排序按鈕，選擇依金額排序或其他方式：

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2Fk631mo1CDppQLbmhxmIo%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.45.55.png?alt=media&#x26;token=a942c08a-43d9-4e69-a97b-b7ff71feb0f0" alt=""><figcaption></figcaption></figure>

## 其他比較報表範例

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FmO6XH3t9Dbywj2eYNz61%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.51.47.png?alt=media&#x26;token=1ae7918d-ac39-4964-adbc-3dfb1cfff5e7" alt=""><figcaption><p>專案比較報表</p></figcaption></figure>

<figure><img src="https://1006683-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCbsscJsS02Gvb4-1bD%2Fuploads%2FlxQOv5dJMuEIpebU3BAg%2FSimulator%20Screenshot%20-%20iPad%20Pro%2013-inch%20(M4)%20-%202025-06-25%20at%2016.52.55.png?alt=media&#x26;token=65214ec7-48fd-4e9d-9615-2949abfcfd0f" alt=""><figcaption><p>帳戶分組比較報表</p></figcaption></figure>
