你的帳存在雲端、跟著帳號走。這篇說明換手機怎麼接上、忘記密碼怎麼辦、怎麼鎖住 App、怎麼跟家人分享，以及資料怎麼匯出、匯入。
Your entries live in the cloud and belong to your account. Here's how to move to a new phone, what to do when you forget your password, how to lock the app, how to share with family, and how to get data out and in.
你記的每一筆帳都存在我們的雲端，綁在你的帳號上，不是存在手機裡。所以換手機時，在新手機裝好 App，用跟原本一樣的方式登入（電子信箱、驗證碼、Google 或 Apple），帳就全部回來了。登入畫面會在你上次用的方式旁邊標示「上次使用」。
換之前花一分鐘確認三件事：
有幾樣設定是存在手機本身、不會跟著帳號走的，到新手機要重新設一次：應用程式鎖定、生物辨識登入、手機條碼（和桌面的條碼小工具）、每日記帳提醒，以及外觀、字體這類顯示偏好。基礎幣別與每月起始日則存在帳號裡，會跟過去。
同一個帳號也可以同時在好幾台裝置登入，電腦上用 網頁版 登入就能看到同一份資料（免費版可以瀏覽，要在網頁上新增、編輯需要進階版）。從舊版哈啦Money 換過來找不到以前的資料，請看常見問題的「舊資料與帳號」。
從 2026 年 8 月起，重設密碼可以自己在 App 裡完成，不必等客服：
為了保護帳號，不管那個信箱有沒有註冊過，畫面都會顯示已寄出；同一個信箱一小時內最多寄三次。收不到的話先看垃圾郵件匣。其他情況：
想換密碼（不是忘記）：「設定 → 安全性 → 修改密碼」。改好之後，其他裝置上的登入會被登出，需要用新密碼重新登入。
「設定 → 安全性」裡有兩個開關，各管一件事：
| 開關 | 做什麼 |
|---|---|
| 應用程式鎖定 | 每次打開或切回 App 時都要先驗證身份，別人拿到你的手機也看不到你的帳。 |
| 生物辨識登入 | 登出之後再登入，用臉部或指紋就好，不必再輸入密碼。 |
驗證用的是手機本身的 Face ID 或指紋；辨識不過時，可以改用手機本身的螢幕鎖密碼解鎖。新版 App 沒有另外一組 App 專用的數字密碼，舊版的「4 位數密碼鎖」已經由這個方式取代，所以沒有 App 密碼需要變更或會忘記：要換解鎖密碼，換的是手機的螢幕鎖密碼。
手機不支援生物辨識時，畫面會顯示「此裝置不支援生物辨識」。這兩個功能只在手機 App 上有，網頁版沒有。
到「設定 → 帳務功能 → 分享帳本」。有兩種邀請方式：
分享時可以選「分享開始時間」：所有歷史，或今日開始；也可以決定要不要讓對方看到備註。
要先知道分享是怎麼運作的：
舊版有「分享帳務」和「共同記帳」兩種功能，新版統一成上面這一種分享帳本。如果你們想要的是兩個人都往同一本帳裡記（例如財務合併的夫妻），做法是兩個人用同一個帳號登入，同一個帳號可以同時在好幾支手機上使用。這種情況建議用電子信箱加密碼的帳號，因為 Google、Apple 登入綁的是個人的帳號，不方便共用；也請記得，有人改了密碼，另一支手機就要用新密碼重新登入。
「設定 → 工具 → 資料匯出匯入」的「匯出記帳資料」。先選日期區間（預設是所有歷史），再選一種方式：
匯出的檔案只包含你自己的帳，Excel 或 Google 試算表都能直接打開，共 17 個欄位：
日期、金額、類型、分類、子分類、店家、備註、發票號碼、標籤、幣別、主帳編號、物品名稱、數量、單價、品項金額、品項分類、品項子分類
一張發票有很多品項時，每個品項各佔一列，同一筆帳的各列有相同的「主帳編號」，所以想統計單一品項（例如一年買了幾次衛生紙）也做得到。
同樣在「設定 → 工具 → 資料匯出匯入」：
| 你手上有的 | 用哪一個 | 要注意的 |
|---|---|---|
| 一般記帳 CSV（自己整理的試算表，或從本 App 匯出的檔案） | 「匯入記帳資料」→ 選擇 CSV 檔案匯入 | 第一列必須有「日期」和「金額」兩個欄位名稱。分類、子分類、店家、備註、發票號碼、標籤、幣別這些欄位有的話也會一起讀進來；品項欄位和匯出檔相同。 |
| 財政部電子發票消費明細 CSV | 「匯入政府電子發票（台灣）」→ 選擇電子發票 CSV 檔案 | 已經記過的發票號碼預設會略過；打開「更新已存在的發票」，會用檔案內容整筆取代 App 裡的那一筆（包含品項），你在那筆上改過的分類、備註也會被覆蓋。作廢的發票不會匯入。 |
| 舊版哈啦Money 留在同一支手機上的記錄 | 「設定 → 工具 → 舊版資料救援」 | 從舊版升級上來的手機，會檢查手機裡還有沒有沒同步上去的舊記錄並救回來；同一區還有「重新同步舊資料」。只在手機 App 上有。 |
一般記帳 CSV 匯入時，日期、金額、店家、備註都相同的帳會被當成重複而略過，所以同一個檔案匯兩次不會變成兩份。不小心選錯了匯入按鈕也沒關係，App 認得出那是哪一種檔案，會提示你改用正確的方式匯入。
在網頁版上匯入需要進階版；手機 App 上匯入不需要。
記帳的基本觀念、定期交易與預算，看記帳觀念指南；語音記帳的技巧，看語音記帳指南；電子發票與手機條碼，看電子發票指南。其他問題歡迎到常見問題，或到我們的 Facebook 粉絲專頁私訊小編。
Every entry you record is stored in our cloud under your account, not on the phone. So on a new phone, install the app and sign in the same way you did before (email, verification code, Google or Apple), and everything is back. The sign-in screen marks the method you used last time.
Take a minute before you switch to check three things:
A few settings live on the phone itself rather than in your account, so set them again on the new one: app lock, biometric sign-in, your carrier barcode (and its home-screen widget), the daily reminder, and display preferences such as theme and font size. Your base currency and month start day are stored in your account and come along.
One account can be signed in on several devices at once; sign in to the web app on a computer to see the same data (browsing is free; adding and editing on the web needs Premium). Moving over from the old HalaMoney app and can't find your old records? See "Old data & accounts" in the FAQ.
Since August 2026 you can reset your password yourself in the app, without waiting for support:
To protect accounts, the screen says the code was sent whether or not that address is registered, and one address can request at most three codes an hour. If nothing arrives, check your spam folder. Other cases:
To change a password you do remember: Settings → security → change password. Your other devices are then signed out and need the new password.
Settings → security has two switches, each doing one job:
| Switch | What it does |
|---|---|
| App lock | Asks you to verify every time you open or return to the app, so someone holding your phone can't see your entries. |
| Biometric sign-in | After signing out, sign back in with your face or fingerprint instead of typing a password. |
Verification uses your phone's own Face ID or fingerprint; if that fails, you can unlock with your phone's own screen-lock passcode. The new app has no separate app-only PIN. The old app's four-digit passcode lock has been replaced by this, so there's no app passcode to change or to forget: to change how you unlock, change your phone's screen-lock passcode.
On a phone without biometrics you'll see "this device does not support biometrics". Both features are in the phone app only, not on the web.
Go to Settings → account features → shared ledgers. There are two ways to invite:
When sharing you choose where it starts, all history or from today, and whether the other person can see your memos.
How sharing works:
The old app had two features, "shared accounts" and "joint bookkeeping"; the new app has this one way of sharing. If what you want is for two people to both record into the same ledger (a couple with joint finances, say), sign in to the same account on both phones; one account can be used on several phones at once. Use an email-and-password account for this, since Google and Apple sign-ins belong to one person and aren't easy to share, and remember that if one of you changes the password, the other phone has to sign in again with the new one.
Settings → tools → data export & import, under "export". Pick a date range (all history by default), then one of:
The file holds only your own entries, opens directly in Excel or Google Sheets, and has 17 columns:
date, amount, type, category, subcategory, store, memo, invoice number, tags, currency, entry ID, item name, quantity, unit price, item amount, item category, item subcategory (the headers in the file are in Chinese)
When an invoice has many items, each item gets its own row and the rows of one entry share the same entry ID, so you can analyse a single item too (how many times you bought toilet paper this year, say).
Also under Settings → tools → data export & import:
| What you have | Which to use | Worth knowing |
|---|---|---|
| A general ledger CSV (your own spreadsheet, or a file exported from this app) | "Import ledger data" → choose a CSV file | The first row must contain the column names 日期 (date) and 金額 (amount). Category, subcategory, store, memo, invoice number, tags and currency columns are read too if present; item columns match the export file. |
| The Ministry of Finance e-invoice consumption CSV | "Import government e-invoices (Taiwan)" → choose the e-invoice CSV | Invoice numbers you already have are skipped by default; with "update existing invoices" on, the app's entry is replaced by the file's version, items included, and any category or memo you changed on it is overwritten. Voided invoices are not imported. |
| Records from the old HalaMoney app left on the same phone | Settings → tools → legacy data rescue | On a phone upgraded from the old app, checks for old records that never synced and recovers them; the same section has "resync old data". Phone app only. |
When importing a general CSV, entries with the same date, amount, store and memo are treated as duplicates and skipped, so importing one file twice doesn't double it. Picked the wrong import button? The app recognises which kind of file it is and suggests the right one.
Importing on the web app needs Premium; importing in the phone app doesn't.
For the basics of keeping a ledger, recurring transactions and budgets, read the guide to keeping a ledger. For voice tips, the voice entry guide; for e-invoices and the carrier barcode, the e-invoice guide. Anything else, see the FAQ or message us on our Facebook page.
