{"id":19216,"date":"2020-05-26T21:10:36","date_gmt":"2020-05-26T12:10:36","guid":{"rendered":"https:\/\/biz.moneyforward.com\/support\/expense\/?p=19216"},"modified":"2025-08-21T15:49:21","modified_gmt":"2025-08-21T06:49:21","slug":"fs03","status":"publish","type":"post","link":"https:\/\/biz.moneyforward.com\/support\/expense\/guide\/first-step-guide\/fs03.html","title":{"rendered":"STEP3\u3000\u7d44\u7e54"},"content":{"rendered":"<p>\u3053\u306e\u30ac\u30a4\u30c9\u3067\u306f\u3001\u300c\u90e8\u9580\u300d\u300c\u5f79\u8077\u300d\u300c\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u300d\u306e\u7d44\u7e54\u306b\u95a2\u3059\u308b\u60c5\u5831\u306e\u767b\u9332\u306b\u3064\u3044\u3066\u57fa\u672c\u7684\u306a\u8a2d\u5b9a\u9805\u76ee\u3092\u3054\u8aac\u660e\u3057\u307e\u3059\u3002<br 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id=\"imp01\">1.\u90e8\u9580<\/h2>\n<p>\u7d4c\u8cbb\u7533\u8acb\u6642\u306e\u8cbb\u7528\u8ca0\u62c5\u90e8\u9580\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u8a2d\u5b9a\u306b\u5229\u7528\u3059\u308b\u90e8\u9580\u3092\u767b\u9332\u3057\u307e\u3059\u3002<\/p>\n<ol>\n<li>\u300c\u7ba1\u7406\u8a2d\u5b9a\u300d\uff1e\u300c\u7d44\u7e54\u300d\uff1e\u300c<a class=\"key\" href=\"https:\/\/expense.moneyforward.com\/depts\" target=\"_blank\" rel=\"noopener\">\u90e8\u9580<\/a>\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19635\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rdepts_.png\" alt=\"\" width=\"1200\" height=\"262\" srcset=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rdepts_.png 1541w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rdepts_-300x66.png 300w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rdepts_-768x168.png 768w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rdepts_-1024x224.png 1024w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/li>\n<li>\u300c\u65b0\u898f\u8ffd\u52a0\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19146\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/04\/dept_2.png\" alt=\"\" width=\"988\" height=\"303\" srcset=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/04\/dept_2.png 988w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/04\/dept_2-300x92.png 300w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/04\/dept_2-768x236.png 768w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/li>\n<p style=\"padding-left: 30px\"><strong>\u90e8\u9580\u540d<\/strong><br \/>\n\u30af\u30e9\u30a6\u30c9\u7d4c\u8cbb\u3067\u5229\u7528\u3059\u308b\u90e8\u9580\u540d\u79f0\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<p style=\"padding-left: 30px\"><strong>\u30b3\u30fc\u30c9<\/strong><br \/>\n\u4ed5\u8a33\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u51fa\u529b\u3067\u300c\u90e8\u9580\u30b3\u30fc\u30c9\u300d\u3068\u3057\u3066\u51fa\u529b\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n<p style=\"padding-left: 30px\"><strong>\u89aa\u90e8\u9580<\/strong><br \/>\n\u90e8\u9580\u3092\u968e\u5c64\u7ba1\u7406\u3057\u305f\u3044\u5834\u5408\u306b\u3001\u3072\u3068\u3064\u4e0a\u306e\u968e\u5c64\u306e\u90e8\u9580\u3092\u6307\u5b9a\u3057\u307e\u3059\u3002<\/p>\n<p style=\"padding-left: 30px\"><strong>\u8ca0\u62c5\u90e8\u9580\u4ed8\u66ff\u5148<\/strong><br \/>\n\u4ed5\u8a33\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u51fa\u529b\u3067\u300c\u501f\u65b9\u90e8\u9580\u300d\u3068\u3057\u3066\u51fa\u529b\u3059\u308b\u90e8\u9580\u3092\u6307\u5b9a\u3057\u307e\u3059\u3002<br \/>\n\u4ed5\u8a33\u4e0a\u306f\u3001\u89aa\u90e8\u9580\u3067\u8868\u793a\u3057\u305f\u3044\u3068\u3044\u3063\u305f\u5834\u5408\u306b\u5229\u7528\u3057\u307e\u3059\u3002<\/p>\n<p style=\"padding-left: 30px\"><strong>\u8868\u793a\u512a\u5148\u9806<\/strong><br \/>\n\u753b\u9762\u8868\u793a\u306e\u9806\u756a\u3092\u6307\u5b9a\u3059\u308b\u5834\u5408\u306b\u5229\u7528\u3057\u307e\u3059\u3002\uff08\u5024\u304c\u5c0f\u3055\u3044\u307b\u3069\u4e0a\u306b\u8868\u793a\u3055\u308c\u307e\u3059\u3002\uff09<\/p>\n<p style=\"padding-left: 30px\"><strong>\u8868\u793a\u30d5\u30e9\u30b0<\/strong><br \/>\n\u753b\u9762\u306b\u8868\u793a\u3059\u308b\u3082\u306e\u306b\u30c1\u30a7\u30c3\u30af\u3092\u5165\u308c\u307e\u3059\u3002<\/p>\n<p style=\"padding-left: 30px\"><strong>\u30af\u30e9\u30a6\u30c9\u4f1a\u8a08\u4e0a\u306e\u90e8\u9580<\/strong><br \/>\n\u300c<a class=\"key\" href=\"https:\/\/expense.moneyforward.com\/service_settings\/base_settings\" target=\"_blank\" rel=\"noopener\">\u57fa\u672c\u8a2d\u5b9a<\/a>\u300d\uff1e\u300c\u4f1a\u8a08\u30b5\u30fc\u30d3\u30b9\u9023\u643a\u300d\u3067\u300c\u30de\u30cd\u30fc\u30d5\u30a9\u30ef\u30fc\u30c9 \u30af\u30e9\u30a6\u30c9\u4f1a\u8a08\u300d\u3092\u9078\u629e\u3057\u305f\u5834\u5408\u306b\u306e\u307f\u8868\u793a\u3055\u308c\u307e\u3059\u3002<br \/>\n\u30af\u30e9\u30a6\u30c9\u4f1a\u8a08\u306b\u4ed5\u8a33\u3092\u9023\u643a\u3057\u305f\u969b\u306b\u3001\u4ed5\u8a33\u306e\u90e8\u9580\u306b\u8868\u793a\u3059\u308b\u90e8\u9580\u3092\u6307\u5b9a\u3057\u307e\u3059\u3002<br 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\/>\n\u30af\u30e9\u30a6\u30c9\u4f1a\u8a08Plus\u3067\u767b\u9332\u6e08\u307f\u306e\u90e8\u9580\u304b\u3089\u9078\u629e\u53ef\u80fd\u3067\u3059\u3002<\/p>\n<li>\u90e8\u9580\u540d\u306a\u3069\u5fc5\u8981\u4e8b\u9805\u3092\u5165\u529b\u3057\u3001\u300c\u4fdd\u5b58\u3059\u308b\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<\/li>\n<\/ol>\n<div class=\"box-info\">\n<ul style=\"margin: 0px 0px 0px 20px\">\n<li>\u89aa\u90e8\u9580\u3092\u8a2d\u5b9a\u3057\u305f\u3044\u5834\u5408\u306f\u3001\u5148\u306b\u89aa\u3068\u306a\u308b\u90e8\u9580\u306e\u767b\u9332\u3092\u884c\u3044\u3001\u5b50\u90e8\u9580\u767b\u9332\u6642\u306b\u89aa\u90e8\u9580\u3092\u7d10\u4ed8\u3051\u8a2d\u5b9a\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/li>\n<li>\u300c\u4ed6\u793e\u4f1a\u8a08\u30bd\u30d5\u30c8\u3068\u9023\u643a\u3059\u308b\u5834\u5408\u3001\u300c\u90e8\u9580\u540d\u300d\u3084\u300c\u30b3\u30fc\u30c9\u300d\u304c\u3001\u4f1a\u8a08\u30bd\u30d5\u30c8\u5074\u306e\u540d\u79f0\u3084\u30b3\u30fc\u30c9\u3068\u5b8c\u5168\u4e00\u81f4\u3057\u3066\u3044\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3054\u5229\u7528\u306e\u4f1a\u8a08\u30bd\u30d5\u30c8\u306e\u540d\u79f0\u3068\u30b3\u30fc\u30c9\u3092\u78ba\u8a8d\u3057\u3066\u304b\u3089\u767b\u9332\u3092\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/li>\n<\/ul>\n<\/div>\n<p>CSV\u3067\u306e\u53d6\u8fbc\u65b9\u6cd5\u306f\u3001<a href=\"https:\/\/biz.moneyforward.com\/support\/expense\/guide\/linkage-general\/li01.html\" target=\"_blank\" rel=\"noopener\">\u300cCSV\u53d6\u8fbc\u65b9\u6cd5\u30ac\u30a4\u30c9\u300d<\/a>\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\u3002<\/p>\n<h2 id=\"imp02\">2.\u5f79\u8077<\/h2>\n<p>\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306e\u8a2d\u5b9a\u306b\u5229\u7528\u3059\u308b\u5f79\u8077\u3092\u767b\u9332\u3057\u307e\u3059\u3002<\/p>\n<ol>\n<li>\u300c\u7ba1\u7406\u8a2d\u5b9a\u300d\uff1e\u300c\u7d44\u7e54\u300d\uff1e\u300c<a class=\"key\" href=\"https:\/\/expense.moneyforward.com\/positions\" target=\"_blank\" rel=\"noopener\">\u5f79\u8077<\/a>\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-20117\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions_1.png\" alt=\"\" width=\"1200\" height=\"258\" srcset=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions_1.png 1401w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions_1-300x64.png 300w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions_1-768x165.png 768w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions_1-1024x220.png 1024w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/li>\n<li>\u300c\u65b0\u898f\u8ffd\u52a0\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19637\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions.png\" alt=\"\" width=\"598\" height=\"228\" srcset=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions.png 598w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rpositions-300x114.png 300w\" sizes=\"auto, (max-width: 598px) 100vw, 598px\" \/><\/li>\n<p style=\"padding-left: 30px\"><strong>\u5f79\u8077\u540d\u79f0<\/strong><br \/>\n\u5f79\u8077\u306e\u540d\u79f0\u3092\u767b\u9332\u3057\u307e\u3059\u3002<\/p>\n<p style=\"padding-left: 30px\"><strong>\u627f\u8a8d\u6a29\u9650\u6709\u7121<\/strong><br \/>\n\u25ef\u306e\u5834\u5408\u300c\u5f93\u696d\u54e1\u4e00\u89a7\u300d\u306e\u300cCSV\u4e00\u62ec\u62db\u5f85\u300d\u306b\u3066\u65b0\u898f\u5f93\u696d\u54e1\u3092\u8ffd\u52a0\u3057\u305f\u969b\u306b\u3001\u6a29\u9650\u304c\u300c\u627f\u8a8d\u300d\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<p style=\"padding-left: 30px\"><strong>\u512a\u5148\u9806\u4f4d<\/strong><br \/>\n<a href=\"https:\/\/biz.moneyforward.com\/support\/expense\/guide\/admin-wo\/wo31.html\" target=\"_blank\" rel=\"noopener\">\u300c\u627f\u8a8d\u30eb\u30fc\u30c8\u300d<\/a>\u3092\u8a2d\u5b9a\u3059\u308b\u969b\u306b\u3001\u300c\u8ab2\u9577\u4ee5\u4e0a\u300d\u306e\u3088\u3046\u306a\u8a2d\u5b9a\u3092\u3057\u307e\u3059\u3068\u3001\u5bfe\u8c61\u306e\u5f79\u8077\u306b\u8a2d\u5b9a\u3055\u308c\u3066\u3044\u308b<a href=\"https:\/\/biz.moneyforward.com\/support\/expense\/faq\/workflow\/od18.html\">\u512a\u5148\u5ea6\u4f4e\u3044\uff08\u6570\u5024\u306e\u5927\u304d\u3044\uff09\u5f79\u8077\u9806<\/a>\u306b\u627f\u8a8d\u8005\u304c\u30bb\u30c3\u30c8\u3055\u308c\u307e\u3059\u3002<br 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rel=\"noopener\">\u30d7\u30ed\u30b8\u30a7\u30af\u30c8<\/a>\u300d\u3092\u30af\u30ea\u30c3\u30af\u3057\u307e\u3059\u3002<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19682\" src=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rproject_codes.png\" alt=\"\" width=\"1200\" height=\"277\" srcset=\"https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rproject_codes.png 1219w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rproject_codes-300x69.png 300w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rproject_codes-768x177.png 768w, https:\/\/wordpress04-uploads.moneyforward.com\/wp-content\/uploads\/sites\/5\/2020\/05\/rproject_codes-1024x236.png 1024w\" sizes=\"auto, (max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" 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