Templates

Transaction templates are a handy feature that lets you create frequently used transactions and save them for quick access later. Whether you have regular payments or income, like rent, grocery shopping, or monthly subscriptions, templates allow you to replicate these transactions with minimal effort.

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• Groceries shopping: Create a template for your usual grocery budget. Once set up, you can simply select the template each time you go shopping without re-entering the details.

• Home insurance: For recurring expenses such as insurance premiums, a template ensures the correct account, category, and amount are consistently applied.

• Rental income: If you receive regular income like rent, this template will automatically populate the necessary fields for an income transaction, saving you time.

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Key Benefits:

1. Fast Entry: No need to input every detail again. Simply choose your template, and all fields will be pre-filled.

2. Consistency: Ensures your transactions are categorized and recorded the same way every time, reducing errors.

3. Efficiency: Perfect for recurring expenses or income, making budgeting simpler and quicker.

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By setting up transaction templates, you can reduce the effort involved in managing repetitive transactions while ensuring accuracy across your accounts.

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