Use templates for repeat transactions

Save a transaction you enter often, like your morning coffee, and fill it in with one tap.

10 steps

  1. Step 1: Open More

    Tap the More tab.

    Step 1: Open More

  2. Step 2: Open Templates

    Under Automation, tap Templates.

    Step 2: Open Templates

  3. Step 3: Create a template

    Tap New template.

    Step 3: Create a template

  4. Step 4: Fill it in

    Give it a name, then the amount and anything else you want filled in for you.

    Step 4: Fill it in

  5. Step 5: Choose a category

    Tap Category and pick one.

    Step 5: Choose a category

  6. Step 6: Save the template

    Tap Save template.

    Step 6: Save the template

  7. Step 7: Use it: tap +

    Next time, on the Dashboard, tap the + button.

    Step 7: Use it: tap +

  8. Step 8: Open your templates

    Tap Templates at the top of the form.

    Step 8: Open your templates

  9. Step 9: Pick the template

    Tap the one you want.

    Step 9: Pick the template

  10. Step 10: Check and save

    The form is filled in from the template. Change anything that's different this time, then save.

    Step 10: Check and save

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