Transaction Templates
Spend less time entering the same transaction details. Templates keep a reusable category, amount, and comment ready for payments or income that you record often but that do not follow a fixed schedule.
What you can do
- Save frequently used income and expense details as reusable templates.
- Reuse a template when entering a transaction or create a transaction from it.
- Organize and update templates as your everyday habits change.
How it works
Create a template for a familiar transaction and keep its details available for reuse. A template does not run automatically: you choose when to use it. Use scheduled transactions for entries that should be generated on a timetable, and templates for repeated entries whose timing depends on what you actually do.
See it for yourself
Explore the app with Milo and sample data, or create your own account to start organizing your finances.
