How to work with templates?

Asked by Edu DeAguiar on 2011-05-24

What are templates for and how to work with them. Thx.

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Templates are "quick transactions" - you can create a template transaction and reuse it later. For example, I ofter buy some tea in the coffee shop in my office, so I create a template for specific category/amount to quickly add this transaction. To create a template tap on blue button in the blotter and then "Edit". Create a template as any other transaction - the only difference that you can provide a descriptive name.

To use the template, tap on the blue button in the blotter and tap on the template in the list. A new transaction will be added with current date and time.

One more interesting thing about templates - if you put amount as 0 in the template, then when you add such transaction, then you'll be automatically redirected to "Edit transaction" screen so you can specify the amount later. You can do the same with any other template by long-tapping it in the templates list.

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