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Home Accountz Template Transactions


This labour-saving feature enables you to quickly enter regularly occurring transactions.

Simply put, here you can create what is called a 'template transaction', a predefined transaction containing every necessary detail about your entry, except (usually) Total Amount.

The next time you enter this transaction in the All Transactions component, (e.g. paying money from your bank account to your cash account),  all you need do is choose your template transaction from the template selector, (a drop-down list available on the toolbar), and the transaction will be inserted into the table with just the Date and Total Amount fields remaining to be completed.

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