Templates, drafts and Trash

Save time with templates, finish later with drafts, and undo deletions with Trash.

Templates

A template saves the details of a transaction you record often, such as rent, a commute or a subscription, so you don't have to type them every time.

Save a template

1. Open a saved transaction from Transactions.
2. Tap ⋮ › Save as template.

Use a template

1. Start a new transaction with the + button.
2. Tap the Transaction templates button (stack icon) in the toolbar.
3. Pick a template. You can search them, and rename or delete them from the list.
4. Check the amounts, then tap Save. Loading a template keeps the date, memo, labels and attachments you already entered.

Template suggestions

You don't have to remember which templates you have. On a new transaction, enter the Person or business. If a template has the same name (capitals and extra spaces don't matter), a bubble appears on that row:

• "There's a template for this name": tap Use to load it.
• "2 templates for this name": tap Choose to open the template list, already searched for that name.

Tap anywhere else to dismiss it. The bubble doesn't appear when you edit a saved transaction, or when the form was just loaded from that template.

Drafts

A draft is a transaction you've started but aren't ready to post, for example while you wait for the final bill. Drafts don't affect your balances or reports.

• Save a draft: in the editor, tap ⋮ › Save as draft.
• Find your drafts: Transactions › ⋮ › Drafts. Tap one to open it. At the bottom, Post records it, Update saves your changes and keeps it as a draft, and Discard deletes it.

Transactions that AI Accountant prepares in the chat, and those made from bank alerts, also start as drafts until you post them. New drafts from bank alerts are marked unread.

Trash

With Trash on, deleted transactions are kept for 30 days before they're deleted for good.

1. Turn it on in Settings › Trash ("Keep deleted transactions for 30 days.").
2. To restore something, open Transactions › ⋮ › Trash, touch and hold the transaction, and tap Restore. Delete permanently removes it now.

Copying

To record something similar again, open a transaction and tap ⋮ › Copy. The copy opens as a new draft for you to check ("Copied to a new draft"). You can also select several in the list and tap Copy. Copies use today's date.