Skip to main content

Templates

prima:Time avatar
Written by prima:Time
Updated over 2 weeks ago

The Templates section helps save time by standardizing recurring data entries. This section supports Expense Templates, which you can define and apply repeatedly when logging new costs.

Each template includes a name and description, and once selected, it automatically fills out predefined fields like price, category, and descriptions when creating an expense.

Use the + Expense template button to add a new template and make expense reporting more efficient and consistent.

Did this answer your question?