How to setup templates

Available for:

• iOS
• Android
• Web App
  
  Options when creating your template:
• Template name - Choose a title for your template
• Account - Can only choose manual accounts
• Currency - Your base currency or an additional currency
• Category - Assign a category to your template
• Payment Type - Method of how the payment is made
• Labels - Labels help you group together income and expense records and filter them
• Note - Add a note to your template
• Payee - The Contact to whom money is being paid
• Type - either an Income or Expense

How to set up your template

Android:

1. Go to settings
2. Templates
3. Tap the + (plus) button
4. Edit your new template

iOS:

1. Tap on More
2. Settings
3. Templates
4. Tap the + (plus) icon to create your template and edit it

Web App:

1. Click on your account in the top-right, then Settings
2. From Board Control panel select Templates
3. Add a new template by clicking on the + Add button
4. Edit your new template

Note: Templates are used to quickly create records and help speed up the process and save you time.