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Templates for transactions

It would be comfortable to have the possibility of creating templates for transactions. In example for irregular repeated transactions or recurring transactions with different values (date, amount, currency, payee, etc.). You’d be able to fast creating a transaction with one small change (specific value) and you’re done. You don’t have to enter all the values again.

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Comments1

  • Rafal

    •

    Dec 8, 2024

    I could suggest using Shortcuts app for this. Budgetflow offers few and one allows you to create a transaction with all the fields you mentioned (and more). You can set them to fixed values or make shortcut ask for them.

    I am using that regularly, for stuff that always goes to specific category with specific tag and only the amount changes, or even for things like the irregular payments that are always of same amount and category.