Creating & Using Template Transactions
Template transactions make it easier and faster to insert similar or repetitive transactions into Home Accountz. An example of this could be if you buy a newspaper every morning from your local shop. You can create template transactions by following the steps detailed below.
Creating template transactions
In Home Accountz, click the Template Transactions Icon as shown below.
To add a template transaction, click on the plus icon as shown below.
You can now add the details of the template transaction. In this example,a template for a newspaper purchase from the local shop is created as shown below.
Key Fields: Template Name
Using template transactions
To use a template transaction, click on the All Transactions component icon, followed by the Template Transaction Icon on the right hand side as shown below.
Clicking the Template Transaction Icon should present you with a drop down list of all your Templates. In this case, only my ‘Local Newspaper’ template is displayed. Click on this to enter a new transaction line..
Clicking on it enters a transaction into Home Accountz. You can also then edit the fields to your liking, for example change Date, Description, Payee etc.