Some purchases repeat almost daily: the same coffee, the same bus fare, the same lunch spot. Bookmarks turn each of them into a one-tap entry: amount, type, category, account, description, and notes all prefilled, date set to today.
Creating a bookmark
From a transaction
Open a transaction you repeat and tap the bookmark icon in the form. It saves the entry as a bookmark.
Or from Settings
Settings → Bookmarks → + builds one from scratch: name, amount (optional: leave it blank for variable prices), type, category, account (and the receiving account for a transfer), and an optional description and notes.
Using one
When adding a new transaction, tap the bookmark icon in the form. A sheet lists your bookmarks. Tap one and every field fills in (a note opens its field so you can see it); adjust anything (today's amount, a different account) and save. The whole flow is faster than typing a text message.
Managing the list
Settings → Bookmarks is the home base: use, edit, delete, and drag to reorder. Order matters: the picker shows bookmarks in this sequence, so put the daily ones first. New bookmarks join the end of the list.
Related
- Adding a transaction
- Recurring transactions — for entries that should happen by themselves on a schedule; bookmarks are for repeats you still trigger yourself