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