Expense Templates
Save your frequent expenses as one-tap shortcuts. No typing, no AI — just tap and log.
Creating a template
/addtemplate
You'll be asked for:
- Name — a short label (e.g. "Morning Coffee", "Daily Commute")
- Amount — the expense amount
- Currency — quick-pick or type any code
- Category — picked from your category list
- Account — optionally link to an account (balance deducted when used)
Logging from a template
/quickadd
Shows all your templates as buttons. Tap one to log it instantly:
- Uses today's date
- Deducts from the linked account (if set)
- Respects your active group context
- Does not consume AI message quota
Managing templates
/templates
Lists all your templates with Use and Delete buttons on each.
Plan requirement
| Plan | Max templates |
|---|---|
| Free | Not available |
| Pro | 5 |
| Ultimate | Unlimited |
tip
Templates are perfect for daily expenses that are always the same amount — morning coffee, parking, transit fare. Set them up once, then one tap each day.