> For the complete documentation index, see [llms.txt](https://help.daak2.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daak2.com/es/transacciones/templates.md).

# Plantillas de transacciones

Crea una plantilla si sueles reutilizar la misma cuenta, categoría, importe o nota.

## Crear una plantilla

1. Abre **Plantillas de transacciones**. Si no encuentras el acceso, actívalo en **Accesos de inicio** o **Pestañas**.
2. Toca **+** en la esquina superior derecha.
3. Rellena de antemano el tipo de transacción, la cuenta, el libro, la categoría, el importe o la nota.
4. Guarda la plantilla.

## Usar una plantilla

1. Elige una plantilla de la lista.
2. Comprueba el importe, la cuenta y la fecha de esta transacción.
3. Modifica los demás campos que necesites.
4. Toca **Guardar** en la esquina inferior derecha del teclado numérico para crear la transacción.

{% hint style="info" %}
Una plantilla no crea transacciones automáticamente. Para crearlas en fechas fijas, usa [Transacciones recurrentes](/es/transacciones-recurrentes/recurring.md).
{% endhint %}


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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.daak2.com/es/transacciones/templates.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.