> 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/records/templates.md).

# Templates

Create a template when you often reuse the same account, category, amount, or note.

## Create a Template

1. Open **Templates**. If it is not available, enable it in **Home Shortcuts** or **Tabs**.
2. Tap **+** at the top right.
3. Pre-fill the record type, account, book, category, amount, or note.
4. Save the template.

## Use a Template

1. Choose a template from the list.
2. Check the amount, account, and date for this record.
3. Change any other fields as needed.
4. Tap **Save** at the bottom right of the number pad to create the record.

{% hint style="info" %}
A template does not create records automatically. To create records on fixed dates, use [Recurring Records](/recurring-records/recurring.md).
{% endhint %}


---

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