> 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/zh-cn/ji-zhang/templates.md).

# 记账模板

经常重复记录相同账户、分类或备注时，可以先建立模板。

## 创建模板

1. 打开 **记账模板**。如果没有入口，可先在 **首页显示功能**或 **Tab功能**中启用。
2. 点击右上角 **+**。
3. 预先填写账单类型、账户、账本、分类、金额或备注。
4. 保存模板。

## 使用模板

1. 从记账模板列表选择模板。
2. 检查本次金额、账户和日期。
3. 按需要修改其它字段。
4. 点击数字键盘右下角 **保存**生成账单。

{% hint style="info" %}
模板不会自动生成账单。需要按固定日期自动记录时，请使用[周期记账](/zh-cn/zhou-qi-ji-zhang/recurring.md)。
{% endhint %}


---

# 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/zh-cn/ji-zhang/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.

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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.