> 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-tw/ji-zhang/templates.md).

# 記帳範本

經常重複記錄相同帳戶、分類或備註時，可以先建立範本。

## 建立範本

1. 開啟 **記帳範本**。如果沒有入口，可先在 **首頁顯示功能**或 **Tab 功能**中啟用。
2. 點一下右上角 **+**。
3. 預先填寫帳單類型、帳戶、帳本、分類、金額或備註。
4. 儲存範本。

## 使用範本

1. 從記帳範本清單選擇範本。
2. 檢查本次金額、帳戶和日期。
3. 依需要修改其他欄位。
4. 點一下數字鍵盤右下角 **儲存**產生帳單。

{% hint style="info" %}
範本不會自動產生帳單。需要依固定日期自動記錄時，請使用[週期記帳](/zh-tw/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-tw/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.