How to Create a Budget Template

by Christina Moore Updated May 28, 2020

Records on the Budget App can serve as templates for future budgets. To create a new Budget template, launch the Budget App and click the Is Template radio button.

This will tell Onit you want this Record to serve as a template for future budgets. Once this Record has been created you should create Template Details to hang off the budget template. For example, fees and expenses template template would have two template detail Records, one for fees and one for expenses.

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