Edit a Template

Overview

The Edit Transaction Template dialog creates and modifies transaction templates. Templates store reusable transaction fields that you can apply when entering new transactions. Open a template for editing by double-clicking it in the template list, or by selecting a template and pressing Enter.

Transaction Type

A drop-down at the top of the dialog selects the template type. The four types match the transaction types available in the Edit a Transaction dialog:

Type	Description
Simple	A single account and envelope assignment.
Transfer	A movement between accounts, envelopes, or both.
Regular Multiple	A single transaction split across multiple line items.
Multiple Envelope Transfer	A transfer split across multiple envelope assignments.

The dialog layout changes to show the fields appropriate for the selected type.

Common Fields

Every template type shares these fields:

Field	Description
Name:	The template name.
Payable To:	The payee or description for the template.
Payment	The payment amount.
Deposit	The deposit amount.
Memo	An optional note.

Frequency

The frequency section controls how often the template recurs:

• Count -- The number of occurrences per period (for example, 2).
• Period -- The interval between groups of occurrences (for example, 1).
• Span -- The time unit: Day, Week, Month, or Year.

Together these read as "N time(s), every M [span]." For example, "1 time, every 2 Weeks" describes a biweekly template. The span label switches between singular and plural automatically.

Allocation Plan

The Include in Allocation Plan checkbox adds this template as a column in the Allocation Plan. When enabled, the template appears in the plan grid and its amount is distributed across envelopes according to the plan.

Only these template types can be included in the allocation plan:

• Regular Multiple
• Multiple Envelope Transfer

Allowed Template Names

The Name: field is the template name. It must be filled in and unique across all templates. If it is blank, or if another template already uses the same name, Principal Plan shows a warning and asks you to enter a different name.

Buttons

Button	Description
OK	Saves the template and closes the dialog.
Cancel	Closes the dialog without saving.
Help	Opens this help topic.