When you want to add a template, you can add it as a routine with Autotasq. This feature allows you to have multiple similar tasks with frequencies as often as you need.
How to get started with Autotasq
- Tap More and select Template on the navigation bar.
- Tap the pen icon.
- Tap Use Autotasq.
- Select routine type. If you select Moneywise, you can add routine name, amount, and frequency, also select calculation and currency. If you select Schedule, you can add routine name and frequency.
- Tap Continue.
- Select repeat time and date. You can enable reminder and select time.
- Tap Add to Goal or you can tap Preview Task first.