Shared Transactions Creating a New Template

Overview

Allocation templates allow a pre-determined set allocation to quickly apply an allocation to a transaction line or to a transaction as a whole. The number of templates are limited for the starter and standard tiers, and unlimited for the premium tier.

Step by Step Process:

Navigate to Shared Transaction Templates through the Netgain tab.

To add a new template, select New Shared Transaction Template. After adding templates, this is where they will all be found.

This process can also be completed in mass through a CSV. Please refer to this article for instructions.

The template will be filled out on the next screen. Required fields have a red asterisk next to them. When one allocation line is finished, select Add. Add as many allocations as needed.

The amounts in the weight column do not need to add up to 100. The relative weight will be calculated based on the individual amount for each line divided by the sum of all the weights.

When all the allocations have been added, select Save. This template can now be used to allocate transactions.

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