> ## Documentation Index
> Fetch the complete documentation index at: https://docs.calbudget.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bookmarks

> Save quick-add transaction templates for common planned items.

Bookmarks are reusable transaction templates. They are best for common items that are not predictable enough to be recurring.

## What bookmarks save

A bookmark can store:

* Title
* Amount
* Account
* Category
* Notes

## When to use a bookmark

Use bookmarks for:

* Common grocery trips
* Gas purchases
* Cash withdrawals
* One-off transfers
* Repeated discretionary spending

Do not use bookmarks for fixed bills or paychecks. Those should usually be recurring transactions.

## Applying a bookmark

When creating a new transaction, select a bookmark to fill the form. The date remains the selected calendar date.

CalBudget tracks bookmark use count and last-used time so commonly used templates can appear first.

## Limits

| Plan    | Bookmark limit |
| ------- | -------------- |
| Free    | 3 bookmarks    |
| Plus    | Unlimited      |
| Advisor | Unlimited      |