Quickly re-entering a similar transaction

If you're recording something similar to a transaction you already have — the same coffee shop, the same kind of purchase — use Clone instead of starting from scratch.

1 minBy Rasa Content TeamUpdated Oct 2026

If you're recording something similar to a transaction you already have — the same coffee shop, the same kind of purchase — use Clone instead of starting from scratch. It opens a fresh form prefilled with all the same details, just dated today, ready for you to adjust and save.

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