Login
    Contents x
    Line Item Template
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Line Item Template

    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    What is a Line Item Template

    This template type has a format that is not predefined, which allows users to select from a group of items to include in a budget. In the example below, accounts populate the lines.

    coreimage78.png

    You can load additional accounts by selecting the Accounts list-box and perform template input in the yellow shaded cells.

    Was this article helpful?
    What's Next

      Planful. 150 Spear Street, Suite 1700, San Francisco, CA 94105

    • Copyright © 2025 Planful. All Rights Reserved.

    Terms of Use - Privacy Policy

    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout