Useful Templates

To help take you through all the phases of Cobudgeting, we have various templates you can use to make it easier. Here is a selection of templates:

Template What it is for
How to make a great bucket Advice and examples on how to scope & create convincing buckets
Email Templates To communicate & follow up with Bucket owners about their buckets
Bucket Handoff Template A template you can give your bookkeeper to easily track & process funded buckets.
Reports & Metrics A list of potential metrics you can measure to track engagement and examples of reports by groups using Cobudget.
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