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. |