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Rename templates
Files keep their original names on disk, but Budget displays — and downloads — them under a Sorto-style name built from these templates.
Templates
Default applies when no category-specific template matches. Use category bindings for things like “all paid-media invoices use the year/month folder template.”
| Name | Pattern | Sample render | Scope | |
|---|---|---|---|---|
Compact | {date:short}-{vendor:slug}-{number} | 260508-adobe-inc-INV-12345.pdf | Available, manual override | Edit |
Standard Default | {date}_{vendor}_{number} | 2026-05-08_Adobe_Inc_INV-12345.pdf | Global default | Edit |
Vendor first | {vendor}_{date}_{amount:p} | Adobe_Inc_2026-05-08_12345.67.pdf | Available, manual override | Edit |
Year/month folder | {date:ym}/{vendor}_{number} | 2026-05Adobe_Inc_INV-12345.pdf | Available, manual override | Edit |
Add template
Build a new pattern with a live preview.
Token reference
| Token | Description | Sample |
|---|---|---|
{date} | Invoice date (YYYY-MM-DD) | 2026-05-08 |
{date:short} | Invoice date (YYMMDD) | 260508 |
{date:ym} | Invoice year-month (YYYY-MM) | 2026-05 |
{vendor} | Vendor name (sanitised, spaces→_) | Adobe_Inc |
{vendor:slug} | Vendor as kebab-case slug | adobe-inc |
{number} | Invoice number | INV-12345 |
{amount} | Gross total, whole pounds | 1234 |
{amount:p} | Gross total with pence | 1234.56 |
{amount:gbp} | Gross total with £ prefix | GBP1234.56 |
{currency} | ISO 4217 code | GBP |
{category} | Category slug | software-subscriptions |