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Denari Templates give you a starting structure with every project to help manage and organize your documents.

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Default template

Every new trial balance project includes four default directories:
  • Assets
  • Liabilities
  • Equity
  • Income Statement

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Customizing templates

You can edit the template by right-clicking anywhere in the document list page and selecting New > Directory to add a new directory. Denari keeps the directory structure you set up in a project for future projects when you use the Roll forward feature. This means you only have to set up your directories once for projects that repeat across periods.