Template purpose
The title states what the template is meant to do. The details list every field it can match or change.
Example values and workspace data
Replace example wallets, categories, tags, text, currencies, and action values with records from the current workspace. Example values are never used automatically.
Adapted rule review
The preview shows whether the edited template matches the intended local transactions. It should include expected matches without pulling in similar but unrelated records.
Rule created from a template
The created rule is editable. Its name should state which transactions it handles and what it changes, so you can understand it without reopening the template.