Transaction Notes

You can add notes to your transaction details and then search for that information later, see a summary of the matching transactions, and download a csv.

In Web:

notes.gif

In Mobile:

iOS_notes.gif

Common examples of when notes are helpful are for when you want to remember what you bought at Amazon, or which vacation, vehicle, property or child an expense is for.

Was this article helpful?
1 out of 1 found this helpful