Transaction Notes

Transaction Notes help you organize your transactions alongside Categories and Rules.

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.


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 the expense is for.


*Notes are only available on web and not in the mobile app at this time.

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