Add notes to Transfer transactions

  • 9
  • Idea
  • Updated 3 months ago
  • Not Planned
Please add a note field to transfer transactions.
Photo of E Coker

E Coker

  • 5 Posts
  • 1 Reply Like

Posted 3 years ago

  • 9
Photo of Alex Park

Alex Park, Official Rep

  • 401 Posts
  • 77 Reply Likes
Official Response
Hi everyone,

We've just released an update on the Web that allows you to add Notes to Envelope and Account Transfers, as well as Account balance adjustment transactions. The Notes field will be available when you create a new Transfer, or edit an existing Transfer (or Account adjustment), and will operate the same way as the Notes field that existed on Expense/Credit transactions.

This update currently only affects Transfers on the Web; you can edit your Transfers on the mobile apps as before, but will not be able to view or edit any of their Notes.

Let us know if you have any questions!

EDIT 2020.02.04: Notes are now available to be added on Transfer transactions on the iOS app!