Add notes to Transfer transactions

  • 8
  • Idea
  • Updated 5 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

  • 8
Photo of Colin Grant

Colin Grant

  • 376 Posts
  • 109 Reply Likes
That would be useful.
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Sandra L. Milo

  • 81 Posts
  • 20 Reply Likes
Yes Please
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Karisa Russell, Official Rep

  • 1689 Posts
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Hi all, 

I've added your votes for this feature! We're not working on this right now, however. For now, you can try adding some details about the transfer in the Transfer Name. 

Thanks!
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Mike Szmansky

  • 6 Posts
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Please please please add this feature.  It seems like a very easy feature to implement and would be very useful. Thanks!
(Edited)
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sonlightmom

  • 1 Post
  • 1 Reply Like
This would be a huge help if we could add notes to a transfer.  It doesn't make sense to me why it isn't already there.  You can add a note to a transaction so why not a transfer? 
Photo of Karisa Russell

Karisa Russell, Official Rep

  • 1689 Posts
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Hi sonlightmom, 

Thanks for adding your vote! I agree it would be helpful to add Notes to transfer transactions. Right now, we're not working on this particular feature, but I've added your vote for this request. 
(Edited)
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Alex Park, Official Rep

  • 243 Posts
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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!
(Edited)
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John Vander Stel

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Thank you so much for adding that.  That will help Web-only users, greatly!  However, for those who use their smartphones, it still will not allow one to add important details with transfers while on their phone. 

Please also assign a high priority for offering that functionality for smartphones, as well.  Details tend to be forgotten if they are not allowed to be entered while on the run, when those particular transfers must be made, on the spur of the moment.

This feature has been waited for, for many years and those who use cell phones to handle things while out in public must still wait longer until it is actually offered in the apps, as well.

Again, thank you so much for actually getting this done on the web version.  Please don't forget about the ones who are still waiting for this important feature for those who are on the move, actually at the point of sale!

Cheers!

John Vander Stel
Grand Rapids, Michigan
(Edited)
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Alex Park, Official Rep

  • 240 Posts
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Hi John,

Thanks for your thoughts, and don't worry, we haven't forgotten! I've added your vote to bring Notes on Transfers to mobile as well to our tracker.
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John Vander Stel

  • 280 Posts
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Thank you so much the acknowledgment, Alex!  You guys and gals are absolutely killing those pesky quirks!  Cheers! :-)
(Edited)