• 3
  • Idea
  • Updated 4 months ago
  • Not Planned
It is possible to add notes to transactions, which is really helpful functionality. However it seems that notes cannot be aded to all transaction types? Is this correct and if so what transactions will accept notes?

Photo of Colin Grant

Colin Grant

  • 376 Posts
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Posted 4 years ago

  • 3
Photo of Alex Park

Alex Park, Official Rep

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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.

It should now be possible to add Notes to all transaction types on the Web.

Let us know if you have any questions!