Please add note to transfers between accounts

  • 6
  • Idea
  • Updated 5 months ago
In some cases I'd like to add a note to a transfer but now it is not possible.
Photo of jbtibor


  • 218 Posts
  • 6 Reply Likes

Posted 7 years ago

  • 6
Photo of Alex Park

Alex Park, Official Rep

  • 240 Posts
  • 48 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!