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.
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jbtibor

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Posted 8 years ago

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Steven Tafzil, Employee

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Hi jbtibor,

Thanks for the suggestion. Could you let me know more about how you would use a "Notes" field for transfers? Real world examples help us understand the benefit of each request (and helps me convince those above me to implement them!).

In any case, I've added your comments to our tracker, thanks!
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jbtibor

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-Reason of transfer.
-Invoice number.
-In case of foreign payments the amount in other currency.

This information could be captured in an expense record in other account but that is only visible if I open the other transaction, not when I look at transactions in my bank account.
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Steven Tafzil, Employee

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Hi jbtibor,

Thanks for the additional detail, that helps!

For now, I hope the Description field might be enough to store that information. Certainly not as long as the Notes field, but it's something you could use for now.
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jamuraa

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Other things that we might use the notes field for:
- Confirmation numbers for Payments to CCs or Banks
- How the money was transferred (wire, telephone, online)
- Closing date for the payment
- How much is left to pay
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Becky Huang, Official Rep

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Hi jamuraa,

Thanks for adding to the list of uses for the notes field. I've included your voice in our features tracker!
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dancing walrus

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Hi - this is years old but I'd very much like to ask for a "notes" field - exactly the same as is for every other translation - on transfers.  I often want to include a complex set of notes with a transaction, and the description bar is no where long enough to make those notes.  
I have to transact a number of things in cash, and then make post-event adjustments to my envelopes as I take out cash against one envelope and balance later.  Adding a "new transaction" for each expense as it occurs doesn't work when it comes to balancing accounts.  Being able to write a narrative would enable this. 

Is there any movement on this feature?   Would love love love to see it instituted.  
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Karisa Russell, Official Rep

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Hi dancing walrus - Thanks for checking in on this feature, and for sharing how it would be useful for you! Currently, we are not working on implementing this at the moment. But, I'll be happy to let you know if and when there are changes to this feature's status. Thanks again! 
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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.

Let us know if you have any questions!