Articles on: Transactions

Add, edit or remove notes

Notes help give context to your transactions ✍️


Adding a note


To add a note:


  1. Click on the transaction.
  2. Click on Add note
  3. Type your note
  4. Click on Save


Editing a note


To edit a note:


  1. Click on the transaction
  2. Click on the existing note
  3. Edit the note and select Save


Removing a Note


To remove a Note:


  1. Click on the transaction
  2. Click on the existing note
  3. Remove the note and select Save


Updated on: 20/04/2022

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