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Add Transaction Notes

How to add a note to a transaction

Angelina Pavone avatar
Written by Angelina Pavone
Updated over 4 years ago

Good to know: Transaction notes are for adding details to a particular transaction. If you are tagging multiple transactions with the same tag, try adding a transaction tag.

To add a note to a transaction:

 Access the transaction profile and add a note in the white box at the left of the transaction profile page.

You can also add a note to an offline transaction as it's created.

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