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KimmyGS's avatar
KimmyGS
Contributing User
2 years ago

Feedback: why did you remove 'notes'?

Please bring back notes in the transactions view. I used this to track purchases without receipts, so they were easy to find to upload receipts I got later, or note why receipts were missing.

 

I don't want to be able to change the Bank transaction description, I just want my separate notes box back.

 

Thx,

Kim

notes

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  • Melisa_D's avatar
    Melisa_D
    Former Staff
    2 years ago

    Hi KimmyGS, 

     

    Thanks for your post and feedback. So I can pass this feedback on to the right team can you please clarify from which window this option has been removed from ? If possible please provide a screenshot. 

    • KimmyGS's avatar
      KimmyGS
      Contributing User
      2 years ago

      Hi Melissa,

       

      I'm referring to the Transactions view, where we used to have a 'notes' section, yellow highlighted section in the screenshot. I used it to mark up expenses without receipts or other small things I had to remind myself of.

      • Melisa_D's avatar
        Melisa_D
        Former Staff
        2 years ago

        Hi KimmyGS, 

         

        Thanks for the screenshot. To add notes in the upgraded platform you will need hover over the description of the bank transaction and a purple pen will appear. Here you can enter in notes and save.