You can add notes to transactions and accounts.
For Transactions
- New Transaction: While creating a transaction, scroll down to the Notes field, enter your note, and save the transaction.
- Existing Transaction: Open the transaction, tap the ✏️ Edit icon next to Notes, update the note, and save.
If it's a recurring transaction, you'll be asked where to apply the changes:
- This Only – Update only the selected occurrence.
- This and All Future – Update the selected occurrence and all future ones.
- All Future – Update only future occurrences.
For Accounts
You can add a note while creating a new account or update it later from the Account Details screen. Account notes are displayed only on the Account Details screen.
If you need any assistance, feel free to contact us at support@timelybills.app.