Shared Notes allow you to leave comments on a transaction to help with book-keeping and tracking.
Who can use this feature
- Owner (can view the details of any transaction)
- Admin (can view the details of any transaction)
- Member (can view the details of their transactions)
Step-by-Step guide
- In the transaction list, find the transaction you want to add a note to.
- Click the transaction to open its details view.
- Scroll down to the Shared Note section.
- Type your note in the Shared Note field.
- That’s it—your note is saved automatically!
Shared Notes are visible to anyone who can view the transaction. Use them to add context, clarify spending, or track internal approvals.