How do I use the description field?

The Description field can be used for a variety of reasons... but mainly for additional information related to the transaction.  Most transactions that are imported from a linked account wil include a description.  Feel free to edit it if you'd like.


The Description field is also available on the "Add a transaction" form so you can enter this data at the same time as the rest of your transaction data.

To view the Description field just click the little plus sign off to the left to expand the transaction and see all the details.

To view the Description field on existing transactions just click the transaction to expand it. 

Have more questions? Submit a request


Powered by Zendesk