Can I add notes to plans, accounts, and items to document my assumptions and remember links?

Published Aug 8, 2023

Definitely! You can add notes to most items within a plan via the Notes icon in the form header.

You can add notes to an entire plan via Advanced >> Notes, and/or with the Add Notes button on the Dashboard.

On the Current Finances screen, you can also add notes to individual accounts by hovering and then clicking the Notes icon.

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