notes

Ron Matthews's Avatar

Ron Matthews

03 Jul, 2020 06:10 AM

Are you able to add a note to a cell in Moneydance,

  1. 1 Posted by dwg on 03 Jul, 2020 06:21 AM

    dwg's Avatar

    I'm a fellow user.

    It could be considered that the Description and Memo field are Note fields, most of the other fields I'm having trouble thinking what additional information could be needed.

    Perhaps you could provide an example of what you want to do.

  2. 2 Posted by jeff_l on 03 Jul, 2020 09:49 AM

    jeff_l's Avatar

    You can attach whatever note you want to, by right clicking a transaction Description and selecting “Add Attachment”.

    This can be any type of file. You will get a paper click icon in the description line to confirm that a note is present. Most people use this feature to say attach a PDF receipt, but it can be any sort of file.

    Jeff – fellow user

  3. Support Staff 3 Posted by Ethan on 03 Jul, 2020 02:00 PM

    Ethan's Avatar

    Just to add to the above information, you can't attach an additional 'note' to a specific cell, if that's what you were asking. However, I think most people would use the Memo field to add in whatever additional information one needs to understand the other details of the transaction.

    Ethan
    Infinite Kind Support

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