View Transaction Detail

You may be able to view details about the transactions displayed on the Note Activity page.

You may also be able to specify a personal note or assign a category to a transaction.

Click the Notes tab.
Result: The Notes menu is displayed.
Click the Note Activity menu item.
Result: The Note Activity page is displayed.
Click the first line of the transaction's Description.
Result: The Transaction Detail page is displayed.
If available, you can choose to enter a personal note or select a category for the transaction.
Note: If you don't see the category you need, click Add a New Category to the List to set it up.
Click one of the following:
- Save Changes to add a personal note or category to the transaction.
- Previous Transaction to view the previous transaction in the list.
- Next Transaction to view the next transaction in the list.
- Return to Note Activity to return to the Note Activity page.

Parent topic: Note Information

See Related Topics:

Add a Custom Category