Add, edit, or delete a budget item note

You can add notes to specific budget items to explain changes, record exceptions, or document special circumstances. Notes are visible in the budget window and can be viewed, edited, or deleted later.

Add a note to a budget item

You can attach a note to any budgeted amount in any category for a specific month. Notes help provide context for unusual activity or one-time changes.

Use cases:

• You want to note that a one-time car repair caused a budget overage in March.

• You want to explain a large tax refund in the income section of your April budget.

To add a note:

1. Right-click the budget cell for the category and month you want to annotate.

2. Select Add a note.

3. In the Add Note window, type your note.

4. Click OK.

The note is attached to that month and category.

View a note for a budget item

You can view notes by hovering over or clicking the appropriate cell. Notes appear as tooltips or in a pop-up, depending on the view mode.

Use cases:

• You want to understand why a category’s spending was higher than expected.

• You’re reviewing a past month’s budget and want to recall any special events.

To view a note:

• In Graph View (Monthly), a yellow notepad icon appears to the right of any entry that has a note.

  • Hover over the icon to view the note.

  • Or click the budget cell to open the note.

• In Annual View, a small red triangle appears in the top-right corner of the cell.

  • Hover over or click the cell to view the note.

Edit a note for a budget item

You can update an existing note if you want to add more context or correct the original message.

Use cases:

• You want to change a note after revising your budget category amounts.

• You want to clarify an old note that lacks detail.

To edit a note:

1. Right-click the budget cell that contains the note.

2. Select Edit Note.

3. In the Edit Note window, make your changes.

4. Click OK.

Delete a note for a budget item

You can delete a note if it’s no longer needed or was entered by mistake.

Use cases:

• You’ve adjusted the budget and no longer need the explanatory note.

• You accidentally created a note in the wrong month or category.

To delete a note:

1. Right-click the budget cell that contains the note.

2. Select Edit Note.

3. In the Edit Note window, click Delete Note.

4. Click Yes to confirm.