Add/Edit/Delete a budget item note

Notes are a handy way to provide more information about a budget item for a month, especially if you have gone over budget or significantly under budget.

Add a note for a budget item

You can add a note to any budget amount for any budget category. To add a note, right-click the individual month you wish to add the note to and select Add a Note. The Add Note window will appear. Enter the information you wish to have in the note, then select Done. The note will be attached to that month and amount, to see the note, hover over the entry.

View a note for a budget item

When there is a note for a budget entry, the top right corner of the entry will have a little red triangle

. To view an existing note for a budget item, hover your cursor over the entry. The note will appear on a yellow background. You can also click the budget entry to view the note.

If you are viewing a single month of your budget, you will see a small notepad icon

on any entry that has a note. Hover over or click the notepad icon to see your note.

Edit a note for a budget item

To edit an existing note, right-click the budget item with the note and select Edit Note. On the Edit Note screen, you can make any changes to the existing note. Click Done when you have finished editing the note.

Delete a note for a budget item

To delete an existing note, right-click the budget item with the note and select Edit Note. On the Edit Note screen, click Delete Note. On the confirmation screen, click Yes.