Add notes to reports

JKeyes
JKeyes Member
edited February 26 in Using Reports

I am in spending reports now which looks great. It would be nice if a column to show any "Notes" that are made to transactions.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @JKeyes,

    Great news! Our product team has already added the ability to customize the columns in Reports. You can do so by hovering over one of the column headers, clicking the three dots at the end of it, and then selecting "Manage Columns".

    Screenshot 2024-09-04 at 12.18.44 PM.png

    This should enable you to select the Notes column to appear in Reports. Hope this helps!

    -Coach Jon

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