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Colors and notes

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Colors and notes add your own context to a transaction: a color to spot a group of transactions at a glance, and a note to remember what it was for.

Give a transaction a color​

  1. Create a transaction or open one to edit it.
  2. In the Color row, pick a color from the strip. Choose None to remove it.
  3. Save the transaction.

You can also change the color from a transaction's details without opening the full form, or for several transactions at once with Bulk update.

What a color means is up to you: green for reimbursable work expenses, purple for gifts, red for impulse buys.

Find transactions by color​

Colors work with Smart search. Type a color name, such as "Purple", to see every transaction with that color. When your search results include colored transactions, the colors appear at the top of the results so you can filter by them with one tap.

Add a note​

  1. Create a transaction or open one to edit it.
  2. Tap Notes and type your note, for example "Mum's birthday present" or "Reimbursement pending".
  3. Save the transaction.

Notes appear under the transaction in your lists. To hide them, turn on Hide notes in Change display settings (the filter icon on the Transactions screen).

Smart search also looks inside notes, so searching for a word you wrote in a note finds that transaction.

tip

In a split expense, each part can have its own note.