Adding a note for current or future budgeting intentions (i.e. due dates, reminders, etc.) can be captured directly on a budget line item by using the "Notes" feature. This helps in maintaining clear and organized financial records, ensuring that all your transactions are well-documented and easy to review later.
Adding a Note On EveryDollar.com
- Click on the budget line item you want to add a note to. The right-hand side will open up details for that line item.
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Click inside the box that says Add a Note.
- Type your note.
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Click Save
When using the website, notes will not save unless the blue "Save" button is clicked. Clicking outside of the box mid-note will clear unsaved changes.
Next Steps
Looking to set a due date for a future month? Due dates can only be set for the current month, but writing a note can help keep tabs on future due dates or other annotations.