Notes: Monthly Budget Memo / "Financial Journal" Section

Chris Bailey

March 27, 2026 01:05

EveryDollar Team,

I’m a huge fan of the app and how it keeps me accountable! Currently, we can add notes to individual transactions, but I’d love to see a Notes Section for the entire month.

I envision this as a "financial journal" where I can document:

• The "Why": Explaining why we overspent in a category or how we solved a specific financial hurdle that month.
• The "Future": Reminders for next year (e.g., "Clean carpets in March").
• The "Change": Notes on why a new category was added or why a budget amount shifted significantly from the previous month.

Having a high-level view of the month’s "story" would be an incredible tool for long-term tracking. 

Thanks for all you do!

5

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  Tammy Levy

  April 02, 2026 20:02

  I feel exactly the same way. I can't find an area that fits my needs. Please insert a notes section on the budget page. 

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  Kristin Phillips

  June 05, 2026 20:44

  DITTO!!!!!!!

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  Alan Carrig

  August 21, 2026 17:59

  Thought about this same concept. Could finally get the sticky note reminders pinned digitally to the month for future planning.

  1
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  Carl Sauter

  September 26, 2026 23:35

  I was going to request a feature for something else but it was too similar to this to warrant a separate feature.  I love this idea because I would want to use it for planned future purchases.  Basically a reminder to budget for various things that we don't want to forget about.  Then when the first of the month comes around, we have a list of things to prioritize.

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