Memos

Add notes to transactions to explain what they were for - useful for your accountant, your records, and audit readiness.

A memo is a free-text note attached to a transaction. It's the simplest way to add context to a charge - who you met with, what a purchase was for, or anything else that isn't obvious from the merchant name or amount alone.

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When to use a memo

Memos are especially useful for:

• Meals and entertainment - note who you met and the business purpose (the IRS requires this for the deduction to hold up)

• Unusual or one-off purchases - explain what it was for so your accountant doesn't have to ask

• Ambiguous vendors - a vendor name like "Amazon" could be office supplies, software, or personal. A memo clarifies it

• Transactions your accountant flagged - if they opened a Task asking about a charge, a memo on the transaction itself is the clearest way to answer

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Add a memo to a single transaction

1. Open any transaction by clicking on it

2. Click the Memo field

3. Type your note and save

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Add memos in bulk

If you need to add the same note to multiple transactions at once:

1. Select the transactions in the Transactions tab

2. Open the Actions toolbar

3. Choose Add memo and enter your note

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Memos and your accountant

Memos are visible to everyone with access to your workspace. Your accountant sees them when reviewing transactions, which means fewer back-and-forth questions and a faster close process. If you're preparing for tax season, going through transactions with missing context and adding memos is one of the highest-value things you can do before handing off to your accountant.