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Include Notes for Budget Allocation

Feature RequestLow Priority

It would be beneficial to have the option to add notes when allocating the budget. I often group multiple transactions, but I sometimes forget the details of what they include.

Posted by Sonia Charles ·
Status: Completed3 comments

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Comments3

  • team@waypointbudget

    Team•

    Jul 3

    Hi @Sonia Charles,

    thank you for the requests, you should be able to add notes now to Budget allocations like this:

    FYI another way you can give more granularity to your Budget allocations is by creating groups like this from the Categories tab on the Budget page:

    Just an idea but notes work great too as I have noticed people prefer leaf level categories more :)

    Cheers,

    Jamal

    Co-Founder

    Waypoint Budget

    • Sonia Charles

      •

      Jul 4

      Thank you so much. You’re awesome😁 🎉

      • team@waypointbudget

        Team•

        Jul 4

        <3