transaction notes on a report

RMenschelRMenschel Member Posts: 12

Is there a way to add a transaction's notes to reports? For instance, when reviewing a month's expenses, it would be good to see that this specific expense (currently reported with "" as a description), could have an additional column stating, "purchase of indoor overshoes; order number: 112-8152118-2514649" This should be a feature that can be added on request, and we would use it primarily on reports that are being exported to CSV.


  • BarsinBarsin Administrator Posts: 1,811 admin

    Hey there @RMenschel

    Unfortunately there is no way to add any notes to your reports section. However if you haven't already checked out our Wave Connect feature, you're able to download your reports right into a google sheets where you can manipulate in the google sheet itself.

    If you want to check out a discussion I've had with a previous community member that discusses Wave Connect, you'll see from the screenshot that you can connect and download your reports in a spreadsheet format.

    Give this a try and see if it helps in your workflow.

  • RMenschelRMenschel Member Posts: 12

    Thanks. I'll check it out.

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