Attaching a Memo to a Transaction

You can attach a receipt or memo and assign a category for each of your Zena transactions. You may also move your transactions to a different project at any time.

Follow the steps outlined below to add a memo to a transaction:

1. Log in to your Zena account and navigate to Transactions on the left navigation bar.
2. Click on Details on the transaction you'd like to attach a memo to or use the search functionality to find your transaction.

3. Use the top right drop-down menu to select Edit Transaction.

   

4. Scroll down until you see the Memo field.
5. Type in your memo and select Save.