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 the transaction you'd like to attach a memo to or use the search functionality to find your transaction.
3. Using the right-hand side menu, scroll down until you see the Memo field.
4. Upload your receipt and select Save Changes below.