Adding budget notes
Learn how to add notes to budget items for extra context, payment terms, and negotiation details.
Add notes to a budget item for extra context, reminders, or tracking info.
Plan requirement: Pro plan
How to add
- Click on the budget item
- Find the Notes field
- Type your notes
- Click Save
Tips
Track negotiations. Note things like "Original quote was $5,000, negotiated to $4,200."
Record payment terms. "50% deposit due 6 months before, balance due 2 weeks before" helps you plan.