Adding to Pots

Help
#1

Hi

I have 3 “pots”, I would like to know if I can add a name to an amount that I put into my pots?, ie :
I organise a few golf trips, people pay into my account, I then transfer the amount each person pays into a pot which I have created, over time all you see is amounts transferred, I would like to add a name to each transaction to the particular pot I have created.

Thanks

#2

Hey Malcolm,

If you select the pot the money was sent to and select the ‘History’ button:

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And then select the transaction you want to add a note/label to and then select the button below:

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Unfortunately, this won’t show the note in the history view (it’ll still say ‘Added to pot’) but if you select the transaction the note will be shown.

#3

Would Shared Tabs be any better for this?

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#4

Hi
That seems like a workaround, thanks for your help

#5

Hi
Thanks for your reply, didn’t realise that share existed!,I will look into it, thanks again.

#6

Yeah, it’s on the Payments tab so easy to miss.