Frequently Asked Questions   •  How Do I...   •  Glossary

 

Personal Notes


 

Personal Notes

What are personal notes?

Personal notes are reminders you can add to any payment or filed item. Common uses for a personal note include reminders about why a payment was made, why the entire amount was not paid, or if there is a dispute with the payee. Personal notes are completely private, and can only be seen by you. Back-to-top icon

Do I have to attach a personal note when filing a bill?

Personal notes are a convenient method of recording payment reminders, but you do not have to attach a personal note to every bill you pay or file. Back-to-top icon

Can my payees see my personal notes?

No. Unlike the memo field on a check, personal notes are completely private, and can only be seen by you. In contrast, the memo field on a check is printed right on the check for the purpose of making an additional note to the payee. Back-to-top icon