Add or Edit a Memo

The Memo field on cash flow lines lets you enter a description of the line you are working on. It is only a descriptor and does not affect calculations. The amortization report provides the option of printing Memos on the amortization schedule.

To add a Memo

  1. Navigate to a cash flow line.
  2. Click in the Memo field and type in your memo OR click the Memo button from the Data group on the Home ribbon, type your Memo into the Memo dialog box, and then click Done.

To edit a Memo

  1. Click within the Memo field and edit the text you wish to change.

    To replace the existing text in the Memo field, click [Ctrl]+[A] to select all text, and then type the new Memo.

What else do you want to do?