Add notes to receipts and statements

You can now add a note to any transaction receipt in the app to record why you sent or received money. Your notes appear on your monthly statements alongside the transaction so your records stay complete. Statements now group activity into high-level categories and include cost basis and note columns, plus a balance summary with a single date and time column. Find receipts in your transaction history and statements in Documents to keep track of spending and stay organized at tax time.