How To Leave A Note Attached To An Account (iPad)

To leave a note for one of your accounts, follow these steps:

1. Open your Badger App. Click on Accounts on the left hand side.


Acct column

2. Click on the Account you want to leave a note for. The Account Details will come up on the right hand side of your screen.


Notes

3. Click on Notes under the Account Details on the right hand side.

4. Click over Enter Notes and type away! Just remember to click Save when you are done.

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