To Add a Note to One or More Transactions
1. In the Transaction List, select one or more transactions to which you want to add a note.
2. Click within the Active Note frame. The Active Note frame is activated.
3. Type a note.
4. Repeat steps 1–3 for each note that you want to create.
5. Click 
Save. The IDX file is saved, and the note is moved to the Transaction History frame.
Save. The IDX file is saved, and the note is moved to the Transaction History frame.