You can add memos to every transaction to provide context or categorize purchases. There are three easy ways to add or edit memos using SMS, the mobile app, or the web platform.
Ways to Add and Edit Memos
1. Via SMS after a purchase
When you swipe your card, you’ll receive an SMS asking you to upload a receipt.
After you upload the receipt, you’ll get a follow-up prompt to add a memo.
Simply text back to enter your memo.
You can only add memos via SMS, to edit them you'll need to do so in either the mobile app or web platform.
2. Through the mobile app
Open the Finally Cards app (available in the App Store).
Log in using your account credentials.
Tap on the “Transactions” tab.
Select the transaction you want to update.
Tap the memo field to add or edit your memo.
3. On the web platform
Log in to your account on the Finally web platform.
Go to the “Transactions” tab.
Find and click on the transaction you want to update.
Use the memo field to add or edit the memo.
Click Save
You can update memos at any time, even after uploading a receipt.