# Memos A memo is a free-text note attached to a transaction. It's the simplest way to add context to a charge - who you met with, what a purchase was for, or anything else that isn't obvious from the merchant name or amount alone. *** ### When to use a memo Memos are especially useful for: * **Meals and entertainment** - note who you met and the business purpose (the IRS requires this for the deduction to hold up) * **Unusual or one-off purchases** - explain what it was for so your accountant doesn't have to ask * **Ambiguous vendors** - a vendor name like "Amazon" could be office supplies, software, or personal. A memo clarifies it * **Transactions your accountant flagged** - if they opened a [Task](/working-with-your-team/tasks.md) asking about a charge, a memo on the transaction itself is the clearest way to answer *** ### Add a memo to a single transaction 1. Open any transaction by clicking on it 2. Click the **Memo** field 3. Type your note and save {% embed url="" %} *** ### Add memos in bulk If you need to add the same note to multiple transactions at once: 1. Select the transactions in the Transactions tab 2. Open the **Actions** toolbar 3. Choose **Add memo** and enter your note {% embed url="" %} *** ### Memos and your accountant Memos are visible to everyone with access to your workspace. Your accountant sees them when reviewing transactions, which means fewer back-and-forth questions and a faster close process. If you're preparing for [tax season](/best-practice-guides/tax-prep-guide.md), going through transactions with missing context and adding memos is one of the highest-value things you can do before handing off to your accountant.