# Kick Changelog

For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/common-workflows/memos.md).

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.

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### 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](https://docs.kick.co/working-with-your-team/tasks) asking about a charge, a memo on the transaction itself is the clearest way to answer

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### 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

Adding a Memo

[Adding a Memo](https://www.loom.com/share/a32b1a6cc9524f3d91385df1604a159c?source=embed_watch_on_loom_cta "Adding a Memo")

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### 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

Adding memos in bulk

[Adding memos in bulk](https://www.loom.com/share/632e2d6f530e4ab9861f4f4082a74a92?source=embed_watch_on_loom_cta "Adding memos in bulk")

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### 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](https://docs.kick.co/best-practice-guides/tax-prep-guide), 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.