> ## Documentation Index
> Fetch the complete documentation index at: https://help.trykarat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add notes to banking transactions

You can add notes to settled banking transactions to keep track of additional context, such as what a payment was for or how it should be categorized.

Notes are visible to other members of your organization who have access to the transaction.

## How to add a note

<Steps>
  <Step title="Open transaction details">
    Go to **Banking** and click on any settled transaction to open its details.
  </Step>

  <Step title="Add your note">
    In the **Notes** field at the bottom of the transaction details, type your note. Notes can be up to 140 characters.
  </Step>

  <Step title="Note saves automatically">
    Your note saves automatically after you stop typing. A **Saved** confirmation appears briefly to confirm.
  </Step>
</Steps>

## Editing or removing a note

To update a note, open the transaction details and edit the text in the **Notes** field. To remove a note, clear the text. Changes save automatically.

## Who can add notes

Note access depends on your role within the organization:

| **Role**       | **Access**                                                     |
| :------------- | :------------------------------------------------------------- |
| **Admin**      | Can add notes to any transaction                               |
| **Manager**    | Can add notes to any transaction                               |
| **Employee**   | Can add notes to their own card and transfer transactions only |
| **Accountant** | Cannot add notes                                               |

<Note>
  Notes are only available on settled transactions. Pending transactions do not support notes.
</Note>

*<sub>Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.</sub>*