How to Add Annotations to Finance Insights


To add annotations to Finance Insights apps:

  1. Login to your admin panel and select the appropriate module (e.g. Open Budget)
  2. Select Annotations on the left pane
  3. In the Revenue Annotations tab, in the Fiscal Year Annotations section, select "Add additional annotation."
  4. Select the year in the Year dropdown.
  5. Add the annotation in the Annotation field.
  6. Select "Save Changes."

To see the change, go to your budget site, select the Revenue card, select the appropriate year and the newly added annotation will appear next to the year. Please note you may need to refresh your browser to see the change.

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