Add comments to investments

Uptempo Financial Management allows you to tag different cells in the Investments section with comments. This promotes collaboration between teams, keeping collaborators up to date about changes to the plan.

Add a comment to an investment grid cell

In the Investments section, find the investments grid cell where you want to add a comment.
Place the pointer on the cell, then click the Add comment (purple triangle in the corner of the cell) that appears.
In the Add/Edit Comment dialog, enter your comment into the field.
To save your comment, click Save.

22 May 2026