Open workbook notes

Check the workbook notes for instructions for completing the budget, details on how the budget model was built, or any other helpful information provided by the budget owner.

User permission: Budgets & Forecasts

Your budget owner might add notes in the budget or forecast workbook.

Click the Budget (or Forecast) menu and select Open notes. The Notes panel slides out from the left side. Click the other note tabs (if any) to read the additional notes. Then click Close.