Ask a teammate about a transaction
Leave a comment on any transaction or month, @mention a teammate, and assign the thread to them. Resolve it when it's answered.
In Accountable: TransactionsUpdated September 29, 2026
Steps
Step 1: Open the transaction's panel and scroll to Comments.
Step 2: Type your question. Use @ to mention someone and # to link a payment. Press Comment or ⌘↵.
Step 3: Press Assign and pick the teammate who should answer.
Step 4: When it's answered, press Resolve. Press Reopen if it comes back.
Good to know
- People get an email for mentions and assignments; they can change it in Settings › Notifications.