How to Add Notes to Financial Statements in Xero
- George Apostolov
How to Add Notes to Financial Statements in Xero: step-by-step guide
On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
Choose 'Reports' from the list of options.
After that, go over the options under the Financial Statements section and choose one.
Hover your mouse cursor over the cell where you wish to attach a note, then tap the 'Add Note' icon.
Subsequently, come up with a title and a corresponding description. Enter the details into their respective input fields.
Review your notes, then click 'Done' afterwards.
Finally, the notes will be added to the selected financial statement document in your Xero account.
Quick answer: To add notes to financial statements, navigate to Reports under the Accounting menu in Xero, select a financial statement, hover over your desired cell, and click the Add Note icon. Enter a title and description, then review your notes and click Done to attach them to the document.
About this Xero tutorial
Attach custom notes to your financial statements in Xero by selecting a report cell, entering details, and saving your changes. This guide shows how to add Notes to Financial Statements in Xero in 7 steps, starting with "On Xero's main dashboard, go to the top menu bar and click 'Accounting'" and finishing with "Finally, the notes will be added to the selected financial statement document in your X...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add Notes to Financial Statements in Xero?
7 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Add Product Stocks in Xero, How to Add Receipts to Xero and How to Add the Item Code to Xero Invoices. Last reviewed 05 Oct 2026.
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