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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Include Notes column in report
pdalton
I am creating a year end transaction report and I need to include the "Notes" column. I cannot find an option in the customization to include that column. How do I do it?
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Accepted answers
Rocket J Squirrel
The Notes field can contain multiple lines and be arbitrarily long. So it would be pretty difficult to format it in a report.
The actual purchase date should be available as Date, and the posting date is available as Downloaded Posting Date.
The credit card digits should be self-evident based on the account the transaction appears in (unless you have a credit card account with multiple cards with different numbers, which I agree are a pain).
I personally either enter the description of the purchase in Memo when I manually enter a transaction, or overwrite the credit card's downloaded memo as redundant.
So sorry to be Debbie Downer, but I think your desired result is too hard to implement and probably not useful to a large number of users.
For tax deductability, all I can suggest is to get it right the first time, using a Category you've assigned a Tax Line Item. I can't imagine the effort it takes to double check every transaction at tax time (shudder).
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pdalton
I am using Quicken Deluxe for Windows 2019.
NotACPA
Sorry, but there's no such option in any current Q report.
Can you move the info that's currently in NOTES to the MEMO field?
pdalton
I suppose it might be possible to do that, but for downloaded Bank transactions, that Memo field automatically gets populated with bank information I don't want to disturb. So it would be far easier and feel safer to use and be able to see the existing Notes column in a report.
What I'm trying to do is create a Banking Transaction report that I can generate at year end to help me confirm that transactions were correctly categorized for tax purposes.
Here's an example of the problem - I place a LOT of orders through Amazon, most of which are NOT tax-deductible, but some are. So when those charges come in, I try to catch and correctly categorize each. But, at year end, I need ways to easily confirm that a transaction marked as tax deductible actually IS deductible, as well as to be able to catch transactions that included tax deductible items, but that I hadn't marked as such. So I use the Notes field to add identifying info to remind me of what was purchased in that transaction.
The Amazon transaction's "Memo" field already will be populated with information (e.g., "PURCHASE 06/09 AMZN.COM/BILL WA CARD 2447") that I don't want to lose because it tells me both the actual purchase date and the last 4 digits of the card I used. So I use the Notes field to insert specific information I want to remember about a transaction (e.g., "office UPS battery purchase").
Being able to see on a year-end report a note identifying "what" was purchased would provide a sufficient reminder for me to quickly confirm the correctness of the assigned category/tax designations without my having to go back and look at the invoice supporting each transaction individually, as well as help identify transactions that didn't get correctly categorized after being downloaded.
I am using Q Deluxe for Windows Version R18.15, Build 27.1.18.15
Thanks,
Paul
Rocket J Squirrel
The Notes field can contain multiple lines and be arbitrarily long. So it would be pretty difficult to format it in a report.
The actual purchase date should be available as Date, and the posting date is available as Downloaded Posting Date.
The credit card digits should be self-evident based on the account the transaction appears in (unless you have a credit card account with multiple cards with different numbers, which I agree are a pain).
I personally either enter the description of the purchase in Memo when I manually enter a transaction, or overwrite the credit card's downloaded memo as redundant.
So sorry to be Debbie Downer, but I think your desired result is too hard to implement and probably not useful to a large number of users.
For tax deductability, all I can suggest is to get it right the first time, using a Category you've assigned a Tax Line Item. I can't imagine the effort it takes to double check every transaction at tax time (shudder).
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