Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Notes

As far as I know you can only make a note on a specific transaction. It would be nice to have a note tab for each account that you can make notes for planning or for new budgeting/investment ideas for that month/qtr/year for that account. Any suggestions???

Best Answer

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    If you open an account's settings (menu Accounts > Settings...) there is a Notes field there where you can record any account-level information that you want.
    Quicken Mac Subscription; Quicken Mac user since the early 90s

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    If you open an account's settings (menu Accounts > Settings...) there is a Notes field there where you can record any account-level information that you want.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
This discussion has been closed.