The ability to create lists (To-Do, Reminder, Sundry Assets, Password, Notes)
It would be nice to have the ability to create lists for various purposes in Quicken.
- Sundry Assets (i.e. contents of a safe, or Safe Deposit Box)
- Reminders or To-Do Lists
- Password List ( I have over 100 sites with sign-ons and passwords)
- Notes (anything related to, or additional information on your accounts)
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Comments
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Have you tried Google Keep?
After years of keeping notes and lists on slips of paper, I have started using Keep recently to keep track of various notes and lists. I like it because the lists replicate automatically across all my devices. You do have to be comfortable storing this information in the Cloud though.
For notes about Quicken and investing, I am happy with an old fashioned 3 ring binder with dividers. I keep the notes mainly in chronological order, and when the binder fills up, I move the older notes to file folders.QWin Premier subscription0