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)
I have created several "non-financial" registers in Quicken to create the lists above.  It's not perfect but it works.  But it would be nice if Quicken had this feature that was more intuitive and better fit the function.
2 votes

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    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.
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