Budget - add description to actual expenses

dexmom
dexmom Quicken Windows Subscription Member ✭✭
edited November 2023 in Budget and Planning Tools

In your budget, when you click on an actual income/expense/transfer, you can see a table of transactions. The table shows Pay to, Date and Amount. Please add Description.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Within the actual register transaction, are you recording a description in the Memo field of either the transaction or in the Memo field of the Split transaction dialog?
    In that case, adding Memo to the popup window might be a good idea.
    Alternatively, if there were a quick link at the bottom of the popup to generate an Easy Answer Report, "How much did I spend on [category] this year?" … that might even be a better idea.

  • dexmom
    dexmom Quicken Windows Subscription Member ✭✭
    edited November 2023

    Yes, I almost always put a description in the memo field when I enter a transaction. An Easy Answer report would work OK too, although it would be quicker to just look at the pop-up window. A report would solve my other request, to add a link to each each transaction that would take you to the register.