Add notes to budget reports.

Scott2
Scott2 Quicken Windows Subscription Member ✭✭
edited November 2024 in Budget and Planning Tools

The budget screens allow me to add notes to each budget category. I would like to be able to add those notes to budget reports. Either add the notes to the far right column of the report, or better, add a reference number to the far right and list all the notes I've added to the bottom of the report.

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5 votes

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Comments

  • tbrodo
    tbrodo Quicken Mac Subscription Member

    Please do this! You can add tags to reports but not notes? Why is that? I've been wanting this for years.

  • jagcard2
    jagcard2 Quicken Windows Subscription Member

    You guys need to do some serious housekeeping when it comes to notes in the budget screen.

    1.) Don't auto copy notes from previous year's budget when creating budget for follow-on year

    2.) Don't auto copy red flags where there was a note in previous year

    3.) Improve ability to hover over a budget cell and read the note without having to go into edit note function.

    4.) I just went through my newly created 2026 budget and deleted all of the notes that copied over from 2025. I then went back to my 2025 budget. When I returned to my 2026 budget, the red flags had all reappeared. This sees to me to be a coding problem.

    I am a heavy user of notes in my budgets, but I find them very frustrating to use. Please clean these things uo to make the functionality more useful.