Add notes to budget reports.

Scott2

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.

tbrodo

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

jagcard2

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.

wdc

It would be useful to have Notes appear on the budget reports. The simplest way would be an additional page listing the notes by month and category.

Quicken Kristina

Hello @wdc,

Thank you for coming to the Community to share your feedback! Since there is already an Idea post requesting this functionality, I merged your request with the existing request.

Thank you!