As a Quicken user managing multiple accounts, I want a free-form notes field on each account that I can see and edit directly from the account register, so that standing reminders and account context are in front of me at the moment I'm working that account instead of living in a sticky note or another app.
Supporting stories
As a user, I want to edit the note inline from the account header, so that I can jot something down without navigating away from the register.
As a user, I want to edit the same note from the account's Settings / Account Information panel, so that I can manage it alongside the account's other descriptive details.
As a user, I want the note to persist across sessions, so that a reminder I write today is still there when I open the account in two months.
As a user, I want the notes area to stay unobtrusive when empty, so that accounts I don't annotate don't lose register space to it.
Scope notes
- Single free-form text field per account, available on all account types (banking, credit, investment, loan, asset/liability).
- Persistent but not versioned — editing overwrites. No revision history, no audit trail, no linkage to transactions.
- Informational only. Excluded from reports, reconciliation, and any calculation logic.
- Collapsible/expandable in the header.
Acceptance criteria
- Given I am viewing any account register, when the account has a note, then the note text is visible in the account header without additional navigation.
- Given I am viewing an account register, when I click into the notes area, then I can enter or edit text, and the change persists when I navigate away and return.
- Given I open an account's Settings / Account Information panel, when I edit the Notes field, then the updated text is reflected in the register header.
- Given an account has no note, when I view the register, then the header shows no clutter beyond an unobtrusive control to add one.
- Given I edit an existing note, when I save, then the prior text is replaced and no history is retained.
Value
Small implementation surface, high everyday utility. Puts standing reminders — an upcoming payoff, a tuition check date, a rate change to watch — in the user's line of sight at the exact point of use. Fully additive: users who don't want it never see it.
