comments in security details

Member ✭✭✭
edited January 2024 in Investing (Windows)
When I enter or edit security details, I can click on OTHER INFO and then enter some COMMENTS. Is there any way to get these comments to display in any view or report? I hope this isn't too obvious. I've tried searching and I just can't find anything. But maybe I'm just not searching the right words?
Many thanks,
Jeanne

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Best Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    I am not aware of any report that presents those comments.  Unfortunate.
  • Member ✭✭✭
    Answer ✓
    Thanks so much. Similarly: When I enter a transaction (or correct the placeholder), I can enter a MEMO field. This will appear in the account register. Anywhere else?
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Memos show up in lots of reports and can be used for filtering and searching as well. 

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    I am not aware of any report that presents those comments.  Unfortunate.
  • Member ✭✭✭
    Answer ✓
    Thanks so much. Similarly: When I enter a transaction (or correct the placeholder), I can enter a MEMO field. This will appear in the account register. Anywhere else?
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Memos show up in lots of reports and can be used for filtering and searching as well. 
  • Member ✭✭✭
    Minimally useful for investment reports. But thanks for your input.
  • Quicken Windows Subscription Member ✭✭

    I'll upvote :)

    This would be a great feature for first recording your investment thesis (currently available), and later viewing/accessing your thesis in other reports.

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