Add Memo & Account Columns to Bills (Income & Transfers)

mikeshick
mikeshick Quicken Windows Subscription Member ✭✭
edited December 2023 in Paying Bills, Online Billers & Reminders (Windows)

Is there a way to add Memo and Account Columns to Bills. When I put the name, transfer for a transfer between accounts, I cannot see why the transfer is there, or which accounts they are for unless I open the Income/Transfer section…..and by golly, there is plenty of room there!

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  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited November 2023

    Have you considered giving your transfers more descriptive titles? For example, when I record an ATM withdrawal, I title it “Transfer to Cash”. For sending money from checking to my brokerage, I title it “Funds for Investing”.

    Regarding showing the account, if you add the Bill and Income Reminders snapshot to a custom Home tab view, the snapshot has an option to display the account.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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