Ability to add notes to the Investments Balances graph (edited)

Flopbot
Flopbot Superuser, Beta Tester ✭✭✭✭✭
edited March 17 in Feature Requests

For Desktop > Investments > Balances, let us add context notes customizable by us that we could reference out in the future.

I'm picturing it like with Excel where you can right click a cell and add a random note. Then, when you hover over it in the future, you can read/edit that note.

For example, my first x would be when I synced my IRA to Simplifi and my second x would be when I FINALLY restarted regular monthly contributions. The last 3 notes would be other certain big changes that affected the balance for good (or bad) - depending on your world view.

I don't see me referencing these notes a whole lot, but it might be fun to randomly find them over time and might even help to understand the bigger picture.

image.png

Chris
Spreadsheet user since forever.
Quicken Desktop user since 2014.
Quicken Simplifi user since 2021.

2 votes

Active · Last Updated

Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    I like this idea and upvoted it.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

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