Spending Plan Memo Area

Loukas

It would be great if Quicken had a small memo or notes area in the Monthly Spending Plan where we could write a quick summary about the month. Something like, “Bought new furniture and paid annual insurance — that’s why this month looks high.”

Even though you can look through transactions, having a short monthly summary would make it easier to remember what happened and why. It could even link to a few transactions or categories for context. Over time, these notes would really help make sense of spending trends for the year.