Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

BLH
BLH Member
edited January 20 in Using Reports

I purchased web-based Quicken Business and Personal and am unimpressed. I would like to try web-based Quicken Simplifi to see if that meets my needs. Can you produce reports in Quicken Simplifi that displays memos or notes for every transaction?

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited January 18

    There's no way to do that in Simplifi of which I am aware. Classic versions have many more options for reports than does Simplifi.

    Amended: The Tax Report does show notes. Maybe some other reports in the Business version do too. But it is not an option in the other reports I have. But, there may be some QBP reports that do, so one of those users will let us both know.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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