Add a "notes" section [edited] (1 Merged Vote)

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jfmclaugh
jfmclaugh Member ✭✭
edited January 2022 in Feature Requests
I realize you can add notes to individual items (although in a limited, all-in-on-line arrangement), but it would be great to have a general notes section- including URLs- available, perhaps, from the main menu. There are repeated and general things my wife and I do within Simplifi which we now have to reference in an external program like Evernote, not so convenient when you're already in the Simplifi app. 
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  • Charles044
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    Can we have the ability to place notes?  Maybe at the top of the web app where the balance and account name is?  A good place for notes on credit limits for cards, statement ending dates, etc.
  • ffurja
    ffurja Member ✭✭
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    Also a general purpose task utility would be useful
  • Mrsterry
    Mrsterry Member ✭✭
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    Love this idea. I keep my 'guidelines' in an outside notes section too. And I'd love a place to put notes when I close out my monthly spending plan - would be nice to note why certain categories went over (projects, unforseen tax bills, etc.). 
  • AllieMM
    AllieMM Member
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    I agree that including notes on reminders would be super helpful.
  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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    I would use an account-level 'notes' column to track things like statement date/due date (presuming it was about the same day each month), the APR, the credit limit,  and if i had any promotional credit (0% until xx/xx/xxxx) marking details


    Rob Wilkens

  • ibu600
    ibu600 Member
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    i need a note section for goals and for each category.

  • ryan_07
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    I'd like to see a notes line on recurring reminders. I would store the URL to the biller website there, as well as any other info.

  • flintster_99
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    I agree simply a 'notes' section on the account Edit screen would be helpful. Like previous posts, for cards could be APY, notes on which items to use the card for for rewards (to use each card for certain things), etc.

    In my case I would use it on 529 accounts to note the Cost of Attendance allowance for the year to check and make sure I don't go over. Used to use account notes in Quicken for that.

  • M Wons
    M Wons Member
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    This may have been suggested before, but it would be great to have a Notes section on the Dashboard.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
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    I came to vote for this only to find I had already been one of the original eleven votes… This is not a priority issue for me, but it would be nice to have.


    Rob Wilkens