Simplifi: add a 'description' or 'note' field to each transaction

KMcK

This would allow the user to enter more details about the transaction. E.G. a transaction with "dave's red running shoes" would be more helpful than a category of 'shoes'.

Coach Natalie

@KMcK, thanks for posting!

I converted this from an Idea post, as Quicken Simplifi already supports a "Notes" column. On the web app, you will see it in the Transaction Detail view:

You can also enable the Notes column in the register to see your notes from the main view (available in the gear icon at the upper right of the register):

If you're using the mobile app, you can scroll down to the bottom of a transaction to access "Notes":

Let us know if you have any questions about how to access this!