Note icon for transactions

lt79
lt79 Member
edited July 12 in Managing Your Transactions

As far as I’ve found the only way to see if a transaction has a note is to enter into the transaction and scroll down to notes. It would be more helpful if there was an icon like there is for a recurring transaction, or a special rule.

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  • Coach Jon
    Coach Jon Moderator admin
    edited June 6

    Hello @lt79,

    Thanks for reaching out! I went ahead and turned this idea post into a discussion, as this feature exists in Quicken Simplifi already. You can select the gear icon in the top right of your register in Quicken Simplifi and then checkmark 'Notes' to enable notes to be seen on your register with the transactions.

    Hope this helps!

    -Coach Jon

  • grypma
    grypma Member

    the note section is visible in "past transactions" but not in future transactions.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @grypma,

    Thanks for the reply! Can you please provide a screenshot showing the future transactions in your register without the notes appearing? You may DM me if you wish!

    Thanks,

    Coach Jon

This discussion has been closed.

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