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

jfmclaugh · April 2021

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.

Charles044 · January 2022

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 · March 2022

Also a general purpose task utility would be useful

Mrsterry · June 2022

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 · December 2022

I agree that including notes on reminders would be super helpful.

RobWilk · December 2022

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

ibu600 · July 2023

i need a note section for goals and for each category.

ryan_07 · October 2023

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 · February 2024

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 · May 2024

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

RobWilk · May 2024

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.

Rodagave · September 2024

After using Quicken for a few months, I would find it very beneficial for us to have a "Notes" and/or "Brain Dump" section. Personally, I use Quicken to keep track of my transactions, cash flow, and project future balances, and besides Quicken I also have my own notebook in which I keep track of my daily financial plans/goals. It would be great if instead of having to use a notebook we could have a notes section where we could create multiple different notes, categorize them, and even link our transactions here.

RobWilk · September 2024

While this idea post - is too complicated by having more than one idea - you may want to vote for it - it requested adding notes to each account. It has 47 votes already.

Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

seascorpio82

Dec 20, 2020

I'm hoping I post this in right place, but yeah...

There should be a way to put a note in an account, as there is in the Quicken software, that you can easily access when clicking that account...up at the top near the account name. Doesn't have to be a huge text field, and perhaps it's a drop-down that must be clicked. An example of the information that I would want to put in here is: some of my credit cards I ONLY use for balance transfers. I like to keep track of when that balance transfer expires...also some people might like to make note of a promotional APR expiration, or just something short. But speaking of APR...

There should also be a way to input (as there is in Quicken) or automatically show what the APRs are on credit accounts.

Just the same, it would be helpful if credit limits are shown, and if you're looking for a home run, show what the credit usage/availability is across all credit accounts. This is a big factor in figuring people's credit scores, so I think that would be helpful.

Lastly, I'm going to keep asking that recurring transactions have support for multiple categories. I won't rehash any of the many many reasons why this should exist....because it just should.

mnox · October 2024

I'm confused. Which one do we vote for. The one with 4 merged votes or the one with one merged vote). Ah, screw it, I'm a Chicagoian. Vote early, vote often. Marking both up.

How is this ability overlooked yet the ability to track refunds (which I actually use) gets added? I just want to keep track of things that are associated with each individual account: Phone numbers, limits, rates, promo, cash back details, etc. Nothing that would need to be verified with the bank, just a text box (with HTML would be nice).

mmmartian · December 2024

Yes. I need a generic "notes" section. Not individual notes within each transaction, but a notepad or sticky note that I can write general notes to myself and review any time. It could be a Dashboard widget, or it could be a popup from the left sidebar.

If you are wondering why someone would want this, here is an example. I would use a notepad or sticky note to keep track of my store cards. I have three store cards that are Capital One cards. They show up on Simplifi as "Capital One." So I would write myself a note (not attached to a transaction) to help me remember which cards, and therefore which categories, could go with those transactions. This is just one example of why someone would want a native notepad or sticky note feature within Simplifi.

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

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Add Notes and Credit Limits/Usage Percentage to Accounts [edited] (4 Merged Votes)

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