Transaction export is missing notes field (edited)

James-0401
James-0401 Member ✭
edited June 18 in Troubleshooting

I downloaded my data from the transaction screen and was surprised that it did not include the notes field. Why can we not see notes? They can be useful and very important. I thought in the past that notes were downloaded. Can we add this please?

Add: download as a CVS file

Tagged:

Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @James-0401,

    Thanks for reaching out! I just checked on my end and can confirm that the Notes field is included in the CSV file from Quicken Simplifi. I would have you verify whether the Notes column is enabled before exporting. If a column is not enabled before exporting, then it will not show in the exported CSV file.

    image.png

    Let us know!

    -Coach Jon

Categories