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Posted by Andrew on July 27, 2007, 6:14 am
Please log in for more thread options Bob Wang wrote:
> JS:
>
> By "jot" do you mean actually writing things down, or can you do it
> in a word processor?
> In the former case, you could just scan your handwritten notes, and
> attach to a transaction, or as a "statement."
> In the latter case you can print as a PDF and attach directly.
>
> Bob
>
>>>>
> I have Quicken 2005 Premier H&B and am wondering if there is a
> 'scratchpad' feature available. I am referring to something in
> Quicken where I can jot down
> a whole bunch of notes about some somewhat complicated transactions
> (to me anyway) regarding some stocks that I have. Is this possible?
>
> Thanks.
> JS
In Q2007 (I *think* this exists back to Q2005), I use the NOTES AND FLAGS
facility. I use a "GREEN" flag to indicate that I have some information
about that transaction. I use a "RED" flag to indicate that I need to "do'
something about that transaction. For example, my payment for auto
insurance I flagged as Green, and listed in the note the components as to
how much each kid owes me for their piece at the getko. That's just
information. If I write a check on behalf of one of my kids that needs to
pay me back at some point, I flag it RED so I "don't forget". Then of
course, I clear that entry.
By filtering on FLAGS, one can see all the 'REDs' (to-dos) if one wishes.
And also one can keep notes concerning individual transactions.
I find this a very useful feature of Q to associate random thoughts too long
to fit in the description MEMO fields that get lost anyway without such a
flagging facility that Q provides via NOTES and FLAGS.
--
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Regards -
- Andrew
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