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Note to self in Quicken?

 

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Subject Author Date
Note to self in Quicken? Jeff 04-14-2006
Posted by GB on April 15, 2006, 6:24 am
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Jeff wrote:
> Quicken Deluxe 2006 in Windows.
>
> Is there a way to enter a comment or note to oneself within Quicken? Not a
> time linked alert, but just a note that remains permanently available and
> easily retrievable? Perhaps within an account screen or just the general
> Quicken opening screen.

I don't know if 2006 has this, or if this is what you want, but in
Q2005, you can right-click on a transaction in a register and select
"Notes and Flags" from the context menu.

The calendar (Ctrl+K) also has an "Add Note" function.

Gregg

Posted by Jeff on April 15, 2006, 1:25 pm
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> Jeff wrote:
>> Quicken Deluxe 2006 in Windows.
>>
>> Is there a way to enter a comment or note to oneself within Quicken? Not
>> a time linked alert, but just a note that remains permanently available
>> and easily retrievable? Perhaps within an account screen or just the
>> general Quicken opening screen.
>
> I don't know if 2006 has this, or if this is what you want, but in Q2005,
> you can right-click on a transaction in a register and select "Notes and
> Flags" from the context menu.
>
> The calendar (Ctrl+K) also has an "Add Note" function.

Thanks for pointing that out to me. I was not aware of it. Very neat. I
can think of putting that to good use.

Actually what I want is something similar but not linked to a transaction or
date. For instance a note to myself about how to do certain things
(example: if I need to adjust this or that, this is how to do it correctly,
etc.). So it would appear permanently (not date linked) from the main
Quicken screen where I could quickly access it when I needed. Sort of like
Quicken has the calculator. Should be an easy thing for Quicken to do but
does not seem to be available. I'll just have to keep an external note file
which I will open when I need to remember something. I'll look to see if
Quicken can access an external text file from within Quicken.

Thanks for helping.

Jeff



Posted by Han on April 15, 2006, 4:45 pm
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>
>> Jeff wrote:
>>> Quicken Deluxe 2006 in Windows.
>>>
>>> Is there a way to enter a comment or note to oneself within Quicken?
>>> Not a time linked alert, but just a note that remains permanently
>>> available and easily retrievable? Perhaps within an account screen
>>> or just the general Quicken opening screen.
>>
>> I don't know if 2006 has this, or if this is what you want, but in
>> Q2005, you can right-click on a transaction in a register and select
>> "Notes and Flags" from the context menu.
>>
>> The calendar (Ctrl+K) also has an "Add Note" function.
>
> Thanks for pointing that out to me. I was not aware of it. Very
> neat. I can think of putting that to good use.

With all respect, I do it differently since I do not use the calendar
(different strokes, etc - no judgment whatsoever).

As mentioned I flag transactions, especially upcoming ones. I just tried
and you can attach text files also.
>
> Actually what I want is something similar but not linked to a
> transaction or date. For instance a note to myself about how to do
> certain things (example: if I need to adjust this or that, this is how
> to do it correctly, etc.). So it would appear permanently (not date
> linked) from the main Quicken screen where I could quickly access it
> when I needed. Sort of like Quicken has the calculator. Should be an
> easy thing for Quicken to do but does not seem to be available. I'll
> just have to keep an external note file which I will open when I need
> to remember something. I'll look to see if Quicken can access an
> external text file from within Quicken.

Yes you can, but it seems you are going to make your own help files.
Maybe check whether there is an appropriate help topic. Then you can
attach a hyperlink.
>
> Thanks for helping.
>
> Jeff
>
--
Best regards
Han
email address is invalid

Posted by Han on April 15, 2006, 7:19 am
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> Quicken Deluxe 2006 in Windows.
>
> Is there a way to enter a comment or note to oneself within Quicken?
> Not a time linked alert, but just a note that remains permanently
> available and easily retrievable? Perhaps within an account screen or
> just the general Quicken opening screen.
>
> Could I for instance replace some of the marketing ads Quicken inserts
> in the Quicken screens?
>
> Thanks.
>
> Jeff
>
I have Quicken (2006) set so my main checking account opens up when I start
Quicken. I have a transaction scheduled to display that I have to go read
my gasmeter (NJ PSE&G) and this is flagged with a red flag for visibility.
It gets automatically entered for the 20th of each month, and displays the
number to call for reporting the reading in the memo field. If necessary I
adjust the date for the subsequent reading when I get the bill for the
latest one.

This works for me.

--
Best regards
Han
email address is invalid

Posted by Jeff on April 15, 2006, 1:27 pm
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>
>> Quicken Deluxe 2006 in Windows.
>>
>> Is there a way to enter a comment or note to oneself within Quicken?
>> Not a time linked alert, but just a note that remains permanently
>> available and easily retrievable? Perhaps within an account screen or
>> just the general Quicken opening screen.
>>
>> Could I for instance replace some of the marketing ads Quicken inserts
>> in the Quicken screens?
>>
>> Thanks.
>>
>> Jeff
>>
> I have Quicken (2006) set so my main checking account opens up when I
> start
> Quicken. I have a transaction scheduled to display that I have to go read
> my gasmeter (NJ PSE&G) and this is flagged with a red flag for visibility.
> It gets automatically entered for the 20th of each month, and displays the
> number to call for reporting the reading in the memo field. If necessary
> I
> adjust the date for the subsequent reading when I get the bill for the
> latest one.
>
> This works for me.
>
Very interesting. How do you create it in such a way that it is set to
display and in red too?

Thanks.

Jeff



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