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Subject Author Date
Quicken - storing personal notes P.Schuman 09-25-2007
Posted by P.Schuman on September 25, 2007, 6:02 pm
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is there any place or suggested technique
to keep some simple notes in our Quicken 2006 ?

I have some other health benefit accounts
that I'd like to keep some info - ID/password -
things like that...



Posted by P.Schuman on September 25, 2007, 6:09 pm
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> is there any place or suggested technique
> to keep some simple notes in our Quicken 2006 Deluxe ?
>
> I have some other health benefit accounts
> that I'd like to keep some info - ID/password -
> things like that...
>
>
ok - I just found the Home Inventory, and the Emergency Records Organizer...
Looks like the ERO might fit the bill,
but what file is created, and is it included in the standard "backup",
or must we do it manually as appears to be the case with the Home Inventory



Posted by P.Schuman on September 25, 2007, 6:12 pm
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>
>> is there any place or suggested technique
>> to keep some simple notes in our Quicken 2006 Deluxe ?
>>
>> I have some other health benefit accounts
>> that I'd like to keep some info - ID/password -
>> things like that...
>>
>>
> ok - I just found the Quicken Home Inventory, and the Emergency Records
> Organizer...

> Looks like the ERO might fit the bill,
> but what file is created, and is it included in the standard "backup",
> or must we do it manually as appears to be the case with the Home
> Inventory
One last thing - I didn't find these "tools" because they are stored under
the menu item... "Property & Debt"
Would think that "tools" would be a better area, but whatever...



Posted by RJ on September 26, 2007, 4:43 pm
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I've been using 2007 for quite a while, but I believe 2006 had the same
feature:

Under each account's "Overview" tab and then "Edit Account Details" you'll
find the "Comments" field. That's where I keep PINs and account information
pertinent to that account.

> is there any place or suggested technique
> to keep some simple notes in our Quicken 2006 ?
>
> I have some other health benefit accounts
> that I'd like to keep some info - ID/password -
> things like that...
>
>

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