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Quicken Community / Forums / Quicken Online--the Online Quicken product / Categorizing Transactions to see Trends /
how to add a note?
Sep 04, 2009 08:20 am

[s2foster]
s2foster

Total posts: 1
This post is about: Quicken Online
add a note?
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[KateW]
Intuit Employee

Total posts: 233
Voted helpful: 42
Number of years using Quicken: 10+ years
Quicken Online
This is a new post #1
of 4 		how to add a note?
Sep 04, 2009 02:03 pm 
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This post is about: Quicken Online
Hi,

We moved the notes into a separate window where you can also do splits.

If you select a transaction and click the DETAILS button, you'll see a Notes field.

Also, for transactions that have existing notes, you should see an icon that you can mouse over to see the note.

Kate

Replies to this message
  • bcubbins (Sep 5, 2009 6:25 am)
  • mburdsall (Sep 5, 2009 7:50 am)
  • prgg2 (Oct 20, 2009 12:11 pm)



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    [bcubbins]

    Total posts: 2
    This is a new post #2
    of 4         		how to add a note?
    Sep 05, 2009 05:25 am 
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    This post is about: Quicken Online
    Replying to: KateW (Sep 4, 2009 3:03 pm)
    Is there anyway to make the details button more visible? When I saw the new note icon I kept clicking on that trying to edit the note. I totally didn't notice the detail button. (Although now that I have read your post it's easy to see.) :-)

    Thanks.

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    [mburdsall]

    Total posts: 43
    Voted helpful: 2
    This is a new post #3
    of 4         		how to add a note?
    Sep 05, 2009 06:50 am 
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    This post is about: Quicken Online
    Replying to: KateW (Sep 4, 2009 3:03 pm)
    I love the ability to split transaction, but is there anyway to change a date for original transaction and for each of the splits?

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    [prgg2]
    California
    Total posts: 2
    This is a new post #4
    of 4         		how to add a note?
    Oct 20, 2009 11:11 am 
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    This post is about: Quicken Online
    Replying to: KateW (Sep 4, 2009 3:03 pm)
    Its pretty painful to have to go through an extra window when all I want to do is type one or two words right there and be done with it (re: being able to edit the note column)

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