How can I keep notes in Quicken?


M

Mr.Jan

I am the treasurer for a very small (11 unit) townhouse association in
VA. We are self managed and pay our own bills. I am using Quicken
Deluxe to track our spending and it works pretty well because we are
so simple. Frankly, Quickbooks would be overkill.

I want to make sure I keep notes on how I do the postings and why I do
it a particular way in case someone else needs to step in. I would
like to keep the notes in the Quicken file itself. I can put notes on
individual postings but I have yet to see a notes page. Right now, I
keep it in Word and upload to a common file site.

Any thoughts? Thanks
Mr. Jan
 
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H

Han

I am the treasurer for a very small (11 unit) townhouse association in
VA. We are self managed and pay our own bills. I am using Quicken
Deluxe to track our spending and it works pretty well because we are
so simple. Frankly, Quickbooks would be overkill.

I want to make sure I keep notes on how I do the postings and why I do
it a particular way in case someone else needs to step in. I would
like to keep the notes in the Quicken file itself. I can put notes on
individual postings but I have yet to see a notes page. Right now, I
keep it in Word and upload to a common file site.

Any thoughts? Thanks
Mr. Jan
IMNSHO it is likely to be better to have a separate "croak book" for your
successor in which you detail how and why you do things. Of course,
using the attachments feature, you could add notes of almost any kind to
individual transactions. The drawback is that it might be difficult to
get a nice overview from such a fragmented set of notes. Nothing would
prohibit you from writing paragraphs in your croak book, and using the
copy feature from Word, paste those as attachments with the paste from
clipboard feature. (I use this now to "link" sort of to the confirming
emails from Amazon and other on-line vendors).
 

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