Is there a 'scratchpad' feature in Quicken?

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

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.

Andrew:

Thanks for pointing that out, never noticed it before, MUCH more straighforward than my suggestion.

Bob

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.

Thanks Bob - just an idea. Yours about scanning and printing certainly has its use as well, especially if, perhaps, you're jotting notes on a provided statement concerning the transaction at hand that the broker might have sent the OP, like a sales transaction or something. Each method has its place depending on what one wishes to do. I like having the ability to save attachments of critical pieces of paper as well, although I confess I don't use it as much as I should.

(Then when I need the physical paper, I can never find the darn thing.)