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Add a note or follow-up flag to a register transaction

  1. Open the account register containing the transaction to which you want to add a note or follow-up flag.
  2. Click anywhere in the transaction to select it.
  3. Choose Edit menu > Transaction > Notes and flags.
  4. Use the form provided to add a note and/or colored follow-up flag to the transaction.
  5. Click OK.

Remove a note or follow-up flag to a register transaction

  1. Open the account register containing the transaction from which you want to remove a note or follow-up flag.
  2. Click anywhere in the transaction to select it.
  3. Choose Edit menu > Transaction > Notes and flags.
  4. Select Delete.

Notes

  • Quicken adds the note or flag icon in the date field of this transaction.
  • Move the mouse over the icon to view the text of the note.
  • You can assign different colors to flags, but Quicken does not interpret the colors as having any meaning.
  • When the Follow up by option is selected, an alert will be put in the Alerts snapshot in the appropriate tab. The alert first appears on the selected day.
  • You can't add a note or follow-up flag in an investment account.