How do I add/remove a note or follow-up flag to a register transaction?
Add a note or follow-up flag to a register transaction
From any Quicken register or transaction list, you can mark a transaction with a flag to indicate a need to follow up on that item. You can also attach an explanatory note to an individual transaction.
Open the account register containing the transaction to which you want to add a note or follow-up flag.
Click anywhere in the transaction to select it.
Choose Edit menu > Transaction > Notes and flags.
Use the form provided to add a note and/or colored follow-up flag to the transaction.
Click OK.
Remove a note or follow-up flag to a register transaction
Open the account register containing the transaction from which you want to remove a note or follow-up flag.
Click anywhere in the transaction to select it.
Choose Edit menu > Transaction > Notes and flags.
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.