Each account has a place for notes but it would be useful to have a place for some general notes that sit outside of any account and could be displayed on the home page or viewed in, say, the "File -> Personal Data" dialog. These notes could be for anything but might include a general overview of the money "strategy", or a list of things that are pending, or perhaps a potted history of the account openings and closing, when you paid off the mortgage, when you started to take pension etc. Some of the information can be entered per account but I currently maintain a separate text file for this.