With the text file, I just have to recall on roughly which line the name was and I am able to recall it. I have no idea why or how this works, but it does. I did try to keep a "Mental" list, but that just does not work, I need to type it in or write it on a piece of paper for it work.
- Doctor visits
- Lawyer visits
- Pre-purchase home inspections
- Financial advisor meetings
Given that my brain is very happy to erase itself while in conversation, I've found pre-notes to be an important tool in making sure that I come out of those (expensive) conversations with all of my questions answered.
The easiest example are requirements gatherings. Tons of things are said and they become blurry after a while.
I have been big on journaling for my entire life, though.