Use transaction attachments to:
- Organize copies of your checks and receipts for tax or warranty purposes.
- Store trade confirmations with their related investment transactions.
- Keep copies of bills or invoices for future reference.
If you use Quicken on your phone or tablet it's possible to take a photo of a restaurant bill, for example, and then attach the photo to a Quicken transaction entered on your mobile device. The transaction and the photo are then automatically uploaded to your Quicken Cloud data. You can then view it using Quicken on your computer the next time you sync your desktop software.
Each transaction can have an unlimited number of attachments stored in a Quicken data file, and you can view these images only on your desktop software. For accounts for which you've enabled mobile and alerts, you can also have one attachment stored in the Quicken Cloud for each transaction. If you are attaching an image to an account for which you've enabled mobile and alerts, Quicken automatically uploads the first image to the cloud.
- Open the account, and select the transaction that you want to add an attachment to.
- Click the gear icon (
) in the transaction toolbar and then choose Attachments. - In the Attachments Viewer, click Add to select the source of the attachment that you want to attach: from a file saved on your hard drive, from a scanner or other digital imaging device, or from the Microsoft® Windows Clipboard.
- In the Select Attachment File dialog, select the file to attach; or if you're working with a scanner, select the imaging device to use. You can attach any file. From your attachments, a .bmp, .gif, .ico, .jpe, .jpeg, .jpg, .png, .tif, .tiff or .wmf files would get uploaded to cloud and can be viewed on Quicken mobile.
When finished, a thumbnail image of the attachment appears in the Attachments Viewer.
- When you close the Attachments Viewer, Quicken adds an attachment icon to the selected transaction. Just click the icon to view the attachment in the Attachments Viewer. The attachment icon (
) typically appears in the Date field of the transaction; for an investment transaction list in one-line display mode, it appears in the Attachments column.
Notes
- Each transaction can have an unlimited number of attachments stored in a Quicken data file, and you can view these images only on your desktop software. For accounts for which you've enabled mobile and alerts, you can also have one attachment stored in the Quicken Cloud for each transaction. If you are attaching an image to an account for which you've enabled mobile and alerts, Quicken automatically uploads the first image to the cloud.
- You can use keyboard shortcuts to digitally capture information from your computer screen and then attach to a transaction in Quicken using the Clipboard button in the Attachments Viewer.