How can I view account and transaction attachments in Quicken?

Question: How can I view account and transaction attachments in Quicken?

Image files can be attached to accounts and transactions in Quicken 2006 and later. Attach digital images of receipts, statements or other documentation.

Answer:

Viewing Quicken Account Attachments

Once you create an account attachment, the attachment(s) can be viewed in Quicken as follows:

1. Click on the account which you want for view attachments for.

2. Click on the Summary tab if this is an investment account, or click on the Overview tab for any other Quicken account type.

3. Find the and select the attachment you want to view.

4. Click on View.

Viewing Quicken Transaction Attachments

Once you create a transaction attachment, you will see a little icon representing the attachment under the date for that transaction in the Quicken register. This icon looks like a sheet of paper with a paperclip at the top.

Transaction attachments can be viewed in Quicken as follows:

1. Find the transaction with the associated attachments you want to view in the account register.

2. Select this transaction and either:
   1. Click the image attachment icon below the transaction's date field
   2. Or click on Edit - Transaction - Attachments.

3. In the Transaction Attachment window, use the tabs to select the type of image attachment you want to view (for example, Check, Receipt, or Other).

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