Transaction Attachments – Storage and Too Many

Dick_Davis

I use the attachment of files to each transaction. The reason is that when I search for a transaction such as a credit card receipt, a bill payment by statement, and such, I attach the receipt or statement to the entry. I know from using Quicken Classic that the file size can grow very large, such as one or two gigabytes.

So, is there a total file size within Simplifi? If so, then how is the best way to deal with the attachments from past transactions? Or if there is no total file size to be concerned with at this time.

Coach Jon

Hello @Dick_Davis,

Per our https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_dd0be93b24 support article, "as long as the transaction with the attached receipt remains in your Quicken Simplifi account, Quicken Simplifi will keep the attachment indefinitely." So no need to worry about losing your attachments over time!

I hope this helps! Thanks for reaching out!

-Coach Jon