Reminder Attachments (edited)
When entering reminders or reminders in a series, the ability to enter attachments such as statements, invoices, letters, and other files will make the usage more user oriented and be a standard in financial programs such as this. Quick Classic already has this feature, so the logic and most likely the programming code for the web aspects already exists and might be able to be copied. (Reference the image) Otherwise, this minimized the usage of the bill connect feature.
Work around is to (1) waiting for the bill connect transaction to happen or (2) disconnect bill connect and enter the transaction so the attaching of a file be done.
Dick Davis
Wanting to Migrate from Quicken Classic Premier to Simplifi
Comments
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Hello @Dick_Davis,
Thank you for coming to the Community to share your experience! To clarify, are you asking for the ability to add attachments to reminders? If so, then there is an Idea post requesting this functionality be added (I can see you already found the Idea and added your vote in June):
If that's not what you're asking for, then please provide more details, so I can better assist!
-Coach Kristina
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