Attachments

Discussion List

• 
  5

  Up Down
  Ability to add Attachments to Upcoming Reminders/Future Transactions (edited)

  Active rivuletsteph 41 views 3 comments 5 points Most recent by Dick_Davis January 6Feature Requests
• 
  Merged: In What Version Did was this Change Implemented …. [Version: 4.88.1]

  Closed Dick_Davis 11 views 0 comments 0 points Most recent by SRC54 December 2025Managing Your Transactions
• 
  12

  Up Down
  Ability to automatically match and attach receipts (edited)

  Active NateTheGreat 92 views 5 comments 12 points Most recent by RobWilk December 2025Feature Requests
• 
  0

  Up Down
  QBP: Ability to attach documents to Businesses (edited)

  Dick_Davis 22 views 1 comment 0 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
• 
  3

  Up Down
  Ability to attach files to Savings Goals (edited)

  Active Jessica A 21 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
• 
  Attachments from Users sharing a space will not load for view

  pwhelan81 61 views 4 comments 0 points Most recent by Coach Natalie November 2025Report a Bug
• 
  11

  Up Down
  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 121 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
• 
  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 11 views 0 comments 0 points Started by Dick_Davis September 2025 Managing Your Transactions
• 
  Reminder Attachments (edited)

  Closed Dick_Davis 11 views 1 comment 0 points Most recent by Coach Kristina September 2025Feedback
• 
  2

  Up Down
  Download check images from the bank (edited)

  Active Oren 1 view 0 comments 2 points Started by Oren August 2025 Feature Requests
• 
  Transaction Attachments – Storage and Too Many

  Closed Dick_Davis 12 views 1 comment 0 points Most recent by Coach Jon August 2025Managing Your Transactions
• 
  Unable to view attachments when clicking the paperclip in the register (edited)

  Closed Dick_Davis 115 views 16 comments 0 points Most recent by Dick_Davis August 2025Report a Bug
• 
  Mobile Receipt Scanning/Upload

  Closed aastol 564 views 9 comments 3 points Most recent by aastol July 2025Feedback
• 
  3

  Up Down
  Ability to Copy & Paste Attachments (edited)

  Active aastol 1 view 0 comments 3 points Started by aastol July 2025 Feature Requests
• 
  0

  Up Down
  Ability to add Attachments to each Split (edited)

  Dick_Davis 52 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
• 
  1

  Up Down
  Bills & Income: Show an "Attachments" icon for items with an attachment (edited)

  Dick_Davis 21 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
• 
  2

  Up Down
  Add an 'Attachments' column to Reports (edited)

  Active Dick_Davis 12 views 0 comments 2 points Started by Dick_Davis June 2025 Feature Requests
• 
  2

  Up Down
  Add a warning that there are attachments when deleting a transaction (edited)

  Dick_Davis 11 views 1 comment 2 points Most recent by Coach Natalie June 2025Feature Requests
• 
  31

  Up Down
  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 404 views 16 comments 31 points Most recent by Dakota June 2025Feature Requests
• 
  1

  Up Down
  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Started by Folkcello June 2025 Feature Requests
• 
  5
  Add a Receipt Icon/Paperclip to Transaction Lists on the Mobile App (edited)

  Completed Closed Flopbot 182 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests
• 
  Attachment filename can mess up the Transaction Detail window

  Closed ajbopp 31 views 2 comments 2 points Most recent by Coach Jon May 2025Report a Bug
• 
  Merged: Ability to attach PDF’s as attachments/receipts

  Closed kevinbcole 1 view 0 comments 1 point Most recent by RobWilk April 2025Feature Requests
• 
  12

  Up Down
  Integrate Document/Receipt Scanners to add Attachments to Transactions (edited)

  Active iamsenthilprabu 122 views 3 comments 12 points Most recent by skgdogs February 2025Feature Requests
• 
  8

  Up Down
  Ability to crop and edit Attachments on the Mobile App (edited)

  Active bowgy4 111 views 6 comments 8 points Most recent by Mnew February 2025Feature Requests
• 
  Can’t upload documents to transactions in mobile app

  Closed Jlexky 21 views 2 comments 0 points Most recent by Jlexky February 2025Managing Your Transactions
• 
  Allow attaching files from “files” app and allow sharing

  Closed simplira 22 views 1 comment 1 point Most recent by Coach Kristina August 2024Feedback
• 
  13

  Up Down
  Ability to Export Attachments (edited)

  Active dj2115 112 views 2 comments 13 points Most recent by forsak87 June 2024Feature Requests
• 
  1

  Up Down
  Mobile App: Ability to select Attachments from a folder on my iCloud account (edited)

  Active TommyG007 42 views 1 comment 1 point Most recent by Coach Jon March 2024Feature Requests
• 
  6

  Up Down
  Ability to filter transactions by Attachment (edited)

  Active UrsulaA 61 views 1 comment 6 points Most recent by RobWilk March 2024Feature Requests