Attachments

Paperclip Icon in Transaction List (edited)

Spreadsheet Annie 9 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
34

Up Down

Mobile App: Ability to add PDF attachments (edited)

Active stbautomation 412 views 17 comments 34 points Most recent by schwoeg1? February 17Feature Requests
How to attach a PDF and export attachments on the mobile app? (edited)

Answered ✓ schwoeg1? 56 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback
Attachments from Users sharing a space will not load for view

pwhelan81 69 views 6 comments 0 points Most recent by Coach Natalie February 16Report a Bug
5

Up Down

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

Active rivuletsteph 42 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 97 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 25 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 22 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
11

Up Down

Ability to forward receipt emails to Simplifi for automatic receipt tracking

Active bears007 122 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
Workaround – Attaching Notes and Documents to Accounts (edited)

Closed Dick_Davis 12 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 11 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 581 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 53 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 29 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 11 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
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 181 views 5 comments 5 points Most recent by Flopbot May 2025Feature Requests
Attachment filename can mess up the Transaction Detail window

Closed ajbopp 32 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 23 views 2 comments 0 points Most recent by Jlexky February 2025Managing Your Transactions
Allow attaching files from “files” app and allow sharing

Closed simplira 25 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