Attachments

Discussion List

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  Upload/Import transactions with attatchments (PDFs)

  Answered ✓ TexNolan 16 views 2 comments 0 points Most recent by TexNolan April 11Managing Your Transactions
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  Attachments from Users sharing a space will not load for view

  pwhelan81 82 views 7 comments 0 points Most recent by Coach Natalie April 8Report a Bug
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  Love Love Simplifi!, BUT please add these features

  BSD25 37 views 2 comments 1 point Most recent by Flopbot April 3Feedback
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  35

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  Mobile App: Ability to add PDF attachments (edited)

  Active stbautomation 423 views 18 comments 35 points Most recent by toneybarber March 29Feature Requests
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  14

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  Ability to Export Attachments (edited)

  Active dj2115 127 views 3 comments 14 points Most recent by Clarity March 25Feature Requests
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  Why does a PDF file not show up in "Preview" when used as an attachment

  Answered ✓ John Kostenbader 11 views 1 comment 0 points Most recent by DryHeat March 21Managing Your Transactions
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  2
  Add an 'Attachments' column to Reports (edited)

  Completed Closed Dick_Davis 12 views 1 comment 2 points Most recent by Coach Natalie March 11Feature Requests
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  Mobile App: Ability to scroll, zoom, and view multiple pages in PDF attachments (edited)

  newuser482 11 views 1 comment 1 point Most recent by Coach Natalie March 5Feature Requests
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  14

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

  Active iamsenthilprabu 135 views 4 comments 14 points Most recent by Doug86 February 26Feature Requests
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  Paperclip Icon in Transaction List (edited)

  Closed Spreadsheet Annie 12 views 1 comment 0 points Most recent by Coach Jon February 18Managing Your Transactions
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  How to attach a PDF and export attachments on the mobile app? (edited)

  Answered ✓ Closed schwoeg1? 72 views 10 comments 0 points Most recent by schwoeg1? February 17Feedback
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  5

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

  Active rivuletsteph 43 views 3 comments 5 points Most recent by Dick_Davis January 6Feature Requests
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  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
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  12

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  Ability to automatically match and attach receipts (edited)

  Active NateTheGreat 103 views 5 comments 12 points Most recent by RobWilk December 2025Feature Requests
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  0

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  QBP: Ability to attach documents to Businesses (edited)

  Dick_Davis 34 views 1 comment 0 points Most recent by DryHeat December 2025Quicken Business & Personal Feature Requests
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  3

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  Ability to attach files to Savings Goals (edited)

  Active Jessica A 22 views 2 comments 3 points Most recent by DryHeat November 2025Feature Requests
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  11

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  Ability to forward receipt emails to Simplifi for automatic receipt tracking

  Active bears007 123 views 3 comments 11 points Most recent by JMWDBA September 2025Feature Requests
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  Workaround – Attaching Notes and Documents to Accounts (edited)

  Closed Dick_Davis 12 views 0 comments 0 points Most recent by Dick_Davis September 2025Managing Your Transactions
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  Reminder Attachments (edited)

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

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  Download check images from the bank (edited)

  Active Oren 4 views 0 comments 2 points Most recent by Oren August 2025Feature Requests
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  Transaction Attachments – Storage and Too Many

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

  Closed Dick_Davis 122 views 16 comments 0 points Most recent by Dick_Davis August 2025Report a Bug
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  Mobile Receipt Scanning/Upload

  Closed aastol 653 views 9 comments 3 points Most recent by aastol July 2025Feedback
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  3

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  Ability to Copy & Paste Attachments (edited)

  Active aastol 1 view 0 comments 3 points Most recent by aastol July 2025Feature Requests
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  0

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  Ability to add Attachments to each Split (edited)

  Dick_Davis 54 views 5 comments 0 points Most recent by EL1234 June 2025Feature Requests
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  1

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

  Dick_Davis 43 views 4 comments 1 point Most recent by Dick_Davis June 2025Feature Requests
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  2

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  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
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  1

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  Mobile App: Ability to print transaction attachments (edited)

  Active Folkcello 1 view 0 comments 1 point Most recent by Folkcello June 2025Feature Requests
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  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
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  Attachment filename can mess up the Transaction Detail window

  Closed ajbopp 41 views 2 comments 2 points Most recent by Coach Jon May 2025Report a Bug