Ease of Use Request - Lookup & Attach Documents Function

edited November 2019 in Product Enhancements (Mac)

Build into Quicken a search function to find and attach documents (e.g., receipts) to items.

With an item open the user presses a user defined keyboard combination (e.g., command-option-c) which copies a predefined (by user) field (e.g., amount) to the clipboard.

The function then preforms a spotlight search with user’s predefined search criteria and displays results in Quicken search window.

User can then either option click on a result to see a Quick Look view of item or click on item to add file to item.
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  • Quicken_TykaQuicken_Tyka Moderator ✭✭✭✭

    Hello All,

     This Idea seems to have fallen stagnant and due to the Age of the request and lack of User Votes/Comments, will be archived within the next 7 business days.

     If you would like to see this Idea kept alive and considered for possible future implementation in Quicken, be sure to Add your Vote and a comment explaining how this Idea would be beneficial for you.

    More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

     Thank you,

     Quicken Community Support Team

    -Quicken Tyka
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