View Attachments in Reports (2 Legacy Votes) (Q Win)

Quicken Community
Quicken Community Employee mod
edited October 2020 in Reports (Windows)
When I run a report I would like for it to indicate whether or not I have a receipt attached to the transaction. Does anyone know if there is a way to do this? Is this possible?
Quicken 2017 Deluxe
3
3 votes

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Comments

  • Michael Jones
    Michael Jones Member, Windows Beta Beta
    edited February 2018
    I don't know of any way to do this in a report no.  Something you could turn into a request.
  • Quicken Sarah
    Quicken Sarah Administrator, Moderator mod
    edited August 2019
    Hello Kellie,

    Unfortunately no, Quicken does not currently have the ability to [indicate] if attachments are associated with transactions in reports, however I think that is a great idea that could be useful to many Quicken Users so I have converted your post into an "Idea" from a problem. 

    The Idea posts can be voted on by other Users and are reviewed directly by the Development teams to know what features/improvements are being requested.  This is usually the best way to submit a new feature/improvement request as the more votes an Idea gets, the higher a priority it is assigned which helps to get it implemented sooner rather than later or in some cases, at all. 

    Thank you,

    Sarah
  • Jim Douthit
    Jim Douthit Member ✭✭
    edited August 2019
    When creating a report it would be nice to also display the attachment
  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited October 2018
    Were you envisioning just an attachment icon or did you want to be able to open the attachment from the report?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Jim Douthit
    Jim Douthit Member ✭✭
    edited October 2018
    I would like to have the actual attachment displayed on the report, but minimum be able to open the attachment from the report.
  • The attachments are already indexed to the transactions and yes you can print each one individually, however for an IRS audit, it would be nice to be able to print a pdf where each transaction can have its thumbnail showing on the report! I have thousands of receipt pics. It would be quite a task to print out each to show an auditor (or I would have to sort out my box of receipts. Quicken has already indexed the pic to the transaction in the Qif. Now make it available on the report for paper print or print to pdf.
  • peterm4256
    peterm4256 Unconfirmed, Member
    The ability to view and/or print all transaction attachments for a given time period would indeed be a very helpful feature.
  • BRETTB
    BRETTB Member ✭✭✭
    edited June 2020
    This may exist. Just thinking if I wanted to quickly produce a report printing register with all the attachments that go along with it there may be an option.
  • thecreator
    thecreator SuperUser ✭✭✭✭✭
    Hi @BRETTB ,

    You want to scan your receipt into another program , Paperport or File Center, first.

    Then attach the resulting file to the Transaction.

    You can print the attachment from another program, only, not from Quicken, itself.
    thecreator - User of Quicken Subscription R33.24  USA & Quicken 2017 HBRP R20.6 USA
                       Windows 10 Pro 32 & 64-Bit Build 21390.1010
    also            Windows 10 Pro 64-Bit Build 19043.1052

    Note: Holding Down the Shift Key or Ctrl Key produces Window with Quicken 2019 in the Title Bar when clicking About Quicken,

    View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1

  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    Hello @BRETTB,

    Thank you for bringing this to the attention of the Community!

    I went ahead and merged your post with an ongoing Idea for this same feature request.

    Be sure to add your vote by clicking on the gray triangle right above the current vote count, located in the blue box at the beginning of this thread:

    Our developer's review Idea threads to get an idea of what people would like Quicken to offer.

    Thank you,

    Quicken Natalie

     
  • BRETTB
    BRETTB Member ✭✭✭
    I would like to add to this feature the ability to create a SEARCHABLE PDF (say you have to give a report to a lawyer as a Trustee and you have to provide the Financials along with the supporting receipts (attachments).   

    Besides making the PDF with the financials - P&L and Balance Sheet / Transaction Register- Behind those on one PDF would be all the Attachments which would be BOOKMARKED/LINKED TO the Line Item (quicken line item description).  There may be different options on how the attachments are sorted and categorized also - like by date, category, tag.  - also maybe all this items besides the description are part of the bookmark description/link.

    Hope this is clear.

    Brett
  • BRETTB
    BRETTB Member ✭✭✭
    One more idea on attachments - allow us to add tags for attachments.  Like Statement, Receipts, etc.  Then when we compile an report we can select All Attachments or a select a group of attachments by tag.
  • DanRay
    DanRay Member
    edited October 2020
    Does anyone know of a way to include the attachments when printing out a registry report?
  • Hello @DanRay

    Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.

    I have moved your post to the ongoing Idea thread to add the ability to view attachments in reports.

    Be sure to navigate to the top of this post and click the up arrow to add your vote!


    Ideas are reviewed by our development team to see what people would like to be available in the future.

    Thank you,

    -Quicken Tyka

    ~~~***~~~
  • Quicken SangeethaS
    Quicken SangeethaS Windows Beta, Mac Beta Beta
    Hi everyone,

    Just wanted to update that we did check this post, reached out to users and it looks like the main ask is to be able to see thumbnail view or full view of the attachments in reports so it can be printed. That is a very hard thing to accomplish for us as of now and will need a lot of engineering bandwidth. So we are going to leave this in the backlog for later when we have that much time. Sorry about that but we'll revisit later. Thanks.

    Sangeetha
  • Is there a way just to see on a report whether there is an attachment to a transaction? I would just like a way to see how many transactions I have with no attachments/receipts so I can track them down from the field.
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