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Drag and drop attachments both to Quicken and from Quicken (updated)

Using Q2018 version R75 on Windows 10 PC. 

The Transaction Attachment viewer is laborious to use.  I have the images in my Windows File Explorer.  Drag and drop would be my preference but I cannot find any way to do that.

6
6 votes

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Comments

  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited July 2018
    Transaction attachment viewer is the only way to attach files.



    I like the drag and drop idea, though.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • UnknownUnknown Member
    edited November 2019

    Transaction attachment viewer is the only way to attach files.



    I like the drag and drop idea, though.

    Thanks for responding.  How do we suggest ideas to Quicken/Intuit?
  • Quicken_TykaQuicken_Tyka Moderator mod
    edited November 2019

    Transaction attachment viewer is the only way to attach files.



    I like the drag and drop idea, though.

    Hey Denis,

    I will turn this post into an Idea post and other users can vote to have this feature added.

    -Quicken Tyka
    -Quicken Tyka
  • UnknownUnknown Member
    edited April 2018
    Thank you Tyka.  Where should I look to vote on idea posts?
  • UnknownUnknown Member
    edited April 2018
    Thank you.  I found it and voted for it.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited November 2019

    Thank you.  I found it and voted for it.

    Good idea. I voted for it!
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • UnknownUnknown Member
    edited November 2019

    Transaction attachment viewer is the only way to attach files.



    I like the drag and drop idea, though.

    Drag and drop would be the simplest solution.

  • Hello All,

    This Idea seems to have fallen stagnant and due to the age of the request and lack of User Votes/Comments, it 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

     
  • Rocket J SquirrelRocket J Squirrel SuperUser ✭✭✭✭✭
    I would like to be able to drag & drop attachments out of Quicken and into Windows folders. Could that fit into this Idea, or should it be a different one?
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Hello Rocket J Squirrel,

    I updated the title to include the ability to drag and drop attachments both into Quicken as well as out of Quicken.

    Be sure to add your vote!  :)

    -Quicken Natalie

     
  • Rocket J SquirrelRocket J Squirrel SuperUser ✭✭✭✭✭
    Thanks. Sadly, the lone current vote is mine.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    +1 from me. 

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Dan GlynhamptonDan Glynhampton SuperUser ✭✭✭✭✭
    And another +1 from me
    US Quicken Deluxe for Windows Subscription R28.16 on Windows 10 Pro v2004
  • Rocket J SquirrelRocket J Squirrel SuperUser ✭✭✭✭✭
    edited December 2019
    Here's a design question. When dragging an attachment out of Quicken into a Windows Folder, what should the filename be? In the internal Attach folder, subfolders' names are hex numbers like 4445763F. Inside those subfolders, the actual files have generic names such as Invce-E.pdf and Other-E.jpg.
    It would be nice to interpose a user interface to allow the user to specify the Windows filename. The folder would be determined by the destination of the drop.
    I have actually been going through the process of manually copying attachments out of Quicken and into Windows folders because I intend to abandon the idea of attachments in my QDF. I have made year and month folders, and files are prefixed with the date. A typical path might be
    ...\Attachments\2014\Jan\24-Comcast.pdf
    This is a massively tedious process requiring many clicks and dragging windows around (because they obscure exactly what I need to see while doing this) and typing.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
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