Streamline adding attachments

threeps Member ✭✭
Process to add an attachment to a transaction within the register has too many steps and clicks.

Recommendations to decrease the clicks would be:
1) I recommend changing the "Transaction Attachments" splash screen to be more focused on the add functions and less on an advertisement of the "Keep your stuff in Quicken". User has already selected that they want to add an attachment by clicking on the paper clip of the transaction they want to add an attachment to. User should not have to then click the add button again to then select "add file...", "add from scanner...", or "add from clipboard...". Adding three buttons to the splash screen instead of a drop down menu would save two clicks.
2) Would be good to allow the user to save a default scanner in the user preferences, so that the user does not have to select the scanner source every time user enters a new attachment. This would remove the "Select Source" from the workflow of adding an attachment from a scanner thereby saving another click and step in the process.
3) When the scan is complete and the user closes the scanner window, it would be better if the action selected was the "Done" button and not the help "?". This way the user can just quickly review that the scan completed properly and tap the enter key to close the "Transaction Attachments" dialog box.

These three recommendations would take little coding and save users that add attachments to their register via a file or scanner a great deal of time.
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  • Stephen
    Stephen Member ✭✭
    Windows 10 - V. 2020 R25.21
    I scan a lot of receipts. Clicking the paperclip opens an unnecessary splash screen / advertising window - please delete it and start with "add file/from Scanner/add from clipboard" window.
    As I use the same scanner all the time, what I'd really like is to set up a default so when I click the paper clip it to jumps straight to my scanner and the type of scan I would like to do. Regular printing allows this.

    Paperclip /Scan/Done
    I sent same request to support in Jan 2017. Crickets.
  • sleepwiner2
    sleepwiner2 Member
    edited September 2020
    After the R28.28 update when adding an attachment it shows downloading to the cloud with a cloud icon. I only use Quicken on my laptop and not mobile/web. My sync to cloud is OFF. So I have to now go to each individual attachment and select "delete from cloud only". It seems if you have sync to cloud OFF, there should be no downloading to the cloud. In addition, I called customer support because there are no longer the 3 dots to delete the transaction. After deleting from the cloud, the cloud icon appears black and I couldn't even see it because the background is black until the customer service rep said to look close and i got a magnifying glass to distinguish the black cloud icon from the black background for deletion. I think if people are not using the cloud that the transaction attachments should only be added to the cloud if the sync to the cloud option is turned ON. Furthermore, if I have to live with deleting every attachment from the cloud every time I add them, then please change the cloud color to something else besides black on black background so they are visible.
  • Snowman
    Snowman Member ✭✭✭✭
    There is a better way.  Don't use Quicken for attachments.  The main reason is if this "feature" ever breaks for whatever reason you have no guarantee that Quicken will fix it and if they do how long that will take.  Whenever you have to access an attachment you have to run Quicken.  Finally you will greatly increase the size of your data file by doing this.

    The better way is to scan your attachments and setup a file structure to save the scans to.  For example I download and save as a PDF file all of my credit card / bank account statements. 

    The top folder in my file structure is Statements-Bank-CreditCard-Investment. Then there are folders for Bank Statements, Credit Card Statements and Investment Statements.  Under Bank Statements I have the Bank Name(s) that I get statement from.  The folders under the Bank Name are the Account type, Checking, Savings, Etc. then the next folder is Years, one folder per year for example, 2010, 2011, 2012 ...2020. 

    Under each year the statement is named.  The following format works best YYYY-MM Account name.  For example 2020-01 Account Name.  Do not use 2020-1 Account Name because they will not sort properly.  Always use a leading zero for January  thru September.

    Now when you need to access a statement you open your file structure click on the file and done.  If sound complicated at first but once setup it is a piece of cake.  I keep all my statements on an NAS local network drive that is backed up to another NAS local drive every evening.

    I have even setup shortcuts on my Task Bar so that with one click the folder with the subfolders, Bank Statements, Credit Cards, Investment Statements opens up.
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