Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Reports (Windows)
How do I change the date on a statement that I have attached?
RBElliott
I have attached a statement file with an incorrect date. How do I change the date or delete and reattach the file? All I see is "Add File'"
Find more posts tagged with
Accepted answers
BK
Is this attachment on a transaction that is in a register of an account? If so, Click on the paper clip icon on that transaction. Then click on three dots (...) and select delete. Then Add correct the statement.
If you are concerned about the date that is displayed in the image above, I doubt you can change that (?) because that is the date that you add the attachment.
Sherlock
Open the register, press
Ctrl + Shift + A
, select the date row,
View
, and the ellipsis icon below the attachment. To save a copy of the attachment, select
Export...
. To delete the attachment, select
Delete
. After you have deleted the attachment, select
Done
,
Add
, enter the correct date, select
OK
,
Add > Add file...
, ...
All comments
BK
Is this attachment on a transaction that is in a register of an account? If so, Click on the paper clip icon on that transaction. Then click on three dots (...) and select delete. Then Add correct the statement.
If you are concerned about the date that is displayed in the image above, I doubt you can change that (?) because that is the date that you add the attachment.
Sherlock
Open the register, press
Ctrl + Shift + A
, select the date row,
View
, and the ellipsis icon below the attachment. To save a copy of the attachment, select
Export...
. To delete the attachment, select
Delete
. After you have deleted the attachment, select
Done
,
Add
, enter the correct date, select
OK
,
Add > Add file...
, ...
BK
I learned something new after all these years (THANK YOU
@Sherlock)
on how to select a statement date.
RBElliott
Thanks to both you for the quick and helpful reply. It was a quick fix, but not intuitive. I had forgot to change the default date (10/2) to the actual statement date (9/30). BTW It did change the display image date, so that is the statement date and not the entry date.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of