Enhancement Request: Report Listing Attachments
I would like to request the creation of a report that lists transactions which have attachments. The report would include columns for (1) Account Name, (2) Transaction Date, (3) Payee, (4) Attachment File Name. This will help with two goals: (1) It will allow me to verify that I have attached all documents to the transactions, and (2) It will allow me to verify that I have attached the correct document to each transaction (I name the documents using a date which I can match to the transaction date). Report might be filtered by payee, account, date range, etc.
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Hello @DDub,
Thank you for taking the time to reach out to the Community with your request.
I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).
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I don't believe this is possible. Quicken does not preserve the filenames of attachments. If I attach "receipt-20231211.pdf" and then open it from Quicken, I get some random hexadecimal filename like 00F71C6F.pdf.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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What is really needed isn't just a report. And it has been requested before (and pretty much faded into history, like this suggestion will) and that is a full attachment system where you can browse them, and open/delete/export them one at a time of multiple at a time.
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No, what I want IS A REPORT. I want essentially the ability to do an audit about what invoices and receipts have and have not been attached to it's transaction.
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