Quicken attachments and PDF files

Question

I have an older copy of Quicken and want to upgrade.  I want to store PDF files as attachments for bills, statements, etc.  Will Quicken allow the attachment of PDF files?  I am getting mixed messages from the post on the web.  Almost all attachments are multiple pages so scanning to a image file is not practical.

Please help

David Johnson

Rocket J Squirrel · Answer

https://community.quicken.com/discussion/7945311/quicken-attachments-and-pdf-files

Yes, Quicken allows PDF attachments. But if they're multiple pages, you have to scan them to a file first, not try to attach directly from the scanner.

I agree with @splasher that QWin's attachment mechanism sucks. I'm too far down the road to undo all of it, but if I were starting fresh, I would keep the relevant files outside of my QDF file and elsewhere where I could find them.

RalphC · Answer

I have a different opinion than @splasher.  I do use the attachment feature and find it very handy for researching past transactions.  However, I do purge  three year old attachments that are not needed anymore to keep the data file size manageable.

splasher · Answer

IMO, you really don't want to use the attachment feature.  Your data file will get huge, it shouldn't slow down Quicken, but backups will take longer and a lot of disk space.  The only way to deal with them in Quicken is one at a time, there are no way to do anything to them in mass or in groups.

Create a folder structure to store them outside of Quicken.