Add Attachment to both account transactions with Transfer
I'm running on Windows 10 Home … Quicken Classic Deluxe R54.16 Build 27.1.54.16.
I like to attach PDF files to document transfer transactions that attaches to both transactions (both the from transaction and the to transaction). To accomplish this I go to each account involved with the transfer and attach the PDF (so I'm attaching the same PDF twice - once to the sending account and once to the receiving account). Quicken knows how to enter a transfer transaction to both accounts. What I would like to see is after both the transfer transactions are entered is have Quicken automatically attach the PDF to both account transaction involved with the transfer. Then I would only have to make the attachment to one account of the transfer and Quicken would automatically add the attachment to the other account involved with the transfer.
Comments
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Hello @DaveO52,
Thank you for reaching out to the Community to share your feedback. If this is a change you would like to see potentially implemented in Quicken in the future, I would recommend that you submit this as an Idea. Ideas that get enough votes may be implemented in future versions of Quicken. For instructions on creating an Idea post, please click "View Post" below:
Thank you!
Quicken Kristina
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