A trick in quicken that I wonder if it could be included here

[Dave H]

If you right click on a transaction you can "Associate File With
Transaction" so I suppose you can add a blank/zero "Statement" transaction
and do it that way. I use a blank/zero "Next Statement End Date"
transaction to remind myself when my next bank/credit card statement is due
but I don't bother attaching the statement to it as I update the date to
push it out a month each time a statement arrives.

Be aware that (from memory) it's only a link to your statement file so if
you move your statements into another folder/directory you'll have issues
...

Cheers Dave H.


On 17 April 2016 at 09:18, Rotsettis, Christopher J. <CJR01141 at ccv.vsc.edu>
wrote:

> Hello all,
>
>
> With the advent of paperless statements, I found a way to include them
> each month in my Quicken accounts. First I will describe my technique:
>
> I create a ledger item with a zero balance, In the colum that allows for
> attachments, I upload a copy of the PDF statement. I do not assign any
> category or transaction amount. Has there ever been any attempt to include
> PDF docs into this financial mgmt software?
>
>
> Thank you for your time!
>
> cjr01141 at ccv.vsc.edu
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