Attaching images to transactions and accounts

Quicken works directly with your phone or tablet, scanner, Microsoft® Windows Clipboard, and Windows Explorer so you can easily attach digital images and files to transactions and accounts. For example, you could attach a scanned image of a check, receipt, bill, invoice, warranty, or a digital photo of a purchased product. Quicken supports image attachment for all account types (including investment, asset, and liability).

If you use Quicken on your phone or tablet it's possible to take a photo of a restaurant bill, for example, and then attach the photo to a Quicken transaction entered on your mobile device. The transaction and the photo are then automatically uploaded to your Quicken Cloud data where you can view it using Quicken on your computer the next time you sync your desktop software.

What can I do?

What do I need to know before getting started?

Where are my attachments stored?

Attachments are stored in your Quicken data file and/or your Quicken Cloud Data.

Will backing up my Quicken data file also back up the attachments?

Yes! When you backup your Quicken data file, your attachments are also backed up.

What types of files can I attach?

You can attach file in any format. You can upload .bmp, .gif, .ico, .jpe, .jpeg, .jpg, .png, .tif, .tiff or .wmf files to cloud and can view them on Quicken mobile.

What is the maximum file size that I can attach?

There is no restriction on file size of the attachment.