Hmmmm....played with adding an attachment tonight to see what it looks like. I used the saved PDF of my income tax return from last April. After going back into Quicken, it occurs to me there's no tool (is there?) that I can easily use to see which transactions have attachements associated with them? I kind of had to remember roughly what date I used for what transaction. Filter doesn't have an 'attachment' option as it does for 'flagged' transactions. That would have been nice to have.
So if you have a s***load of transactions spread all over your Q files, how can you find which ones have transactions? (One could enter a flagged message and use the aforementioned filter, but that seems bogus).
Did Intuit leave out a useability item here, or am I missing an an obvious point?
Another point from the help file is that you can't attach to an investment account transaction? Whoa! That's a biggie - especially if you'd like to keep track of sales and purchase receipts. What were they thinking off not to allow that??