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Quicken 2006 and Document Scanning

Although I don't yet have Quicken 2006 (I may pick it up during the annual special pricing deals that Staples usually offers in December), I have some questions about scanning of documents.

Because I'm running out of room in my file cabinet (and I'm a packrat when it comes to bank statements, etc), I've just begun scanning bank account and mutual fund statements, using PaperPort.

Because I'm a bit paranoid about ID theft, and being on broadband, my accounts in Quicken have no indication of account numbers or even bank names, etc. But now that I'm scanning monthly statements, that info is right there on my hard drive (albeit outside of Quicken) bright as day.

Does Quicken 2006 have some facility to encrypt the items that are scanned? If not, what do those of you who scan your financial statements to your hard drive do to protect them from unauthorized prying eyes?

Finally, will I be able to use the documents that I'm scanning now (outside of Quicken) with Quicken 2006? In other words, can they be linked to specific transactions? Or will I need to re-scan them all over again?

Thanks!

Reply to
BRH
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Yes.

Yes. You actually can't do the scanning inside Quicken. You just link a scanned image to a transaction.

Reply to
Ken Blake

And Quicken then "copies" the image and stores it in a subdirectory within a directory named "Attach". The Attach directory is a subdirectory within the directory that holds your Quicken data files. So Quicken will duplicate all the data you already have in PaperPort. Personally I think this is a good way to handle it. That is, sometimes you'll want to pull a receipt based on a transaction, and sometimes you'll just want to go find a particular document and won't remember the transaction to which its attached. In that case, having your PaperPort "file cabinet" is a good thing. :-)

A fellow PaperPort user,

Margaret

Reply to
Margaret Wilson

If you are running Zone Alarm or the like - there should not be a problem.

D.

Reply to
Derek Lyons

Am not an expert on encryption, but from a simple test I just ran, would conclude the attachments are not 'protected'. I have PDF files [statements] attached. Using Acrobat Reader [outside of QW] I was able to navugate to the attachment subdirectory and open a statement.

Reply to
JM
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I haven't tested it, but in the Quicken attachment viewer window for an unencrypted attachment there is an option saying, "This attachment can be viewed outside of Quicken. Would you like to encrypt it?" Where "encrypt it" is a link to cause the encryption to occur. Following encryption, the two sentences offer the opposite information/choice.

Reply to
John Pollard

Thanks John - hadn't picked up on this.

Reply to
JM

There is an option on each of the three transaction attachment screens to encrypt the image. Very CPU intensive processing.

Reply to
Mike B

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