Transactions Attachments/ Reckon Personal Plus

Terry Roberts
Terry Roberts Member Posts: 1 Novice Member Novice Member
in Personal Plus and Home & Business

Transactions attachments can be attached, however, cannot be viewed.

Example: attaching a dividend PDF payment from file - this never shows the document and can't be opened.

This problem has been happening for the last 3 years.

We continue to update each and every year. Current version 2022

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,652 Reckon Community Manager Community Manager

    Hi @Terry Roberts

    What is happening specifically when you attempt to view the attachment?

    I've just tried it on Personal Plus 2022 and its working normally as far as I can tell. I'll add a screen recording below as an example where a PDF attached to a transaction opens for viewing. I can then use the other functions eg. export, delete etc.

    Attachment - Personal Plus.gif


  • 245374
    245374 Member Posts: 1 Novice Member Novice Member

    Hello all,

    This is my first time here after using Quicken/Reckon Personal for over 20 years.

    I am having a similar problem to Terry, above.

    If I want to attach a pdf to my transaction I can only do it by scanning a printed document.

    If I try to attach a PDF file it may attach, but then I cannot view it straight away and I have had instances where the file has loaded but then an error message shows saying that the issue is being reported to Reckon, then the program shuts down!

    When I re-open the program I can see that the file is attached but I can only open those that I have scanned and not the PDF files that I have attached.

    HELP!

    Please!

    Neil

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