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Transactions Attachments/ Reckon Personal Plus

Terry Roberts

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

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.

245374

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

1582319

Could anyone tell me if this issue has been solved. If so, could you please pass on the solution.

Elaine.