Adding statements to accounts

dana's Avatar

dana

24 Sep, 2019 05:15 PM

Hello,

I know you can add attachments to transactions but is there a way to add attachments to the account itself? In Quicken we are able to add statements as account attachments. I use this in Quicken to add the bank statements and my reconciliation reports to the account each month.

If not, can I suggest this be added as a feature request?

Thank you,

Dana Gray

  1. 1 Posted by dana on 30 Sep, 2019 08:11 PM

    dana's Avatar

    Anyone have any ideas regarding this? Please advise.

    Thank you.

  2. 2 Posted by dwg on 30 Sep, 2019 08:21 PM

    dwg's Avatar

    I'm a fellow user.

    I do not know of any way to add attachments to an account itself, attachments as far as I am aware are transaction centric.

    An approach you could take when you balance your account is to add a zero value transaction, using the description an memo fields to denote that the account was reconciled on a particular date etc and add to statement to this transaction.

    This may be better in some ways as it places the statement amongst the transactions that it relates to.

  3. 3 Posted by sprimost on 30 Sep, 2019 08:24 PM

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    From: sprimost (user, not support)

    I've thought about attaching the statement to the interest payment on
    the checking account. I have not found any other way of attaching a
    document other than to a transaction.

    /scp

  4. 4 Posted by dana on 30 Sep, 2019 09:23 PM

    dana's Avatar

    Thanks guys. Both good workarounds. I still think it would be nice to have the option to add documentation directly to the account rather than only the transaction level.

    I'll see about making a feature request.

  5. System closed this discussion on 30 Dec, 2019 09:30 PM.

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