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  1. Open the account you want to add an attachment to.
  2. Click  (the Account Actions icon), and then choose Account Attachments.
  3. In the Account Attachments snapshot, click Add.
  4. Choose the type of image you want to add , and specify a date to identify it.
    • For statements
    • For other attachments
  5. In the Account Attachments Viewer, click Add to select the source of the attachment that you want to attach: from a file saved on your hard drive, from a scanner or other digital imaging device, or from the Microsoft® Windows Clipboard.
  6. In the Select Attachment File dialog, select the file to attach; or if you're working with a scanner, select the imaging device to use. When finished, a thumbnail image of the attachment displays in the Account Attachments Viewer.
  7. That's it. You're done. To view the attachment(s) in the future, click  (the Account Actions icon), and then choose Account Attachments.

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You can use keyboard shortcuts to digitally capture information from your computer screen and then attach it to a Quicken account using the Clipboard button in the Attachments Viewer.

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