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  #1  
Old 11-10-2005, 04:01 AM
Jan Groshan
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Default Attaching .pdf copy of bank statement

I scan copies of my bank statements into PaperPort 9.0 and save it as a .pdf
file. When I go to Quicken to "attach" a copy of the statement, I use the
"browse" feature to find the statement among my PaperPort documents, but
when I click "OK" to add the attachment, I get an error message that I need
to use a valid file name! What am I missing?
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  #2  
Old 11-10-2005, 12:01 PM
Christian Fox
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Default Re: Attaching .pdf copy of bank statement

Have you tried renaming the statement (try something like stmnt.pdf) and attaching it?
It could be that Quicken isn't playing friendly with long file names (they've only been
around for ten years, after all...).
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  #3  
Old 11-10-2005, 12:01 PM
Disciple
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Default Re: Attaching .pdf copy of bank statement

When I download account statements from or bank the name automagically
filled in is something obscure, an alpha numeric mix, .pdf. I always rename
the file with the Quicken account name for the statement + the date, and
save it to a folder where my Quicken data is stored.
(i.e. Mike&Elaine 11 05 2005.pdf) Like you I "browse" to the
folder/statement and it imports as I expect.

In the Import dialog make sure that Statement is selected (Radio Button)
and not Other Document. Also like Christian suggested change the name of
the scanned document to something meaningful.
--
Disciple - Team Z
And now abide faith, hope, love, these three; but the greatest of these is
love. 1 Cor. 13:13
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  #4  
Old 11-11-2005, 04:02 AM
Jan Groshan
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Default Re: Attaching .pdf copy of bank statement

Changing the name of the scanned file worked. Thanks.
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  #5  
Old 08-13-2008, 09:28 AM
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yes, i knew it would work. i faced this problem and when i changed it. it started working
vik
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  #6  
Old 10-27-2009, 02:46 AM
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Default

Hi there,
I think you should change the extension name of your file, because may be that file is not supported by Quicken.
May be this will help you....try this(stmnt.pdf) extension name
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