How do I use the receipt Snap and Store feature of the Quicken Mobile app?

Quicken for Mac
Quicken for Windows

When you add or edit a transaction in the Quicken Mobile app, you have the option to take and attach a picture to that transaction.  Quicken will automatically attach the receipt to the transaction in your register the next time you sync the mobile app to your desktop.

Add a Receipt

  1. Open the Quicken Mobile app
  2. Tap on Accounts, then tap the account with the transaction you want to attach a picture to
  3. Find the transaction you want to add a picture to, and tap it
  4. Tap the camera icon (a camera with a dotted-line box around it) on the upper right.
  5. If prompted, tap Allow or OK to allow the Quicken Mobile app to access your phone's camera.  You can choose to use an existing photo on your phone, or take a new photo
  6. Select a photo from your phone or Snap a picture of your receipt, and it will upload to Quicken Mobile.  A small image of the receipt will appear to replace the camera icon.
  7. Click the Back arrow on the upper left to return to your transaction list.  You'll see a paperclip icon next to transactions that have an attached receipt

Delete a Receipt

  1. Open the Quicken Mobile app
  2. Tap on Accounts, then tap the account with the transaction you want to remove a picture from
  3. Find the transaction you want to remove the picture from, and tap it
  4. Tap the small image of the receipt on the upper right of the screen
  5. Tap the How do I use the receipt Snap and Store feature of the Quicken Mobile app? icon on the upper right (iOS) or How do I use the receipt Snap and Store feature of the Quicken Mobile app? icon (Android), and select Delete Attachment > Delete

Troubleshooting: What if the Quicken Mobile App can't access your phone's camera?

If you accidentally clicked No when the Quicken App asked to access your camera or photos, don't worry; you can change this in your phone's settings.

iOS/Apple

  1. Go to your device Settings and scroll to the Apps sections
  2. Find and tap on the Quicken app in the app list
  3. Find Camera in the list and move the toggle switch to the On position

Android

  1. Go to your device Settings and tap the Apps list
  2. Find and tap the Quicken App then tap Permissions
  3. Tap the toggle switches to turn Camera, Location, and Storage On