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

Product Version
Windows
Mac
159 people found this helpful

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. Select 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 Add Attachment
  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 in your phone Library, or take a new photo by selecting Camera
  6. Select a photo from your phone, or Snap a picture of your receipt, and tap Save
  7. After a few moments, you will be able to see the attachment if you select that transaction again 

Delete a Receipt

  1. Open the Quicken Mobile App
  2. Select the account with the transaction you want to remove the picture from
  3. Find the transaction you want to remove the picture from, and tap it
  4. Tap the red Trash icon and select Remove to delete the picture

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

 

Help us improve our support center

Still can't find what you're looking for? Contact Support

Ask our community for help and to learn more about Quicken

Ask the community