Attaching .pdf copy of bank statement

Discussion in 'Quicken' started by Jan Groshan, Nov 10, 2005.

  1. Jan Groshan

    Jan Groshan Guest

    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?
     
    Jan Groshan, Nov 10, 2005
    #1
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  2. In article <mCAcf.15767$>, says...
    >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?


    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...).
     
    Christian Fox, Nov 10, 2005
    #2
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  3. Jan Groshan

    Disciple Guest

    On Thu, 10 Nov 2005 05:09:38 GMT, Jan Groshan wrote:

    > 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?


    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
     
    Disciple, Nov 10, 2005
    #3
  4. Jan Groshan

    Jan Groshan Guest

    "Christian Fox" <> wrote in message
    news:...
    > In article <mCAcf.15767$>,
    > says...
    >>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?

    >
    > 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...).
     
    Jan Groshan, Nov 11, 2005
    #4
  5. Jan Groshan

    Jan Groshan Guest

    Changing the name of the scanned file worked. Thanks.



    "Disciple" <> wrote in message
    news:...
    > On Thu, 10 Nov 2005 05:09:38 GMT, Jan Groshan wrote:
    >
    >> 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?

    >
    > 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
     
    Jan Groshan, Nov 11, 2005
    #5
  6. Jan Groshan

    Jan Groshan Guest

    Changing the name of the scanned file worked. Thanks.



    "Christian Fox" <> wrote in message
    news:...
    > In article <mCAcf.15767$>,
    > says...
    >>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?

    >
    > 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...).
     
    Jan Groshan, Nov 11, 2005
    #6
  7. Jan Groshan

    bwoods

    Joined:
    Jul 15, 2010
    Messages:
    1
    scan to excel instead of pdf

    Hey there,

    I realise this may not be exactly solving your problem but I strongly suggest you take a look. If you're scanning Bank Statements at all, for bank reconciliations against paper bank statements for example, or carrying out a revenue audit etc ... AutoRec software will be invaluable to you.

    AutoRec is a simple to use software package that combines with OCR to get you doing Bank Recs and subsequent analysis between 50 to 85% faster, depending on the size of the batch of statements in question - the bigger the batch, the more time you'll save.

    It is a three step process of simply SCAN - PROCESS - ANALYSE

    SCAN - Scan Bank Statements in order, earliest first (ensure running balance ties in in consecutive pages)

    PROCESS - The layout of AutoRec means the user can interact with the resultant OCR breakdown and correct where a "non-numeric" has ocurred, for example a heavy crease on the page

    ANALYSE - Once the running balance has been verified and achieved, the user clicks buttons for debits and credits analysed by description, and also if reconciliation needs to take place against an accounting module or a clients payment records, this is do-able also

    The output is an excel worksheet with different sheets for direct debits (and transfers), Cheques and Lodgements, outstanding Cheques

    If your accounting package allows automatic upload in CSV format then even better, these various worksheets are easily uploadable as CSVs.

    If this is of interest, take a look at the website WoodsWhelan.com to see an online demo. WoodsWhelan are new to the market - since last October, but as some of you will know ... people have been looking for this for a decade! It's a simple, robust solution for this extremely time consuming and frustrating task.
     
    bwoods, Jul 15, 2010
    #7
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