How do I attach files to my transactions?

Banktivity allows you to attach a file to each transaction and display custom images in the account register. You might take a picture of your brand new iPad for posterity, attach a receipt for the books you ordered from Amazon.com, or file a digital copy of Form 1040 with your federal income tax payment. Files of any type may be attached.

The left side of each transaction in the account register is used to show images and attachments. By default, this space shows the image associated with whatever category is assigned to the transaction. If no category is present, or if the category has no image, the space will show a picture of a folder with a question mark on it:

Take a picture or attach a file

Double-click a transaction to bring up the transaction editor, then click on the box with rounded corners at the left side of the editor. Two buttons will appear below the box: a camera and a menu button. To take a picture using your Mac's built-in camera, click the camera button. If you have more than one camera connected, you can choose which one to use for the picture.

If you want to attach a file rather than take a picture, click the menu button in the popup below the attachment box, and Banktivity will ask you to choose the file you want to attach. You can also drag and drop a file from the Finder onto the box in the transaction editor to attach it.

When you attach a file, a copy of it will be stored inside your Banktivity document, so you can delete the original if you want to. When a file has been attached to a transaction, Banktivity will show a document icon in the account register, and if the attachment is an image, a thumbnail of the image will be shown.

If you don't want to see any images in the transaction register, choose Banktivity > Settings and uncheck the box next to "Show images in transaction register."

View, print, replace, or delete an attachment

If you want to view an attached image at full size, print an attached document, save a copy of a file, etc., open the transaction editor and click on the attachment. A row of buttons will appear below the attachment box:

• Click the eye button to view the attachment with QuickLook. If you want to open the file with Preview so that you can see it at full size or print it, click "Open with Preview" in the QuickLook window.
• Click the share button to save a copy of the file on your Mac in order to view or edit it with another program.
• Click the camera button to replace the attachment with a new picture using your Mac's camera.
• Click the menu btton to replace the attachment with a different file from your Mac.
• Click the 'x' button to remove the attachment. Removing it will also delete the corresponding file from inside your Banktivity document.