Has anyone created a workflow to attach documents links to transactions. For example copies of check for bank deposits or documenting home IMPROVEMENTS to comply with IRS P523. Publication 523 (2023), Selling Your Home | Internal Revenue Service (irs.gov) With the explosion in home values, you need to keep track and have document for IMPROVEMENTS not maintenance to adjust your basis. Currently there is a $500K/250K exclusion but that may no longer be enough.
Hi Terry @tjones4852 ,
I have only seen two discussions on this type of need to attach a document. They both provide alternative solutions.
I have shared the links below in case you haven’t already seen them.
Receipt auto matching to transaction
Attaching documents into Annual Budget Template
Clint
I do this for Amazon Transactions. I just go into the cell I want to put it in and Insert a link. You can then edit the link to reduce the character length and call it something meaningful to you.
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