You can opt in to receive a variety of emails from PocketSmith based on the information you are interested in. You can change your email preferences at any time.
Read below to learn about the different email options available and how to update your email notification settings.
Email options available
- Newsletters and help tips
- Account summary emails
- Financial digest
- Bill reminder emails
- Reminders (Budget check and categorise transactions)
Changing email preferences or unsubscribing
You can manage your email preferences from Email notifications from the User preferences menu within your PocketSmith account, or via the Unsubscribe link within an email.
Changing email preferences or unsubscribing via the User preferences menu
- Head to Email Notifications (Profile menu > User preferences > Email Notifications)
- Choose the email preferences that suit you by either selecting or deselecting the appropriate checkboxes
- If you'd like to stop receiving emails from PocketSmith entirely, make sure all checkboxes are deselected
- Click Save
Unsubscribing from emails via an email unsubscribe link
- Navigate to the bottom of the email you have received and click the Unsubscribe link
- Select Unsubscribe from all emails, or choose the emails you would like to receive.
- Then click Save subscriptions to update your preferences.
Newsletters and tips
These are occasional updates about PocketSmith - like new features or tips about how to better use the app.
Follow the steps below to set up these emails.
- Head to Email Notifications (Profile menu > User preferences > Email Notifications)
- You can select or deselect either or both of these options: Yes, please send me product updates and tips every now and then. Yes, please send me help on setting up my PocketSmith account.
- Click Save
Account summary emails
Receive email updates about your budgets, recent transactions and account balances in PocketSmith. You can choose what time and on what days of the week you would like to receive them.
Set up the Account summary email
- Head to Email Notifications (Profile menu > User preferences > Email Notifications)
- Tick the Send scheduled account updates via email checkbox to show further email notification options
- Select the information you would like to receive in each email
- Then, set the time of day, and days of the week you'd like to receive an account update email
- Click Save
Note
If you change your email scheduling in the future, you may still receive emails on the old schedule for up to one week after the change, in addition to the newly scheduled ones
Financial digest
The financial digest emails provide a summary of earnings and spending for the past week and notify you of any new transactions that need to be categorised. These emails are delivered every Monday at 9am.
Set up the Financial Digest email
- Head to Email Notifications (Profile menu > User preferences > Email Notifications)
- Tick the Financial digest option
- Click Save
Why is my Financial Digest email not up to date?
If your weekly Financial digest email is showing that your account has had no recent activity, this could be due to one of the following situations:
No bank accounts added to PocketSmith
If you haven't yet added your bank accounts to PocketSmith, you can learn how to do this here: Adding a bank feed and connecting your accounts
An error on your bank feed
Transactions are pulled into your account via the bank feeds.
When the digest emails are sent out each Monday, the transaction information that they contain reflects the activity that has occurred within your PocketSmith account over the previous week.
If no recent data is showing in your digest email, then it may be that there is an error on your bank feed. If you do notice an error when logging into your account, please see Troubleshooting bank feed errors for details on how to best resolve the issue.
Accounts not updating due to being listed as using multi-factor authentication (MFA)
Bank feeds in PocketSmith are updated daily; however, note that only feeds that are not listed as using MFA can be updated automatically.
If your bank feed is listed as using MFA, this means that you'll need to log in in order for your bank account to sync and the most recent transactions to be imported and included in the weekly Digest emails.
However, if you know you won't be asked for additional security information when you log in, you can force your bank feed to sync automatically. Learn more about this here: Feeds with multi-factor authentication (MFA)
Bill reminder emails
Bill reminder emails allow you to schedule reminders for upcoming and overdue bills.
The reminder emails include any category set up as a bill category with a current budget.
Set up your bill categories, then schedule the days and times you'd like to receive reminder emails. Once set up, PocketSmith will send weekly emails on your chosen day(s), letting you know if you have outstanding or upcoming bills to pay 💸
Steps to schedule bill reminder emails
- Head to Email Notifications (Profile menu > User preferences > Email Notifications)
- In the Bill reminders section, choose a time and the day(s) of the week that you want the bill reminder emails sent and click Save
You will now receive bill reminder emails in your inbox based on your selected time and chosen days 📩
Reminders
PocketSmith's reminders feature lets you schedule a day and time to be reminded to complete the following tasks in PocketSmith.
- Reminder to categorise transactions
- Reminder to check budgets
You can choose to be reminded either by a notification on your mobile device or by email.
Set up reminders
- Head to User Preferences (Profile menu > User preferences)
- Click Reminders in the sidebar, then click Add reminder
- Select the type of reminder you want to be scheduled
- Choose the date and time for the reminder
- Then, select whether you want to receive the reminder via email and/or via the mobile app
- Click Save to confirm
- Click Add reminder to add another reminder
Budget check reminder
Categorise transactions reminder
Alert
If you want to get reminder notifications on your mobile device, you will first need to enable notifications from within the PocketSmith mobile app. The following section shows how to do this: Enabling reminders in mobile apps
Note
The timezone that you have chosen for your PocketSmith account will be used for the date and time of the reminders.
You can change the timezone of your PocketSmith account with the following guide: Changing the timezone of your PocketSmith account.
Enabling reminders in the mobile apps
Before you can receive reminders on your mobile device, you will first need to enable reminders from within the PocketSmith mobile app.
- Open the PocketSmith mobile app
- On the Dashboard, tap the profile button on the top-right
- Tap on Reminders
- Tap the toggle to enable reminders
What to do if you are not receiving emails from PocketSmith
If you are not receiving password reset or other emails from PocketSmith, this may be due to the emails being blocked by your email provider or being sent to the spam folder.
To prevent the emails from being blocked or placed in the spam folder, you should add the email address [email protected] to your contacts list. The instructions for adding an email to the contact list for the main email providers are below.
Once you have added the address to your contacts list, try having the email sent again.
If you still need help, please get in touch with our support team 💐