PocketSmith email options

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 (for security reasons, we are not able to make these changes on your behalf). Read below to learn how to update your email notification settings.

In this user guide

Email options

Newsletter

These are occasional updates about PocketSmith - like new features or tips about how to better use the app. You can select or deselect either or both of these options:

  • Yes, please send me an update every now and then
  • Yes, occasionally send me tips on how to make the most of PocketSmith

Financial digest 

The financial digest emails contain a summary of earning and spending for the past week, as well as letting you know of any new transactions that need to be categorized. These emails are delivered every Monday at 9am.

Bill reminder emails

Bill reminder emails are an optional beta feature that will only be displayed and available in your Email Preferences if you are already set up as a beta tester.

Account update 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.


Changing email preferences or unsubscribing 

You can manage your email preferences or unsubscribe from emails from the Settings menu within your PocketSmith account, or via the Unsubscribe link within an email.

Changing email preferences or unsubscribing via the Settings menu

1
Head to  Settings User Preferences >  Email notifications
2
Choose the email preferences that suit you by either selecting or deselecting the appropriate checkboxes

3
If you'd like to stop receiving emails from PocketSmith entirely, make sure all checkboxes are deselected
4
Click Save

Unsubscribing from emails via the unsubscribe link 

1
Navigate to the bottom of the email you have received and click the Unsubscribe link

2
Select Unsubscribe from all emails, or choose the emails you would like to receive.

Then click Save to update your preferences.


Setting up scheduled account-update emails

PocketSmith can send account-update emails to your email address, on a schedule that you set. You can include your balances, recent transactions, upcoming budgets and payments, and how you're tracking against your budgets. 

Follow the steps below to set up these emails.

1
Head to the  Settings menu and select  User Preferences 
2
Choose Email notifications from the side panel
3
Tick the  Send scheduled account updates via email checkbox to show further email notification options
4
Select the information you would like to receive in each email
5
Then, set the time of day, and days of the week you'd like to receive an account update email
6
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


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 are still not receiving emails from PocketSmith after adding the email address to the contact list, please get in touch with our support team via  [email protected]


Why is my Digest email not up to date?

If your weekly 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
  • Accounts not updating due to being listed as using multi-factor authentication (MFA)
  • Accounts not updating due to not logging in frequently enough
  • An error on your bank feed

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

Accounts not updating due to being listed as using multi-factor authentication (MFA)

Bank feeds in PocketSmith are updated according to an automatic syncing schedule however, it's important to note that only bank feeds that are not listed as using MFA can be automatically updated. 

If your bank feed is listed as using MFA, this means that you'll need to login 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're not asked for additional security information when you log in, you can force your bank feed to sync automatically. You can learn more about this here: Multi-factor authentication (MFA) on bank feeds

Accounts not updating due to not logging in frequently enough

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.

Transactions are pulled into your account via the bank feeds. However, the rate at which these are updated depends on how often you use PocketSmith. For example, if you log in to PocketSmith every day, your bank feeds will sync every 6 hours or so, whereas if you only log in once a week, they may only refresh once every 3 days.

The length of time between updates increases the longer it has been since the PocketSmith account was accessed. For example, if you've not logged in not for more than 4 weeks PocketSmith will only update transaction data every 20 days or so. If inactivity is between 2 - 4 weeks it will be updated fortnightly.

In theory, this means you never have to log in and your data will always be continuous, but data will only be pulled into your account roughly every 20-days, or when you next log in. Because the digest emails are weekly, they may appear empty if they are sent out in between updates.

In order for the digest emails to be current, it's best to log in at least every 14 days

An error on your bank feed

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 detail on how to best resolve the issue.

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