Attaching files and photos to transactions
Add photos while on the go via the mobile app, upload directly from your computer, or use the Files inbox to email receipts and files to your PocketSmith account. Learn about the different ways you can add files to your transactions below.
In this user guide
Overview
Adding attachments to your transactions can be a helpful way to include important information, reminders or memories.
PocketSmith lets you add images and files directly to your transactions from the mobile or web app, or you can use Files inbox to email files straight to your own secure PocketSmith inbox for attaching later.
Here are some examples of useful attachments you might like to add to your transactions:
📃 Invoice
📸 Photo
📎 Receipt
💸 Bill
💊 Prescription
💰 Payslip
Supported file types
- Documents: CSV, TXT, Markdown, DOCX, OpenDocument formats, XLSX, ODS, PDF
- Images: PNG, JPEG, HEIC, GIF, WebP
- Video: MOV, MP4
Adding files to transactions
For more information about how to add files to your PocketSmith account and assign them to transactions, please see: Upload and/or attach files to transactions.
Adding files to transactions via the mobile app
Add attachments directly to existing transactions via the PocketSmith mobile app, or, if you've just made a purchase on the fly, you can store a photo of the receipt in your Files inbox for attaching once the transaction has been imported into PocketSmith📱📥
For all the details on how to do this, please see:
Adding files to transactions via email, using Files inbox
The Files inbox lets you send files via email directly to your secure PocketSmith inbox, where they can be attached to transactions. 📧
For more information on using the Files inbox feature, check out Files inbox.
Removing an attachment from a transaction
Learn how to remove a file from a transaction here: Unattach a file from a transaction.