Attaching files and photos to transactions

Get a full picture of your finances by adding images and files to your transactions! 📸 📎

Add photos while on the go via the mobile app, upload directly from your computer, or use the Attachment inbox to email receipts and files to your PocketSmith account. Learn about the different ways you can add files to your transactions below.

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 Attachment inbox to email files straight to your own secure PocketSmith inbox for attaching to transactions later. Supported file types include PDF, JPG, and PNG format.

Here are some examples of useful attachments you might like to add to your transactions:

• 📃  Invoice 
• 📸  Photo 
• 📎  Receipt 
• 💸  Bill 
• 💊  Prescription
• 💰  Payslip

Adding files to transactions via the Transactions Page

You can add files or photos to a transaction from the edit transaction window following the steps below:

1. Head to the Transactions page
2. Click on the transaction you'd like to add the file or photo to. This will open the Edit transaction window.

3. Click the camera icon to upload a photo or the paperclip icon to upload a file

   

4. Next, simply drag and drop the file, or, click Choose files to select a file or photo. You can attach multiple files if you wish. 

   

5. When you've finished uploading your files click Done. 

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 Attachment Inbox for attaching once the transaction has been imported into PocketSmith📱📥

For all the detail on how to do this please see:

• Adding attachments via the iOS app
• Adding attachments via the Android app

Adding files to transactions via email, using Attachment Inbox

Attachment inbox allows you to send PDF, JPG, or PNG files, via email, straight to your own secure PocketSmith inbox, which can then be attached to transactions. 📧

For more information on using the Attachment inbox feature check out Attachment Inbox

Removing an attachment from a transaction

To remove an attachment from a transaction:

1. Head to the Transactions page and click on the transaction that you wish to remove the attachment from

2. You can then click on the three-dot menu in the top right corner of the attachment icon and select Delete

   

This will remove the attachment from the transaction but also delete it from the attachment inbox, which means you'll need to re-upload the file in order to attach it to another transaction.