Attaching files and photos to transactions

Get a full picture of your finances by adding images and files to your transactions! πŸ“Έ πŸ“Ž

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.

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 to directly 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:

  • πŸ“ƒ  Invoice 
  • πŸ“Έ  Photo 
  • πŸ“Ž  Receipt 
  • πŸ’Έ  Bill 
  • πŸ’Š  Prescription
  • πŸ’°  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 ( Accounts > Transactions)
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 PocketSmithπŸ“±πŸ“₯

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


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. πŸ“§

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

  

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