Files inbox
Files inbox overview
Adding attachments to your transactions can be a helpful way to include important information, reminders or memories.
PocketSmith lets you send files straight to your own secure PocketSmith inbox. You can then attach these files to transactions and/or budget events.
When you email an attachment to PocketSmith, it will appear on the Files page in the Emailed files tab. For more information on the Files feature and assigning files to your transactions and/or budget events, please see: Files overview.
Once you've uploaded a file to a transaction, this transaction will also show on your Timeline.
Here are some examples of useful attachments you might like to add to your transactions:
📃 Invoice
📸 Photo
📎 Receipt
💸 Bill
💊 Prescription
💰 Payslip
In this user guide
Setting up the Files inbox
You can set up the Files inbox as outlined below:
- Head to your Profile menu and select the Security & integrations tab
- Select the Files inbox tab, where you can then select Switch on Files inbox
- PocketSmith will create a secure email address for you to email your attachments to so they can be stored in PocketSmith
- Your secure email address has been emailed to you - we recommend logging into your email and saving this address in your contacts so you can easily access it in the future
Sending files and attaching them to transactions
Sending files to your secure email
It's easy to send files to your PocketSmith account on the go!
Email your photos or files straight to your secure PocketSmith email address (you would have received this email address when first setting up the Files inbox).
As long as you have saved the secure email address to your email contacts or address book with an easy-to-remember name, you'll be able to quickly send it straight to PocketSmith.
Once you have emailed your files, you will find them on the Files page in the Emailed files tab.
For more information on this tab and assigning files to your transactions and/or budget events, please see: Files overview.
Turn off the Files inbox
- Head to Profile menu > Security & integrations, then choose Files inbox
- Click Remove Files inbox
- Click OK
Gmail automatic forwarding and the Files inbox
If you use Gmail or Google Workspace, you can create a filter to automatically forward emails with attachments straight into your PocketSmith Files inbox.
Learn more about these Gmail features in Google's help centre:
When setting up the forwarding for your Files inbox email address in Gmail, Google will send a confirmation email to that address. PocketSmith will catch this email and forward its contents to your PocketSmith account email address to allow for confirmation.
You will also receive a notification within PocketSmith informing you to check your email for the confirmation.