Attachment Inbox

Get a full picture of your finances by adding images and files to your transactions! Attachment inbox lets you email photos, bills, and invoices to your PocketSmith account and attach them to your transactions.

Attachment Inbox overview

Adding attachments to your transactions can be a helpful way to include important information, reminders or memories. PocketSmith lets you send PDF, JPG, or PNG files straight to your own secure PocketSmith inbox. You can then attach these files to transactions. When you email an attachment to PocketSmith, it will appear in your inbox tray - which is accessible from any transaction on the Transactions page. 

As long as your attachment is in either PDF, JPG, or PNG format, it's good to go! Once you've uploaded an attachment 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

Setting up Attachment Inbox

There are a couple of different ways to set up the Attachment Inbox, which you can read about below.

From your Profile menu

1. Head to your Profile menu and select the Security & integrations tab

   
   

   

2. Select the Attachment Inbox tab, where you can then select Switch on Attachment Inbox

   
   

   

3. PocketSmith will create a secure email address for you to email your attachments to so they can be stored in PocketSmith

   
   

   

4. 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

   
   

   

From a transaction

1. Head to the Transactions page

2. Click on any transaction to open the Edit transaction window. Then, click on the inbox icon

   
   

   

3. Click Set up your inbox

   
   

   

4. In the modal that opens, click  Switch on attachment inbox

   
   

   

5. PocketSmith will create a secure email address for you to email your attachments to so they can be stored in PocketSmith

   
   

   

6. 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 image files (JPG or PNG) to your PocketSmith account, on-the-go from your Smartphone! Just take a snap with your camera and email it straight to your secure PocketSmith email address (you would have received this email address when first setting up Attachment Inbox). 

In fact, you can send PDF files to this email address too! This can be useful if you'd like to attach important documents to a transaction.

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. 

Attaching files to a transaction

1. In PocketSmith, head to the Transactions page
2. Click on the transaction you'd like to add an attachment to so that the full transaction card is displayed

3. Select the inbox tray icon, choose the image or PDF you'd like to add, and click Assign

   

Deleting an attachment from the Attachment Inbox

Occasionally you may want to delete an unwanted attachment from the attachment inbox. To do this:

1. Head to the Transactions page
2. Click on a transaction, and select the inbox tray icon

3. Choose the attachment you'd like to remove, click on the three-dot menu, and select Delete

   

Turn off Attachment Inbox

1. Head to  Profile menu > Security & integrations, then choose Attachment inbox

   

2. Click Remove attachment inbox

   

3. Click OK

Gmail automatic forwarding and the attachment inbox

If you use Gmail or Google Workspace, you can create a filter to automatically forward emails with attachments, straight into your PocketSmith Attachment Inbox.

Learn more about these Gmail features in Google's help center:

• Create rules to filter your emails
• Automatically forward Gmail messages to another account

When setting up the forwarding for your Attachment 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.