Uploading and/or attaching a file to a budget event
You can upload and/or attach a file to a budget from the Calendar page.
When a file has been assigned to a budget event, this will be displayed in the file preview with the dollar sign icon:
Note
You need to use the Advanced mode budget form.
To upload a new file to a budget event
- Head to the Calendar page
- Click on the budget event you would like to assign a file to
- Click the Upload icon
- Select the file(s) and Open
- Click Attach X file(s)
The file(s) will now be assigned to the budget event. This is indicated by the paperclip icon on the calendar event.
To assign an already uploaded file to a budget event
- Head to the Calendar page
- Open the budget form you would like to assign a file to
- Click the All files icon
- Select the file(s) and Open
- The file(s) will be pre-selected
- Click Attach X file(s)
Drag and drop a file to upload to the File inbox and onto a budget event - from the Calendar
When on the Calendar, you can upload a supported file to your files but also assign it to a budget event at the same time by dropping the file onto the opened budget event:
For more information on Files in PocketSmith, please see: Files: Overview.