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Emails: Account summary

Set up an account summary to be sent straight to your email inbox.

Receive email updates about your budgets, recent transactions and account balances in PocketSmith. You can choose what time and on what days of the week you would like to receive them.

Set up the Account summary email

  1. Head to Email Notifications (Profile menu > User preferences > Email Notifications)
  1. Tick the Send scheduled account updates via email checkbox to show further email notification options
  1. Select the information you would like to receive in each email
  1. Then, set the time of day, and days of the week you'd like to receive an account update email
  1. Click Save
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Note

If you change your email scheduling in the future, you may still receive emails on the old schedule for up to one week after the change, in addition to the newly scheduled ones


 
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