The financial digest emails provide a summary of earnings and spending for the past week and notify you of any new transactions that need to be categorised. These emails are delivered every Monday at 9am.
Set up the Financial Digest email
- Head to Email Notifications (Profile menu > User preferences > Email Notifications)
- Tick the Financial digest option
- Click Save
Why is my Financial Digest email not up to date?
If your weekly Financial digest email is showing that your account has had no recent activity, this could be due to one of the following situations:
No bank accounts added to PocketSmith
If you haven't yet added your bank accounts to PocketSmith, you can learn how to do this here: Adding a bank feed and connecting your accounts
An error on your bank feed
Transactions are pulled into your account via the bank feeds.
When the digest emails are sent out each Monday, the transaction information that they contain reflects the activity that has occurred within your PocketSmith account over the previous week.
If no recent data is showing in your digest email, then it may be that there is an error on your bank feed. If you do notice an error when logging into your account, please see Troubleshooting bank feed errors for details on how to best resolve the issue.
Accounts not updating due to being listed as using multi-factor authentication (MFA)
Bank feeds in PocketSmith are updated daily; however, note that only feeds that are not listed as using MFA can be updated automatically.
If your bank feed is listed as using MFA, this means that you'll need to log in in order for your bank account to sync and the most recent transactions to be imported and included in the weekly Digest emails.
However, if you know you won't be asked for additional security information when you log in, you can force your bank feed to sync automatically. Learn more about this here: Feeds with multi-factor authentication (MFA)
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