You can store relevant documents such as receipts, invoices, bank statements to manually and automatically created transactions.

Before you begin

Add attachments to the Draft and Completed transactions sections, and when you're creating a new manual transaction (Money in or Money out). 

Each file can’t be larger than 30MB. You can upload the following file formats:

• PDF
• JPEG, JPG, PNG, BMP, GIF
• DOC, DOCX, RTF, TXT
• CSV, XLS, XLSX,
• PPT, PPTX, XML, ODP, ODT, ODS

Upload an attachment

1. Go to Individual.
2. From Transactions, select Draft or Completed.
3. Within the Draft or Completed transactions screen, select Attach.
4. From your device, drag and drop your file or choose Select files to open individual or multiple files. 

Once you've uploaded your file, open it by clicking the file name link. Or you can replace or delete the attachment following the same steps.