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. This list includes the file formats that we accept:

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

Upload an attachment

1. From Transactions, select Draft or Completed.
2. Within the Draft or Completed transactions screen, select the paperclip icon in the Attach column.
3. 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. 

Replace or delete an attachment

1. From Transactions, select Draft or Completed.
2. Within the Draft or Completed transactions screen select the paperclip icon in the Attach column.
    TIP: Alternatively, you can use the Edit option from the Actions menu, then select Open attachment.
3. Select files or drag and drop the file you wish to replace or select Delete file.