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

Before you begin

You can 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. Select the relevant transaction and select Add attachments.
3. Choose between Take a picture, Add from Photos or Add from Files.
4. Follow the on-screen prompts to upload your attachment. 

Once your file uploads, you can manage the attachments by clicking Open attachments:

• Select the '+' icon to add further attachments to the transaction
• Select the delete icon within the attachment to remove it

Create transactions (Mobile App)