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Files: Deleting a file via the Transactions page

How to delete a file via a transaction.

Deleting a file will remove it fully from your PocketSmith, including from any transactions or budgets it may be assigned to.

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Warning

Deleting a file(s) cannot be undone, so tread carefully before confirming.

Deleting a file via the Transactions page

  1. Head to the Transactions page
  1. Open the transaction with the file you want to delete
  1. Click either the file preview or the Attached files paperclip icon and select the file
  1. Hover over the trashcan icon and then select Delete
  1. Click Confirm
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For more information on Files in PocketSmith, please see: Files: Overview.

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