Setup Automated Email Forwarding
Follow these simple steps to get started with automated transaction tracking. The complete setup process should take less than 5 minutes.
Get started with automated transaction tracking by setting up email forwarding from your bank to Ledge-it-all. This allows us to automatically capture and categorize your transactions.
Add Forwarding Email
Open Gmail for an account registered with Ledge-it-all on your computer
- Go to the Settings menu on top right > See all settings > Forwarding and POP/IMAP
- In the Forwarding section, click on Add a forwarding address
- Add transactions@ledgeitall.com in the provided box and follow the instructions
- It will take a couple of minutes to approve your request. You will receive an email confirming approval of your auto-forwarding request. Now you are ready to move to step 2
Add Forwarding Filter
You have two options to set up email forwarding filters:
Option 1: Import Predefined Filters (Recommended)
If your bank is in our supported list, you can import predefined filters:
- Go to the Settings menu on top right > See all settings > Filters and Blocked Addresses
- Click on Import filters
- Download mailFilters.xml. Click on choose file and upload it
- Click on Open file. You can now review all the filters which will be added and click on create filters
- You're done! The filters will automatically forward transaction emails to Ledge-it-all
Currently Supported Banks:
- Axis Bank - Credit Card & Debit Card transactions
- HDFC Bank - UPI, Credit Card & Debit Card transactions
- ICICI Bank - Credit Card transactions
- IndusInd Bank - Credit Card transactions
- State Bank of India (SBI) - Debit Card, RTGS & CBS transactions
- Kotak Bank - Credit Card transactions
- Simpl - Payment transactions
- IDFC FIRST Bank - Credit Card transactions
- HSBC - Credit Card transactions
Option 2: Create Custom Filters
If your bank is not in the supported list, you can create custom filters:
- Go to the Settings menu on top right > See all settings > Filters and Blocked Addresses
- Click on Create a new filter
- Find a transaction email you want Ledge-it-all to track
- Get sender's email address and the subject of the email. For example, you might receive transaction emails from alerts@hdfcbank.net with subject You have done a UPI txn. Check details
- Click on search to find all emails matching the criteria. Update the criteria according to your needs to filter out the required emails
- Once you are satisfied with the matching conditions, click on advanced search and click on create filter
- Click on Forward it to, select transactions@ledgeitall.com and click on create filter
- You can create as many filters for up to 3 transaction emails
Pro Tip
For optimal tracking, create different filters for different types of transaction emails to ensure nothing gets missed. You can also set up filters for multiple bank accounts.
Track Multiple Email Accounts (Optional)
Go to the User section in the app to register additional emails. Once the additional emails are registered, you can follow the above steps to setup tracking transactions from the newly added emails.
Need Additional Help?
Our support team is here to help you get started. Send us any questions or issues you encounter during setup.
Contact Support