Setup Automated Email Forwarding
Follow these simple steps to get started with. The complete setup process should take less than 5 minutes.
1. Add forwarding email
Open Gmail for an account registered with ledgeitall in your pc
- 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.
2. Add forwarding filter
- 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 ledgeitall to track.
- Get sender's email address and the subject of the email. For example in my case I receive transaction emails from address alerts@hdfcbank.net with subject You have done a UPI txn. Check details
- Click on search to search for all the emails matching the criteria. Update the criteria according to your needs to filter out the required emails.
- Once 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 are done. You can create as many filters for as upto 3 transaction emails
Pro Tip
For optimal tracking, create different filters for different types of transaction emails to ensure nothing gets missed.
3. Optional - Track transactions from multiple emails
Go to the User section in the app to register additional emails. Once the additional emails are registered, you add follow the above steps to setup tracking transactions from the newly added emails.