Back to email setup

Gmail forwarding

First, verify your forwarding address.

Complete these four steps before generating filters.

Step 1

Open Gmail settings

Open Gmail on desktop, click the Settings gear, then choose See all settings.

Gmail forwarding step 1

Step 2

Add a forwarding address

Go to Forwarding and POP/IMAP, then click Add a forwarding address.

Gmail forwarding step 2

Step 3

Paste your TakoFin alias

Paste the forwarding email generated by the Telegram bot, then confirm and proceed.

Gmail forwarding step 3

Step 4

Approve it from Telegram

The Telegram bot will send you the verification message. Click the approval link to verify the forwarding address.

Gmail forwarding step 4

Step 5

Generate the Gmail filters automatically.

Select the banks you want to include, then download an XML file with the Gmail filters pre-configured.

Use the forwarding alias generated by the Telegram bot.

What the filter will do

  • Forward only matching transaction-alert emails.
  • Apply the expensetracker label.
  • Archive them and mark them as read.

Step 6

Import the generated filters into Gmail

Go to Gmail Settings > Filters and Blocked Addresses > Import filters, upload the XML file you downloaded, and click on Open file.

Import the generated filters into Gmail

Step 7

Validate the filters are correct and create them

Make sure the filters are configured to forward only the relevant transaction-alert emails, apply the expensetracker label, skip the inbox, and mark as read. Then proceed to create the filters.

Validate the filters are correct and create them

Step 8

Setup complete.

Gmail will now automatically forward the relevant transaction-alert emails to TakoFin. Every forwarded transaction will be logged into your TakoFin tracker automatically, so you save time on manual expense entry.