Account Summary

The Account Summary page is where you can locate all of your bank accounts that are connected to PocketSmith. Manage each bank accounts' settings here!

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Account summary overview

The Account Summary page is where you can manage all your online and offline bank accounts in one place. It's easy to connect new bank feeds and upload bank files here too.

If you've added bank feeds to PocketSmith, use the Account Summary to see the status of each of your bank accounts - when they are synced, which accounts are ready to connect and whether or not there are any connection issues.

After accounts are added, you're able to edit each of your account's preferences and settings. You can use date pickers to display a particular period across all of your accounts, and you can quickly access transactions for any account from the Account Summary.


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