Videos
Welcome to our video library!
Here you'll find all of our Learn Center videos in one place 📺 Check out our videos to:
- take a tour of PocketSmith's features and reports
- add categories and categorize your transactions
- learn how to create a budget
- discover how to use the budget page to analyze your earning and spending
Our video library is just getting started and we'll be adding more and more videos over time 🎬 🎉
All Learn Center videos
A quick tour of PocketSmith
Adding a bank feed and establishing your accounts
Adding new categories from the categories page
Categorizing your transactions on the Categorize items page
Categorizing your transactions on the Transactions page
Creating a budget on the Budget page
Using the Budget page
My Reports
Adding attachments to transactions