Learn to use PocketSmith

Getting Started

2 articles

Bank feeds

29 articles

Bank files

7 articles

Moving to PocketSmith

6 articles

Account summary

22 articles

Categories & Category Rules

22 articles

Transactions

43 articles

Filters

11 articles

Budgets

26 articles

Calendar

29 articles

Transfers

7 articles

Dashboard

9 articles

Digest

2 articles

My reports

12 articles

Net worth, Assets & Liabilities

8 articles

Multi-currency

5 articles

Mobile apps

3 articles

Managing your settings

35 articles

Billing & plans

9 articles

Security

7 articles

Other

10 articles