Learn to use PocketSmith

Getting Started

2 articles

Bank feeds

23 articles

Bank files

7 articles

Moving to PocketSmith

9 articles

Account summary

16 articles

Categories & Category Rules

21 articles

Transactions

40 articles

Filters

10 articles

Budgets

19 articles

Calendar

25 articles

Transfers

7 articles

Dashboard

8 articles

Digest

1 article

My reports

11 articles

Net worth, Assets & Liabilities

7 articles

Multi-currency

5 articles

Mobile apps

3 articles

Managing your settings

26 articles

Billing & plans

9 articles

Security

8 articles

Other

12 articles