An introduction to categories in PocketSmith

Categories are used in PocketSmith to separate your income and expenses into meaningful areas and accurately reflect your earning and spending. Use our ready-to-go set of categories, turn on automatic categorization from the bank feed or create and tailor your own categories 🎉

In this user guide

Getting started with categories

When you first get started in PocketSmith and you've added your transactions with bank feeds or bank files, you'll then need to sort your transactions into categories.

There are a few different ways you can set up your categories:

  • Use automatic categorization of transactions from the bank feed If you have the bank feed automatic categorization feature switched on, most of your transactions will be categorized in the background for you. However, this is optional and you can create and assign categories yourself
  • Use the Categories page
    You can set up the bulk of your categories on the Categories page before you start categorizing your transactions or use our ready-to-go set of categoires
  • Add-as-you-go
    Add new categories as you go when categorizing your transactions on the Transactions page or the Categorize items page

Note

If you're not sure of the exact categories you'd like to add when you first get started in PocketSmith - don't worry! You can change, delete, edit or add new categories later 🌟


A quick look at the Categories page

Head to the Categories page ( Settings > Categories) at any time to see your categories all in the one place, add new categories or delete and edit them


FAQs

Why do categories that I've deleted keep reappearing?

The reason some of your transactions may be getting assigned to the wrong category could be due to  Automatic  categorization of your transactions from the Bank Feed

Turning this feature off will stop your transactions from being assigned to categories created by the bank feed, or new categories appearing that you've not created. 

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